# MCP servers and AI connectors for wealth technology

11 servers and connectors from wealth-technology vendors, with endpoint, auth, read or write scope, who turns it on and price, each sourced and dated.

| Server | Products | Kind | Status | Endpoint | Auth | Checked |
|---|---|---|---|---|---|---|
| [Addepar MCP](https://wealthtech.dev/mcp/addepar-mcp) | Addepar | Remote MCP server | Live | https://mcp.addepar.com/ | Authenticate with your Addepar account; no API keys | 2026-10-17 |
| [Black Diamond connector (MCP)](https://wealthtech.dev/mcp/black-diamond-mcp) | Black Diamond | Remote MCP server | Live | https://bd3.bdreporting.com/mcp | Sign-in required (method not stated) | 2026-10-17 |
| [Conquest MCP Server](https://wealthtech.dev/mcp/conquest-mcp) | Conquest Planning | Remote MCP server | Announced | Not found | Authenticated connection that a firm opts into; access granted at firm level or limited to specific users | 2026-10-17 |
| [Envestnet connector (Tamarac and MoneyGuide)](https://wealthtech.dev/mcp/envestnet-connector) | MoneyGuide, Envestnet Tamarac | Vendor AI connector (not MCP) | Announced | Not found | Not found | 2026-10-17 |
| [Mastercard Developers Agent Toolkit (MCP)](https://wealthtech.dev/mcp/finicity-agent-toolkit) | Mastercard Open Finance US (Finicity) | Developer-tooling MCP server | Live | https://developer.mcp.mastercard.com | Not found | 2026-10-17 |
| [Milemarker MCP Server](https://wealthtech.dev/mcp/milemarker-mcp) | Milemarker | Remote MCP server | Live | https://mcp.milemarker.co/mcp | Bearer token; tenant-scoped API key | 2026-10-17 |
| [Morningstar MCP Server](https://wealthtech.dev/mcp/morningstar-mcp) | Morningstar Direct Web Services | Remote MCP server | Live | https://mcp.morningstar.com/mcp | Bearer token from Morningstar's Authentication API for programmatic clients; users sign in with Morningstar credentials in apps | 2026-10-17 |
| [Orion Connector for Claude (Denali Gateway MCP)](https://wealthtech.dev/mcp/orion-denali) | Orion, Redtail CRM | Remote MCP server | Live | https://gateway.oriondenali.ai/mcp | Sign-in required; operates under each user's existing Orion Connect and Redtail permissions | 2026-10-17 |
| [Plaid Dashboard MCP server](https://wealthtech.dev/mcp/plaid-dashboard-mcp) | Plaid Investments | Developer-tooling MCP server | Live | https://api.dashboard.plaid.com/mcp/ | OAuth token with the mcp:dashboard scope via the client_credentials grant; sent as a bearer token | 2026-10-17 |
| [Schwab connector for Claude](https://wealthtech.dev/mcp/schwab-connector) | Schwab Advisor Services | Vendor AI connector (not MCP) | Announced | Not found | Authenticated connection to Schwab Advisor Center | 2026-10-17 |
| [Wealthbox connector (MCP)](https://wealthtech.dev/mcp/wealthbox-mcp) | Wealthbox | Remote MCP server | Live | https://mcp.crmworkspace.com/mcp | Sign-in required (method not stated) | 2026-10-17 |
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Source: https://wealthtech.dev/mcp · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it.