Addepar MCP

Live Remote MCP server · first seen Aug 2026 · last checked Oct 17, 2026

Addepar's MCP connector for Claude is listed at https://mcp.addepar.com/ with 15 tools covering portfolio data, transactions, ownership and private fund activity. Users authenticate with their Addepar account, and the listing says no API keys are needed.

Facts

Addepar MCP facts
Endpoint	mcp.addepar.com From a third-party page · Oct 17, 2026 “https://mcp.addepar.com/” Source https://claude.com/marketplace/connectors/addepar Checked Oct 17, 2026 Note Published on the Claude connector listing. developers.addepar.com/docs/welcome (read 2026-10-17) does not mention the MCP server.
Transport	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note The listing does not state the transport; no Addepar page read does.
Tool count	15 From a third-party page · Oct 17, 2026 “search_transaction_query_attributes” Source https://claude.com/marketplace/connectors/addepar Checked Oct 17, 2026 Note Counted from the 15 tool names the listing shows; no total is printed.
Read or write	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note The listing shows only get_* and search_* tools but does not state a scope label, so no scope value is recorded.
Authentication	Authenticate with your Addepar account; no API keys From a third-party page · Oct 17, 2026 “Simply authenticate with your Addepar account. No API keys or manual configuration required.” Source https://claude.com/marketplace/connectors/addepar Checked Oct 17, 2026 Note The listing also says 'Permission aware access helps limit the information retrieved to what each user is authorized to see.'
Who turns it on	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note The listing does not say who enables the connector or where.
Price	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note No price appears on the listing.

Tools

Tool	Read or write	What it does
`get_all_entities`	read	Lists entities.
`get_current_user`	read	Returns the signed-in user.
`get_exposure`	read	Returns exposure data.
`get_ownership_graph`	read	Returns the ownership structure linking entities.
`get_performance_attribution`	read	Returns performance attribution.
`get_portfolio_attribute_metadata`	read	Returns metadata about portfolio attributes.
`get_portfolio_data`	read	Returns portfolio data.
`get_private_fund_cash_movements`	read	Returns private fund cash movements.
`get_transaction_attribute_metadata`	read	Returns metadata about transaction attributes.
`get_transactions`	read	Returns transactions.
`get_upcoming_private_fund_capital_activity`	read	Returns upcoming private fund capital activity.
`search_addepar_product_docs`	read	Searches Addepar product documentation.
`search_entities`	read	Searches entities.
`search_portfolio_query_attributes`	read	Searches portfolio query attributes.
`search_transaction_query_attributes`	read	Searches transaction query attributes.

Where it's listed

claude.com: claude.com Connectors (From a third-party page, Oct 17, 2026)

This page states security facts: how you sign in, whether the server can change data, and who has to switch it on. It doesn't endorse the server. Check your firm's policy before connecting an AI assistant to client data.

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