{
  "page": "https://wealthtech.dev/mcp/addepar-mcp",
  "title": "Addepar MCP: tools, setup, cost",
  "description": "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.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
    "url": "https://wealthtech.dev/mcp/addepar-mcp",
    "title": "Addepar MCP: tools, setup, cost",
    "lastChecked": "2026-10-17",
    "id": "addepar-mcp",
    "name": "Addepar MCP",
    "productIds": [
      "addepar"
    ],
    "kind": "remote-mcp",
    "status": "live",
    "firstSeen": "2026-08-01",
    "endpoint": {
      "value": "https://mcp.addepar.com/",
      "state": "third",
      "checked": "2026-10-17",
      "source": "registry",
      "url": "https://claude.com/marketplace/connectors/addepar",
      "evidence": "https://mcp.addepar.com/",
      "capture": "evidence/mcp-addepar-mcp/claude-com-marketplace-connectors-addepar.txt",
      "note": "Published on the Claude connector listing. developers.addepar.com/docs/welcome (read 2026-10-17) does not mention the MCP server."
    },
    "transport": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The listing does not state the transport; no Addepar page read does."
    },
    "toolCount": {
      "value": 15,
      "state": "third",
      "checked": "2026-10-17",
      "source": "registry",
      "url": "https://claude.com/marketplace/connectors/addepar",
      "evidence": "search_transaction_query_attributes",
      "capture": "evidence/mcp-addepar-mcp/claude-com-marketplace-connectors-addepar.txt",
      "note": "Counted from the 15 tool names the listing shows; no total is printed."
    },
    "tools": [
      {
        "name": "get_all_entities",
        "readWrite": "read",
        "description": "Lists entities."
      },
      {
        "name": "get_current_user",
        "readWrite": "read",
        "description": "Returns the signed-in user."
      },
      {
        "name": "get_exposure",
        "readWrite": "read",
        "description": "Returns exposure data."
      },
      {
        "name": "get_ownership_graph",
        "readWrite": "read",
        "description": "Returns the ownership structure linking entities."
      },
      {
        "name": "get_performance_attribution",
        "readWrite": "read",
        "description": "Returns performance attribution."
      },
      {
        "name": "get_portfolio_attribute_metadata",
        "readWrite": "read",
        "description": "Returns metadata about portfolio attributes."
      },
      {
        "name": "get_portfolio_data",
        "readWrite": "read",
        "description": "Returns portfolio data."
      },
      {
        "name": "get_private_fund_cash_movements",
        "readWrite": "read",
        "description": "Returns private fund cash movements."
      },
      {
        "name": "get_transaction_attribute_metadata",
        "readWrite": "read",
        "description": "Returns metadata about transaction attributes."
      },
      {
        "name": "get_transactions",
        "readWrite": "read",
        "description": "Returns transactions."
      },
      {
        "name": "get_upcoming_private_fund_capital_activity",
        "readWrite": "read",
        "description": "Returns upcoming private fund capital activity."
      },
      {
        "name": "search_addepar_product_docs",
        "readWrite": "read",
        "description": "Searches Addepar product documentation."
      },
      {
        "name": "search_entities",
        "readWrite": "read",
        "description": "Searches entities."
      },
      {
        "name": "search_portfolio_query_attributes",
        "readWrite": "read",
        "description": "Searches portfolio query attributes."
      },
      {
        "name": "search_transaction_query_attributes",
        "readWrite": "read",
        "description": "Searches transaction query attributes."
      }
    ],
    "scope": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The listing shows only get_* and search_* tools but does not state a scope label, so no scope value is recorded."
    },
    "auth": {
      "value": "Authenticate with your Addepar account; no API keys",
      "state": "third",
      "checked": "2026-10-17",
      "source": "registry",
      "url": "https://claude.com/marketplace/connectors/addepar",
      "evidence": "Simply authenticate with your Addepar account. No API keys or manual configuration required.",
      "capture": "evidence/mcp-addepar-mcp/claude-com-marketplace-connectors-addepar.txt",
      "note": "The listing also says 'Permission aware access helps limit the information retrieved to what each user is authorized to see.'"
    },
    "enablement": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The listing does not say who enables the connector or where."
    },
    "price": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No price appears on the listing."
    },
    "listings": [
      {
        "value": "claude.com Connectors",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/addepar",
        "evidence": "Bring Addepar portfolio intelligence into Claude",
        "capture": "evidence/mcp-addepar-mcp/claude-com-marketplace-connectors-addepar.txt",
        "note": "Listing says 'Made by Addepar' and 'Added August 2026'. Official MCP registry search for 'addepar' returned no servers."
      }
    ],
    "summary": "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.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev"
  }
}