Envestnet connector (Tamarac and MoneyGuide)

Announced Vendor AI connector (not MCP) · first seen Sep 2026 · last checked Oct 17, 2026

Anthropic's September 14, 2026 announcement says an Envestnet connector lets advisors summarize Tamarac accounts and households and see a MoneyGuide plan snapshot. No endpoint, tool list or authentication detail was found on any public page read. Anthropic's post says advisors choose which partners to connect during the Claude for Financial Advisors plugin's guided setup.

Facts

Envestnet connector (Tamarac and MoneyGuide) facts
Endpoint	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note No endpoint found. claude.com/marketplace/connectors guesses for envestnet, tamarac and envestnet-tamarac returned 404; envestnet.com/ai and /claude returned 404. The status "announced" here means only that no public endpoint was found.
Transport	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note Not stated on any page read.
Tool count	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note No listing with a tool list was found.
Read or write	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note Anthropic's post describes summarizing Tamarac accounts and households and a MoneyGuide plan snapshot; no scope label is stated.
Authentication	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note Not stated on any page read.
Who turns it on	Chosen by the advisor during the Claude for Financial Advisors plugin's guided setup From a third-party page · Oct 17, 2026 “advisors choose which of these to connect during guided setup” Source https://claude.com/resources/articles/claude-for-financial-advisors Checked Oct 17, 2026 Note Anthropic's post names Envestnet among the partners the plugin works with. Any approval inside a firm, any agreement and the price are not stated, and no public endpoint was found.
Price	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note Not stated on any page read.

Tools

The vendor's public pages don't list the tools by name.

Where it's listed

claude.com: Anthropic announcement (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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