{
  "page": "https://wealthtech.dev/mcp/envestnet-connector",
  "title": "Envestnet connector (Tamarac and MoneyGuide): tools, setup, cost",
  "description": "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.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
    "url": "https://wealthtech.dev/mcp/envestnet-connector",
    "title": "Envestnet connector (Tamarac and MoneyGuide): tools, setup, cost",
    "lastChecked": "2026-10-17",
    "id": "envestnet-connector",
    "name": "Envestnet connector (Tamarac and MoneyGuide)",
    "productIds": [
      "moneyguide",
      "envestnet-tamarac"
    ],
    "kind": "vendor-connector",
    "status": "announced",
    "firstSeen": "2026-09-14",
    "endpoint": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "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": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on any page read."
    },
    "toolCount": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No listing with a tool list was found."
    },
    "tools": [],
    "scope": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Anthropic's post describes summarizing Tamarac accounts and households and a MoneyGuide plan snapshot; no scope label is stated."
    },
    "auth": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on any page read."
    },
    "enablement": {
      "value": "Chosen by the advisor during the Claude for Financial Advisors plugin's guided setup",
      "state": "third",
      "checked": "2026-10-17",
      "source": "third",
      "url": "https://claude.com/resources/articles/claude-for-financial-advisors",
      "evidence": "advisors choose which of these to connect during guided setup",
      "capture": "evidence/mcp-envestnet-connector/claude-com-resources-articles-claude-for-financial-advisors.txt",
      "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": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on any page read."
    },
    "listings": [
      {
        "value": "Anthropic announcement",
        "state": "third",
        "checked": "2026-10-17",
        "source": "third",
        "url": "https://claude.com/resources/articles/claude-for-financial-advisors",
        "evidence": "Envestnet lets advisors summarize Tamarac accounts and households in natural language, with a financial plan snapshot from MoneyGuide.",
        "capture": "evidence/mcp-envestnet-connector/claude-com-resources-articles-claude-for-financial-advisors.txt",
        "note": "Anthropic's 2026-09-14 post; it also lists Envestnet among partners the Claude for Financial Advisors plugin works with. Whether the connector is MCP-based is not stated on this page."
      }
    ],
    "summary": "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.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev"
  }
}