# Envestnet connector (Tamarac and MoneyGuide): tools, setup, cost

> 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.

- Kind: Vendor AI connector (not MCP)
- Status: Announced
- First seen: Sep 2026
- Products: [MoneyGuide](https://wealthtech.dev/products/moneyguide), [Envestnet Tamarac](https://wealthtech.dev/products/envestnet-tamarac)
- Id: `envestnet-connector` · JSON: https://wealthtech.dev/mcp/envestnet-connector.json

## Facts

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| Endpoint | Not found | Not found. 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. 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. | 2026-10-17 |
| Transport | Not found | Not found. Not stated on any page read. Not stated on any page read. | 2026-10-17 |
| Tool count | Not found | Not found. No listing with a tool list was found. No listing with a tool list was found. | 2026-10-17 |
| Read or write | Not found | Not found. Anthropic's post describes summarizing Tamarac accounts and households and a MoneyGuide plan snapshot; no scope label is stated. Anthropic's post describes summarizing Tamarac accounts and households and a MoneyGuide plan snapshot; no scope label is stated. | 2026-10-17 |
| Authentication | Not found | Not found. Not stated on any page read. Not stated on any page read. | 2026-10-17 |
| Who turns it on | Chosen by the advisor during the Claude for Financial Advisors plugin's guided setup | From a third-party page. [claude.com](https://claude.com/resources/articles/claude-for-financial-advisors) "advisors choose which of these to connect during guided setup" | 2026-10-17 |
| Price | Not found | Not found. Not stated on any page read. Not stated on any page read. | 2026-10-17 |

## Listings

- https://claude.com/resources/articles/claude-for-financial-advisors: Anthropic announcement (checked 2026-10-17) "Envestnet lets advisors summarize Tamarac accounts and households in natural language, with a financial plan snapshot from MoneyGuide."

This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server.
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Source: https://wealthtech.dev/mcp/envestnet-connector · 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.