Addepar MCP Connector for Claude

Connect your Addepar account to your AI agent to unlock enterprise-grade investment intelligence and reporting. From auditing portfolio performance to tracking granular transactions and managing complex ownership structures, your agent handles wealth management data through natural conversation.

What you can do

• Portfolio Intelligence — Retrieve detailed performance and analytics for your clients and entity groups
• Entity Management — List and audit clients, accounts, and investment groups to maintain organizational clarity
• Position Tracking — View real-time holdings and ownership details across your entire investment landscape
• Transaction Auditing — Retrieve and analyze financial transaction logs to ensure accuracy and transparency
• Metadata Insights — Access deep technical metadata for any entity or account directly from your chat interface

How it works

1. Subscribe to this server
2. Enter your Addepar API Key, API Secret, and Firm ID
3. Start managing your wealth management data through Claude, Cursor, or any MCP-compatible client

Who is this for?

• Wealth Managers & Advisors — quickly audit client portfolios and prepare for reviews using natural language
• Investment Analysts — retrieve granular position and transaction data for deeper analysis
• Operations Teams — manage entity metadata and verify data integrity across the platform
• Family Offices — track complex ownership structures and performance trends effortlessly