MCP For Claude Marketplace
Addepar

Addepar MCP Connector for Claude

A+

Investment management and reporting — manage portfolios, accounts, and financial performance via AI.

5 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to 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
investment-managementportfolio-analyticswealth-managementfinancial-reportingasset-trackingdata-transparency

5 tools expose this connector's capabilities to your AI agent.

list_entities

List clients and accounts

get_entity_details

Get details for an entity

get_portfolio_analytics

Get portfolio performance data

get_position_details

View portfolio holdings

list_transactions

List financial transactions

See how to talk to your AI agent using Addepar.

List all active client entities in my Addepar account.

I've retrieved the list of client entities. You have 15 active clients, including 'The Miller Family Office', 'East Coast Holdings', and 'Private Wealth Group'. Would you like to see the accounts for any of them?

Show me the performance for 'The Miller Family Office' for the last quarter.

I've analyzed the portfolio data. For the last quarter, 'The Miller Family Office' had a net return of 4.2% with a closing value of $12.5M. The top performing asset class was 'Global Equities'.

List the latest 10 transactions for account ID ACCT-123.

I've retrieved the latest 10 transactions for account ACCT-123. They include 5 buy trades, 3 dividend payments, and 2 cash transfers. Would you like the details for any specific transaction?

Log in to Addepar, go to **Firm Administration** > **API Access Key**. You can generate your API Key and Secret there. Also, note your **Addepar-Firm-Id** from your account settings.

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