FutureVault MCP Connector for Claude

Connect your FutureVault account to any AI agent to automate your document management and digital vault workflows through the Model Context Protocol (MCP). FutureVault is a secure, high-compliance digital vault platform designed for financial services, wealth management, and high-net-worth individuals. This MCP server enables you to manage your vault directory, retrieve document metadata, and participate in collaborative workflows directly through natural conversation.

Key Features

• Vault Orchestration — List all accessible digital vaults and fetch detailed configuration metadata for each.
• Directory Structure — Access and navigate complex folder hierarchies within your vaults to organize sensitive data.
• Document Oversight — List documents within specific folders and retrieve complete metadata (owner, tags, status) for individual files.
• Team & Member Management — Access vault membership lists and detailed profile information for all users with access.
• Role Discovery — List all system roles and permissions to audit your security and access control model.
• Powerful Search — Execute global searches across all vaults for specific documents or folders by name or keyword.
• Real-time Synchronization — Keep your fiduciary document repository accessible to your AI assistant without leaving your primary workspace.

How it works

1. Subscribe to this server through the Vinkius Marketplace
2. Enter your FutureVault API Token (found in your Developer Settings)
3. Start managing your digital vaults from Claude, Cursor, or any MCP client

Who is this for?

• Wealth Advisors & Fiduciaries — quickly check if a client has uploaded a document or verify vault permissions without manual dashboard navigation.
• Operations Teams — automate the retrieval of document metadata or audit vault membership via simple AI commands.
• Financial Planners — get a real-time overview of folder structures and document statuses for audit readiness.