Your valuation talks directly to the systems that hold your numbers.
ValuationMCP is not a survey. It is an MCP-native application: your agent connects to ours, then reaches into your CRM, portfolio accounting, custodian, billing, ledger and payroll platforms over the Model Context Protocol. Every input is sourced from the platform that already owns it. We store the figures your agent sends — revenue, EBITDA, AUM, client count and the rest of the checklist — on your practice record, along with their provenance and the calculated outputs, so you can compare runs and delete them whenever you want. What we never copy is the material behind them: the statements, exports, position data and CRM records those figures came from stay in your platforms, and we never hold your credentials.
Not a survey
Your agent asks the questions directly to the systems that already hold the answers. Nothing is typed into a form.
Direct source data
Every figure comes from your own CRM, portfolio accounting, custodian, billing or ledger systems over MCP.
Figures, not records
Your agent sends only the specific numbers the valuation needs. We never copy the statements, exports, or client records behind them, and we never hold your platform credentials.
Native to your enterprise AI
Add our MCP server to the assistant your firm already uses. The entire valuation workflow runs where your agents already work.
Supported MCP servers
Pick the MCP servers that hold your numbers
These are the same servers surfaced in the connector wizard. Each card shows what data it can supply, how it authenticates, and where it runs. Server details, tiers and auth modes are sourced from the WealthMCP directory.
Firm intelligence & registries
ADVmcp
ADVmcp
MCP-native SEC Form ADV service — assets, clients, accounts, custody and disclosures for 23,740 advisers, exactly as filed, no login. The peer-benchmark and acquisition-screen source ValuationMCP already leans on.
AdvisorFinder MCP Server
AdvisorFinder (community)
Queries SEC IAPD Form ADV filings and FINRA BrokerCheck for advisor and firm profiles, disclosures and risk scoring.
AdvizorPro
AdvizorPro
Read-only access to AdvizorPro's RIA, broker-dealer and family-office firm and contact data — a licensed cross-check on a firm's size and headcount.
FINTRX
FINTRX
Read-only access to FINTRX's RIA, broker-dealer and advisor-team data inside your AI assistant. A licensed cross-check on a firm's size and headcount; requires your own FINTRX subscription.
CRM
Wealthbox Connector for Claude
Wealthbox
Wealthbox's own connector for Claude: contacts, households, opportunities, notes and tasks from your CRM of record. Includes write tools, so connect with read-only scopes.
Wealthbox MCP Server
Fireweed Capital (community)
Wealthbox advisor CRM contacts, notes, tasks and events over a remote MCP endpoint. Unofficial; Wealthbox's own connector is listed above.
Orion Connector for Claude
Orion Advisor Solutions
Orion's first-party connector: Orion Connect portfolio and account data plus Redtail CRM households in one connection, governed by your firm's Orion entitlements.
Redtail CRM (via Zapier MCP)
Zapier
Redtail has no native MCP server; Zapier's hosted endpoint exposes Redtail contacts, activities and notes as MCP tools.
Advyzon (via Zapier MCP)
Zapier
Advyzon contact and household actions exposed to MCP clients through your Advyzon connection.
Salesforce Hosted MCP Servers
Salesforce
Salesforce-hosted MCP servers for CRM data and workflows — the base for Financial Services Cloud households.
Microsoft Dynamics 365 Sales MCP Server
Microsoft
Official Dynamics 365 Sales MCP server — the platform under Dynamics-based advisor CRMs such as Tamarac CRM and Salentica.
HubSpot MCP Server
HubSpot
Official HubSpot MCP server for contacts, companies, deals and engagements.
Slant
Slant
Official MCP server for the Slant advisor CRM — contacts, households, tasks, notes and pipeline activity over a remote endpoint.
Sentir MCP (Practifi)
Practifi
Practifi's MCP server inside Sentir, its AI-native CRM: client context and relationship data under Practifi's governance controls. Sentir customers only.
NexJ MCP Server
NexJ Systems
NexJ's governed MCP access to its wealth and private-banking CRM, widely used by Canadian firms: client, relationship and activity records inside your existing NexJ permissions.
Portfolio accounting & wealth platforms
Orion Connector for Claude
Orion Advisor Solutions
Orion's first-party connector: Orion Connect portfolio and account data plus Redtail CRM households in one connection, governed by your firm's Orion entitlements.
Addepar Connector for Claude
Addepar
Addepar's first-party connector: 15 read-only tools for portfolio data, exposure, performance and transactions within each user's Addepar permissions.
Conquest Planning MCP
Conquest Planning
Canadian planning platform: client plan, goals and KPI outputs from Conquest's Strategic Advice Manager, useful for client age and decumulation mix. Availability to be confirmed with Conquest.
Truthifi MCP Server
Truthifi
Hosted read-only MCP bridge into advisor platform accounts — Orion, Envestnet, Tamarac, eMoney and custodial portals.
d1g1t MCP Server
d1g1t
Enterprise wealth platform — portfolio analytics, risk, performance and rebalancing — as natural-language MCP tools.
OneVest MCP Server
OneVest
Real-time client data, portfolio positions and pipeline activity for RIAs on OneVest.
Wealthfolio MCP Server
Wealthfolio
Built-in MCP server in the Wealthfolio portfolio tracker, exposing holdings and performance via scoped, revocable tokens.
Custody & clearing
BridgeFT MCP Server
Community (timp-apex)
BridgeFT WealthTech API: custodial accounts, positions, transactions, balances, performance, AUM, households and billing.
Schwab Advisor Center for Claude
Charles Schwab
Schwab Advisor Services' official connector for the independent RIAs it custodies, bringing custodial data into Claude. No published endpoint or tool list yet; confirm eligibility with your Schwab team.
Charles Schwab Brokerage MCP Server
Community (k1xme)
Unofficial Schwab brokerage/custody integration over MCP — review Schwab's terms before connecting. Unofficial; for RIAs, use Schwab's own Advisor Center connector above.
Fidelity MCP Server (Strider Labs)
Strider Labs
Agent access to Fidelity accounts, positions and holdings across brokerage, IRA and 401(k).
Fee billing
BridgeFT MCP Server (billing tools)
Community (timp-apex)
Billing and fee data alongside custodial balances from the same BridgeFT MCP server.
Fee billing platform (via Zapier MCP)
Zapier
Bridge for billing platforms with no native MCP server — AdvicePay, Orion Billing and similar — through your own Zapier connection.
Accounting ledger
QuickBooks Online MCP Server
Intuit
Official MCP server for QuickBooks Online with CRUD across 29 entity types and 11 financial reports.
Xero MCP Server
Xero
Official Xero MCP server for contacts, invoices, bank transactions, reports, payroll and tracking categories.
NetSuite MCP Server (Standard Tools SuiteApp)
Oracle NetSuite
Official AI Connector SuiteApp exposing records, reports, saved searches and SuiteQL via MCP, governed by NetSuite roles.
Sage Cloud Accounting MCP Server
Sage (via CData)
Vendor MCP server for Sage Cloud Accounting invoices, payments, bank accounts and reports.
Zoho Books
Zoho (via CData)
Vendor MCP server for Zoho Books invoices, payments, bank accounts and financial reports.
Wave Financial
Wave (via CData)
Vendor MCP server for Wave invoices, payments, bank accounts and accounting reports.
FreshBooks
Bitovi (community)
Community MCP server for FreshBooks accounting, invoicing, expenses and reports.
Payroll / HR
Xero MCP Server (payroll tools)
Xero
Payroll data from the same official Xero MCP server — owner compensation and staff tenure.
Gusto Payroll (via Zapier MCP)
Zapier
Gusto employee records, compensation changes and payroll runs through your own Zapier connection, for owner-comp normalization and staffing cost.
Payroll platform (via Zapier MCP)
Zapier
Bridge for payroll systems with no native MCP server — ADP and similar — through your own Zapier connection.
Ready to connect your first platform?
The connector wizard generates the exact consent and MCP connection steps for every platform your valuation needs, then verifies the data actually landed before you value.
ValuationMCP stores the practice figures your agent supplies, together with their provenance and the calculated valuation outputs, scoped to your account. It does not copy the underlying records, files or exports those figures came from, and it never holds credentials for your platforms. See the Privacy Policy for details.