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 do not sync that raw data back to ValuationMCP — we record only the provenance of each source and the calculated valuation outputs.
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.
We never sync the raw data
ValuationMCP records only the provenance of each source and the calculated outputs. Your underlying practice data stays in your platforms.
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.
CRM
Wealthbox MCP Server
Fireweed Capital (community)
Wealthbox advisor CRM contacts, notes, tasks and events over a remote MCP endpoint.
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.
Portfolio accounting & wealth platforms
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.
Charles Schwab Brokerage MCP Server
Community (k1xme)
Unofficial Schwab brokerage/custody integration over MCP — review Schwab's terms before connecting.
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.
Payroll / HR
Xero MCP Server (payroll tools)
Xero
Payroll data from the same official Xero MCP server — owner compensation and staff tenure.
Payroll platform (via Zapier MCP)
Zapier
Bridge for payroll systems with no native MCP server — Gusto, 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 records only the provenance of each data source and the calculated valuation outputs. We do not store underlying practice data pulled from external MCP servers. See the Privacy Policy for details.