Portfolio accounting & wealth platforms
Addepar Connector for Claude
Published by Addepar
Addepar's first-party connector: 15 read-only tools for portfolio data, exposure, performance and transactions within each user's Addepar permissions.
Remote
OAuth
Vendor
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Assets under management
Drives: AUM Percentage
Expected annual growth
Drives: Discounted Cash Flow
Revenue concentration score (0-100, higher = well spread)
Drives: Quality multiplier
What you approve
- 1.Sign in to Addepar at the OAuth consent screen; data follows your Addepar permissions.
How your agent connects it
- 1.Add the Addepar connector to your assistant and finish OAuth.
- 2.Ask the agent for AUM, trailing asset growth and concentration in the largest relationships.
Figures, not records
Your agent reads Addepar Connector for Claude directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.