Fee billing
BridgeFT MCP Server (billing tools)
Published by Community (timp-apex)
Billing and fee data alongside custodial balances from the same BridgeFT MCP server.
Local
API key
Community
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Trailing 12-month revenue
Drives: Revenue Multiple, Comparable Transactions
Recurring revenue mix score (0-100)
Drives: Quality multiplier
Revenue concentration score (0-100, higher = well spread)
Drives: Quality multiplier
What you approve
- 1.Use the same BridgeFT API key, with the billing scope enabled.
- 2.Confirm read access to fee schedules and billed revenue.
How your agent connects it
- 1.Ask the agent to pull the last four billing periods from the BridgeFT MCP billing tools.
- 2.Have it split recurring advisory fees from one-time engagements and report revenue by household.
Figures, not records
Your agent reads BridgeFT MCP Server (billing tools) 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.