Custody & clearing
BridgeFT MCP Server
Published by Community (timp-apex)
BridgeFT WealthTech API: custodial accounts, positions, transactions, balances, performance, AUM, households and billing.
Local
API key
Community
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
Client households
Drives: Client Value
Trailing 12-month revenue
Drives: Revenue Multiple, Comparable Transactions
Expected annual growth
Drives: Discounted Cash Flow
What you approve
- 1.Request a BridgeFT WealthTech API key covering your custodial feeds.
- 2.Confirm the key's scope includes households, performance and billing.
How your agent connects it
- 1.Run the BridgeFT MCP server locally with your API key and register it in your assistant.
- 2.Ask the agent for custodied assets, household counts, billed revenue and net flows.
Your data never leaves your platforms
Your agent reads BridgeFT MCP Server directly and passes only what the calculation needs. ValuationMCP records the provenance of the source and the calculated outputs — never the underlying practice data. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.