Custody & clearing
Fidelity MCP Server (claude-fidelity)
Published by TylerFlar (community)
Unofficial browser-automation reader for Fidelity accounts and positions. Built for individual accounts; confirm it suits firm-level reporting before relying on it.
Local
No auth
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
What you approve
- 1.Uses your own browser session to read accounts and positions — no trading actions.
- 2.Unofficial — confirm it fits firm-level reporting before relying on it.
How your agent connects it
- 1.Add the Fidelity MCP Server (claude-fidelity) MCP server to your assistant — no key needed.
- 2.Ask the agent for firm AUM.
Figures, not records
Your agent reads Fidelity MCP Server (claude-fidelity) 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.