Portfolio accounting & wealth platforms
eMoney MCP Server
Published by Community (PyPI)
Unofficial local server exposing eMoney household and plan context — a source for client counts and client age mix.
Local
API key
Community
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Client households
Drives: Client Value
Client demographics score (0-100)
Drives: Quality multiplier
What you approve
- 1.eMoney API credentials with read-only access to households and plans.
- 2.Unofficial — runs locally on your machine.
How your agent connects it
- 1.Add the eMoney MCP Server MCP server to your assistant with your API key.
- 2.Ask the agent for client household counts and client age mix.
Figures, not records
Your agent reads eMoney MCP Server 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.