Financial planning
eMoney
Published by Community (PyPI)
Local Python server for eMoney Advisor planning data, exposing household and plan context.
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.Create an eMoney API credential for your own advisor account.
- 2.Keep the key on your machine; the server runs locally.
How your agent connects it
- 1.Install emoney-mcp from PyPI and add it to your assistant’s local MCP config.
- 2.Ask the agent for household counts and client age mix.
Figures, not records
Your agent reads eMoney 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. In your AI assistant, your own connectors do the reading, and ValuationMCP never receives their credentials. If you connect a system in the web workbench, its credentials are stored encrypted, used only for read-only pulls you start, and deleted when you disconnect. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.