Portfolio accounting & wealth platforms
iCapital Connector for Claude
Published by iCapital
iCapital's first-party connector for clients' private-fund holdings, valuations and transactions — fills in the alternatives share of firm AUM.
Remote
OAuth
Vendor
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
Revenue concentration score (0-100, higher = well spread)
Drives: Quality multiplier
What you approve
- 1.Sign in with your iCapital advisor account and grant read-only access to holdings and valuations.
How your agent connects it
- 1.Add the iCapital Connector for Claude MCP server to your assistant and sign in when prompted.
- 2.Ask the agent for firm AUM and revenue concentration.
Figures, not records
Your agent reads iCapital Connector for Claude 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.