Portfolio accounting & wealth platforms
Milemarker Firm MCP
Published by Milemarker
One governed connection to the firm's unified data layer across 140+ custodians, CRMs and planning tools, with firm-wide assets, households, revenue and flows.
Remote
API key
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
Client households
Drives: Client Value
Trailing 12-month revenue
Drives: Revenue Multiple, Comparable Transactions
Expected annual growth
Drives: Discounted Cash Flow
Client retention score (0-100)
Drives: Quality multiplier
Client demographics score (0-100)
Drives: Quality multiplier
Revenue concentration score (0-100, higher = well spread)
Drives: Quality multiplier
What you approve
- 1.A Milemarker subscription with MCP access enabled.
- 2.Issue a read-only API key scoped to firm-level data.
How your agent connects it
- 1.Add the Milemarker Firm MCP MCP server to your assistant with your API key.
- 2.Ask the agent for firm AUM, client household counts, revenue, growth, client retention, client age mix and revenue concentration.
Figures, not records
Your agent reads Milemarker Firm MCP 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.