CRM
NexJ MCP Server
Published by NexJ Systems
NexJ's governed MCP access to its wealth and private-banking CRM, widely used by Canadian firms: client, relationship and activity records inside your existing NexJ permissions.
Remote
Enterprise
Vendor
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 retention score (0-100)
Drives: Quality multiplier
What you approve
- 1.MCP access enabled by your NexJ administrator; results follow your existing NexJ permissions.
How your agent connects it
- 1.Add the NexJ MCP server to your assistant as provisioned by your administrator.
- 2.Ask the agent for client counts and client retention.
Figures, not records
Your agent reads NexJ 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.