Portfolio accounting & wealth platforms
OneVest MCP Server
Published by OneVest
Real-time client data, portfolio positions and pipeline activity for RIAs on OneVest.
Remote
Enterprise
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
Expected annual growth
Drives: Discounted Cash Flow
Client households
Drives: Client Value
What you approve
- 1.Your OneVest administrator enables MCP access for the firm.
- 2.Approve read access to client and portfolio data.
How your agent connects it
- 1.Add the OneVest MCP server to your assistant.
- 2.Ask the agent for current AUM, funded households and net new assets.
Figures, not records
Your agent reads OneVest 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.