CRM
Sentir MCP (Practifi)
Published by Practifi
Practifi's MCP server inside Sentir, its AI-native CRM: client context and relationship data under Practifi's governance controls. Sentir customers only.
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.A Sentir subscription with MCP access enabled by your Practifi administrator.
How your agent connects it
- 1.Add the Sentir 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 Sentir MCP (Practifi) 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.