CRM
Slant
Published by Slant
Official MCP server for the Slant advisor CRM — contacts, households, tasks, notes and pipeline activity over a remote endpoint.
Remote
API key
Official
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
Client demographics score (0-100)
Drives: Quality multiplier
What you approve
- 1.Sign in to Slant as an admin so household visibility covers the whole book.
- 2.Settings → API tokens → generate a read-only token; keep it in your assistant's credential store.
How your agent connects it
- 1.Add the remote Slant MCP server to your assistant and supply the API token.
- 2.Ask the agent for active household counts, 12-month household retention and the client age mix.
Figures, not records
Your agent reads Slant 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.