Portfolio accounting & wealth platforms
Truthifi MCP Server
Published by Truthifi
Hosted read-only MCP bridge into advisor platform accounts — Orion, Envestnet, Tamarac, eMoney and custodial portals.
Remote
OAuth
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
Organic growth score (0-100)
Drives: Quality multiplier
Revenue concentration score (0-100, higher = well spread)
Drives: Quality multiplier
What you approve
- 1.Create a Truthifi account and authorize the platform portals you use (Orion, Envestnet, Tamarac, eMoney).
- 2.Access is read-only by design — confirm the linked login sees the whole firm, not one client view.
How your agent connects it
- 1.Add the Truthifi remote MCP server to your assistant and complete the OAuth round-trip.
- 2.Ask the agent for firm AUM, trailing 12-month net new assets excluding market movement, and value concentration in the top ten households.
Figures, not records
Your agent reads Truthifi 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.