CRM
Zeplyn MCP Server
Published by Zeplyn
Wealth AI platform exposing client intelligence, meeting records and custodial integrations — household counts, client demographics and retention signals.
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
Assets under management
Drives: AUM Percentage
Client demographics score (0-100)
Drives: Quality multiplier
Client retention score (0-100)
Drives: Quality multiplier
What you approve
- 1.Enterprise access provisioned by Zeplyn with read-only client and household scopes.
How your agent connects it
- 1.Add the Zeplyn MCP Server MCP server to your assistant as provisioned by your administrator.
- 2.Ask the agent for client household counts, firm AUM, client age mix and client retention.
Figures, not records
Your agent reads Zeplyn 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.