Privacy Policy

1. What ValuationMCP is

ValuationMCP is an MCP-native valuation application for wealth-management practices. Your AI agent connects to our MCP server, reaches into the platforms that already hold your practice data — such as your CRM, portfolio accounting system, custodian, billing tool, or general ledger — and uses the figures it finds to run a valuation inside our application.

2. What we do NOT sync or store

We do not copy the underlying data pulled from other MCP servers into ValuationMCP. When your agent retrieves a revenue figure, client count, AUM balance, expense line, or any other practice metric from an external system, that value is used only to compute the valuation. It is not persisted in our database, not retained in logs, and not made available to our staff.

Examples of data we do not store include, but are not limited to:

• Revenue, EBITDA, or EBOC figures from your ledger or billing system
• AUM, account values, or position data from your custodian or portfolio accounting platform
• Client names, addresses, account numbers, or demographic details from your CRM
• Employee or compensation data from your HR or payroll systems
• Any raw records, files, or reports your agent reads from connected platforms

3. What we DO sync and store

The only information we persist from a valuation run is:

• Provenance metadata. We record which platform or system supplied a given input — for example, "revenue from QuickBooks," "client count from Salesforce," or "AUM from BridgeFT." We do not record the actual revenue, client count, or AUM value.
• Calculated valuation outputs. We store the results produced by our valuation engine, such as per-method values, the blended valuation, the quality multiplier, and the headline asking-price estimate.

This output-only record lets you review, compare, and manage past valuations without exposing the underlying practice data to us.

4. Aggregated and de-identified benchmarks

We have rights only to the aggregated, de-identified benchmarks of valuations calculated through the app. That means we may compute statistics across all valuation runs — such as average blended multiple, median quality score, or method-level ranges — but only after removing any information that could identify an individual firm, practice, or user.

We do not sell, license, or share identifiable valuation outputs with third parties. Any benchmark dataset we publish or use internally is derived from outputs that have been stripped of names, emails, practice identifiers, and any other personally identifiable or firm-identifying details.

5. How your agent accesses data

ValuationMCP does not hold credentials for your external platforms. Your agent connects to those platforms through their own MCP servers or APIs using credentials you control. We provide instructions and a checklist, but the connection itself happens between your agent and the platform. We cannot see, and do not store, those credentials or the raw responses.

6. Authentication and account data

To use the MCP endpoint and save valuation outputs, you create an account. We store your account profile (email, user ID, and role) through our authentication provider so we can authorize tool calls and show you your own valuation history. We do not use your email for marketing unless you explicitly opt in.

7. Data retention and deletion

Calculated valuation outputs and provenance metadata are retained while your account is active so you can access your valuation history. You can delete individual recorded valuations or all valuations for a practice at any time from your workspace. If you delete your account, we remove your valuation records and profile data within a commercially reasonable period, except where we are required to retain data for legal or security purposes.

8. Security

We use industry-standard security practices, including encrypted transport, authenticated MCP sessions, and role-based access controls. Valuation outputs are scoped to the account that created them. Admin views show only output data and provenance summaries, never the raw inputs retrieved from your connected platforms.

9. Your rights

You can access, export, correct, or delete your valuation outputs and account information through the workspace. If you need help with a request you cannot complete in the app, contact us at the address below.

10. Changes to this policy

We may update this Privacy Policy as the product evolves. If we materially change how we handle data, we will notify you by email or through the app before the change takes effect.

11. Contact

For questions about this Privacy Policy or our data practices, send us a message and we'll get back to you.