# FutureVault MCP for AI Agents AI Agent Connect > FutureVault lets you connect your secure digital vault to your AI agent. It handles document metadata, folder structures, and membership audits for financial services and wealth management. It turns a complex, high-compliance repository into a searchable, manageable workspace for your agent. ## Overview - **Category:** document-management - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_ci3ExVARNMoKP1tBM2KCm39IlKeyYthH0Two2RV7/ai-agent-connect - **Tags:** digital-vault, wealth-management, secure-storage, compliance, document-metadata, financial-services ## Description FutureVault lets you connect your secure digital vault to your AI agent to handle document management and vault workflows. It's built for financial services, wealth management, and high-net-worth individuals who need to keep sensitive data organized and compliant. Instead of clicking through a dashboard to find a specific client's tax return or checking who has access to a folder, you can just ask your agent to do it for you. It handles the heavy lifting of navigating complex folder hierarchies and pulling metadata like tags, owners, and statuses. You can find this in the Vinkius catalog to get it running in your workspace in a few minutes. It's about making your document repository actually usable for the tools you're already using every day. You get a way to audit vault memberships and system roles through natural conversation, which means you spend less time on manual oversight and more time on your actual work. It keeps your fiduciary document repository accessible to your agent without you having to leave your primary workspace. This means you can quickly verify if a client has uploaded a specific file or audit your security model without leaving your current app. It bridges the gap between high-security storage and the ease of a conversational interface. ## Tools ### list_vault_folders See the folder structure of a specific vault. This helps you understand how data is organized. ### list_vault_members Get a list of everyone who has access to a specific vault. Use this to quickly check team permissions. ### verify_api_connection Check if your connection to the vault is active. This ensures your agent can communicate with the data. ### get_document_metadata Get specific details like tags and owners for a single file. This helps you identify files without opening them. ### get_my_identity See which user profile is currently active in the session. This confirms your current permissions. ### get_vault_details Fetch the configuration and metadata for a specific vault. This gives you a technical overview of the storage. ### get_folder_details Pull metadata for a specific folder to see its properties. Use this to understand the structure of a vault. ### get_member_details View the profile information for a specific vault member. This is useful for auditing user access. ### list_folder_documents See every document inside a specific folder. This lets you audit the contents of a specific directory. ### list_system_roles See all available roles and permissions in the system. This is essential for security audits. ### list_digital_vaults See every vault you have permission to access. This provides a high-level overview of your repository. ### search_vault_content Find documents or folders by name or keyword across all vaults. This is the fastest way to locate specific files. ## Prompt Examples **Prompt:** ``` Who has access to the 'High Net Worth' vault? ``` **Response:** ``` I've checked the 'High Net Worth' vault for you. It currently has 5 members: - **Sarah Jenkins** (Admin) - **Marcus Thorne** (Member) - **Elena Rodriguez** (Member) - **David Chen** (Member) - **Jordan Smith** (Member) Would you like to see the specific profile details for any of these members? ``` **Prompt:** ``` Search for any documents related to 'Property Tax' in the Acme vault. ``` **Response:** ``` I searched the Acme vault and found the following documents: | Document Name | Owner | Status | | :--- | :--- | :--- | | 2023 Property Tax.pdf | Sarah Jenkins | Completed | | 2022 Property Tax.pdf | Marcus Thorne | Archived | Let me know if you need more details on either of these. ``` **Prompt:** ``` List all the digital vaults I can see. ``` **Response:** ``` You have access to 4 digital vaults: 1. **Private Equity Fund A** (ID: vlt_882) 2. **Retail Clients - East** (ID: vlt_991) 3. **Internal Operations** (ID: vlt_443) 4. **Archive_2023** (ID: vlt_112) Which one would you like to explore further? ``` ## Capabilities ### List all accessible digital vaults See every vault you have permission to access in one view. ### Navigate complex folder hierarchies Move through nested folders to organize and find sensitive data. ### Fetch document metadata Get specific details like tags, owners, and statuses for any file. ### Audit vault membership View profile information for all users who have access to a vault. ### Search for specific documents Find files or folders by name or keyword across your entire repository. ### Verify API connection status Confirm that your AI agent is properly connected to the vault. ## Use Cases ### Finding a specific client's tax return A wealth advisor needs to find a document quickly. They ask the agent to use `search_vault_content` for '2023 Tax Statement' in the 'Client_A' vault. ### Auditing vault permissions for a new team An operations manager needs to verify access. They ask the agent to use `list_vault_members` and `list_system_roles` to audit the 'Corporate_Vault'. ### Verifying folder structures for a compliance audit A financial planner is prepping for an audit. They ask the agent to use `list_vault_folders` to verify the structure of the 'Fiduciary_Records' vault. ### Searching for a missing contract across all vaults A team lead can't find a signed agreement. They ask the agent to search for 'Master Agreement' across all vaults using `search_vault_content`. ## Benefits - Stop digging through folders manually by using `search_vault_content` to find any file across your entire repository instantly. This lets you find specific tax statements or contracts in seconds without clicking through dozens of nested subfolders. - Keep your security tight by using `list_system_roles` to audit permissions and ensure only the right people have access. You can quickly see every role in the system to verify that your security model matches your current compliance requirements. - Get a high-level view of your data with `list_digital_vaults` so you can see every vault at a glance without logging into a dashboard. It makes it easy to keep track of all your active vaults for different clients or departments. - Speed up client onboarding by using `list_vault_members` and `get_member_details` to quickly see who's on a team. You can pull specific profile info to verify permissions for new team members without manual data entry. - Stay audit-ready by using `get_document_metadata` to pull owner tags and status updates for any file in your repository. This provides a clear paper trail for every document, making it much easier to prepare for annual reviews. ## How It Works The bottom line is you get a direct line from your AI agent to your secure document repository. 1. Subscribe to the FutureVault MCP on the Vinkius Marketplace. 2. Paste your FutureVault API Token from your Developer Settings. 3. Start asking your AI client to find files or manage vault permissions. ## Frequently Asked Questions **Can the FutureVault MCP help me manage my wealth management documents?** Yes, it connects your AI agent directly to your FutureVault repository so you can find documents and manage folders using natural language. **How does FutureVault MCP handle secure document metadata?** It allows your agent to pull specific details like tags, owners, and statuses for any file without you having to open the vault manually. **Can I use FutureVault MCP to audit vault memberships?** Yes, you can ask your agent to list all members of a specific vault or pull their profile details to ensure your security settings are correct. **Does FutureVault MCP work with my current AI client?** It works with any MCP-compatible client, including Claude, Cursor, and Windsurf, allowing your agent to interact with your vault. **How do I find specific files across multiple vaults?** You can use the search tool to look for keywords or names across every vault you have access to in one go. **Is FutureVault MCP good for high-compliance financial records?** It's designed specifically for that. It helps you stay audit-ready by making it easy to verify folder structures and document metadata on demand. **How do I get an API Token for FutureVault?** Log in to your FutureVault Developer Portal or contact your account administrator to generate a new API Access Token. **What is a 'Digital Vault' in this context?** A Digital Vault is a secure organizational space where documents and folders are stored, typically assigned to a specific entity or client. **Can I search for documents across all my vaults?** Yes! The 'search_vault_content' tool allows you to perform a global keyword search for documents or folders across every vault you have access to. **How do I see the folders inside a vault?** Use the 'list_vault_folders' tool and provide the specific Vault ID. The agent will return the top-level directory structure for that vault.