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Addepar MCP Server

Name: Addepar
Availability: InStock
Author: Vinkius

addepar.com

Built by Vinkius GDPR ToolsFree for Subscribers

Investment management and reporting — manage portfolios, accounts, and financial performance via AI.

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What is the Addepar MCP Server?

The Addepar MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Addepar via 5 tools. Investment management and reporting — manage portfolios, accounts, and financial performance via AI. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (5)

get_entity_detailsget_portfolio_analyticsget_position_detailslist_entitieslist_transactions

Tools for your AI Agents to operate Addepar

Ask your AI agent "List all active client entities in my Addepar account." and get the answer without opening a single dashboard. With 5 tools connected to real Addepar data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

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Addepar MCP Server capabilities

5 tools

get_entity_details

Get details for an entity

get_portfolio_analytics

Get portfolio performance data

get_position_details

View portfolio holdings

list_entities

List clients and accounts

list_transactions

List financial transactions

What the Addepar MCP Server unlocks

Connect your Addepar account to your AI agent to unlock enterprise-grade investment intelligence and reporting. From auditing portfolio performance to tracking granular transactions and managing complex ownership structures, your agent handles wealth management data through natural conversation.

What you can do

Portfolio Intelligence — Retrieve detailed performance and analytics for your clients and entity groups
Entity Management — List and audit clients, accounts, and investment groups to maintain organizational clarity
Position Tracking — View real-time holdings and ownership details across your entire investment landscape
Transaction Auditing — Retrieve and analyze financial transaction logs to ensure accuracy and transparency
Metadata Insights — Access deep technical metadata for any entity or account directly from your chat interface

How it works

1. Subscribe to this server
2. Enter your Addepar API Key, API Secret, and Firm ID
3. Start managing your wealth management data through Claude, Cursor, or any MCP-compatible client

Who is this for?

Wealth Managers & Advisors — quickly audit client portfolios and prepare for reviews using natural language
Investment Analysts — retrieve granular position and transaction data for deeper analysis
Operations Teams — manage entity metadata and verify data integrity across the platform
Family Offices — track complex ownership structures and performance trends effortlessly

Frequently asked questions about the Addepar MCP Server

How do I find my Addepar API credentials?

Log in to Addepar, go to Firm Administration > API Access Key. You can generate your API Key and Secret there. Also, note your Addepar-Firm-Id from your account settings.

Can I see detailed performance for a specific client group?

Yes! Use the get_portfolio_data tool and provide the Group ID. Your agent will retrieve aggregated performance metrics and analytics for that specific entity.