How to Use the Addepar MCP in Claude Code

Q: How do I pipe Addepar data to other CLI utilities using Claude Code?

Ask Claude Code to format the output of getpositiondetails as JSON. You can then pipe that output directly to tools like jq or grep.

Pipe Addepar portfolio metrics and transaction logs directly into your terminal workflows using Claude Code.

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Connect Addepar MCP to Claude Code

Create your Vinkius account to connect Addepar to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Addepar with Claude Code

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Extract portfolio performance from the command line

`get_portfolio_analytics` retrieves historical performance data directly through your terminal session. Claude Code runs this tool to get raw return rates without opening a browser. You can pipe this raw output directly into local shell scripts. The agent formats the JSON payload into clean CSV files or terminal tables on your command.

Audit account entities using this MCP Server

`list_entities` fetches your complete client and account directory directly inside your shell. Claude Code uses this tool to find specific account IDs and entity relationships instantly. The agent filters this directory data using standard terminal patterns. It matches entities against your query and prepares the exact parameters needed for subsequent tool calls.

Query transaction ledgers via CLI

`list_transactions` pulls live financial transaction histories straight into your active terminal. Your agent calls this tool to track down specific trade executions or cash movements. Claude Code processes this transaction stream to generate quick CLI summaries. It writes shell commands to filter by date or transaction type, saving you from manual API scripting.

Setup guide

Set up Addepar MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see addepar-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Addepar transactions." It will automatically discover and invoke the available Addepar tools.

Terminal

claude mcp add --transport http addepar-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Addepar MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "addepar-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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Common questions about Addepar MCP in Claude Code

Run the claude mcp add command with the transport flag and your Vinkius URL in your terminal. Use the list command to verify the connection.

Yes. Claude Code runs in non-interactive environments, allowing you to trigger tools like get_portfolio_analytics inside automated cron jobs.

Ask Claude Code to format the output of get_position_details as JSON. You can then pipe that output directly to tools like jq or grep.

This server supports standard HTTP and SSE transport protocols. You configure these parameters during the initial CLI setup command.

Vinkius manages all API authentication tokens inside a secure, ephemeral sandbox. Your raw financial credentials are never exposed to the local terminal environment.

Use it with your favorite AI tools

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