How to Use the Addepar MCP in Claude

Pull real-time portfolio data and transaction history directly into Claude Desktop for instant analysis.

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Connect Addepar MCP to Claude Desktop

Create your Vinkius account to connect Addepar to Claude Desktop 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 Desktop

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Run instant portfolio analytics in Claude Desktop

Stop exporting CSVs from your wealth management portal just to ask questions about asset allocation. You can point these MCP tools at your live client accounts and get immediate answers. The agent fetches exact performance metrics using `get_portfolio_analytics` and breaks down the numbers right in the chat window. Digging into specific holdings takes seconds. When a client calls about their exposure to a specific tech stock, your AI client runs `get_position_details` to pull the exact share counts and current valuations. That means you get the answer before the client finishes their sentence.

Track transactions across all client entities

Finding a specific wire transfer usually means clicking through five different screens. Now you just ask your agent to find the recent cash movements for a specific trust. It hits the `list_transactions` tool and formats the output into a clean table. Managing complex family office structures gets a lot easier too. You command the system to map out the account hierarchy using `list_entities`, and it pulls the full structure. Then it grabs the specifics for each one via `get_entity_details` without you lifting a finger.

Automate wealth reporting with this MCP Server

Building quarterly reviews eats up days of analyst time. Connect this integration to your workspace and have the agent draft the performance narrative based on live data. It reads the actual returns and writes the summary. You never have to worry about stale data again. Because the server pulls directly from the source API, every number in your report reflects the current market reality. Your drafts are ready for review instantly.

Setup guide

Set up Addepar MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Addepar MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Addepar MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under addepar-mcp.

json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Addepar. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Addepar now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Addepar MCP in Claude Desktop

Open your configuration file and add the server command. Restart the app, and you will see the hammer icon appear in your chat input.

Yes. The agent uses the transaction list tool to pull recent cash flows, trades, and fee deductions. You just tell it which date range you want to see.

Not at all. You just talk to the agent in plain English. It handles the API requests behind the scenes.

Vinkius handles the underlying auth flow. You just paste your single endpoint token into your MCP integration file.

Your client portfolios, account balances, and transaction histories run through a V8 Isolate Sandbox. The Vinkius infrastructure is completely ephemeral, meaning no financial records touch a persistent database.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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