How to Use the Addepar MCP in Cline
Build financial dashboards and audit Addepar investment portfolios autonomously using Cline inside VS Code.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Addepar MCP to Cline
Create your Vinkius account to connect Addepar to Cline and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.
Write dashboard code with live Addepar data
`get_position_details` pulls live asset holdings and valuations directly into your Cline workspace. The agent uses this tool to grab real-time data before writing any code. Cline takes this raw JSON payload and writes custom components to display it. It builds the files, imports the data, and runs local tests to ensure your dashboard works.
Generate automated investment reports using this MCP Server
`get_portfolio_analytics` fetches raw performance metrics for any specific client account. Cline triggers this tool to retrieve historical returns and benchmark data. The agent writes these analytics directly into your project's PDF generator or markdown templates. It handles the formatting, runs the build script, and shows you the final output diff.
Track financial transactions inside your workspace
`list_transactions` pulls the ledger history for any account directly into Cline. Your agent calls this tool to verify recent trades, deposits, or withdrawals. Cline uses this data to write automated reconciliation scripts. It compares the raw transaction logs against your local database and writes the necessary migration files.
Set up Addepar MCP in Cline
Prerequisites
- VS Code with Cline extension installed
- Active Vinkius subscription with a valid endpoint token
- 1
Open Cline MCP settings
Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
- 2
Add a remote server
Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type
addepar-mcp. In the URL field, paste your Vinkius endpoint:https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com. - 3
Enable the server
After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
- 4
Start using tools
Return to the Cline chat and ask: "Check my latest Addepar refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.
{
"mcpServers": {
"addepar-mcp": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}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.
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 Cline
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the Addepar MCP today
We host it, we monitor it, we maintain it. You just paste one token.
