Integrate Addepar with Claude, Cursor, Chatbots & AI Agents MCP Server
GDPR Free for SubscribersCompatible with every major AI agent and IDE
GeminiGet entity details on Addepar
Get details for an entity
Get portfolio analytics on Addepar
Get portfolio performance data
Get position details on Addepar
View portfolio holdings
List entities on Addepar
List clients and accounts
List transactions on Addepar
List financial transactions
Security & Code Integrity Audit
Every tool in the Addepar MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.
How Vinkius protects your data
Can I audit what my AI agents are doing with this integration?
Yes, Vinkius provides an immutable, HMAC-chained audit log. Every tool execution, payload, and response is tracked in real-time on your dashboard, giving you complete visibility into your agent's actions.
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.
How does the AI access my passwords and credentials?
It simply doesn't. On Vinkius, your passwords, API keys, and login details are kept in a secure vault. The AI (like ChatGPT or Claude) merely "asks" Vinkius to perform the task. Vinkius opens the door, does the work, and hands the result back to the AI. Your credentials are never seen, read, or learned by the artificial intelligence.
Does the AI train on my tools or API data?
No. Vinkius enforces a strict Zero-Retention policy. Your data simply passes through our secure servers to complete the requested action and is instantly forgotten. Nothing you do here is ever stored, logged, or used to train any artificial intelligence.
Addepar Capabilities for AI Assistants
Add the Addepar tool to your AI Agents. The toolkit allows Claude and ChatGPT to securely fetch and update targeted data.
investment management & AI Execution
Connect Addepar to provide your chatbots with investment management capabilities. The integration manages the backend execution for data analytics workflows.
Intelligent portfolio analytics Management
Integrate Addepar to access native portfolio analytics capabilities. This allows LLMs to perform secure, deterministic execution of data analytics tasks without hard-coded API scripts.
Addepar. Runs on everything.
From IDE to framework. Every connection governed by Vinkius.
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
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