How to Use the Addepar MCP in VS Code Copilot

Give your entire engineering team access to live Addepar financial data directly inside VS Code Copilot.

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Connect Addepar MCP to VS Code Copilot

Create your Vinkius account to connect Addepar to VS Code Copilot 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 VS Code Copilot

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Share Addepar access across your team

Setting up API keys for ten different developers wastes a massive amount of time. You commit a single MCP configuration file to your repository, and everyone gets access instantly. The whole squad can query live financial metrics without configuring local environments. Onboarding new hires takes five minutes instead of five days. They clone the repo, open the editor, and immediately have access to `get_portfolio_analytics`. Your AI client handles the routing while Vinkius manages the authentication.

Generate typed API clients in VS Code Copilot

Manually writing interfaces for wealth management APIs is tedious work. You ask the chat panel to build a service class, and it inspects the actual data structures using `get_entity_details`. The resulting code matches the production schema perfectly. Building transaction feeds works the same way. The agent fires off a request via `list_transactions`, analyzes the payload, and writes the exact parsing logic you need. You skip the trial and error phase completely.

Troubleshoot portfolios with this MCP Server

Investigating a missing trade usually involves bouncing between your editor and a web portal. Now you just ask your agent to pull the account history using `list_entities` and check the recent activity. You find the bug without switching windows. Reconciling position mismatches is suddenly easy. You command the system to run `get_position_details` for a specific date and compare it against your local database. The editor spots the discrepancy and suggests the fix.

Setup guide

Set up Addepar MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Addepar MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Addepar tools listed. Try asking: "List my recent Addepar transactions" and Copilot will invoke them automatically.

.vscode/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.

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Common questions about Addepar MCP in VS Code Copilot

Open your command palette and search for the user configuration file. Paste the MCP setup details into the JSON object and switch your chat to Agent mode.

It sure can. The agent fetches actual account balances and holdings when you ask it to generate reporting components.

No. You use a single Vinkius endpoint token for the entire repository. The managed infrastructure handles the underlying credential exchange.

The MCP tools pull the latest schema automatically. Your editor will see the new fields the next time it makes a request.

Your account balances, trade histories, and entity relationships never touch persistent storage. The server routes everything through an ephemeral V8 sandbox that guarantees complete isolation for every single request.

Use it with your favorite AI tools

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