Addepar MCP Server for Vercel AI SDK 5 tools — connect in under 2 minutes
The Vercel AI SDK is the TypeScript toolkit for building AI-powered applications. Connect Addepar through Vinkius and every tool is available as a typed function. ready for React Server Components, API routes, or any Node.js backend.
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Vinkius supports streamable HTTP and SSE.
import { createMCPClient } from "@ai-sdk/mcp";
import { generateText } from "ai";
import { openai } from "@ai-sdk/openai";
async function main() {
const mcpClient = await createMCPClient({
transport: {
type: "http",
// Your Vinkius token. get it at cloud.vinkius.com
url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
},
});
try {
const tools = await mcpClient.tools();
const { text } = await generateText({
model: openai("gpt-4o"),
tools,
prompt: "Using Addepar, list all available capabilities.",
});
console.log(text);
} finally {
await mcpClient.close();
}
}
main();
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Addepar MCP Server
Connect your Addepar account to your AI agent to unlock enterprise-grade investment intelligence and reporting. From auditing portfolio performance to tracking granular transactions and managing complex ownership structures, your agent handles wealth management data through natural conversation.
The Vercel AI SDK gives every Addepar tool full TypeScript type inference, IDE autocomplete, and compile-time error checking. Connect 5 tools through Vinkius and stream results progressively to React, Svelte, or Vue components. works on Edge Functions, Cloudflare Workers, and any Node.js runtime.
What you can do
- Portfolio Intelligence — Retrieve detailed performance and analytics for your clients and entity groups
- Entity Management — List and audit clients, accounts, and investment groups to maintain organizational clarity
- Position Tracking — View real-time holdings and ownership details across your entire investment landscape
- Transaction Auditing — Retrieve and analyze financial transaction logs to ensure accuracy and transparency
- Metadata Insights — Access deep technical metadata for any entity or account directly from your chat interface
The Addepar MCP Server exposes 5 tools through the Vinkius. Connect it to Vercel AI SDK in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Addepar to Vercel AI SDK via MCP
Follow these steps to integrate the Addepar MCP Server with Vercel AI SDK.
Install dependencies
Run npm install @ai-sdk/mcp ai @ai-sdk/openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the script
Save to agent.ts and run with npx tsx agent.ts
Explore tools
The SDK discovers 5 tools from Addepar and passes them to the LLM
Why Use Vercel AI SDK with the Addepar MCP Server
Vercel AI SDK provides unique advantages when paired with Addepar through the Model Context Protocol.
TypeScript-first: every MCP tool gets full type inference, IDE autocomplete, and compile-time error checking out of the box
Framework-agnostic core works with Next.js, Nuxt, SvelteKit, or any Node.js runtime. same Addepar integration everywhere
Built-in streaming UI primitives let you display Addepar tool results progressively in React, Svelte, or Vue components
Edge-compatible: the AI SDK runs on Vercel Edge Functions, Cloudflare Workers, and other edge runtimes for minimal latency
Addepar + Vercel AI SDK Use Cases
Practical scenarios where Vercel AI SDK combined with the Addepar MCP Server delivers measurable value.
AI-powered web apps: build dashboards that query Addepar in real-time and stream results to the UI with zero loading states
API backends: create serverless endpoints that orchestrate Addepar tools and return structured JSON responses to any frontend
Chatbots with tool use: embed Addepar capabilities into conversational interfaces with streaming responses and tool call visibility
Internal tools: build admin panels where team members interact with Addepar through natural language queries
Addepar MCP Tools for Vercel AI SDK (5)
These 5 tools become available when you connect Addepar to Vercel AI SDK via MCP:
get_entity_details
Get details for an entity
get_portfolio_analytics
Get portfolio performance data
get_position_details
View portfolio holdings
list_entities
List clients and accounts
list_transactions
List financial transactions
Example Prompts for Addepar in Vercel AI SDK
Ready-to-use prompts you can give your Vercel AI SDK agent to start working with Addepar immediately.
"List all active client entities in my Addepar account."
"Show me the performance for 'The Miller Family Office' for the last quarter."
"List the latest 10 transactions for account ID ACCT-123."
Troubleshooting Addepar MCP Server with Vercel AI SDK
Common issues when connecting Addepar to Vercel AI SDK through the Vinkius, and how to resolve them.
createMCPClient is not a function
npm install @ai-sdk/mcpAddepar + Vercel AI SDK FAQ
Common questions about integrating Addepar MCP Server with Vercel AI SDK.
How does the Vercel AI SDK connect to MCP servers?
createMCPClient from @ai-sdk/mcp and pass the server URL. The SDK discovers all tools and provides typed TypeScript interfaces for each one.Can I use MCP tools in Edge Functions?
Does it support streaming tool results?
useChat and streamText that handle tool calls and display results progressively in the UI.Connect Addepar with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
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.
Connect Addepar to Vercel AI SDK
Get your token, paste the configuration, and start using 5 tools in under 2 minutes. No API key management needed.