Addepar MCP Server for Claude Code 5 tools — connect in under 2 minutes
Claude Code is Anthropic's agentic CLI for terminal-first development. Add Addepar as an MCP server in one command and Claude Code will discover every tool at runtime. ideal for automation pipelines, CI/CD integration, and headless workflows via Vinkius.
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Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Addepar and 2,500+ MCP Servers from a single visual interface.
# Your Vinkius token. get it at cloud.vinkius.com
claude mcp add addepar --transport http "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
* 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.
Claude Code registers Addepar as an MCP server in a single terminal command. Once connected, Claude Code discovers all 5 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Addepar data drives decisions without human intervention.
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 Claude Code 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 Claude Code via MCP
Follow these steps to integrate the Addepar MCP Server with Claude Code.
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
Add the MCP Server
Run the command above in your terminal
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
Start using Addepar
Ask Claude: "Using Addepar, show me...". 5 tools are ready
Why Use Claude Code with the Addepar MCP Server
Claude Code provides unique advantages when paired with Addepar through the Model Context Protocol.
Single-command setup: `claude mcp add` registers the server instantly. no config files to edit or applications to restart
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
Claude Code runs headlessly, enabling unattended batch processing using Addepar tools in cron jobs or deployment scripts
Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Addepar + Claude Code Use Cases
Practical scenarios where Claude Code combined with the Addepar MCP Server delivers measurable value.
CI/CD integration: embed Addepar tool calls in your deployment pipeline to validate configurations or fetch secrets before shipping
Headless batch processing: schedule Claude Code to query Addepar nightly and generate reports without human intervention
Shell scripting: pipe Addepar outputs into other CLI tools for data transformation, filtering, and aggregation
Infrastructure monitoring: run Claude Code in a cron job to query Addepar status endpoints and alert on anomalies
Addepar MCP Tools for Claude Code (5)
These 5 tools become available when you connect Addepar to Claude Code 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 Claude Code
Ready-to-use prompts you can give your Claude Code 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 Claude Code
Common issues when connecting Addepar to Claude Code through the Vinkius, and how to resolve them.
Command not found: claude
npm install -g @anthropic-ai/claude-codeConnection timeout
Addepar + Claude Code FAQ
Common questions about integrating Addepar MCP Server with Claude Code.
How do I add an MCP server to Claude Code?
claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.Can Claude Code run MCP tools in headless mode?
How do I list all connected MCP servers?
claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.Connect Addepar with your favorite client
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Connect Addepar to Claude Code
Get your token, paste the configuration, and start using 5 tools in under 2 minutes. No API key management needed.