How do I find my Addepar API credentials?

Log in to Addepar, go to **Firm Administration** > **API Access Key**. You can generate your API Key and Secret there. Also, note your **Addepar-Firm-Id** from your account settings.

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.

Does this server support transaction history?

Yes, you can use the `list_transactions` tool to retrieve and audit financial logs across your portfolios and accounts.

Addepar MCP Server for Google ADK 5 tools — connect in under 2 minutes

Name: Addepar
Availability: InStock
Author: Vinkius

google.github.io/adk-docs/tools/mcp-tools

Built by Vinkius GDPR 5 Tools SDK

Google Agent Development Kit (ADK) is Google's framework for building production AI agents. Add Addepar as an MCP tool provider through Vinkius and your ADK agents can call every tool with full schema introspection.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

from google.adk.agents import Agent
from google.adk.tools.mcp_tool import McpToolset
from google.adk.tools.mcp_tool.mcp_session_manager import (
    StreamableHTTPConnectionParams,
)

# Your Vinkius token. get it at cloud.vinkius.com
mcp_tools = McpToolset(
    connection_params=StreamableHTTPConnectionParams(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
    )
)

agent = Agent(
    model="gemini-2.5-pro",
    name="addepar_agent",
    instruction=(
        "You help users interact with Addepar "
        "using 5 available tools."
    ),
    tools=[mcp_tools],
)

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

Google ADK natively supports Addepar as an MCP tool provider. declare Vinkius Edge URL and the framework handles discovery, validation, and execution automatically. Combine 5 tools with Gemini's long-context reasoning for complex multi-tool workflows, with production-ready session management and evaluation built in.

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 Google ADK 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 Google ADK via MCP

Follow these steps to integrate the Addepar MCP Server with Google ADK.

Install Google ADK

Run pip install google-adk

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Create the agent

Save the code above and integrate into your ADK workflow

Explore tools

The agent will discover 5 tools from Addepar via MCP

Why Use Google ADK with the Addepar MCP Server

Google ADK provides unique advantages when paired with Addepar through the Model Context Protocol.

Google ADK natively supports MCP tool servers. declare a tool provider and the framework handles discovery, validation, and execution

Built on Gemini models, ADK provides long-context reasoning ideal for complex multi-tool workflows with Addepar

Production-ready features like session management, evaluation, and deployment come built-in. not bolted on

Seamless integration with Google Cloud services means you can combine Addepar tools with BigQuery, Vertex AI, and Cloud Functions

Addepar + Google ADK Use Cases

Practical scenarios where Google ADK combined with the Addepar MCP Server delivers measurable value.

Enterprise data agents: ADK agents query Addepar and cross-reference results with internal databases for comprehensive analysis

Multi-modal workflows: combine Addepar tool responses with Gemini's vision and language capabilities in a single agent

Automated compliance checks: schedule ADK agents to query Addepar regularly and flag policy violations or configuration drift

Internal tool platforms: build self-service agent platforms where teams connect their own MCP servers including Addepar

Addepar MCP Tools for Google ADK (5)

These 5 tools become available when you connect Addepar to Google ADK 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 Google ADK

Ready-to-use prompts you can give your Google ADK 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 Google ADK

Common issues when connecting Addepar to Google ADK through the Vinkius, and how to resolve them.

McpToolset not found

Update: pip install --upgrade google-adk

Addepar + Google ADK FAQ

Common questions about integrating Addepar MCP Server with Google ADK.

How does Google ADK connect to MCP servers?

Import the MCP toolset class and pass the server URL. ADK discovers and registers all tools automatically, making them available to your agent's tool-use loop.

Can ADK agents use multiple MCP servers?

Yes. Declare multiple MCP tool providers in your agent configuration. ADK merges all tool schemas and the agent can call tools from any server in a single turn.

Which Gemini models work best with MCP tools?

Gemini 2.0 Flash and Pro models both support function calling required for MCP tools. Flash is recommended for latency-sensitive use cases, Pro for complex reasoning.