Addepar MCP Server for Mastra AI 5 tools — connect in under 2 minutes
Mastra AI is a TypeScript-native agent framework built for modern web stacks. Connect Addepar through Vinkius and Mastra agents discover all tools automatically. type-safe, streaming-ready, and deployable anywhere Node.js runs.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import { Agent } from "@mastra/core/agent";
import { createMCPClient } from "@mastra/mcp";
import { openai } from "@ai-sdk/openai";
async function main() {
// Your Vinkius token. get it at cloud.vinkius.com
const mcpClient = await createMCPClient({
servers: {
"addepar": {
url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
},
},
});
const tools = await mcpClient.getTools();
const agent = new Agent({
name: "Addepar Agent",
instructions:
"You help users interact with Addepar " +
"using 5 tools.",
model: openai("gpt-4o"),
tools,
});
const result = await agent.generate(
"What can I do with Addepar?"
);
console.log(result.text);
}
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.
Mastra's agent abstraction provides a clean separation between LLM logic and Addepar tool infrastructure. Connect 5 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
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 Mastra AI 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 Mastra AI via MCP
Follow these steps to integrate the Addepar MCP Server with Mastra AI.
Install dependencies
Run npm install @mastra/core @mastra/mcp @ai-sdk/openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.ts and run with npx tsx agent.ts
Explore tools
Mastra discovers 5 tools from Addepar via MCP
Why Use Mastra AI with the Addepar MCP Server
Mastra AI provides unique advantages when paired with Addepar through the Model Context Protocol.
Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add Addepar without touching business code
Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
TypeScript-native: full type inference for every Addepar tool response with IDE autocomplete and compile-time checks
One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
Addepar + Mastra AI Use Cases
Practical scenarios where Mastra AI combined with the Addepar MCP Server delivers measurable value.
Automated workflows: build multi-step agents that query Addepar, process results, and trigger downstream actions in a typed pipeline
SaaS integrations: embed Addepar as a first-class tool in your product's AI features with Mastra's clean agent API
Background jobs: schedule Mastra agents to query Addepar on a cron and store results in your database automatically
Multi-agent systems: create specialist agents that collaborate using Addepar tools alongside other MCP servers
Addepar MCP Tools for Mastra AI (5)
These 5 tools become available when you connect Addepar to Mastra AI 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 Mastra AI
Ready-to-use prompts you can give your Mastra AI 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 Mastra AI
Common issues when connecting Addepar to Mastra AI through the Vinkius, and how to resolve them.
createMCPClient not exported
npm install @mastra/mcpAddepar + Mastra AI FAQ
Common questions about integrating Addepar MCP Server with Mastra AI.
How does Mastra AI connect to MCP servers?
MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.Can Mastra agents use tools from multiple servers?
Does Mastra support workflow orchestration?
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 Mastra AI
Get your token, paste the configuration, and start using 5 tools in under 2 minutes. No API key management needed.