Bring Investment Management
to Google ADK
Create your Vinkius account to connect Addepar to Google ADK and start using all 5 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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
How it works
- Subscribe to this server
- Enter your Addepar API Key, API Secret, and Firm ID
- Start managing your wealth management data through Claude, Cursor, or any MCP-compatible client
Who is this for?
- Wealth Managers & Advisors — quickly audit client portfolios and prepare for reviews using natural language
- Investment Analysts — retrieve granular position and transaction data for deeper analysis
- Operations Teams — manage entity metadata and verify data integrity across the platform
- Family Offices — track complex ownership structures and performance trends effortlessly
Built-in capabilities (5)
Get details for an entity
Get portfolio performance data
View portfolio holdings
List clients and accounts
List financial transactions
Why Google ADK?
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.
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Google ADK natively supports MCP tool servers. declare a tool provider and the framework handles discovery, validation, and execution
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Built on Gemini models, ADK provides long-context reasoning ideal for complex multi-tool workflows with Addepar
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Production-ready features like session management, evaluation, and deployment come built-in. not bolted on
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Seamless integration with Google Cloud services means you can combine Addepar tools with BigQuery, Vertex AI, and Cloud Functions
Addepar in Google ADK
Why run Addepar with Vinkius?
The Addepar connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 5 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Addepar using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Addepar and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Addepar to Google ADK through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Addepar for Google ADK
Every request between Google ADK and Addepar is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
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.
McpToolset not found
Update: pip install --upgrade google-adk
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