Bring Investment Management
to VS Code Copilot
Create your Vinkius account to connect Addepar to VS Code Copilot 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 VS Code Copilot?
GitHub Copilot Agent mode brings Addepar data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 5 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
- —
VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
- —
Project-scoped MCP configs (
.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access - —
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
Addepar in VS Code Copilot
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 VS Code Copilot 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 VS Code Copilot
Every request between VS Code Copilot 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.
Which VS Code version supports MCP?
MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
How do I switch to Agent mode?
Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
Can I restrict which MCP tools Copilot can access?
Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
Does MCP work in VS Code Remote or Codespaces?
Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.
MCP tools not available
Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.
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