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ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
DeepSeekMistralCursorVS CodeWindsurfJetBrainsClineLovableVercel AI SDKLangChain

Use Addepar with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Get instant, auditable insights into client wealth and performance.

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 5 capabilities

The complete Addepar capability set.

These are the exact actions your AI can choose when you ask it to work with Addepar.

Capability set01 / 02

01-03

3 capabilities in this set.

Part of 5 available through Addepar.

  1. 01

    List entities

    List clients and accounts

  2. 02

    Get entity details

    Get details for an entity

  3. 03

    Get portfolio analytics

    Get portfolio performance data

Capability set02 / 02

04-05

2 capabilities in this set.

Part of 5 available through Addepar.

  1. 04

    Get position details

    View portfolio holdings

  2. 05

    List transactions

    List financial transactions

Observed, not estimated

869ms average. Fast in production.

Addepar is checked daily against the live service.

Daily averagePeak 1029ms
Aug 20Today
Fastest day
723ms
Slowest day
1029ms
14-day trend
Slowing+9%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 5 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Addepar, so you can see the experience inside your AI.

It does not authenticate your account with Addepar. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Addepar Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_xhXTKZssqbvmgBfy0qNpUiKQBZyyelzjyYRIm7Ml/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Addepar capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "addepar-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_xhXTKZssqbvmgBfy0qNpUiKQBZyyelzjyYRIm7Ml/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Who it's for

Built for the work Addepar owners hand off.

This MCP is built for professionals who manage complex, high-value client assets. It gives you the data depth of a dedicated reporting system without requiring you to write complex API calls. You just talk to your AI client, and it handles the data retrieval.

  • 01

    Wealth Managers & Advisors

    Quickly audit client portfolios and prepare for client reviews using natural language prompts.

  • 02

    Investment Analysts

    Retrieve granular position and transaction data to support deeper financial analysis.

  • 03

    Operations Teams

    Manage entity metadata and verify data integrity across the platform, keeping records clean and accurate.

  • 04

    Family Offices

    Track complex ownership structures and performance trends effortlessly across multiple accounts.

FAQ

Questions Addepar owners ask.

  • 01

    Does this MCP handle all types of financial data?

    Yes. It covers investment intelligence, performance analytics, granular position tracking, and transaction auditing. It's designed to manage complex wealth management data.

  • 02

    Do I need to write code to use this MCP?

    No. You interact with this MCP using natural conversation through your AI client. The capability handles the underlying data retrieval, so you just ask what you need.

  • 03

    What kind of credentials do I need to set up the connection?

    You must provide your Addepar API Key, API Secret, and Firm ID when you subscribe to the connector.

  • 04

    Can I get performance data for multiple clients?

    Yes. You can request detailed performance analytics for multiple client groups or entities, helping you compare performance across your portfolio.

  • 05

    Is this MCP suitable for family offices?

    Absolutely. It is built to track complex ownership structures and performance trends, making it ideal for managing family office assets.

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