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Connect Addepar to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Get instant, auditable insights into client wealth and performance.

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

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 5 capabilities

We ship only the actions that matter.

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

Real work

What teams actually run

01

Client Review Preparation

Before a quarterly review, ask the agent to summarize the performance and top asset classes for a specific family office. It pulls the data instantly.

02

Data Integrity Check

If you suspect an account has incorrect ownership details, you can use the MCP to list and audit the entity metadata for verification.

03

Transaction Reconciliation

When reconciling accounts, simply ask the agent to list the latest transactions for a given ID. It provides a clear, auditable log.

04

Portfolio Deep Dive

Need to know if a specific asset class is underperforming? You can request detailed portfolio analytics to pinpoint the issue.

Automate a task

Put Addepar to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Addepar works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Addepar to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

975ms average. Fast in production.

Addepar is checked daily against the live service.

Daily averagePeak 1101ms
Oct 3Today
Fastest day
758ms
Slowest day
1101ms
14-day trend
Stable0%

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

Guided setup for Claude? Set up Addepar in Claude and other AIs

See all the AI clients this connector works with ↑

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.

  • 06

    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.

  • 07

    Can I see detailed performance for a specific client group?

    Yes! Use the get_portfolio_data capability and provide the Group ID. Your agent will retrieve aggregated performance metrics and analytics for that specific entity.

  • 08

    Does this server support transaction history?

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

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