• OWNERSHIP
  • METADATA
  • DISCREPANCIES
  • HUMAN

How to audit client account data with your AI

Connect Addepar to your AI client to pull entity lists and technical metadata for instant account verification.

Ask AI about this page

Short answer

How can I audit my Addepar account data using AI?

Your AI pulls entity lists and technical metadata from Addepar to cross-reference ownership and account details. You'll get a clear view of your data structure and entity hierarchies.

Audit outcomes

Where your findings land.

The AI organizes the data it finds into these specific outcomes.

OWNERSHIP

Verified entity lists

The AI uses entity data to confirm who owns which accounts. You get a clean list of owners and their associated entities.

METADATA

Technical account details

Your agent pulls specific metadata fields to check for missing or incorrect account information. This highlights technical discrepancies in your records.

DISCREPANCIES

Flagged data mismatches

When entity details don't match your expectations, the AI flags these specific accounts. You receive a list of items that need a manual look.

HUMAN

Manual review required

The AI identifies complex ownership structures that it can't resolve alone. You decide how to handle these edge cases.

The workflow

What your AI does when the data arrives.

The AI handles the heavy lifting of scanning through your Addepar structure.

  1. Scan entity lists

    The AI starts by pulling a full list of all entities within your Addepar environment to establish a baseline.

    list_entities

  2. Pull specific details

    Once it identifies the relevant entities, the AI grabs the deep technical metadata for each one.

    get_entity_details

  3. Compare ownership

    The agent compares the retrieved entity details against your audit criteria to find mismatches.

    get_entity_details

  4. Report findings

    The AI summarizes the technical metadata and entity lists into a readable format for your review.

    list_entities

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

Swap out the bracketed text with your specific entity names or account types.

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"
    }
  }
}
Copy into chat04

  • List all entities in my Addepar account and tell me which ones are missing owner details.

  • Get the technical metadata for the [Entity Name] entity and check if the account details are complete.

  • Audit the ownership of all entities in the [Account Group] group.

  • Show me a list of all entities and highlight any that have conflicting metadata.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Addepar once, then ask.

Just link your Addepar account via the Vinkius dashboard. Your credentials stay encrypted, and you can immediately start asking your AI about your data.

Connect Addepar to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my Addepar account settings?

    No. The AI can only read entity lists and technical metadata. It cannot modify your Addepar data.

  • 02

    Does the AI delete any entities it finds?

    No. The AI has no capability to delete or remove any data from Addepar.

  • 03

    Can I use this to update client contact info?

    No. This specific setup is for auditing and retrieving data, not for updating or writing new information.

  • 04

    How does the AI know which entities to check?

    It uses the list_entities tool to see everything available, then uses get_entity_details to look closer at what you ask for.

  • 05

    Will my Addepar login be shared with the AI model?

    No. Vinkius manages the connection securely so your credentials stay encrypted and separate from the AI model.

  • More questions about Addepar? The Connector page answers them. See everything the Addepar Connector can do

Connect Addepar to Claude, Cursor, ChatGPT & more