FutureVault MCP Server
Manage digital vaults, track documents, and oversee folder structures via AI agents with FutureVault.
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FutureVault MCP Server : voyez votre AI Agent en action
Capacités intégrées (12)
get_document_metadata
Get document details
get_folder_details
Get folder metadata
get_member_details
Get member metadata
get_my_identity
Get current user profile
get_vault_details
Get vault metadata
list_digital_vaults
List all accessible vaults
list_folder_documents
List documents in folder
list_system_roles
List accessible roles
list_vault_folders
List folders in a vault
list_vault_members
List vault members
search_vault_content
Search documents/folders
verify_api_connection
Check connection
Ce que ce connecteur débloque
Connect your FutureVault account to any AI agent to automate your document management and digital vault workflows through the Model Context Protocol (MCP). FutureVault is a secure, high-compliance digital vault platform designed for financial services, wealth management, and high-net-worth individuals. This MCP server enables you to manage your vault directory, retrieve document metadata, and participate in collaborative workflows directly through natural conversation.
Key Features
- Vault Orchestration — List all accessible digital vaults and fetch detailed configuration metadata for each.
- Directory Structure — Access and navigate complex folder hierarchies within your vaults to organize sensitive data.
- Document Oversight — List documents within specific folders and retrieve complete metadata (owner, tags, status) for individual files.
- Team & Member Management — Access vault membership lists and detailed profile information for all users with access.
- Role Discovery — List all system roles and permissions to audit your security and access control model.
- Powerful Search — Execute global searches across all vaults for specific documents or folders by name or keyword.
- Real-time Synchronization — Keep your fiduciary document repository accessible to your AI assistant without leaving your primary workspace.
How it works
1. Subscribe to this server through the Vinkius Marketplace
2. Enter your FutureVault API Token (found in your Developer Settings)
3. Start managing your digital vaults from Claude, Cursor, or any MCP client
Who is this for?
- Wealth Advisors & Fiduciaries — quickly check if a client has uploaded a document or verify vault permissions without manual dashboard navigation.
- Operations Teams — automate the retrieval of document metadata or audit vault membership via simple AI commands.
- Financial Planners — get a real-time overview of folder structures and document statuses for audit readiness.
Questions fréquemment posées
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