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Vinkius

Addepar Connector for AI agents.

5 live capabilities

Manage wealth management portfolios and audit investment performance.

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Why people use Addepar

Addepar Wealth Management Portfolio Reporting

With this Connector, that process disappears. You just ask your agent for the last quarter's performance for a specific client. It pulls the data from Addepar instantly, giving you the numbers you need in seconds. You get to spend your time on the strategy, not the spreadsheet.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You stop manually hunting for data and start getting answers instantly.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Preparing for a quarterly review

    A wealth manager asks their agent for the net return of a specific family office using get_portfolio_analytics to prep for a meeting.

  2. Real-world use case 02

    Auditing a suspicious transaction

    An ops team member checks the history of a specific account for errors by asking the agent to list_transactions.

  3. Real-world use case 03

    Onboarding a new client

    An advisor lists all existing entities to see how a new account fits in using the list_entities capability.

Complete set · 5capabilities

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 Capability

    List entities

    See a full list of clients and accounts under your firm. Use this to navigate your firm's structure.

  2. 02 Capability

    Get entity details

    Grab the specific metadata and details for a single entity. This is great for verifying record accuracy.

  3. 03 Capability

    Get portfolio analytics

    Pull performance metrics for specific clients or entity groups. This is useful for quick quarterly reviews.

Capability set02 / 02

04—05

2 capabilities in this set.

Part of 5 available through Addepar.

  1. 04 Capability

    Get position details

    See what a portfolio actually holds right now. Use this to check real-time asset concentration.

  2. 05 Capability

    List transactions

    Look through the history of financial movements for an account. This helps you audit past activity easily.

Set up in minutes

One URL. Then ask Addepar to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Addepar from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_xhXTKZssqbvmgBfy0qNpUiKQBZyyelzjyYRIm7Ml/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Addepar, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Addepar for the conversation.

Where the request belongs

Work Addepar can move forward.

Built around the request

This is for wealth managers and investment analysts who are tired of clicking through dense dashboards to find simple performance numbers or audit transaction logs.

01

Wealth Manager

Uses this to quickly pull performance metrics for client reviews without leaving their chat interface.

02

Investment Analyst

Retrieves granular position details and transaction history for deep-dive research.

03

Operations Team Member

Verifies data integrity and audits entity metadata to ensure the firm's records are accurate.

04

Family Office Manager

Tracks complex ownership structures and portfolio trends across multiple entities.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Dynamo Software logo
01 10 capabilities

Dynamo Software

Equip your AI agent to manage alternative investments, track portfolios, and monitor funds via the Dynamo API.

View Connector
Chatham Financial logo
02 8 capabilities

Chatham Financial

Manage financial risk and valuations via Chatham Financial. track trades, monitor debt, and access market data directly from any AI agent.

View Connector
Ghostfolio (Investment Tracker) logo
03 9 capabilities

Ghostfolio (Investment Tracker)

Track your wealth and manage investment portfolios via Ghostfolio. monitor holdings, record activities, and analyze performance through AI.

View Connector
iLEVEL (S&P Global) logo
04 10 capabilities

iLEVEL (S&P Global)

Manage private equity investments, portfolios, and funds via iLEVEL API.

View Connector
Delio logo
05 14 capabilities

Delio

Automate wealth management workflows via Delio Core OS. manage deals, investors, portfolio transactions, compliance forms, and platform users from any AI agent.

View Connector
IBKR (Interactive Brokers) logo
06 9 capabilities

IBKR (Interactive Brokers)

Manage your Interactive Brokers account. execute trades, monitor portfolio ledgers, and fetch real-time market data via the Client Portal API.

View Connector

Bring your own AI

Change the model, client or framework. Keep Addepar connected.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
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  • Windsurf
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Before you connect

Questions about Addepar.

The practical details behind the request, access and result.

Can I use Addepar MCP to see my clients' returns?

Yes, you can pull performance data for specific clients or groups instantly. This allows you to get the numbers you need for reviews without manual exports.

Is Addepar MCP safe for private wealth data?

The Connector connects your agent to your data securely using your own API credentials. Your information remains protected while giving your agent the context it needs to help you.

How does Addepar MCP help with auditing?

It lets your agent pull transaction logs and entity metadata for quick verification. You can spot errors or missing payments much faster than clicking through a dashboard.

Can I list all accounts in my firm using Addepar MCP?

Yes, you can pull a full list of clients and accounts to see your firm's structure. This helps with navigation and high-level oversight.

Does Addepar MCP work with Cursor or Claude?

It works with any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

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 capability 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 capability to retrieve and audit financial logs across your portfolios and accounts.

One connection away

Give your agent a direct line to Addepar.

Connect Addepar once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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