FutureVault Connector for AI agents.
12 live capabilities
Manage secure financial documents and vault permissions.
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Why people use FutureVault
FutureVault for Secure Financial Document Management
With this Connector, you just tell your AI agent what you need. It pulls the metadata, lists the members, or finds the file for you in seconds. You get a clear answer in your chat window instead of a dozen open tabs.
What Vinkius changes
You get a direct line from your AI agent to your secure document repository.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Finding a specific client's tax return
A wealth advisor needs to find a document quickly.
- Real-world use case 02
Auditing vault permissions for a new team
An operations manager needs to verify access.
- Real-world use case 03
Verifying folder structures for a compliance audit
A financial planner is prepping for an audit.
Complete set · 12capabilities
The complete FutureVault capability set.
These are the exact actions your AI can choose when you ask it to work with FutureVault.
01—04
4 capabilities in this set.
Part of 12 available through FutureVault.
- 01 Capability
List vault folders
See the folder structure of a specific vault. This helps you understand how data is organized.
- 02 Capability
List vault members
Get a list of everyone who has access to a specific vault. Use this to quickly check team permissions.
- 03 Capability
Verify api connection
Check if your connection to the vault is active. This ensures your agent can communicate with the data.
- 04 Capability
Get document metadata
Get specific details like tags and owners for a single file. This helps you identify files without opening them.
05—08
4 capabilities in this set.
Part of 12 available through FutureVault.
- 05 Capability
Get my identity
See which user profile is currently active in the session. This confirms your current permissions.
- 06 Capability
Get vault details
Fetch the configuration and metadata for a specific vault. This gives you a technical overview of the storage.
- 07 Capability
Get folder details
Pull metadata for a specific folder to see its properties. Use this to understand the structure of a vault.
- 08 Capability
Get member details
View the profile information for a specific vault member. This is useful for auditing user access.
09—12
4 capabilities in this set.
Part of 12 available through FutureVault.
- 09 Capability
List folder documents
See every document inside a specific folder. This lets you audit the contents of a specific directory.
- 10 Capability
List system roles
See all available roles and permissions in the system. This is essential for security audits.
- 11 Capability
List digital vaults
See every vault you have permission to access. This provides a high-level overview of your repository.
- 12 Capability
Search vault content
Find documents or folders by name or keyword across all vaults. This is the fastest way to locate specific files.
Set up in minutes
One URL. Then ask FutureVault to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use FutureVault from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_ci3ExVARNMoKP1tBM2KCm39IlKeyYthH0Two2RV7/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it FutureVault, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable FutureVault for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_ci3ExVARNMoKP1tBM2KCm39IlKeyYthH0Two2RV7/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the FutureVault URL.
- Step 03
Save and start
Save the connection and enable FutureVault in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"futurevault": {
"url": "https://edge.vinkius.com/vk_preview_ci3ExVARNMoKP1tBM2KCm39IlKeyYthH0Two2RV7/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using FutureVault
Open Agent mode in chat and ask: "Using FutureVault, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"futurevault": {
"url": "https://edge.vinkius.com/vk_preview_ci3ExVARNMoKP1tBM2KCm39IlKeyYthH0Two2RV7/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using FutureVault
Ask Copilot: "Using FutureVault, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"futurevault": {
"url": "https://edge.vinkius.com/vk_preview_ci3ExVARNMoKP1tBM2KCm39IlKeyYthH0Two2RV7/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using FutureVault
Open Cascade and ask: "Using FutureVault, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"futurevault": {
"url": "https://edge.vinkius.com/vk_preview_ci3ExVARNMoKP1tBM2KCm39IlKeyYthH0Two2RV7/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using FutureVault
Ask Cline: "Using FutureVault, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add futurevault --transport http "https://edge.vinkius.com/vk_preview_ci3ExVARNMoKP1tBM2KCm39IlKeyYthH0Two2RV7/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using FutureVault
Ask Claude: "Using FutureVault, show me...". 12 tools are ready
Where the request belongs
Work FutureVault can move forward.
Wealth advisors, operations managers, and financial planners who are tired of clicking through complex dashboards to find documents or audit permissions. It's for the people who need to keep high-compliance records organized without the manual overhead.
Wealth Advisor
Checks if a client uploaded a tax statement or verifies vault permissions during a client call.
Operations Manager
Audits vault membership lists and system roles to ensure compliance with security protocols.
Financial Planner
Gets a real-time overview of folder structures to ensure audit readiness for high-net-worth clients.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsFluxiom
Manage digital assets, organize with tags, and oversee collections via AI agents with Fluxiom DAM.
Hudu
Document your IT infrastructure with password vaults, knowledge bases, and asset tracking built for managed service providers.
Digify
Equip your AI agent to manage secure files, track data rooms, and monitor document analytics via the Digify API.
CyberArk Privilege Cloud
Manage privileged access via CyberArk. audit secure safes, checkout vaulted account passwords, monitor users, and terminate sessions directly from any AI agent.
Fireblocks
Securely manage digital assets, vault accounts, and blockchain transactions via the Fireblocks Digital Asset Platform directly from your AI agent.
Vibrato
Manage secrets and environment variables securely across your development and deployment pipeline with encrypted vaults.
Bring your own AI
Change the model, client or framework. Keep FutureVault connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about FutureVault.
The practical details behind the request, access and result.
Can the FutureVault MCP help me manage my wealth management documents?
Yes, it connects your AI agent directly to your FutureVault repository so you can find documents and manage folders using natural language.
How does FutureVault MCP handle secure document metadata?
It allows your agent to pull specific details like tags, owners, and statuses for any file without you having to open the vault manually.
Can I use FutureVault MCP to audit vault memberships?
Yes, you can ask your agent to list all members of a specific vault or pull their profile details to ensure your security settings are correct.
Does FutureVault MCP work with my current AI client?
It works with any MCP-compatible client, including Claude, Cursor, and Windsurf, allowing your agent to interact with your vault.
How do I find specific files across multiple vaults?
You can use the search capability to look for keywords or names across every vault you have access to in one go.
Is FutureVault MCP good for high-compliance financial records?
It's designed specifically for that. It helps you stay audit-ready by making it easy to verify folder structures and document metadata on demand.
How do I get an API Token for FutureVault?
Log in to your FutureVault Developer Portal or contact your account administrator to generate a new API Access Token.
What is a 'Digital Vault' in this context?
A Digital Vault is a secure organizational space where documents and folders are stored, typically assigned to a specific entity or client.
Can I search for documents across all my vaults?
Yes! The 'search_vault_content' capability allows you to perform a global keyword search for documents or folders across every vault you have access to.
How do I see the folders inside a vault?
Use the 'list_vault_folders' capability and provide the specific Vault ID. The agent will return the top-level directory structure for that vault.
One connection away
Give your agent a direct line to FutureVault.
Connect FutureVault once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available