# FutureVault MCP > FutureVault connects your AI agent directly to secure digital vaults for financial services. Use it to map complex document hierarchies, find specific client records across multiple folders, and audit user permissions instantly. It lets you manage compliance data—all from conversation. ## Overview - **Category:** document-management - **Price:** Free - **Tags:** digital-vault, wealth-management, secure-storage, compliance, document-metadata, financial-services ## Description Okay, so here's the deal. When you handle wealth management or fiduciary duties, keeping track of where every single document lives is a nightmare. This MCP connects your AI agent to that secure vault platform, turning weeks of manual folder navigation into simple chat commands. You can ask your agent to list all accessible vaults and pull up detailed records on any file—like who owns it, what tags are attached, or if the status is final. If you need to audit permissions, you can check every system role in seconds. Because this MCP runs through Vinkius, you get a single connection point for your agent across thousands of secure services. It’s pure automation for compliance and data oversight. ## Tools ### verify_api_connection Checks if the current API credentials are valid and connected to the system. ### get_document_metadata Retrieves specific details about a single document file. ### get_folder_details Gets the metadata for an entire folder location. ### get_member_details Pulls profile information for a specific user within the vault. ### get_my_identity Retrieves the profile details of the currently connected user. ### get_vault_details Gets metadata about an entire digital vault instance. ### list_folder_documents Finds and lists all documents located inside a given folder. ### list_vault_folders Shows all sub-folders contained within a specific vault. ### list_vault_members Lists all users who are members of the current digital vault. ### list_system_roles Lists every possible role and permission level defined in the system. ### list_digital_vaults Lists every accessible digital vault you have permission to view. ### search_vault_content Runs a global search across documents and folders using keywords or names. ## Prompt Examples **Prompt:** ``` List all digital vaults I have access to. ``` **Response:** ``` Retrieving vaults... I found 3 accessible vaults: 'John Smith Personal' (ID: vlt_123), 'Acme Corporate' (ID: vlt_456), and 'Family Trust'. ``` **Prompt:** ``` Search for 'Tax Statement' in all my vaults. ``` **Response:** ``` Searching content... I found 2 documents matching 'Tax Statement': '2023 Tax Summary.pdf' in the Acme vault and 'Tax Schedule.xlsx' in your personal vault. ``` **Prompt:** ``` Who are the members of the 'Acme Corporate' vault? ``` **Response:** ``` Fetching members... The 'Acme Corporate' vault has 4 members: Mike Ross (Admin), Harvey Specter (Member), and 2 others. Would you like their profile details? ``` ## Capabilities ### Map all accessible vaults See a list of every digital vault you can access in the system. ### Audit folder structure View and navigate the full hierarchy of folders within any specific vault. ### Retrieve document details Pull complete metadata for a specific file, including tags, owner, and status. ### Check user permissions List who is in a vault and what roles they hold within the system. ### Search across all content Execute global searches for documents or folders by keyword, regardless of location. ## Use Cases ### The Compliance Audit An auditor needs proof that a client's tax records are stored in the 'Acme Corporate' vault and haven't been touched. They ask their agent to `list_vault_folders` to verify the path, then use `get_document_metadata` on the target file to confirm ownership and status. ### Client Onboarding Check A new advisor needs to know which documents a client has uploaded. They ask their agent to `list_folder_documents` for the 'Initial Docs' folder, getting an immediate list of every file and its metadata. ### Team Access Review The operations team needs to know if a departing employee still has access. They ask their agent to `list_vault_members` for the main vault, then use `get_member_details` on every name to review permissions. ### Quick Data Retrieval A planner needs a specific document from another user's vault. Instead of asking for credentials, they ask their agent to run `search_vault_content('Q3 earnings')` and the system returns all matches. ## Benefits - Audit permissions instantly. Instead of digging through admin panels, you can use the `list_system_roles` tool to see every defined permission level and ensure compliance. - Pinpoint documents fast. Need a file from 2019? The `search_vault_content` tool runs a global search across all vaults for that specific keyword or date range. - Understand your data map. Use `list_digital_vaults` to see every vault you have access to, and then use `list_vault_folders` to trace the exact path of a document. - Streamline compliance checks. You can call `get_document_metadata` for any file in a folder, pulling details like owner or tag status without downloading it. - Manage teams simply. Quickly list who belongs where by calling `list_vault_members`, and then use `get_member_details` to get their profile information. ## How It Works The bottom line is: it takes manual dashboard clicks and turns them into a conversation. 1. Subscribe to the FutureVault MCP via Vinkius and connect your API token. 2. Your AI agent uses natural language commands—like 'find all tax documents from 2023'—to issue requests through this MCP. 3. The vault system responds with structured metadata, giving your agent the exact information you need. ## Frequently Asked Questions **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' tool 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' tool and provide the specific Vault ID. The agent will return the top-level directory structure for that vault. **What does running `list_system_roles` tell me about my current security permissions?** It returns a comprehensive list of every accessible role within your FutureVault setup. This allows you to audit the entire system's permission structure, confirming exactly what types of access rights exist before assigning them. **Using `get_document_metadata`, what specific details can my agent extract from a single file?** The tool fetches critical data points like the document owner, assigned tags, and current status. This is invaluable for compliance checks or quickly verifying if a client has uploaded necessary documentation. **What information does `get_my_identity` provide about my active user profile?** It pulls your unique identity details directly from the vault, confirming who you are in the system. This is useful for verifying context when running other commands or ensuring the AI agent acts with the correct user context. **If I use `list_vault_members`, what kind of membership data do I receive?** You get a list of every individual member attached to that vault. The output details their roles and status, helping you quickly confirm who has read or write access without navigating the manual dashboard.