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` tool 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` tool to retrieve and audit financial logs across your portfolios and accounts.

Addepar MCP Server

Name: Addepar
Availability: InStock
Author: Vinkius

addepar.com

Built by Vinkius GDPR ToolsGrátis

Investment management and reporting — manage portfolios, accounts, and financial performance via AI.

Vinkius AI Gateway suporta streamable HTTP e SSE.

Funciona com todos os agentes de IA que você já usa

…e qualquer cliente compatível com MCP

Addepar MCP Server: veja o seu AI Agent em ação

AI Agent→Vinkius→Addepar

You

Vinkius AI Gateway

GDPR·High Security·Kill Switch·Ultra-Low Latency·Plug and Play

Capacidades integradas (5)

get_entity_details

Get details for an entity

get_portfolio_analytics

Get portfolio performance data

get_position_details

View portfolio holdings

list_entities

List clients and accounts

list_transactions

List financial transactions

O que esse conector desbloqueia

Connect your Addepar account to your AI agent to unlock enterprise-grade investment intelligence and reporting. From auditing portfolio performance to tracking granular transactions and managing complex ownership structures, your agent handles wealth management data through natural conversation.

What you can do

Portfolio Intelligence — Retrieve detailed performance and analytics for your clients and entity groups
Entity Management — List and audit clients, accounts, and investment groups to maintain organizational clarity
Position Tracking — View real-time holdings and ownership details across your entire investment landscape
Transaction Auditing — Retrieve and analyze financial transaction logs to ensure accuracy and transparency
Metadata Insights — Access deep technical metadata for any entity or account directly from your chat interface

How it works

1. Subscribe to this server
2. Enter your Addepar API Key, API Secret, and Firm ID
3. Start managing your wealth management data through Claude, Cursor, or any MCP-compatible client

Who is this for?

Wealth Managers & Advisors — quickly audit client portfolios and prepare for reviews using natural language
Investment Analysts — retrieve granular position and transaction data for deeper analysis
Operations Teams — manage entity metadata and verify data integrity across the platform
Family Offices — track complex ownership structures and performance trends effortlessly

Perguntas frequentes

Dê aos seus agentes de IA o poder do Addepar

Acesse o Addepar e mais de 2.000 servidores MCP — prontos para seus agentes usarem, agora mesmo. Sem código cola. Sem integrações customizadas. Apenas plugue o Vinkius AI Gateway e deixe seus agentes trabalharem.

DETALHES

CategoriaFinance Accounting

Productive

12 ferramentas

Manage your entire agency workflow via Productive — fetch budgets, analyze time entries, track deals, and monitor project health directly from any AI agent.

Layup

9 ferramentas

Manage digital lay-by orders, track deposits, and fetch checkout customer data via Layup straight from your AI agent.

BILL (Bill.com)

10 ferramentas

Manage financial operations via BILL — list vendors, customers, bills, and invoices directly from any AI agent.

Weights & Biases

6 ferramentas

Track experiments, monitor ML runs, and manage artifacts on WandB — the developer platform for AI.

UKG Pro

8 ferramentas

Manage HR data, employee profiles, and payroll via UKG Pro.

Pipedrive Leads

7 ferramentas

Manage your Pipedrive lead inbox — create, update, and organize leads with labels and sources before they become deals.