Addepar MCP
Claude connectorBring Addepar portfolio intelligence into Claude
Addepar’s MCP connector brings portfolio data and intelligence into Claude, enabling investment professionals to ask questions in plain language and receive answers grounded in their firm’s Addepar data.
Analyze a household’s holdings, market value, asset allocation, and performance. Understand alternatives exposure across capital calls, distributions, NAVs, and unfunded commitments. Review transactions, identify trends across clients, or gather the data needed to prepare for a quarterly review.
Unlike tools that analyze accounts in isolation, Addepar understands the ownership structures and relationships connecting a client’s complete portfolio. This allows Claude to provide a consolidated household view across accounts and entities, including public and private investments. Permission aware access helps limit the information retrieved to what each user is authorized to see.
Simply authenticate with your Addepar account. No API keys or manual configuration required.
- Tools
- 15
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
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Rank by trending score
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Popularity score
Trending score
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In its categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services128th of 1,227 by popularity · 268th of 531 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 126 | 12,139 | 41,445 #53 | 170places up | |
| 127 | 12,130 | 15,133 #332 | 68places up | |
| 128 | Addepar MCPThis page | 12,123 | 17,938 #268 | 20places down |
| 129 |  D&B Finance Analytics | 12,118 | 10,362 #432 | 28places down |
| 130 |  Light | 12,112 | 22,817 #183 | 22places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 266 | 18,019 | 9,058 #271 | 177places down | |
| 267 | 17,946 | 7,919 #356 | — | |
| 268 | Addepar MCPThis page | 17,938 | 12,123 #128 | — |
| 269 | 17,937 | 10,086 #213 | 472places up | |
| 270 |  PocketSmith Read-Only Access | 17,924 | 9,162 #259 | 83places down |
Data analytics196th of 3,282 by popularity · 608th of 1,426 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 194 | 12,163 | 32,432 #194 | 6places up | |
| 195 | 12,124 | 21,174 #456 | 30places down | |
| 196 | Addepar MCPThis page | 12,123 | 17,938 #608 | 20places down |
| 197 | 12,119 | 22,565 #409 | 13places down | |
| 198 | D&B Finance Analytics | 12,118 | 10,362 #1097 | 28places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 606 |  LogMeIn Resolve | 17,988 | 9,195 #569 | 1,441places down |
| 607 | 17,946 | 7,919 #864 | — | |
| 608 | Addepar MCPThis page | 17,938 | 12,123 #196 | — |
| 609 | PocketSmith Read-Only Access | 17,924 | 9,162 #577 | 83places down |
| 610 | 17,905 | 8,640 #684 | 63places up |
Productivity418th of 4,952 by popularity · 895th of 1,913 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 416 |  Traveler.md | 12,158 | 13,880 #1195 | 49places down |
| 417 | 12,156 | 12,636 #1307 | 30places down | |
| 418 | Addepar MCPThis page | 12,123 | 17,938 #895 | 20places down |
| 419 | 12,116 | 28,098 #442 | 54places down | |
| 420 |  Mailopoly Inbox | 12,113 | 17,397 #948 | 40places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 893 |  cloud.activepieces.com | 17,952 | 11,627 #475 | 17places down |
| 894 | 17,946 | 8,745 #998 | 188places up | |
| 895 | Addepar MCPThis page | 17,938 | 12,123 #418 | — |
| 896 |  NetPilot | 17,938 | 8,234 #1145 | — |
| 897 | 17,936 | 6,170 #1901 | 129places down |
Tools
- get_all_entities
- get_current_user
- get_exposure
- get_ownership_graph
- get_performance_attribution
- get_portfolio_attribute_metadata
- get_portfolio_data
- get_private_fund_cash_movements
- get_transaction_attribute_metadata
- get_transactions
- get_upcoming_private_fund_capital_activity
- search_addepar_product_docs
- search_entities
- search_portfolio_query_attributes
- search_transaction_query_attributes
- Sign-in
- Required
- Connector URL
- https://mcp.addepar.com/
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Acts on
- Finances
- Industry
- Financial services
- Added
- August 20, 2026
- More info
- Sponsorship
- Promote this connector