FinDash
Claude connectorCommunityConnect Claude to FinDash for client insights, financial planning, CRM, tasks, and advisor workflows.
FinDash helps financial advisors work with their authorized client and firm data in Claude. Search contacts and client records, prepare meeting briefs, review financial snapshots and cash flow, find notes, documents, emails, and transcripts, and manage tasks, opportunities, and workflows. Access follows each user’s FinDash permissions. Connect with a FinDash advisor or firm admin account using OAuth.
- Tools
- 183
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
#3211of 8,95332places down24h216places down7d
Rank by trending score
#2201of 3,55194places down24h5places up7d
Popularity score
6,658+2924h+1507d
Trending score
13,837−45024h+1,6707d
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 services471st of 1,227 by popularity · 358th of 531 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 469 | 6,672 | 21,898 #200 | 19places down | |
| 470 | 6,658 | — | 30places up | |
| 471 | 6,658 | 13,837 #358 | 216places down | |
| 472 | 6,658 | 8,450 #464 | 231places down | |
| 473 |  Driggsby | 6,644 | 7,739 #477 | 373places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 356 |  Setyl | 13,937 | 10,673 #187 | 174places down |
| 357 | 13,844 | 11,941 #139 | 19places down | |
| 358 | 13,837 | 6,658 #471 | 5places up | |
| 359 |  Cognitive Credit | 13,815 | 11,129 #170 | 25places down |
| 360 | 13,559 | 8,520 #303 | 707places down |
Data analytics1,209th of 3,282 by popularity · 852nd of 1,426 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1207 | 6,658 | 14,178 #831 | 109places down | |
| 1208 | 6,658 | 13,322 #892 | 189places down | |
| 1209 | 6,658 | 13,837 #852 | 216places down | |
| 1210 | 6,658 | — | 148places down | |
| 1211 |  Orbit for Substack | 6,658 | 14,574 #804 | 69places up |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 850 |  StrategyX | 13,870 | 5,931 #1467 | 1,976places down |
| 851 | 13,870 | 8,388 #738 | 199places up | |
| 852 | 13,837 | 6,658 #1209 | 5places up | |
| 853 |  www.trendsmcp.ai | 13,836 | 12,523 #168 | 441places down |
| 854 | 13,827 | 9,719 #467 | 5places up |
Productivity1,693rd of 4,952 by popularity · 1,198th of 1,913 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1691 |  Coconut Context | 6,658 | 8,175 #1646 | 178places down |
| 1692 | 6,658 | 13,322 #1241 | 189places down | |
| 1693 | 6,658 | 13,837 #1198 | 216places down | |
| 1694 | 6,658 | — | 276places down | |
| 1695 | 6,658 | — | 148places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1196 | StrategyX | 13,870 | 5,931 #2007 | 1,976places down |
| 1197 | 13,866 | 14,270 #214 | 43places down | |
| 1198 | 13,837 | 6,658 #1693 | 5places up | |
| 1199 | 13,818 | 9,409 #842 | 976places down | |
| 1200 |  Handwrytten | 13,815 | 9,407 #843 | 280places down |
Also on other marketplaces
Tools
- accessible_entities_list
- accessible_users_list
- client_account_ownership_get
- client_account_ownership_upsert
- client_account_tags_update
- client_accounts_bulk_tags_update
- client_accounts_create
- client_accounts_list
- client_asset_class_override_delete
- client_asset_class_override_upsert
- client_brief_get
- client_cashflow_forecast_get
- client_cashflow_item_delete
- client_cashflow_item_upsert
- client_cashflow_scenario_delete
- client_cashflow_scenario_get
- client_cashflow_scenario_upsert
- client_cashflow_scenarios_list
Show all 183Show fewer
- client_cashflow_summary_get
- client_document_binary_get
- client_document_download_url_get
- client_document_get
- client_document_text_get
- client_document_update
- client_document_upload
- client_documents_list
- client_email_message_get
- client_email_messages_list
- client_email_thread_messages_list
- client_entities_list
- client_entity_delete
- client_entity_document_extract_get
- client_entity_get
- client_entity_upsert
- client_estate_summary_get
- client_family_member_contact_methods_delete
- client_family_member_contact_methods_upsert
- client_family_member_delete
- client_family_member_upsert
- client_financial_snapshot_get
- client_goal_delete
- client_goal_upsert
- client_goals_list
- client_insurance_policies_list
- client_insurance_policy_delete
- client_insurance_policy_get
- client_insurance_policy_upsert
- client_insurance_summary_get
- client_investment_performance_get
- client_investment_positions_list
- client_investment_transactions_list
- client_manual_account_delete
- client_manual_account_upsert
- client_manual_investment_account_delete
- client_manual_investment_account_upsert
- client_match_candidates
- client_meeting_fields_update
- client_meeting_history_add
- client_meeting_status_get
- client_net_worth_history_get
- client_professional_contact_delete
- client_professional_contact_upsert
- client_profile_completeness_get
- client_profile_contact_methods_delete
- client_profile_contact_methods_upsert
- client_profile_get
- client_profile_update
- client_projection_summary_get
- client_relationship_history_get
- client_relationship_milestones_list
- client_relationship_update
- client_resolve
- client_service_level_update
- client_tax_summary_get
- client_timeline_get
- client_transaction_exclude
- client_transaction_recategorize
- client_transactions_list
- client_vault_categories_list
- client_vault_category_delete
- client_vault_category_upsert
- client_vault_document_type_delete
- client_vault_document_type_upsert
- clients_meeting_due_list
- connected_email_accounts_list
- contact_get
- contact_merge_candidates
- contact_merge_execute
- contact_methods_delete
- contact_methods_upsert
- contact_referral_get
- contact_referral_update
- contact_tags_update
- contacts_bulk_update
- contacts_bulk_upsert
- contacts_delete
- contacts_duplicate_emails_list
- contacts_list
- contacts_upsert
- default_client_task_delete
- default_client_task_get
- default_client_task_upsert
- default_client_tasks_bulk_create
- default_client_tasks_from_workflow
- default_client_tasks_list
- document_extract_result
- document_extract_start
- document_extract_status
- findash_server_health_check
- findash_session_identity_get
- firm_account_positions_report
- firm_assets_by_custodian_get
- firm_cash_by_client_list
- firm_insurance_policies_list
- firm_metrics_summary_get
- firm_positions_aggregate_list
- household_get
- household_member_add
- household_member_remove
- household_member_role_update
- knowledge_retrieve
- notes_create
- notes_delete
- notes_list
- notes_update
- notetaker_transcript_get
- notetaker_transcripts_list
- onboarding_flow_create
- onboarding_flow_delete
- onboarding_flow_generate
- onboarding_flow_question_add
- onboarding_flow_question_delete
- onboarding_flow_question_update
- onboarding_flow_responses_get
- onboarding_flow_update
- onboarding_flows_list
- opportunities_aging_summary
- opportunities_create
- opportunities_list
- opportunities_metrics
- opportunity_delete
- opportunity_get
- opportunity_update
- opportunity_update_stage
- org_context_get
- recent_connected_emails_list
- relationship_type_delete
- relationship_type_upsert
- relationship_types_list
- service_levels_list
- tag_delete
- tag_upsert
- tags_list
- task_get
- task_route_resolve
- tasks_complete
- tasks_create
- tasks_delete
- tasks_list
- tasks_update
- team_users_list
- teams_list
- time_entries_list
- time_entry_create
- time_entry_update
- workflow_complete
- workflow_get
- workflow_owner_update
- workflow_step_add
- workflow_step_complete
- workflow_step_delete
- workflow_step_revert
- workflow_step_update
- workflow_steps_list
- workflow_task_assignment_sweep
- workflow_template_delete
- workflow_template_get
- workflow_template_upsert
- workflow_templates_list
- workflows_list
- workflows_start
- workspace_record_get
- workspace_records_search
- Made by
- FinDash, Inc. · Website
- Sign-in
- Required
- Connector URL
- https://findash.ai/api/ai/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- September 25, 2026
- More info
- Sponsorship
- Promote this connector