Flourish Financial
Claude connectorSecurely access and analyze Flourish client data from Claude
The Flourish MCP Server empowers financial advisors to securely explore client data and unlock insights directly within Claude. Access client details, manage invitations, and review account information. By connecting Flourish with Claude, you can accelerate routine analysis, streamline client meeting prep, and support recurring tasks. Permission-based access ensures that client information is protected while giving firms the power of AI-driven discovery.
- Tools
- 9
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
Rank by trending score
Popularity score
Trending score
In its category
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services286th of 1,227 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 284 |  BoldTrail BackOffice | 8,811 | 51,344 #37 | 19places up |
| 285 |  LedgerMCP | 8,798 | 7,569 #478 | 123places down |
| 286 | Flourish FinancialThis page | 8,788 | — | 48places down |
| 287 | 8,771 | 25,877 #141 | 1places up | |
| 288 | 8,758 | 34,492 #81 | 19places up |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Intuit QuickBooks Labs | 57,784,459 | 13,209 #93 | — |
| 2 | 1,658,113 | 8,969 #276 | 5places up | |
| 3 | 874,651 | 8,366 #317 | — | |
| 4 |  Schwab Advisor Services | 355,610 | 8,916 #278 | — |
| 5 | 283,621 | 6,870 #440 | 0 |
Tools
- flourish_get_me
- flourish_get_pending_invitations
- flourish_get_rates
- flourish_get_user
- flourish_invite_user
- flourish_list_users
- flourish_search_users_by_email
- flourish_search_users_by_id
- flourish_search_users_by_name
- Categories
- Sign-in
- Required
- Connector URL
- https://www.flourish.com/api/mcp/v2.0
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Acts on
- Contacts & leads, Finances
- Industry
- Financial services
- Added
- July 9, 2026
- More info
- Sponsorship
- Promote this connector