Insurely
Claude connectorCommunityAccess personal financial data for wealth insights
Enable seamless access to users’ financial data to power personalised wealth management experiences. With Insurely’s connector, you can initiate secure data sharing requests, and search, retrieve, and reuse previously shared financial information. Deliver tailored insights, improve financial planning, and enhance advisory services—all while maintaining full user consent and compliance.
- Tools
- 13
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
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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 services591st of 1,227 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 589 | 5,492 | 14,949 #337 | 236places down | |
| 590 | 5,492 | — | 62places down | |
| 591 | 5,492 | — | 346places down | |
| 592 |  CreditPolicy.ai | 5,459 | 6,919 #486 | 315places down |
| 593 |  KROS | 5,459 | — | 196places 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
- download_document
- get_collection_info
- get_collection_link
- get_company_statuses
- get_holdings_and_fees
- get_insurances
- get_questionnaire
- get_transactions
- get_wealth_overview
- get_wealth_products
- list_clients
- search_collections
- send_collection_link_sms
- Categories
- Sign-in
- Required
- Connector URL
- https://mcp.insurely.com/
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- September 16, 2026
- More info
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