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Nevis

Claude connectorPartner — verified

The AI platform for wealth management

View in Claude directory

The Nevis MCP connector lets you work with Nevis from Claude. Once connected, you can ask Claude to look up your clients, review and update your tasks, and capture notes, without leaving the conversation. You need an active Nevis account to use it.

Tools
21

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#2861of 8,953104places up24h2,187places up7d
#2,643#3,300#3,957#4,614Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Rank by trending score

—not ranked—24h—7d
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Popularity score

7,129+23424h+3,4297d
3,3584,3875,4166,445Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Trending score

——24h—7d
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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 services417th of 1,227 by popularity · not ranked by trending score
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All 1,250 Financial services connectors

Data analytics1,069th of 3,282 by popularity · not ranked by trending score
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All 3,338 Data analytics connectors

Productivity1,508th of 4,952 by popularity · not ranked by trending score
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All 5,028 Productivity connectors

Tools

  • nevis_create_client
  • nevis_create_note
  • nevis_create_note_comment
  • nevis_create_task
  • nevis_create_task_comment
  • nevis_delete_comment
  • nevis_delete_note
  • nevis_delete_task
  • nevis_get_client
  • nevis_get_current_user
  • nevis_get_note
  • nevis_get_task
  • nevis_list_client_summaries
  • nevis_list_clients
  • nevis_list_notes
  • nevis_list_tasks
  • nevis_list_users
  • nevis_update_client
Show all 21
  • nevis_update_comment
  • nevis_update_note
  • nevis_update_task
Categories
Made by
Nevis Inc. · Website
Sign-in
Required
Connector URL
https://app.neviswealth.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 20, 2026
More info
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