Trellia Wealth Partners
Claude connectorCommunityConnect your Trellia Adviser Portal account to Claude.
Access managed account information available via the Trellia Adviser Portal.
- Tools
- 7
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
#3042of 8,95331places down24h182places down7d
Rank by trending score
#3426of 3,551340places down24h1,924places down7d
Popularity score
6,845+1224h+1317d
Trending score
4,308−2,69224h−13,6307d
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 services445th of 1,227 by popularity · 519th of 531 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 443 | 6,858 | 24,525 #156 | 157places up | |
| 444 | 6,845 | 18,578 #252 | 12places up | |
| 445 | 6,845 | 4,308 #519 | 182places down | |
| 446 | 6,833 | 3,567 #525 | 215places down | |
| 447 |  LeadingBI | 6,820 | 16,423 #312 | 125places up |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 517 |  Gentek Reg Agent | 4,500 | 5,426 #597 | 344places down |
| 518 |  ExpenseBot | 4,324 | 7,140 #414 | 483places down |
| 519 | 4,308 | 6,845 #445 | 1,924places down | |
| 520 |  Intuit TurboTax | 4,231 | 15,540 #33 | 1,739places down |
| 521 | 4,077 | 6,943 #430 | 686places down |
Tools
- get_nested_portfolios
- get_portfolio_fees
- get_portfolio_holdings
- get_portfolio_performance
- get_portfolio_updates
- get_saa
- list_portfolios
- Categories
- Made by
- Trellia Wealth Partners · Website
- Sign-in
- Required
- Connector URL
- https://mcp.trelliawealth.com.au/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- October 9, 2026
- More info
- Sponsorship
- Promote this connector