Answers that look through funds and private investments.
Addepar does the calculation on its side, with your firm's data, methodology and permissions, across every account, trust and private investment in a household. Claude gets a finished answer to explain, follow up on or turn into a client note.
What it is
Addepar's connector for Claude, run by Addepar at mcp.addepar.com. Addepar does the portfolio work on its side, using your firm's data, calculations and permissions, and passes Claude the result. It is a beta: firms join through a waitlist.
What you get
- What drove a household's performance over a period
- Exposure to a market or region, counted across public securities, funds and private investments
- Capital calls coming due, and whether a household has the liquidity to cover them
- A summary of a household's performance, allocation and recent activity
- Answers only, worked out inside Addepar: it does not place trades or change portfolio data
Requirements
An Addepar firm account and a place in the beta; ask your Addepar representative to join. You sign in with your Addepar account, and Claude only sees what your existing Addepar permissions allow. An MCP client that can reach a remote address, such as Claude.
Setup effort
Paste a URL, then authorize — add the endpoint to your client, then approve the OAuth consent screen