Addepar MCP
Claude connectorBring Addepar portfolio intelligence into Claude
Addepar’s MCP connector brings portfolio data and intelligence into Claude, enabling investment professionals to ask questions in plain language and receive answers grounded in their firm’s Addepar data.
Analyze a household’s holdings, market value, asset allocation, and performance. Understand alternatives exposure across capital calls, distributions, NAVs, and unfunded commitments. Review transactions, identify trends across clients, or gather the data needed to prepare for a quarterly review.
Unlike tools that analyze accounts in isolation, Addepar understands the ownership structures and relationships connecting a client’s complete portfolio. This allows Claude to provide a consolidated household view across accounts and entities, including public and private investments. Permission aware access helps limit the information retrieved to what each user is authorized to see.
Simply authenticate with your Addepar account. No API keys or manual configuration required.
- Tools
- 15
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 categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services126th of 990 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 124 | 11,898 | 20,560 #191 | — | |
| 125 | 11,895 | 12,718 #322 | 59places down | |
| 126 | Addepar MCPThis page | 11,881 | — | 28places down |
| 127 |  Stocklake | 11,875 | 20,954 #183 | 54places down |
| 128 | 11,838 | 34,923 #67 | 21places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Intuit Developer | 1,059,790 | 12,502 #103 | — |
| 2 | 507,188 | 7,845 #315 | — | |
| 3 |  Etherscan | 450,704 | 13,335 #77 | 10places down |
| 4 |  etoro | 391,889 | 11,322 #155 | 1,028places up |
| 5 | 337,161 | 11,549 #143 | — |
Data analytics195th of 2,740 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 193 |  Sent | 11,891 | 41,167 #122 | 57places up |
| 194 |  Advanced GSC | 11,882 | 21,972 #388 | 46places down |
| 195 | Addepar MCPThis page | 11,881 | — | 28places down |
| 196 | 11,868 | 20,495 #421 | 18places down | |
| 197 | 11,850 | 11,031 #910 | 29places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 | 29,445,468 | 12,305 #156 | — | |
| 2 |  Netzero | 1,983,480 | 8,531 #622 | 3places up |
| 3 | 507,188 | 7,845 #770 | — | |
| 4 |  Statz | 483,976 | 7,129 #943 | 71places up |
| 5 | 483,162 | 7,827 #778 | 563places up |
Productivity411th of 4,005 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 409 | Sent | 11,891 | 41,167 #169 | 57places up |
| 410 | Advanced GSC | 11,882 | 21,972 #596 | 46places down |
| 411 | Addepar MCPThis page | 11,881 | — | 28places down |
| 412 | 11,853 | 17,784 #783 | 30places down | |
| 413 | 11,850 | 11,031 #1225 | 29places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Watch Any Video | 4,718,560 | 10,415 #607 | — |
| 2 | 4,208,811 | 13,413 #256 | — | |
| 3 | Intuit Developer | 1,059,790 | 12,502 #339 | — |
| 4 | Statz | 483,976 | 7,129 #1331 | 71places up |
| 5 | 483,162 | 7,827 #1124 | 563places up |
Tools
- get_all_entities
- get_current_user
- get_exposure
- get_ownership_graph
- get_performance_attribution
- get_portfolio_attribute_metadata
- get_portfolio_data
- get_private_fund_cash_movements
- get_transaction_attribute_metadata
- get_transactions
- get_upcoming_private_fund_capital_activity
- search_addepar_product_docs
- search_entities
- search_portfolio_query_attributes
- search_transaction_query_attributes
- Sign-in
- Required
- Connector URL
- https://mcp.addepar.com/
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Acts on
- Finances
- Industry
- Financial services
- Added
- August 20, 2026
- More info
- Sponsorship
- Promote this connector