Envestnet MoneyGuide
Claude connectorCommunityAccess select data from Envestnet MoneyGuide solution directly in Claude
MoneyGuide is Envestnet’s financial planning software used to build goals-based plans that connect client conversations into actionable investment strategies.
This connector gives Claude read-only access to select MoneyGuide data an advisor is already entitled to see, so they can ask questions in plain language.
Claude can provide a plan snapshot including plan health, goals, and net worth summary.
Useful for researching account information, preparing meeting materials, or analyzing clients and plans across your business.
Make sure, in MoneyGuide on the Main Menu, select Partner Options. Then scroll down to "Has MCP:" and toggle to "Yes".
- Tools
- 2
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
1 listing change logged · latest Sep 25: Description. See what changed
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 services180th of 1,007 by popularity · 371st of 452 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 178 |  CaliberMind | 10,440 | 12,155 #341 | 70places down |
| 179 | 10,419 | 12,973 #319 | 4places up | |
| 180 | Envestnet MoneyGuideThis page | 10,392 | 10,615 #371 | 82places down |
| 181 | 10,355 | 32,708 #81 | 456places up | |
| 182 |  Trademo Hermes for Claude | 10,342 | — | 72places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 369 | 10,761 | 7,358 #353 | 670places down | |
| 370 |  CreditPolicy.ai | 10,755 | 5,209 #537 | 534places down |
| 371 | Envestnet MoneyGuideThis page | 10,615 | 10,392 #180 | 675places down |
| 372 |  RED Atlas API | 10,568 | 6,781 #397 | 238places down |
| 373 |  SPACInsider | 10,524 | 7,983 #308 | 602places down |
More from Envestnet
All listings by EnvestnetTools
- get_snapshot_summary
- search_households
- Categories
- Sign-in
- Required
- Connector URL
- https://www.moneyguidepro.com/ifa/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Acts on
- Finances, Contacts & leads
- Industry
- Financial services
- Added
- September 11, 2026
- More info
- Sponsorship
- Promote this connector