FinDash
Claude connectorCommunityConnect Claude to FinDash for client insights, financial planning, CRM, tasks, and advisor workflows.
FinDash helps financial advisors work with their authorized client and firm data in Claude. Search contacts and client records, prepare meeting briefs, review financial snapshots and cash flow, find notes, documents, emails, and transcripts, and manage tasks, opportunities, and workflows. Access follows each user’s FinDash permissions. Connect with a FinDash advisor or firm admin account using OAuth.
- Tools
- 183
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
#2916of 7,29425places down24h170places down7d
Rank by trending score
#1962of 3,07221places down24h447places down7d
Popularity score
6,508024h+2047d
Trending score
13,396024h−2,0547d
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 services423rd of 990 by popularity · 307th of 446 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 421 | 6,508 | — | 266places down | |
| 422 |  Competiscan | 6,508 | 4,308 #436 | 291places up |
| 423 | 6,508 | 13,396 #307 | 170places down | |
| 424 |  Genny – Generative Process and Decision Modeler by Blue Polaris | 6,508 | 7,608 #405 | 227places down |
| 425 | 6,508 | — | 291places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 305 | 13,499 | 5,700 #490 | 278places up | |
| 306 |  BankBridge | 13,493 | 6,728 #398 | 950places down |
| 307 | 13,396 | 6,508 #423 | 447places down | |
| 308 |  SESAMm | 13,378 | 5,248 #532 | — |
| 309 | 13,358 | 11,223 #157 | 156places down |
Data analytics1,100th of 2,740 by popularity · 768th of 1,228 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1098 | 6,508 | — | 266places down | |
| 1099 | Competiscan | 6,508 | 4,308 #1194 | 291places up |
| 1100 | 6,508 | 13,396 #768 | 170places down | |
| 1101 | Genny – Generative Process and Decision Modeler by Blue Polaris | 6,508 | 7,608 #1077 | 227places down |
| 1102 |  1102tools for USAspending | 6,492 | 40,355 #125 | 9places down |
Productivity1,529th of 4,005 by popularity · 1,059th of 1,642 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1527 | 6,508 | — | 266places down | |
| 1528 | 6,508 | — | 266places down | |
| 1529 | 6,508 | 13,396 #1059 | 170places down | |
| 1530 | Genny – Generative Process and Decision Modeler by Blue Polaris | 6,508 | 7,608 #1424 | 227places down |
| 1531 | 6,508 | — | 291places down |
Also on other marketplaces
Tools
- accessible_entities_list
- accessible_users_list
- client_account_ownership_get
- client_account_ownership_upsert
- client_account_tags_update
- client_accounts_bulk_tags_update
- client_accounts_create
- client_accounts_list
- client_asset_class_override_delete
- client_asset_class_override_upsert
- client_brief_get
- client_cashflow_forecast_get
- client_cashflow_item_delete
- client_cashflow_item_upsert
- client_cashflow_scenario_delete
- client_cashflow_scenario_get
- client_cashflow_scenario_upsert
- client_cashflow_scenarios_list
Show all 183Show fewer
- client_cashflow_summary_get
- client_document_binary_get
- client_document_download_url_get
- client_document_get
- client_document_text_get
- client_document_update
- client_document_upload
- client_documents_list
- client_email_message_get
- client_email_messages_list
- client_email_thread_messages_list
- client_entities_list
- client_entity_delete
- client_entity_document_extract_get
- client_entity_get
- client_entity_upsert
- client_estate_summary_get
- client_family_member_contact_methods_delete
- client_family_member_contact_methods_upsert
- client_family_member_delete
- client_family_member_upsert
- client_financial_snapshot_get
- client_goal_delete
- client_goal_upsert
- client_goals_list
- client_insurance_policies_list
- client_insurance_policy_delete
- client_insurance_policy_get
- client_insurance_policy_upsert
- client_insurance_summary_get
- client_investment_performance_get
- client_investment_positions_list
- client_investment_transactions_list
- client_manual_account_delete
- client_manual_account_upsert
- client_manual_investment_account_delete
- client_manual_investment_account_upsert
- client_match_candidates
- client_meeting_fields_update
- client_meeting_history_add
- client_meeting_status_get
- client_net_worth_history_get
- client_professional_contact_delete
- client_professional_contact_upsert
- client_profile_completeness_get
- client_profile_contact_methods_delete
- client_profile_contact_methods_upsert
- client_profile_get
- client_profile_update
- client_projection_summary_get
- client_relationship_history_get
- client_relationship_milestones_list
- client_relationship_update
- client_resolve
- client_service_level_update
- client_tax_summary_get
- client_timeline_get
- client_transaction_exclude
- client_transaction_recategorize
- client_transactions_list
- client_vault_categories_list
- client_vault_category_delete
- client_vault_category_upsert
- client_vault_document_type_delete
- client_vault_document_type_upsert
- clients_meeting_due_list
- connected_email_accounts_list
- contact_get
- contact_merge_candidates
- contact_merge_execute
- contact_methods_delete
- contact_methods_upsert
- contact_referral_get
- contact_referral_update
- contact_tags_update
- contacts_bulk_update
- contacts_bulk_upsert
- contacts_delete
- contacts_duplicate_emails_list
- contacts_list
- contacts_upsert
- default_client_task_delete
- default_client_task_get
- default_client_task_upsert
- default_client_tasks_bulk_create
- default_client_tasks_from_workflow
- default_client_tasks_list
- document_extract_result
- document_extract_start
- document_extract_status
- findash_server_health_check
- findash_session_identity_get
- firm_account_positions_report
- firm_assets_by_custodian_get
- firm_cash_by_client_list
- firm_insurance_policies_list
- firm_metrics_summary_get
- firm_positions_aggregate_list
- household_get
- household_member_add
- household_member_remove
- household_member_role_update
- knowledge_retrieve
- notes_create
- notes_delete
- notes_list
- notes_update
- notetaker_transcript_get
- notetaker_transcripts_list
- onboarding_flow_create
- onboarding_flow_delete
- onboarding_flow_generate
- onboarding_flow_question_add
- onboarding_flow_question_delete
- onboarding_flow_question_update
- onboarding_flow_responses_get
- onboarding_flow_update
- onboarding_flows_list
- opportunities_aging_summary
- opportunities_create
- opportunities_list
- opportunities_metrics
- opportunity_delete
- opportunity_get
- opportunity_update
- opportunity_update_stage
- org_context_get
- recent_connected_emails_list
- relationship_type_delete
- relationship_type_upsert
- relationship_types_list
- service_levels_list
- tag_delete
- tag_upsert
- tags_list
- task_get
- task_route_resolve
- tasks_complete
- tasks_create
- tasks_delete
- tasks_list
- tasks_update
- team_users_list
- teams_list
- time_entries_list
- time_entry_create
- time_entry_update
- workflow_complete
- workflow_get
- workflow_owner_update
- workflow_step_add
- workflow_step_complete
- workflow_step_delete
- workflow_step_revert
- workflow_step_update
- workflow_steps_list
- workflow_task_assignment_sweep
- workflow_template_delete
- workflow_template_get
- workflow_template_upsert
- workflow_templates_list
- workflows_list
- workflows_start
- workspace_record_get
- workspace_records_search
- Made by
- FinDash, Inc. · Website
- Sign-in
- Required
- Connector URL
- https://findash.ai/api/ai/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- September 25, 2026
- More info
- Sponsorship
- Promote this connector