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Flourish Financial

Claude connectorPartner — verified

Securely access and analyze Flourish client data from Claude

View in Claude directory

The Flourish MCP Server empowers financial advisors to securely explore client data and unlock insights directly within Claude. Access client details, manage invitations, and review account information. By connecting Flourish with Claude, you can accelerate routine analysis, streamline client meeting prep, and support recurring tasks. Permission-based access ensures that client information is protected while giving firms the power of AI-driven discovery.

Tools
9

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#1852of 7,2949places down24h110places down7d
#1,543#1,628#1,713#1,798Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Rank by trending score

—not ranked—24h—7d
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Popularity score

8,455+424h+1027d
7,1497,5067,8638,220Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Trending score

——24h—7d
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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 services273rd of 990 by popularity · not ranked by trending score
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All 998 Financial services connectors

Tools

  • flourish_get_me
  • flourish_get_pending_invitations
  • flourish_get_rates
  • flourish_get_user
  • flourish_invite_user
  • flourish_list_users
  • flourish_search_users_by_email
  • flourish_search_users_by_id
  • flourish_search_users_by_name
Categories
Made by
Flourish · Website
Sign-in
Required
Connector URL
https://www.flourish.com/api/mcp/v2.0
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Acts on
Contacts & leads, Finances
Industry
Financial services
Added
July 9, 2026
More info
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