Insurely
Claude connectorCommunityAccess personal financial data for wealth insights
Enable seamless access to users’ financial data to power personalised wealth management experiences. With Insurely’s connector, you can initiate secure data sharing requests, and search, retrieve, and reuse previously shared financial information. Deliver tailored insights, improve financial planning, and enhance advisory services—all while maintaining full user consent and compliance.
- Tools
- 13
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
#3726of 7,29453places down24h317places down7d
Rank by trending score
#2960of 3,07228places down24h—7d
Popularity score
5,322024h+1937d
Trending score
4,308024h—7d
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 services524th of 990 by popularity · 437th of 446 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 522 | 5,358 | — | — | |
| 523 |  TickerInside ETF Holdings | 5,358 | 60,000 #33 | 127places down |
| 524 | 5,322 | 4,308 #437 | 317places down | |
| 525 |  Quantral | 5,322 | — | 265places down |
| 526 | 5,285 | — | 268places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 435 | 4,755 | 7,943 #311 | 387places down | |
| 436 |  Competiscan | 4,308 | 6,508 #422 | 687places down |
| 437 | 4,308 | 5,322 #524 | — | |
| 438 | 4,211 | 11,714 #133 | — | |
| 439 |  Gentek Reg Agent | 3,938 | 5,459 #505 | 710places down |
Tools
- download_document
- get_collection_info
- get_collection_link
- get_company_statuses
- get_holdings_and_fees
- get_insurances
- get_questionnaire
- get_transactions
- get_wealth_overview
- get_wealth_products
- list_clients
- search_collections
- send_collection_link_sms
- Categories
- Sign-in
- Required
- Connector URL
- https://mcp.insurely.com/
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- September 16, 2026
- More info
- Sponsorship
- Promote this connector