Trellia Wealth Partners
Claude connectorCommunityConnect your Trellia Adviser Portal account to Claude.
Access managed account information available via the Trellia Adviser Portal.
- Tools
- 7
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
#2825of 7,29426places down24h200places down7d
Rank by trending score
#1059of 3,0724places down24h—7d
Popularity score
6,644024h+1367d
Trending score
22,423024h—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 services407th of 990 by popularity · 161st of 446 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 405 | 6,658 | 33,716 #73 | 57places up | |
| 406 |  Fugle | 6,644 | 18,036 #229 | — |
| 407 | 6,644 | 22,423 #161 | 200places down | |
| 408 |  Fintent.ai | 6,629 | — | 288places down |
| 409 | 6,600 | — | 274places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 159 | 22,439 | 13,380 #76 | 119places down | |
| 160 | 22,423 | 4,524 #595 | — | |
| 161 | 22,423 | 6,644 #407 | — | |
| 162 |  Kóði Marketdata Server | 22,395 | 5,170 #534 | 230places up |
| 163 | 22,361 | 13,666 #65 | 161places down |
Tools
- get_nested_portfolios
- get_portfolio_fees
- get_portfolio_holdings
- get_portfolio_performance
- get_portfolio_updates
- get_saa
- list_portfolios
- Categories
- Made by
- Trellia Wealth Partners · Website
- Sign-in
- Required
- Connector URL
- https://mcp.trelliawealth.com.au/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- October 9, 2026
- More info
- Sponsorship
- Promote this connector