Truecast
Claude connectorCommunityCashflow planning for advisers
Connect Truecast to Claude so UK financial advisers can work with the client plans they are authorised to see. Ask about cashflow, retirement timing, Inheritance Tax and what-if changes. Your assistant does the reading and drafting. Truecast does every calculation. Nothing changes a client’s plan until someone in your firm confirms it. It cannot move money or provide financial advice. For Truecast customers only. Contact us to set up a firm. Connect from a business or enterprise AI workspace, such as Claude Team or Enterprise.
- Tools
- 18
exposed by this connector
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Popularity score
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Trending score
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 services985th of 990 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 983 | 1,000 | — | — | |
| 984 | 1,000 | — | — | |
| 985 | TruecastThis page | 1,000 | — | — |
| 986 | 1,000 | — | 958places down | |
| 987 | 1,000 | — | — |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Intuit Developer | 1,059,790 | 12,502 #103 | — |
| 2 | 507,188 | 7,845 #315 | — | |
| 3 |  Etherscan | 450,704 | 13,335 #77 | 10places down |
| 4 |  etoro | 391,889 | 11,322 #155 | 1,028places up |
| 5 | 337,161 | 11,549 #143 | — |
Tools
- compareContributions
- createClientIntakeDraft
- createClientUpdateDraft
- findEarliestRetirement
- getCashflowRange
- getEstateBreakdown
- getPlanContext
- getYearBreakdown
- listClientScenarios
- listClients
- queryBook
- reviseClientIntakeDraft
- runDryRun
- runMonteCarloCheck
- saveClientScenario
- solveClientGoal
- solveIhtTarget
- solveMaxOneOffGiftSpend
- Categories
- Sign-in
- Required
- Connector URL
- https://truecast.co.uk/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- October 13, 2026
- More info
- Sponsorship
- Promote this connector