Wealth.com
Claude connectorBring your clients' estate plans, tax returns, and documents into Claude — with instant snapshots, risk analysis, and advisor-ready summari…
Wealth.com brings estate-planning intelligence into Claude for financial advisors and their teams.
Look up any client in your book and pull a complete picture of their estate in seconds — no switching tabs, no digging through PDFs. Ask Claude to walk you through a client's estate snapshot, flag planning risks and gaps, or draft an executive summary you can bring straight into a client meeting.
Key capabilities:
- Client lookup
- Estate snapshots
- Risk analysis
- Executive summaries
- Annual Tax Lookback reports
- Document intelligence (wills, trusts, tax returns, statements)
Built for the advisor workflow: ask in plain language, get answers grounded in your clients' actual documents and estate data — all within your firm's authenticated Wealth.com access.
- Tools
- 9
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
Rank by trending score
Popularity score
Trending score
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 services134th of 990 by popularity · 244th of 446 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 132 |  Hebbia | 11,718 | 9,343 #380 | 776places up |
| 133 | 11,714 | 4,211 #438 | 61places down | |
| 134 | 11,713 | 16,931 #244 | 51places down | |
| 135 | 11,703 | 14,807 #286 | 49places down | |
| 136 | 11,699 | 15,498 #270 | 53places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 242 |  Thurro | 16,998 | 7,983 #303 | 120places down |
| 243 | 16,944 | 14,761 #42 | 53places down | |
| 244 | 16,931 | 11,713 #134 | 287places down | |
| 245 | 16,844 | 4,524 #596 | — | |
| 246 | 16,810 | 9,299 #226 | 88places down |
Data analytics208th of 2,740 by popularity · 578th of 1,228 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 206 |  AdvisorPPC - Google Ads, Analytics, Tag Manager, Search Console and YouTube Connector | 11,732 | 14,340 #727 | 54places down |
| 207 | 11,726 | 11,264 #899 | — | |
| 208 | 11,713 | 16,931 #578 | 51places down | |
| 209 | 11,712 | 25,968 #288 | 37places down | |
| 210 | 11,699 | 15,498 #651 | 53places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 576 | 16,994 | 8,071 #722 | 202places up | |
| 577 | 16,963 | 11,443 #226 | 118places down | |
| 578 | 16,931 | 11,713 #208 | 287places down | |
| 579 | 16,930 | 6,845 #1005 | — | |
| 580 |  1102tools for eCFR | 16,901 | 5,700 #1321 | 1,003places down |
Tools
- find_client
- get_clients
- get_estate_risks
- get_estate_snapshot
- get_executive_summary
- get_extraction_result
- get_lookback_report
- list_documents
- upload_extract_document
- Categories
- Made by
- Wealth.com · Website
- Sign-in
- Required
- Connector URL
- https://mcp.wealth.com/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Acts on
- Finances, Files & documents, Contacts & leads
- Industry
- Financial services
- Added
- August 21, 2026
- More info
- Sponsorship
- Promote this connector