Addepar MCP
Bring Addepar portfolio intelligence into your AI
Addepar’s MCP connector brings portfolio data and intelligence into your AI, enabling investment professionals to ask questions in plain language and receive answers grounded in their firm’s Addepar data. Analyze a household’s holdings, market value, asset allocation, and performance.
MCP connector
- Server URL
https://mcp.addepar.com/- Login
- OAuth
Tools
Reads data15
Skills
None in the store listings. The server needs sign-in, so we could not check it
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