Advisor Copilot

Bringing Advisor Copilot intelligence to your AI workspace.

The Advisor Copilot MCP Server, developed by CogniCor, securely connects AI assistants with wealth management client information, enabling financial advisors to access client insights, identify opportunities, prioritize relationships, and streamline daily workflows through natural language conversations. The server provides the following key capabilities: get_client_details – Retrieve comprehensive client information, including profiles, financial details, and relationship insights.

MCP connector

Server URL: https://mcp.cognicor.com/mcp
Login: OAuth

Tools

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Skills

None in the store listings. The server needs sign-in, so we could not check it