Advisor workspace
FinDash helps financial advisors work with their authorized client and firm data in your AI. Search contacts and client records, prepare meeting briefs, review financial snapshots and cash flow, find notes, documents, emails, and transcripts, and manage tasks, opportunities, and workflows. More
MCP connector Server URL https://findash.ai/api/ai/mcpCopy Login OAuth Tools Reads data94 accessible_ accessible_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ clients_ connected_ contact_ contact_ contact_ contacts_ contacts_ default_ default_ document_ document_ findash_ findash_ firm_ firm_ firm_ firm_ firm_ firm_ household_ knowledge_ notes_ notetaker_ notetaker_ notetaker_ onboarding_ onboarding_ onboarding_ opportunities_ opportunities_ opportunities_ opportunity_ org_ recent_ relationship_ service_ tags_ task_ task_ tasks_ team_ teams_ time_ workflow_ workflow_ workflow_ workflow_ workflows_ workspace_ workspace_
Changes data17 client_ client_ client_ client_ client_ document_ notes_ notetaker_ onboarding_ onboarding_ onboarding_ opportunities_ opportunity_ relationship_ tag_ time_ workflow_
Deletes or can't be undone100 client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ client_ contact_ contact_ contact_ contact_ contact_ contacts_ contacts_ contacts_ contacts_ default_ default_ default_ default_ household_ household_ household_ notes_ notes_ onboarding_ onboarding_ onboarding_ onboarding_ onboarding_ opportunity_ opportunity_ relationship_ tag_ tasks_ tasks_ tasks_ tasks_ time_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflow_ workflows_
Skills None in the store listings. The server needs sign-in, so we could not check it
Massive#749
PitchBook Premium#72