Nevis
The AI platform for wealth management
The Nevis MCP connector lets you work with Nevis from your AI. Once connected, you can ask your AI to look up your clients, review and update your tasks, and capture notes, without leaving the conversation.
MCP connector
- Server URL
https://app.neviswealth.com/mcp- Login
- OAuth
Tools
Reads data9
Changes data9
Deletes or can't be undone3
Skills
None in the store listings. The server needs sign-in, so we could not check it