Trellia Wealth Partners
Connect your Trellia Adviser Portal account to your AI.
Access managed account information available via the Trellia Adviser Portal.
MCP connector
- Server URL
https://mcp.trelliawealth.com.au/mcp- Login
- OAuth
Tools
Reads data7
Skills
None in the store listings. The server needs sign-in, so we could not check it
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