BlackRock Advisor Center

Data and Analytics · by BlackRock · Verified

Connector Build, analyze, and compare portfolios for advisors

Install

In Claude, open Settings, then Connectors.
Find BlackRock Advisor Center in the directory, or choose Add custom connector and paste the URL below.
Sign in to BlackRock and review what it asks to reach.

Connector URL

https://ac360-mcp.blackrock.com/mcp

Claude Code

claude mcp add --transport http blackrock-advisor-center https://ac360-mcp.blackrock.com/mcp

Run in a terminal, then run /mcp in Claude Code to sign in.

Add in Claude Open on claude.com

About

Description

Analyze client portfolios, understand risk, stress test market scenarios, and compare investment alternatives. BlackRock Advisor Center brings Advisor Center 360° insights and analytics into Claude, so financial advisors can review a portfolio, see what drives risk, evaluate concentration and cost, and explore changes across ETFs, mutual funds, individual bonds, SMAs, model portfolios, and alternatives.

What you can do:

• Analyze a portfolio across asset allocation, exposures, expenses, risk factors, and concentration

• Understand what drives risk across holdings, asset classes, sectors, and factors

• Stress test historical or hypothetical scenarios and see which positions drive the outcome

• Identify triggers such as excess cash, concentrated stock, fund concentration, or unintended exposures

• Compare investment alternatives, including ETFs, mutual funds, individual bonds, SMAs, model portfolios, and alternatives, and evaluate potential changes

• Browse model portfolios and construct proposed allocations.

Try prompts like:

• "Review this client portfolio and tell me what stands out"

• "What's driving the risk in this portfolio, and which holdings contribute most?"

• "Is this portfolio too concentrated in any single stock or sector?"

• "Stress test this portfolio against a 20% market drop"

• "How would this portfolio hold up in a recession or if rates rise?"

• "Is this portfolio holding too much cash, and what if I put it to work?"

• "Show me the impact on risk and cost if I replace this fund"

• "Compare this client portfolio against this model portfolio"

• "Find a model portfolio for a moderate-risk income client"

• "Show me ETFs, mutual funds, individual bonds, SMAs, model portfolios, or alternatives I could evaluate for this portfolio"

All analysis is advisor driven. You bring the questions and client context, and the connector provides objective portfolio insights and analytics. It does not provide investment advice, recommend or place trades.

Tools

acknowledge_terms
analyze_characteristics
analyze_esg
analyze_fund_health
analyze_opportunities
analyze_portfolio
analyze_risk
analyze_scenarios
build_comparison_link
clone_household_portfolio
clone_portfolio
compare_performance
create_household_portfolio
create_portfolio
get_advisor_center_link
get_analysis_date
get_model
get_portfolio
list_household_portfolios
list_models
list_portfolios
project_wealth
search_products
search_securities

24 of 29 tools. claude.com lists the rest. The maker decides what the tools do and can change them. Add connectors only from makers you trust.

From the maker

Facts

Kind: Connector
Category: Data and Analytics
Made by: BlackRock
Runs: Remote server
Works in: Claude, Claude API, Claude Code, Claude Desktop
Sign-in: Required
Interactive UI: Yes
Added: 2026-08-31
Source: Verified