Flourish Financial

Finance and Trading · by Flourish · Verified

Connector Securely access and analyze Flourish client data from Claude

Install

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

Connector URL

https://www.flourish.com/api/mcp/v2.0

Claude Code

claude mcp add --transport http flourish-financial https://www.flourish.com/api/mcp/v2.0

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

Add in Claude Open on claude.com

About

The Flourish MCP Server empowers financial advisors to securely explore client data and unlock insights directly within Claude. Access client details, manage invitations, and review account information. By connecting Flourish with Claude, you can accelerate routine analysis, streamline client meeting prep, and support recurring tasks. Permission-based access ensures that client information is protected while giving firms the power of AI-driven discovery.

Tools

flourish_get_me
flourish_get_pending_invitations
flourish_get_rates
flourish_get_user
flourish_invite_user
flourish_list_users
flourish_search_users_by_email
flourish_search_users_by_id
flourish_search_users_by_name

9 tools. 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: Finance and Trading
Made by: Flourish
Runs: Remote server
Works in: Claude, Claude API, Claude Code, Claude Desktop
Sign-in: Required
Added: 2026-07-09
Source: Verified