Vanguard Advisor Tools

Finance and Trading · by Vanguard · Verified

Connector Access Vanguard models data and content from Claude

Install

In Claude, open Settings, then Connectors.
Find Vanguard Advisor Tools in the directory, or choose Add custom connector and paste the URL below.
No sign-in. Turn it on in a chat from the tools menu.

Connector URL

https://mcp.vanguard.com/advisors

Claude Code

claude mcp add --transport http vanguard-advisor-tools https://mcp.vanguard.com/advisors

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

Add in Claude Open on claude.com

About

Vanguard Advisor Tools brings Vanguard’s model portfolio data into Claude. Given a need to solve for a target portfolio, the connector returns detailed, model portfolio data, including expense ratios, asset class, start date and portfolio characteristics so that advisors can research and compare solutions and move from analysis to implementation with conviction.

Data Scope: The connector is read-only and exposes only publicly available US model data. It does not access, return, or store any client, account, or personally identifiable information (PII).

Third-party tools are provided for informational purposes only and do not constitute investment advice.

Tools

get_model_portfolios

1 tool. 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: Vanguard
Runs: Remote server
Works in: Claude, Claude API, Claude Code, Claude Desktop
Sign-in: Not required
Added: 2026-09-09
Source: Verified