Wealth.com

Data and Analytics · by Wealth.com · Verified

Connector Bring your clients' estate plans, tax returns, and documents into Claude — with instant snapshots, risk analysis, and advisor-ready summaries.

Install

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

Connector URL

https://mcp.wealth.com/mcp

Claude Code

claude mcp add --transport http wealth-com https://mcp.wealth.com/mcp

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

Add in Claude Open on claude.com

About

Wealth.com brings estate-planning intelligence into Claude for financial advisors and their teams.

Look up any client in your book and pull a complete picture of their estate in seconds — no switching tabs, no digging through PDFs. Ask Claude to walk you through a client's estate snapshot, flag planning risks and gaps, or draft an executive summary you can bring straight into a client meeting.

Key capabilities:

• Client lookup

• Estate snapshots

• Risk analysis

• Executive summaries

• Annual Tax Lookback reports

• Document intelligence (wills, trusts, tax returns, statements)

Built for the advisor workflow: ask in plain language, get answers grounded in your clients' actual documents and estate data — all within your firm's authenticated Wealth.com access.

Tools

find_client
get_clients
get_estate_risks
get_estate_snapshot
get_executive_summary
get_extraction_result
get_lookback_report
list_documents
upload_extract_document

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: Data and Analytics
Made by: Wealth.com
Runs: Remote server
Works in: Claude, Claude API, Claude Code, Claude Desktop
Sign-in: Required
Added: 2026-08-21
Source: Verified