Addepar MCP
Partner, reviewedBring Addepar portfolio intelligence into Claude
A connector: add it in the Claude app under Settings, Connectors; Claude Code signed in to the same account can use it too. There is nothing to install from a terminal.
Addepar’s MCP connector brings portfolio data and intelligence into Claude, enabling investment professionals to ask questions in plain language and receive answers grounded in their firm’s Addepar data. Analyze a household’s holdings, market value, asset allocation, and performance. Understand alternatives exposure across capital calls, distributions, NAVs, and unfunded commitments. Review transactions, identify trends across clients, or gather the data needed to prepare for a quarterly review. Unlike tools that analyze accounts in isolation, Addepar understands the ownership structures and…
From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.