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HeirWealth MCP Server
MCP server from HeirWealth that enables wealth managers and family offices to query consolidated client data using AI assistants like Claude and ChatGPT. Features a deterministic calculation engine ensuring figures are accurate and auditable. Zero-training policy means client data is never used to train third-party models. Generates real-time portfolio summaries, automated anomaly flags, and risk detection across the balance sheet through plain-English prompts. Integrates with existing HeirWealth Atlas permissions for governed data access. Available immediately for Atlas firms on opt-in basis. Launched July 9, 2026.
MCP verified
Integration
| Transport | http |
| Auth | oauth |
| Endpoint | HeirWealth MCP |
Use Cases
| 01 | Generate real-time portfolio summaries and client communications by querying consolidated wealth data across multiple entities through Claude or ChatGPT with deterministic calculations and full audit trails |
| 02 | Detect portfolio anomalies and balance sheet risks automatically by connecting AI assistants to HeirWealth's governed data layer with zero-training privacy guarantees on client information |
| 03 | Prepare client meeting briefs and first-draft communications in seconds by asking AI assistants to pull and synthesize data across all structures within the HeirWealth Atlas permission framework |
Tags
wealth-management finance family-office portfolio enterprise compliance fintech
Machine-readable: /api/servers.json
· JSON-LD schema embedded in <head>