Envestnet MoneyGuide
Claude connectorCommunityAccess select data from Envestnet MoneyGuide solution directly in Claude
MoneyGuide is Envestnet’s financial planning software used to build goals-based plans that connect client conversations into actionable investment strategies.
This connector gives Claude read-only access to select MoneyGuide data an advisor is already entitled to see, so they can ask questions in plain language.
Claude can provide a plan snapshot including plan health, goals, and net worth summary.
Useful for researching account information, preparing meeting materials, or analyzing clients and plans across your business.
Make sure, in MoneyGuide on the Main Menu, select Partner Options. Then scroll down to "Has MCP:" and toggle to "Yes".
- Tools
- 2
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
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Rank by trending score
Popularity score
Trending score
1 listing change logged · latest Sep 25: Description. See what changed
In its category
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services194th of 1,227 by popularity · 466th of 531 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 192 |  CaliberMind | 10,559 | 11,718 #407 | 59places down |
| 193 | 10,555 | 19,377 #235 | 20places down | |
| 194 | Envestnet MoneyGuideThis page | 10,509 | 8,351 #466 | 54places down |
| 195 | 10,471 | 29,930 #108 | 16places down | |
| 196 |  Cashfree | 10,441 | 33,309 #83 | 35places up |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 464 | 8,450 | 6,658 #472 | 682places down | |
| 465 | 8,368 | 13,731 #73 | 315places down | |
| 466 | Envestnet MoneyGuideThis page | 8,351 | 10,509 #194 | 621places down |
| 467 | 8,236 | 7,883 #359 | 272places down | |
| 468 | 8,228 | 9,212 #256 | 697places down |
More from Envestnet
All listings by EnvestnetTools
- get_snapshot_summary
- search_households
- Categories
- Sign-in
- Required
- Connector URL
- https://www.moneyguidepro.com/ifa/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Acts on
- Finances, Contacts & leads
- Industry
- Financial services
- Added
- September 11, 2026
- More info
- Sponsorship
- Promote this connector