FinDash
Claude connectorCommunityConnect Claude to FinDash for client insights, financial planning, CRM, tasks, and advisor workflows.
- Tools
- 183
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
#2189of 3,757—24h—7d
Not enough data points to chart.
Rank by trending score
#1981of 2,074—24h—7d
Not enough data points to chart.
Popularity score
6,190—24h—7d
Not enough data points to chart.
Trending score
14,921—24h—7d
Not enough data points to chart.
In its categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services311th of 468 by popularity · 281st of 294 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 308 |  IQLand (Official) | 6,229 | 101places down | |
| 309 | 6,209 | 108places down | ||
| 310 | 6,209 | 30places down | ||
| 311 | 6,190 | — | ||
| 312 |  Fundra | 6,129 | — | |
| 313 | 6,129 | 149places down | ||
| 314 | 6,109 | 142places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 278 | 15,681 | — | ||
| 279 | 15,639 | 238places down | ||
| 280 |  KiriminAja | 15,000 | 1,850places down | |
| 281 | 14,921 | — | ||
| 282 | 14,888 | 172places down | ||
| 283 | 14,733 | 190places down | ||
| 284 | 14,728 | — |
Data analytics763rd of 1,421 by popularity · 734th of 775 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 760 |  RankAuthority | 6,229 | 77places down | |
| 761 | 6,209 | 30places down | ||
| 762 | 6,209 | 58places down | ||
| 763 | 6,190 | — | ||
| 764 | 6,190 | — | ||
| 765 |  SalesEQ | 6,190 | 147places down | |
| 766 |  Attache | 6,170 | 78places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 731 |  YPulse Insights | 15,114 | 208places down | |
| 732 | 15,000 | — | ||
| 733 | KiriminAja | 15,000 | 1,850places down | |
| 734 | 14,921 | — | ||
| 735 |  Upbuild | 14,914 | 189places down | |
| 736 |  Birta | 14,893 | 499places down | |
| 737 | 14,888 | 172places down |
Productivity1,114th of 2,019 by popularity · 1,045th of 1,089 by trending score
Order by
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1042 | YPulse Insights | 15,114 | 208places down | |
| 1043 | 14,984 | 224places down | ||
| 1044 | 14,977 | — | ||
| 1045 | 14,921 | — | ||
| 1046 | Birta | 14,893 | 499places down | |
| 1047 |  Textalize MCP | 14,869 | 194places down | |
| 1048 | 14,812 | 228places down |
Also on other marketplaces
FinDash helps financial advisors work with their authorized client and firm data in Claude. Search contacts and client records, prepare meeting briefs, review financial snapshots and cash flow, find notes, documents, emails, and transcripts, and manage tasks, opportunities, and workflows. Access follows each user’s FinDash permissions. Connect with a FinDash advisor or firm admin account using OAuth.
Tools
- accessible_entities_list
- accessible_users_list
- client_account_ownership_get
- client_account_ownership_upsert
- client_account_tags_update
- client_accounts_bulk_tags_update
- client_accounts_create
- client_accounts_list
- client_asset_class_override_delete
- client_asset_class_override_upsert
- client_brief_get
- client_cashflow_forecast_get
- client_cashflow_item_delete
- client_cashflow_item_upsert
- client_cashflow_scenario_delete
- client_cashflow_scenario_get
- client_cashflow_scenario_upsert
- client_cashflow_scenarios_list
Show all 183Show fewer
- client_cashflow_summary_get
- client_document_binary_get
- client_document_download_url_get
- client_document_get
- client_document_text_get
- client_document_update
- client_document_upload
- client_documents_list
- client_email_message_get
- client_email_messages_list
- client_email_thread_messages_list
- client_entities_list
- client_entity_delete
- client_entity_document_extract_get
- client_entity_get
- client_entity_upsert
- client_estate_summary_get
- client_family_member_contact_methods_delete
- client_family_member_contact_methods_upsert
- client_family_member_delete
- client_family_member_upsert
- client_financial_snapshot_get
- client_goal_delete
- client_goal_upsert
- client_goals_list
- client_insurance_policies_list
- client_insurance_policy_delete
- client_insurance_policy_get
- client_insurance_policy_upsert
- client_insurance_summary_get
- client_investment_performance_get
- client_investment_positions_list
- client_investment_transactions_list
- client_manual_account_delete
- client_manual_account_upsert
- client_manual_investment_account_delete
- client_manual_investment_account_upsert
- client_match_candidates
- client_meeting_fields_update
- client_meeting_history_add
- client_meeting_status_get
- client_net_worth_history_get
- client_professional_contact_delete
- client_professional_contact_upsert
- client_profile_completeness_get
- client_profile_contact_methods_delete
- client_profile_contact_methods_upsert
- client_profile_get
- client_profile_update
- client_projection_summary_get
- client_relationship_history_get
- client_relationship_milestones_list
- client_relationship_update
- client_resolve
- client_service_level_update
- client_tax_summary_get
- client_timeline_get
- client_transaction_exclude
- client_transaction_recategorize
- client_transactions_list
- client_vault_categories_list
- client_vault_category_delete
- client_vault_category_upsert
- client_vault_document_type_delete
- client_vault_document_type_upsert
- clients_meeting_due_list
- connected_email_accounts_list
- contact_get
- contact_merge_candidates
- contact_merge_execute
- contact_methods_delete
- contact_methods_upsert
- contact_referral_get
- contact_referral_update
- contact_tags_update
- contacts_bulk_update
- contacts_bulk_upsert
- contacts_delete
- contacts_duplicate_emails_list
- contacts_list
- contacts_upsert
- default_client_task_delete
- default_client_task_get
- default_client_task_upsert
- default_client_tasks_bulk_create
- default_client_tasks_from_workflow
- default_client_tasks_list
- document_extract_result
- document_extract_start
- document_extract_status
- findash_server_health_check
- findash_session_identity_get
- firm_account_positions_report
- firm_assets_by_custodian_get
- firm_cash_by_client_list
- firm_insurance_policies_list
- firm_metrics_summary_get
- firm_positions_aggregate_list
- household_get
- household_member_add
- household_member_remove
- household_member_role_update
- knowledge_retrieve
- notes_create
- notes_delete
- notes_list
- notes_update
- notetaker_transcript_get
- notetaker_transcripts_list
- onboarding_flow_create
- onboarding_flow_delete
- onboarding_flow_generate
- onboarding_flow_question_add
- onboarding_flow_question_delete
- onboarding_flow_question_update
- onboarding_flow_responses_get
- onboarding_flow_update
- onboarding_flows_list
- opportunities_aging_summary
- opportunities_create
- opportunities_list
- opportunities_metrics
- opportunity_delete
- opportunity_get
- opportunity_update
- opportunity_update_stage
- org_context_get
- recent_connected_emails_list
- relationship_type_delete
- relationship_type_upsert
- relationship_types_list
- service_levels_list
- tag_delete
- tag_upsert
- tags_list
- task_get
- task_route_resolve
- tasks_complete
- tasks_create
- tasks_delete
- tasks_list
- tasks_update
- team_users_list
- teams_list
- time_entries_list
- time_entry_create
- time_entry_update
- workflow_complete
- workflow_get
- workflow_owner_update
- workflow_step_add
- workflow_step_complete
- workflow_step_delete
- workflow_step_revert
- workflow_step_update
- workflow_steps_list
- workflow_task_assignment_sweep
- workflow_template_delete
- workflow_template_get
- workflow_template_upsert
- workflow_templates_list
- workflows_list
- workflows_start
- workspace_record_get
- workspace_records_search
- Made by
- FinDash, Inc. · Website
- Sign-in
- Required
- Connector URL
- https://findash.ai/api/ai/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- September 25, 2026
- More info