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Flourish Financial

Claude connectorPartner — verified

Securely access and analyze Flourish client data from Claude

View in Claude directory
Trending rank
#65

of 2,468

Tools
9

exposed by this connector

Connection
Remote

hosted by the developer

In-chat app
No

tools only

Movement

Over the last 30 days of daily snapshots.

Rank by popularity

#1984of 2,76666places up24h—7d
#1,950#2,053#2,156#2,259Aug 26Aug 31Sep 5Sep 10Sep 15Sep 20

Popularity score

5,977+27724h—7d
3,9904,5335,0765,619Aug 26Aug 31Sep 5Sep 10Sep 15Sep 20

Trending score

118,615+26,43224h—7d
032,39564,79097,185Aug 26Aug 31Sep 5Sep 10Sep 15Sep 20

The Flourish MCP Server empowers financial advisors to securely explore client data and unlock insights directly within Claude. Access client details, manage invitations, and review account information. By connecting Flourish with Claude, you can accelerate routine analysis, streamline client meeting prep, and support recurring tasks. Permission-based access ensures that client information is protected while giving firms the power of AI-driven discovery.

Tools

  • flourish_get_me
  • flourish_get_pending_invitations
  • flourish_get_rates
  • flourish_get_user
  • flourish_invite_user
  • flourish_list_users
  • flourish_search_users_by_email
  • flourish_search_users_by_id
  • flourish_search_users_by_name
Categories
Made by
Flourish · Website
Sign-in
Required
Connector URL
https://www.flourish.com/api/mcp/v2.0
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
July 9, 2026
More info