Insurely
Claude connectorCommunityAccess personal financial data for wealth insights
Enable seamless access to users’ financial data to power personalised wealth management experiences. With Insurely’s connector, you can initiate secure data sharing requests, and search, retrieve, and reuse previously shared financial information. Deliver tailored insights, improve financial planning, and enhance advisory services—all while maintaining full user consent and compliance.
Insurely is #4,810 of 11,065 Claude connectors by popularity, down 432 places in a week.
- Tools
- 13
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
Rank by trending score
Popularity score
Trending score
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 services683rd of 1,486 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 681 |  Gloom | 5,524 | 9,435 #509 | 396places down |
| 682 |  Gentek Reg Agent | 5,492 | — | 490places down |
| 683 | 5,492 | — | 432places down | |
| 684 | 5,492 | 34,594 #67 | 179places up | |
| 685 |  AIR Credit Intelligence | 5,459 | — | 308places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Intuit QuickBooks Labs | 999,126 | 15,531 #36 | 10places down |
| 2 | 747,386 | 8,577 #345 | — | |
| 3 | 612,000 | 9,649 #264 | — | |
| 4 | 505,436 | 8,443 #354 | — | |
| 5 | 424,464 | 12,877 #111 | 22places down |
Tools
- download_document
- get_collection_info
- get_collection_link
- get_company_statuses
- get_holdings_and_fees
- get_insurances
- get_questionnaire
- get_transactions
- get_wealth_overview
- get_wealth_products
- list_clients
- search_collections
- send_collection_link_sms
- Categories
- Sign-in
- Required
- Connector URL
- https://mcp.insurely.com/
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- September 16, 2026
- More info
- Sponsorship
- Promote this connector