Insurely
Claude connectorCommunityAccess personal financial data for wealth insights
- Tools
- 13
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
Not enough data points to chart.
Rank by trending score
Popularity score
Not enough data points to chart.
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 services340th of 404 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 337 | 4,807 | 154places down | ||
| 338 |  Truehome Desk | 4,755 | 159places down | |
| 339 |  api.xlsx-for-ai | 4,700 | — | |
| 340 | 4,700 | — | ||
| 341 | 4,700 | 171places down | ||
| 342 | 4,644 | 166places down | ||
| 343 |  Otnox | 4,644 | 189places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Black Diamond | 20,930,323 | — | |
| 2 |  Amazon Selling Partner | 10,472,303 | — | |
| 3 | 4,495,836 | 5places down | ||
| 4 | 1,451,594 | 4places down | ||
| 5 |  Orion | 976,907 | 18places up | |
| 6 |  Envestnet MoneyGuide | 731,212 | — | |
| 7 | 646,040 | 9places up |
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.
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