J.P. Morgan Asset Management (55ip)
Claude connectorDevelop and analyze personalized, tax-aware portfolio transition scenarios
Evaluate the potential tax implications of transitioning a client portfolio to a new investment strategy. 55ip's ActiveTax Technology® enables advisors to generate personalized Tax Transition Proposals and compare different realized capital-gain scenarios based on the client's investment and tax-budget preferences.
Consider using 55ip when you want to:
- Evaluate a proposed portfolio transition. Explore the potential tax implications of moving a client's existing holdings into a recommended investment strategy.
- Compare different tax-budget scenarios. Review multiple potential scenarios to understand how different estimated realized capital-gain levels could affect a proposed transition.
- Address appreciated or legacy holdings. Assess how a portfolio with embedded gains may transition toward a new strategy while managing potential tax consequences.
- Prepare for a client conversation. Generate a personalized Tax Transition Proposal to help illustrate transition scenarios for the client. The existing workflow allows the advisor to create a PDF from the results.
- Explore a transition before taking action. Use the proposal to evaluate alternatives before deciding how to proceed. The 55ip MCP generates proposals only; it does not create transactions.
This Connector capability is for existing 55ip clients only.
- Tools
- 4
exposed by this connector
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Data analytics999th of 3,156 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
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| 997 | 7,313 | 10,265 #1064 | — | |
| 998 |  Canvasbin | 7,304 | — | 189places up |
| 999 | 7,304 | — | — | |
| 1000 | 7,304 | 6,572 #1255 | 225places down | |
| 1001 | 7,285 | 16,526 #666 | 0 |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Adspirer Social Ads | 56,189,368 | 13,885 #82 | — |
| 2 | 40,560,351 | 13,117 #124 | 0 | |
| 3 | 543,530 | 8,880 #622 | 4places down | |
| 4 | 448,719 | 9,295 #533 | 3places up | |
| 5 | 446,435 | 7,687 #901 | 18places up |
Financial services394th of 1,169 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
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| 392 | 7,322 | 23,068 #170 | 202places up | |
| 393 | 7,313 | 29,576 #101 | 253places up | |
| 394 | 7,304 | — | — | |
| 395 | 7,285 | 16,526 #291 | 0 | |
| 396 | 7,285 | 22,669 #176 | 96places 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 | 21,833,766 | 12,069 #127 | — |
| 2 | 1,120,523 | 8,731 #282 | 17places up | |
| 3 | 458,132 | 12,705 #107 | 2places up | |
| 4 | 448,719 | 9,295 #245 | 3places up | |
| 5 |  Intuit Developer | 348,009 | 13,338 #86 | 18places down |
Tools
- generate_proposal
- generate_proposal_pdf
- get_proposal_results
- get_proposal_status
- Categories
- Sign-in
- Required
- Connector URL
- https://mcp.55-ip.com/proposal-generation-mcp/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- October 23, 2026
- More info
- Sponsorship
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