Montrose
Claude connectorCommunityAsk about your own Montrose investments: accounts, holdings, transactions, credit, watchlists and price alerts, and prepare orders you conf…
- Tools
- 16
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 services139th of 691 by popularity · 242nd of 364 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 136 | 11,168 | 33places down | ||
| 137 | 11,132 | 54places down | ||
| 138 | 11,118 | 34places down | ||
| 139 | 11,006 | — | ||
| 140 |  MYOB | 11,000 | 27places down | |
| 141 |  Wealthbox | 10,992 | 10places down | |
| 142 |  Longbridge | 10,921 | 42places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 239 | 27,310 | 50places up | ||
| 240 | 27,080 | — | ||
| 241 | 27,028 | — | ||
| 242 | 26,831 | — | ||
| 243 | 26,738 | 270places down | ||
| 244 | 26,677 | 282places down | ||
| 245 | 26,508 | 174places down |
Montrose lets Montrose customers connect their own investment accounts to Claude and ask about them in plain language.
What you can do:
- See your accounts, their values and the holdings in each one, including endowment insurance (kapitalförsäkring) accounts.
- Search your transaction history by date, account or category.
- Check your securities credit: used credit, interest rate and loan-to-value.
- View and manage watchlists, and create or delete price alerts.
- Search instruments listed at Montrose.
- Prepare a buy or sell order as a pre-filled trade ticket.
Nothing is traded from the chat. A trade ticket only opens pre-filled in the Montrose app or website, where you review and confirm the order yourself. Claude cannot place orders, move money or change your personal details.
Montrose provides access to your own information, not investment advice. Every answer is limited to your own data.
Requirements: a Montrose account, and AI assistant access turned on in the Montrose app. Access is voluntary, valid for 90 days and can be turned off at any time under Profile settings → Third-party integrations.
Tools
- add_to_watchlist
- create_price_alert
- create_trade_ticket
- create_watchlist
- delete_price_alert
- get_credit
- get_holdings
- get_price_alerts
- get_price_alerts_for_orderbook
- get_transactions
- get_transactions_categories
- get_user_accounts
- get_watchlist
- get_watchlists
- remove_from_watchlist
- search_instruments
- Categories
- Made by
- Montrose by Carnegie AB · Website
- Sign-in
- Required
- Connector URL
- https://mcp.montrose.io/
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- October 6, 2026
- More info