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Nevis

Claude connectorPartner — verified

The AI platform for wealth management

View in Claude directory

The Nevis MCP connector lets you work with Nevis from Claude. Once connected, you can ask Claude to look up your clients, review and update your tasks, and capture notes, without leaving the conversation. You need an active Nevis account to use it.

Tools
21

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#3108of 8,48710places up24h—7d
#2,914#3,496#4,078#4,660#5,242Oct 4Oct 10Oct 16Oct 22Oct 28Nov 2

Rank by trending score

—not ranked—24h—7d
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Popularity score

6,687+5824h—7d
3,4024,2995,1966,093Oct 4Oct 10Oct 16Oct 22Oct 28Nov 2

Trending score

——24h—7d
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In its categories

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Financial services453rd of 1,169 by popularity · not ranked by trending score
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All 1,180 Financial services connectors

Data analytics1,166th of 3,156 by popularity · not ranked by trending score
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All 3,190 Data analytics connectors

Productivity1,633rd of 4,685 by popularity · not ranked by trending score
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All 4,754 Productivity connectors

Tools

  • nevis_create_client
  • nevis_create_note
  • nevis_create_note_comment
  • nevis_create_task
  • nevis_create_task_comment
  • nevis_delete_comment
  • nevis_delete_note
  • nevis_delete_task
  • nevis_get_client
  • nevis_get_current_user
  • nevis_get_note
  • nevis_get_task
  • nevis_list_client_summaries
  • nevis_list_clients
  • nevis_list_notes
  • nevis_list_tasks
  • nevis_list_users
  • nevis_update_client
Show all 21
  • nevis_update_comment
  • nevis_update_note
  • nevis_update_task
Categories
Made by
Nevis Inc. · Website
Sign-in
Required
Connector URL
https://app.neviswealth.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 20, 2026
More info
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