Trellia Wealth Partners
Claude connectorCommunityConnect your Trellia Adviser Portal account to Claude.
- Tools
- 7
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
#2618of 5,1835places down24h—7d
Rank by trending score
—not ranked—24h—7d
—Popularity score
6,000+2324h—7d
Trending score
——24h—7d
—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 services374th of 691 by popularity · not ranked by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 371 | 6,022 | 273places down | ||
| 372 | 6,000 | 297places down | ||
| 373 | 6,000 | 244places down | ||
| 374 | 6,000 | — | ||
| 375 | 5,977 | — | ||
| 376 |  TradeStar Insider | 5,977 | 903places up | |
| 377 |  AppTrove | 5,931 | 177places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 | 6,048,830 | — | ||
| 2 |  TEXT TO QUANT | 5,128,156 | — | |
| 3 |  Etherscan | 3,037,347 | — | |
| 4 |  Keel | 2,221,248 | 21places up | |
| 5 | 2,079,337 | — | ||
| 6 |  Coinversa Pulse | 1,956,519 | 9places down | |
| 7 |  SuperBooks | 1,274,384 | — |
Access managed account information available via the Trellia Adviser Portal.
Tools
- get_nested_portfolios
- get_portfolio_fees
- get_portfolio_holdings
- get_portfolio_performance
- get_portfolio_updates
- get_saa
- list_portfolios
- Categories
- Made by
- Trellia Wealth Partners · Website
- Sign-in
- Required
- Connector URL
- https://mcp.trelliawealth.com.au/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- October 9, 2026
- More info