Wealth.com
Claude connectorBring your clients' estate plans, tax returns, and documents into Claude — with instant snapshots, risk analysis, and advisor-ready summari…
Wealth.com brings estate-planning intelligence into Claude for financial advisors and their teams.
Look up any client in your book and pull a complete picture of their estate in seconds — no switching tabs, no digging through PDFs. Ask Claude to walk you through a client's estate snapshot, flag planning risks and gaps, or draft an executive summary you can bring straight into a client meeting.
Key capabilities:
- Client lookup
- Estate snapshots
- Risk analysis
- Executive summaries
- Annual Tax Lookback reports
- Document intelligence (wills, trusts, tax returns, statements)
Built for the advisor workflow: ask in plain language, get answers grounded in your clients' actual documents and estate data — all within your firm's authenticated Wealth.com access.
- Tools
- 9
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 categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services141st of 1,227 by popularity · 399th of 531 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 139 | 11,941 | 13,844 #357 | 44places down | |
| 140 |  Stocklake | 11,931 | 21,128 #210 | 42places down |
| 141 | 11,877 | 11,946 #399 | 16places down | |
| 142 |  MYOB | 11,862 | 22,422 #190 | 8places up |
| 143 | 11,858 | 18,406 #258 | 13places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 397 |  OnceHub | 12,063 | 7,735 #372 | 486places down |
| 398 | 12,000 | 5,285 #606 | 472places down | |
| 399 | 11,946 | 11,877 #141 | 777places down | |
| 400 |  Breezing | 11,942 | 9,127 #266 | 134places down |
| 401 | 11,940 | 14,050 #65 | 481places down |
Data analytics213th of 3,282 by popularity · 998th of 1,426 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 211 | 11,922 | 7,442 #1267 | 17places down | |
| 212 | 11,886 | 25,649 #308 | 15places down | |
| 213 | 11,877 | 11,946 #998 | 16places down | |
| 214 |  Coverbase | 11,865 | 13,571 #869 | 149places up |
| 215 | 11,858 | 18,406 #584 | 13places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 996 | 11,979 | 6,248 #1350 | 634places down | |
| 997 | 11,974 | 8,980 #620 | 190places down | |
| 998 | 11,946 | 11,877 #213 | 777places down | |
| 999 | 11,942 | 6,170 #1384 | 46places down | |
| 1000 |  Shogun | 11,941 | 7,257 #1045 | 522places down |
Tools
- find_client
- get_clients
- get_estate_risks
- get_estate_snapshot
- get_executive_summary
- get_extraction_result
- get_lookback_report
- list_documents
- upload_extract_document
- Categories
- Made by
- Wealth.com · Website
- Sign-in
- Required
- Connector URL
- https://mcp.wealth.com/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Acts on
- Finances, Files & documents, Contacts & leads
- Industry
- Financial services
- Added
- August 21, 2026
- More info
- Sponsorship
- Promote this connector