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Wealth.com

Claude connectorPartner — verified

Bring your clients' estate plans, tax returns, and documents into Claude — with instant snapshots, risk analysis, and advisor-ready summari…

View in Claude directory
Trending rank
#26

of 2,468

Tools
9

exposed by this connector

Connection
Remote

hosted by the developer

In-chat app
No

tools only

Movement

Over the last 30 days of daily snapshots.

Rank by popularity

#1049of 2,76678places up24h—7d
#975#1,198#1,421#1,644Aug 26Aug 31Sep 5Sep 10Sep 15Sep 20

Popularity score

9,236+37224h—7d
5,9716,8627,7538,644Aug 26Aug 31Sep 5Sep 10Sep 15Sep 20

Trending score

400,591+104,26424h—7d
0109,402218,804328,206Aug 26Aug 31Sep 5Sep 10Sep 15Sep 20

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

  • 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
Added
August 21, 2026
More info