GitScrum/MCP Partner Directory/Addepar MCP

Official Vinkius Partner Grade A+ · 5 tools

Addepar + Claude: Audit Portfolio Performance Reports

When your team needs deep financial insights, Addepar gives Claude the data it needs. You can now ask Claude to audit complex portfolios and generate structured reports directly into a GitScrum ticket, moving raw wealth management data from an external system straight into your project workflow.

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

Try this workflow free in GitScrum Get Addepar MCP on Vinkius →

Connected via Vinkius catalog · No credit card

PRO Annual

$106.80/year · 50 users · no per-seat

Get PRO Annual

workflow

task.delegate()

Create a task. Delegate to Claude. Get the result on your board.

Create a task in GitScrum

You write a ticket asking Claude to generate a comprehensive Q3 portfolio performance audit for Client Alpha, referencing specific account groups.

Claude runs the Addepar MCP

Claude autonomously invokes the Addepar tools, gathering real-time position details and transaction logs across all associated entities to compile the full dataset.

Outcome lands in your GitScrum board

The completed audit report—including structured findings, identifying variances and risks—is attached to the ticket, ready for review by the Investment Analyst team.

templates

task.create()

Addepar MCP + Claude: 3 Templates for Financial Auditing Workflows

Copy. Paste into a Claude-aware GitScrum task. Done.

Sprint boardtemplate1

Have Claude Audit Portfolio Performance Data

I need a performance snapshot of three client groups, but I don't want to manually pull reports from Addepar and merge them.

Claude prompt

Claude, please use the Addepar MCP tools to retrieve the current portfolio analytics for the 'Family Office A' group. Then, synthesize this data into a markdown summary that highlights any performance deviations over the last 30 days and list the top three assets by volatility.

Backlogtemplate2

List All Client Entities for Review

Our compliance team needs an updated, auditable list of every client account ID to verify ownership structures before year-end closing.

Claude prompt

As the operations manager, I need you to use Addepar to list all active entities and accounts. Group them by status (Active/Dormant) and flag any entity that hasn't had a transaction recorded in the last six months.

Client portaltemplate3

Analyze Recent Financial Transactions for a Ticket

A client claims an incorrect charge appeared this month, and I need to find the source transaction log details quickly for troubleshooting.

Claude prompt

Claude, investigate the financial transactions for Account 8901. Use Addepar's tools to list all transactions in the last two weeks. Pay special attention to any charges over $5,000 and summarize what they relate to.

01 · workflow

Addepar + Claude: Automating Portfolio Analytics from Manual Reporting

Auditing client portfolios used to involve massive manual data dumps. You'd spend hours downloading spreadsheets, cross-referencing account IDs across different systems, and then spending another hour just trying to figure out which numbers belong together for your sprint report. It's a nightmare of copy-pasting into Excel.

Now, you delegate that entire process to Claude. By granting it the Addepar MCP access, Claude reads the source data directly, performs complex analytics—like identifying performance variances across multiple entities—and writes the final, structured audit summary right back into your GitScrum ticket.

Open this workflow in GitScrum →

02 · outcome

Addepar + Claude: Streamlining Entity Management in Your Project Backlog

When managing complex wealth structures, keeping metadata clean is a full-time job. You lose time chasing down the latest list of client accounts or verifying if an entity's ownership structure has changed since last quarter’s review. Dashboard hopping and email chains are standard procedure.

Let Claude own this loop. By integrating Addepar via the MCP, you can prompt Claude to audit all required metadata updates in one go. This ensures your project backlog always reflects accurate client status, making compliance checks instantaneous.

prompts

claude.ask()

Claude prompts that fire once Addepar is connected via the MCP

Claude, can you use Addepar's tools to get the detailed position holdings for our top five clients? Structure the output as a comparison table showing current value versus prior quarter value.

I'm building documentation on asset tracking. Claude, please write a summary using Addepar data that explains how ownership structures are maintained and audited across different legal entities.

Claude, help me prepare for our next sprint planning session. Can you pull all pending entity details from Addepar that need manual review or metadata updates?

Using the Addepar MCP, retrieve and analyze transaction logs related to a specific investment group, then summarize the findings in bullet points suitable for a standup update.

specs

tools.list()

What Claude can call on Addepar: 5 tools for financial reporting automation

Each tool is one operation Claude runs on your behalf.

tool_name	operation
list_entities	Claude can use this tool to list all active clients and accounts within your firm. It's perfect for auditing which entities need metadata updates.
get_entity_details	This function allows Claude or an AI agent to retrieve specific, deep details on a single client entity, helping you verify ownership structures for compliance checks.
get_portfolio_analytics	Claude uses this tool when it needs the overall performance data and detailed analytics for a specified portfolio group. This is key for reporting ticket findings.
get_position_details	This retrieves real-time information on specific holdings within a portfolio. Use this when you need to confirm current asset values or track ownership details for an investment analyst task.
list_transactions	Claude runs this tool to pull comprehensive financial transaction logs over a specified period, allowing your team to audit charges and verify activity history.

grade

A+

tools

auth

Required

catalog

Vinkius

faq

faq.read()

Addepar + Claude, answered for GitScrum users managing finance data

How does the Addepar MCP connect with Claude on Cursor for better data auditing?

The connection is secure and handled entirely by the MCP standard. Whether you use Claude Desktop, Pro, or even integrate via Cursor, the AI agent simply calls the necessary tool functions without needing to expose your API keys directly in conversation history. It keeps your financial data private while letting you audit portfolios.

If I use Addepar MCP with GitScrum, does Claude need specific permissions beyond my account?

No, the MCP handles authorization using established credentials during setup. Once connected, Claude only uses the permissions you grant it for the task at hand—like viewing transaction logs or listing entities—ensuring that your project management actions remain within defined security parameters.

Can I use Addepar MCP with ChatGPT instead of Claude in my workflow?

Yes, because this is an open standard (MCP), it works across major AI clients. You can connect the Addepar MCP to your preferred client, including ChatGPT or Gemini, allowing you and your team to choose the AI agent that fits your existing development environment.

What kind of financial reporting tasks are best suited for Claude using Addepar MCP?

Tasks involving pattern recognition are ideal. This includes auditing complex ownership structures, retrieving detailed performance analytics, or summarizing large volumes of transaction logs. Claude excels at transforming raw data into actionable project insights within GitScrum.