Vanguard Advisor Tools
Vanguard Advisor Tools brings Vanguard’s model portfolio data into Claude. Given a need to solve for a target portfolio, the connector returns detailed, model portfolio data, including expense ratios, asset class, start date and portfolio characteristics so that advisors can research and compare solutions and move from analysis to implementation with conviction. Data Scope: The connector is read-only and exposes only publicly available US model data. It does not access, return, or store any client, account, or personally identifiable information (PII). Third-party tools are provided for informational purposes only and do not constitute investment advice.
Connection details
Remote endpoint
Official status unknownTransport not established · Authentication not established
https://mcp.vanguard.com/advisorsUse the source documentation for installation instructions. No command has been inferred.
Connection source and version
Reported by
Claude connector directory
1 tool names reported
Source-declared tools. Availability can depend on the connection and permissions; these are not runtime test results.
Claude connector directory ↗ · Observed 2026-11-01 · Completeness not established
get_model_portfolios
Sources and provenance
- Claude connector directoryClaude tier: partner · Observed
Grouping basis: endpoint. Exact endpoints or package sets can be grouped automatically; other relationships require evidence review. This does not verify publisher affiliation, connection health, or equivalent capabilities.