Wealth.com
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.
Connection details
Remote endpoint
Official status unknownTransport not established · Authentication not established
https://mcp.wealth.com/mcpUse the source documentation for installation instructions. No command has been inferred.
Connection source and version
Reported by
Claude connector directory
9 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
find_clientget_clientsget_estate_risksget_estate_snapshotget_executive_summaryget_extraction_resultget_lookback_reportlist_documentsupload_extract_document
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.