Nevis (Claude)

Unverified

The AI platform for wealth management

About Nevis (Claude) MCP Server

The Nevis MCP connector lets you work with Nevis from Claude. Once connected, you can ask Claude to look up your clients, review and update your tasks, and capture notes, without leaving the conversation. You need an active Nevis account to use it.

Features

Tools
Getting Started

Open the Claude listing: https://claude.com/marketplace/connectors/nevis. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://app.neviswealth.com/mcp. Sign-in: Required. Publisher documentation: https://www.neviswealth.com/mcp-connector/. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.

Tools (21)
Functions this server exposes to AI clients

nevis_create_client

nevis_create_note

nevis_create_note_comment

nevis_create_task

nevis_create_task_comment

nevis_delete_comment

nevis_delete_note

nevis_delete_task

nevis_get_client

nevis_get_current_user

nevis_get_note

nevis_get_task

nevis_list_client_summaries

nevis_list_clients

nevis_list_notes

nevis_list_tasks

nevis_list_users

nevis_update_client

nevis_update_comment

nevis_update_note

nevis_update_task

Compatible With
Claude
Claude Code
Claude Desktop