Wealth.com (Claude)
Bring your clients' estate plans, tax returns, and documents into Claude — with instant snapshots, risk analysis, and advisor-ready summaries.
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.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/wealth-com. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.wealth.com/mcp. Sign-in: Required. Publisher documentation: https://developer.wealth.com/mcp. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
find_client
get_clients
get_estate_risks
get_estate_snapshot
get_executive_summary
get_extraction_result
get_lookback_report
list_documents
upload_extract_document
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