MCP Connector · VestAI Wealth

Connect your wealth to your AI.

VestAI exposes a secure Model Context Protocol connector, so you can ask your AI assistant — Claude and other MCP-compatible clients — about your own wealth in plain language. The same data the VestAI app shows you: read directly, with your explicit consent, and confirmation on every change.

OAuth 2.1 + PKCEScoped to your householdConfirmation on every changeRevoke anytime
You need a VestAI account to see your data. Connecting without one still authenticates you, but returns nothing personal — the connector only ever shows your household's information.

Capabilities

What you can ask it

Two registers: your private, household-scoped wealth, and the universal market house view anyone can read.

Account-scoped · your household

Your wealth

Everything the VestAI app shows you — read directly by your assistant, scoped to your household alone, never another customer's.

Daily brief

“Brief me on today.”

AUM, alerts, breaches, drift, real assets, markets and top holdings — your morning read in one call.

get_today_brief

Net worth & portfolio

“What's my net worth — and show my positions and allocation.”

Assets − liabilities (FX-converted), household AUM, accounts, positions and allocation.

get_net_worth · get_household_aum · get_portfolio_summary · get_portfolio_positions · list_accounts

Risk & concentration

“How concentrated or volatile is my book?”

Risk dashboard, portfolio risk metrics and drift versus your targets.

get_risk_dashboard · get_portfolio_risk · get_portfolio_drift

Real assets & yield

“What are my properties, yachts and aircraft worth — and their yield?”

The real-asset register with valuations and the economics/yield of each holding.

list_real_assets · get_real_asset · get_real_asset_economics

Credit & liabilities

“What do I owe across my facilities?”

Credit facilities with drawn and available balances and pledged collateral.

list_facilities · get_facility

Family & structure

“Show the family and ownership structure.”

Household members, legal entities and the ownership graph that ties them together.

list_family · get_entity

Documents — vault

“List my vault documents.”

Document metadata only — contents are never returned, and sealed files stay end-to-end encrypted.

list_documents · get_document

Universal · no account required

Markets & the house view

The same intelligence for everyone — connect and ask, with no VestAI account. The data behind vestai.ai/executive.

Markets brief & data

“What matters in markets today?”

The market brief plus live data across indices, rates, commodities, FX and crypto.

get_market_brief · get_market_data

Executive brief & CIO desk

“What's the VestAI house view?”

The daily executive editorial — regime, the four what-matters themes, risks — plus the CIO desk notes and breakdowns.

get_executive_brief · get_cio_desk

Proprietary indices

“Show VestAI's own indices.”

The bespoke macro indices — global trade activity, supply-chain stress, energy flow.

get_alt_indices

For firms and family offices, an EAM surface — clients, documents, Aperture risk and firm book — is on the roadmap and advertised in the manifest as planned.

Permissions

You choose how much access

Pick a persona at connect time — a curated bundle of scopes. Power users can fall back to per-scope control under Advanced.

Reader

Brief me

See everything, change nothing — every read across your wealth and the house view.

Read-only

Researcher

Brief + research

Everything in Reader, plus small reversible changes — add to your watchlist, set alert rules.

+ watchlist & alerts

Hands-on

Brief + act, with approval

Everything in Researcher, plus position and asset changes — each returns a plan and waits for your explicit approval.

+ confirmed writes
  • Reads are scoped to your own household — never another customer's data.
  • Writes are never silent: a destructive action returns a plan (what changes, impact, reversibility) and runs only after you confirm.
  • Access is tier-aware — your VestAI plan determines which surfaces are available.

Protocol

A modern MCP implementation

Standards-based transport and a full capability surface — connectable from any compliant MCP client today.

Transport

Server-Sent Events (SSE)

Authorization

OAuth 2.1 + PKCE · dynamic client registration

Mobile sign-in

Device flow with QR (RFC 8628)

MCP features

Tools · Resources (live subscriptions) · Prompts · Sampling · Progress · Logging

Discovery

Manifest at /.well-known/mcp

Setup

How to connect

  1. 1In your AI client (e.g. Claude), add VestAI as a connector.
  2. 2You're sent to VestAI to sign in and approve the connection — OAuth 2.1, so no password is ever shared with the assistant.
  3. 3Pick a persona, approve, and you're connected.

Mobile / QR sign-in is supported via the device flow. Live connections appear in Settings → Connected Agents, where you can revoke any of them.

Trust

Security & privacy

  • OAuth 2.1 + PKCE with per-connection consent — the assistant gets a scoped token, never your credentials.
  • Personal data is encrypted at rest; document contents are never returned (metadata only); sealed documents stay end-to-end encrypted.
  • Revoke any time at Settings → Connected Agents — access is cut immediately.
  • Every tool call is audit-logged; requests are rate-limited to prevent abuse.
  • The connector returns the same data you see in the web app — nothing more.

By connecting, you agree to the VestAI Terms of Use and Privacy Policy. AI outputs are informational support only and are not investment, tax, or legal advice — you remain responsible for your decisions.

Questions or issues: support@vestai.ai.

See the house view →