Integrations ยท
FinDash MCP connects your advisor workspace to any AI assistant
The FinDash Model Context Protocol server securely connects approved firm context and advisor workflows to AI tools such as ChatGPT, Claude, Cursor, Grok, and Copilot.
By FinDash Team
One workspace, any assistant: FinDash MCP brings permissioned firm context into the AI tools advisors already use.
Product walkthrough
What happens in the video
- Ask in your preferred AI assistant: An advisor asks for a client brief before an upcoming review meeting.
- Search approved FinDash context: FinDash MCP searches the client profile, open tasks, notes, and meeting context available to the connected user.
- Assemble a focused client brief: The assistant organizes key household facts and outstanding follow-ups into a concise meeting-preparation view.
- Use one connection across assistants: The same hosted FinDash MCP server can connect supported MCP clients, including ChatGPT, Claude, Cursor, Grok, and Copilot.
What is FinDash MCP?
FinDash MCP is a hosted Model Context Protocol server that lets a supported AI assistant call approved FinDash tools on behalf of an authorized firm user. Instead of moving firm data into a separate AI workspace by hand, the assistant can request the specific FinDash context needed for the task.
MCP is an open connection standard for giving AI applications structured access to external tools and data. For advisory firms, FinDash provides the permissioned bridge between the assistant and the firm workspace.
What can financial advisors do with FinDash MCP?
Advisors can search client and contact records, prepare meeting briefs, review tasks and workflows, retrieve meeting transcript context, inspect opportunities, and use other enabled FinDash tools from a conversational interface.
Available actions depend on the connected user, firm settings, granted scopes, and the tool being called. Write actions remain explicit, permissioned workspace operations rather than unrestricted AI access.
Which AI assistants work with FinDash MCP?
FinDash MCP is designed for supported MCP clients rather than a single AI brand. Firms can connect tools such as ChatGPT, Claude, Cursor, Grok, and Copilot when the relevant product and workspace plan allow custom or remote MCP connections.
That portable connection gives teams one governed FinDash tool layer while allowing individual users to work in the compatible AI assistant that best fits their workflow.
How FinDash MCP protects firm access
FinDash authenticates the connecting user and applies existing firm membership, role, client-access, scope, and tool controls. The AI client receives only the output of tools that the authorized user is allowed to call.
Firm administrators can review connected MCP apps and revoke grants. Disconnecting the assistant as well as revoking its FinDash grant is the safest response when access must stop immediately.
FinDash MCP questions
- What does MCP mean in FinDash?
- MCP stands for Model Context Protocol. FinDash MCP is the hosted connection that lets a compatible AI assistant request approved FinDash tools and firm context for an authenticated user.
- Is FinDash MCP only for ChatGPT?
- No. FinDash MCP can work with supported MCP clients such as ChatGPT, Claude, Cursor, Grok, and Copilot, subject to each product's plan and workspace policies.
- What can an advisor ask FinDash MCP to do?
- Depending on permissions and enabled tools, an advisor can search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting context, inspect opportunities, and perform approved workspace actions.
- Does connecting an AI assistant bypass FinDash permissions?
- No. FinDash applies the connected user's firm membership, role, client access, scopes, and tool permissions to MCP requests.
Highlights
- Connect one governed FinDash workspace to multiple supported AI assistants.
- Search approved client, contact, task, workflow, opportunity, note, and meeting context.
- Prepare client briefs without manually rebuilding context in every assistant.
- Keep access tied to the authenticated user, firm configuration, granted scopes, and approved tools.
Product review: FinDash Product Team. MCP connectivity, advisor workflow, authorization, and supported-client claims reviewed against the current FinDash MCP experience.
See FinDash for advisors