MCP server · Addepar

Addepar MCP (candidate)

View descriptor → Addepar provider profile

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⚠ Proposed MCP surface. No official hosted MCP server was found for Addepar. The tools below are a candidate set derived from this provider's API, and the link points at the source descriptor rather than a live server. If Addepar publishes an official server, this page will update to it on the next build.

Provider: Addepar Type: Candidate descriptor Transport: none Host: raw.githubusercontent.com

Descriptor

https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/mcp/addepar-mcp.yml

Candidate descriptor · transport none

Tools

list_portfolio_view — Query portfolio views/snapshots (Portfolio API).
run_portfolio_query — Run an Addepar Portfolio Query.
list_transactions — List/query transactions.
list_positions — List positions in the ownership graph.
list_entities — List entities (ownership graph).
list_groups — List groups.
list_attributes — List Addepar attributes.
list_benchmarks — List benchmarks.
list_files — List files.
get_job — Poll async job status (Jobs API).
list_users — List users.

About MCP

The Model Context Protocol (MCP) is an open protocol Anthropic introduced for connecting LLM-based agents to external tools and data sources. Providers publish MCP servers that expose their API surface as structured, discoverable tools — an MCP-compatible client (Claude Desktop, Cursor, Cline, Continue, etc.) can connect to the server and call its tools without any per-provider integration code.

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