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Envestnet MoneyGuide
www.moneyguidepro.com/ifa/mcp
Overview
- Author
- Envestnet
- Verification
- community
- Auth
- OAuth required
- Categories
- financial-services
- Works with
- claudeclaude-apiclaude-codeclaude-desktop
- Docs
- Documentation
get_snapshot_summarysearch_householdsRelated MCP servers
FAQ
Envestnet MoneyGuide install, tools, readiness, and alternatives.
How do I add Envestnet MoneyGuide to Claude, ChatGPT, or Cursor?
Add Envestnet MoneyGuide to Claude, ChatGPT, or Cursor by connecting its remote MCP URL in each client's MCP settings. In Claude, add a custom connector. In ChatGPT, add an MCP app. In Cursor, add an MCP server under Settings. The MCP URL is https://www.moneyguidepro.com/ifa/mcp. This server requires OAuth, so complete the login prompt after you connect.
What tools does the Envestnet MoneyGuide MCP server provide?
Envestnet MoneyGuide provides these MCP tools: get_snapshot_summary and search_households.
What are the best alternatives to Envestnet MoneyGuide?
As of September 16, 2026, alternatives to Envestnet MoneyGuide in financial-services on the Manufact MCP catalog include Blockscout, Contract-Factory — Sociétés & SIREN, GVRN Company Incorporation MCP, Mastercard Developers, and StatCite.
Does Envestnet MoneyGuide MCP require authentication?
Envestnet MoneyGuide requires authentication. Connect it in Claude, ChatGPT, or Cursor and complete the OAuth login prompt.
Who develops Envestnet MoneyGuide?
Envestnet MoneyGuide is developed by Envestnet. It is listed as community on the Claude connector directory.
Not your MCP?
Scan any public or OAuth MCP URL against ChatGPT and Claude publishing checks. No account required.