Flourish Financial
Securely access and analyze Flourish client data from Claude
Add to Claude (opens in new tab)The Flourish MCP Server empowers financial advisors to securely explore client data and unlock insights directly within Claude. Access client details, manage invitations, and review account information. By connecting Flourish with Claude, you can accelerate routine analysis, streamline client meeting prep, and support recurring tasks. Permission-based access ensures that client information is protected while giving firms the power of AI-driven discovery.
Tools
- flourish_get_me
- flourish_get_pending_invitations
- flourish_get_rates
- flourish_get_user
- flourish_invite_user
- flourish_list_users
- flourish_search_users_by_email
- flourish_search_users_by_id
- flourish_search_users_by_name
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