The Finerative suiteGPTadvisorWealth MCPAI Screener
Wealth MCPby Finerative

Connect to the AI your customers already trust and use.

The compliant, secure MCP connector that lets your customers explore, analyse and buy your products and their portfolios right from ChatGPT, Claude, Perplexity or Grok.

claude.aiWealth MCP
Which S&P 500 index funds do you offer with the lowest fees?
Book a demo See the use cases

One MCP, all AI agents.

Wealth MCP speaks the open Model Context Protocol, so a single integration reaches ChatGPT, Claude, Perplexity, Grok and every major agent — today and as new ones arrive.

ChatGPT
Grok
Perplexity
Claude
Gemini

Let your clients speak with you.

Three modules turn your data and systems into a conversation your customers can have inside the AI agent they already use.

@Show me your cheapest S&P 500 index funds
@Compare these two global equity funds
@Which portfolios fit a moderate risk profile?
@Show me your cheapest S&P 500 index funds
@Compare these two global equity funds
@Which portfolios fit a moderate risk profile?
@Show me your cheapest S&P 500 index funds
@Compare these two global equity funds
@Which portfolios fit a moderate risk profile?
@Show me your cheapest S&P 500 index funds
@Compare these two global equity funds
@Which portfolios fit a moderate risk profile?
@Explain the fees on my current portfolio
@What's driving my portfolio's return this year?
@Find low-cost European fixed income funds
@Explain the fees on my current portfolio
@What's driving my portfolio's return this year?
@Find low-cost European fixed income funds
@Explain the fees on my current portfolio
@What's driving my portfolio's return this year?
@Find low-cost European fixed income funds
@Explain the fees on my current portfolio
@What's driving my portfolio's return this year?
@Find low-cost European fixed income funds
@How is my portfolio exposed to US tech?
@Buy €2,500 of the iShares US Equity Index
@Rebalance me towards a more conservative mix
@How is my portfolio exposed to US tech?
@Buy €2,500 of the iShares US Equity Index
@Rebalance me towards a more conservative mix
@How is my portfolio exposed to US tech?
@Buy €2,500 of the iShares US Equity Index
@Rebalance me towards a more conservative mix
@How is my portfolio exposed to US tech?
@Buy €2,500 of the iShares US Equity Index
@Rebalance me towards a more conservative mix
01

Product search and discovery

Explore and analyse your whole catalogue.

Connect your investment product catalogue to the AI agent for a whole new discovery and analysis experience. Customers ask in natural language; you return accurate, updated, relevant answers — search, compare, analyse, explain — combining your data with the most powerful AI agents in the world.

Product discoveryWealth MCP
02

Client portfolio analysis

Their own portfolio, finally understandable.

Securely connect customer portfolio data to their agents so they can monitor, understand, explain and interact with their own portfolios like never before. Help them visualise and make sense of it, leveraging the power of the best models.

Your portfolioWealth MCP

Your portfolio

Balanced · 60 / 40

Your portfolio is 60% global equities and 40% global bonds — a balanced profile. It has performed steadily over the past years, with a single down year in 2022 followed by a strong recovery.

Calendar-year returns+5.1% · 3-yr annualised
+11.8%
2021
−10.5%
2022
+12.3%
2023
+9.6%
2024
+4.7%
YTD
Asset allocation
Global equities60%
Global bonds40%
03

Transactions

Operate without leaving the conversation.

Let your clients operate, purchase and transact right from their AI agent. Human validation is always required before any confirmation — the agent prepares the order, the customer approves it in your secure app.

Place orderWealth MCP
Order summary
iShares US Equity IndexIE00BDZS0987 · TER 0,08%
€2,500
TypeBuy · one-off
Account•••• 4821
SettlementT+2
Human validation required. The agent prepares the order; you confirm it inside your secure app.
Full data privacy control & audit

Sensitive data is removed before it ever reaches the AI agent — ensuring privacy and control. Every call is governed and audited end to end.

Why Finerative

The team that ships AI agents into regulated finance.

Finerative

AI-native, in production.

We deploy AI agents in production for top-tier financial institutions worldwide — not pilots, but live systems serving real customers every day.

SantanderBanco SabadellAndbank Private BankersMyInvestorAbancaPorvenirPinvestSantanderBanco SabadellAndbank Private BankersMyInvestorAbancaPorvenirPinvestSantanderBanco SabadellAndbank Private BankersMyInvestorAbancaPorvenirPinvest

Regulation proof.

Our MCPs are fully compliant with MiFID II, the EU AI Act and DORA, with full control over data privacy and audit at every layer.

MiFID II
EU Artificial Intelligence Act
DORA

Close to regulators.

Finerative collaborates with regulators on their innovation sandboxes — learning and informing best practices for deploying gen-AI in production.

CNMV — Comisión Nacional del Mercado de Valores
Financial Conduct Authority
We're already live with
MyInvestor
Wealth MCP

0+
connections through the live MCP — and counting.

Connect now and see it in action

This is the very same connector running in production with MyInvestor. Add it in seconds and explore a real catalogue in your own words.

One-click connect

Just press the button.

Claude opens with the form pre-filled. Check the URL is mcp.myinvestor.es and click Add.

Connect MyInvestor to Claude

Requires Claude Pro, Max or Team. Free plans don't support custom connectors.

Or set it up manually
  1. 1In Connectors click "+ Add" → "Custom" → "Web".
  2. 2Name → MyInvestor · Remote MCP server URL → paste the URL.
  3. 3Leave "Advanced settings" (OAuth) empty and click Add.
https://mcp.myinvestor.es/mcp

Live in weeks, not quarters.

We leverage Finerative's AI infrastructure to put your MCP into production in weeks. AI data curation and governance, guardrails, models and connectors.

Week 1

Scope & connect

Pick the modules, set up a sandbox against your systems, agree the data model.

Week 2

Govern

Wire permissions to your IdP, define scopes, switch on audit logging.

Week 3

Pilot

Internal teams query live data through Claude or ChatGPT. Tune and review.

Week 4

Go live

Roll out to clients behind your own brand. We monitor with you.

Everything you're wondering.

Model Context Protocol is an open standard for connecting AI agents to external systems and data. Instead of one-off plugins per model, you expose your systems once and every compatible agent — Claude, ChatGPT and others — can use them.

Compliant and under control.

Zero personal data

The connector requests no personal data and stores none beyond what each call needs. No silent profiles.

Full control

You control how much data the AI agents see and manage — scoped per agent, per dataset, per action.

Compliant

Comply with MiFID II, the AI Act and DORA — governance and audit built into every layer.

Meet your customers where they already are.

See Wealth MCP running against a live financial stack. We'll scope your modules and map a path to production.

Book a demo Connect & try it live
Wealth MCP