Flourish Financial (Claude)

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Securely access and analyze Flourish client data from Claude

About Flourish Financial (Claude) MCP Server

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.

Features

Tools
Getting Started

Open the Claude listing: https://claude.com/marketplace/connectors/flourish-financial. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://www.flourish.com/api/mcp/v2.0. Sign-in: Required. Publisher documentation: https://info.flourish.com/flourish-mcp. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.

Tools (9)
Functions this server exposes to AI clients

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

Compatible With
Claude
Claude Code
Claude Desktop