Invesco for Advisors (Claude)

Unverified

Tools to help solve your investing and business challenges

About Invesco for Advisors (Claude) MCP Server

Connect with Invesco for solutions and practice support that can help you simplify complexity, strengthen client outcomes and grow what matters for your business. We exist to help you and your clients succeed by solving investing problems – whether that's making better-informed portfolio decisions, finding clearer ways to navigate changing markets, strengthening client conversations and relationships, or bringing practical thinking to the challenges of building a successful practice. Together, we can rethink what’s possible for your clients and your business.

Features

Tools
Getting Started

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

Tools (3)
Functions this server exposes to AI clients

get_model_positions

get_models

get_referral_script

Compatible With
Claude
Claude Code
Claude Desktop