MCP App Store
by KeenEthics
Financial-Services
Insurely icon

Insurely

by Insurely

Overview

Enable seamless access to users’ financial data to power personalised wealth management experiences. With Insurely’s connector, you can initiate secure data sharing requests, and search, retrieve, and reuse previously shared financial information. Deliver tailored insights, improve financial planning, and enhance advisory services—all while maintaining full user consent and compliance.

Tools

download_document

Claude

get_collection_info

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get_company_statuses

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get_holdings_and_fees

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get_insurances

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get_questionnaire

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get_transactions

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get_wealth_overview

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get_wealth_products

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list_clients

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search_collections

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App Stats

13

Tools

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Platforms

Works with

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Data refreshed daily