Claude Wealth.com connectorWhat Claude can do in your Wealth.com account.
The Claude Wealth.com connector exposes 9 tools. 7 read your client book, documents, estate risks and filed tax years, 1 writes by filing a new document after you confirm, and 1 is undocumented. Here is what each does, what it asks first and what it never returns.
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What changes when Claude can read your Wealth.com book
For a financial advisor, the connector turns the client file into something you can question in plain language. Claude finds the household you mean, lists what is on file, explains what a trust or will says with the page it came from, and points to gaps recorded against the estate documents. It reads from your own book only, the same clients the Wealth.com web app shows you.
A client located by any name. find_client resolves a household by name or opens its file directly, searching nicknames, aliases, legal and family names. Every word you type has to be present.
A document explained, with its page. list_documents shows every document on file and whether it has been read yet, then get_executive_summary tells you what one trust or will says, citing the page behind each statement.
Gaps and past returns before a meeting. get_estate_risks returns the planning gaps and observations recorded against the estate documents, and get_lookback_report covers what a filed return showed and the planning opportunities in it.
What it will not do: according to Wealth.com, the connector moves no money, executes no transaction, places no trade and deletes nothing. Its answers are information, not tax or legal advice, and the publisher asks the advisor to review any estate or tax conclusion before it reaches a client. Nothing runs on its own either: Claude only calls these tools while it answers you. Automation platforms for recurring jobs are listed on the Integrations hub, and other connectors on the Claude integrations page.
Five words before you connect Wealth.com
The Claude vocabulary this page relies on, in one minute.
- Connector
- The link you set up once between Claude and your Wealth.com advisor account, so Claude can work on your book while it answers.
- Tool
- One named thing the connector lets Claude do, such as find_client. Claude chooses the tools it needs from your question.
- Authorization
- The Wealth.com sign-in screen where you hand Claude the access it will use. Granted once per person, and it can be taken back.
- Approval
- The confirmation Claude waits for before an action that changes the client file, shown in the conversation at that moment.
- MCP
- The shared standard connectors are built on: it is what lets an assistant like Claude talk to a service such as Wealth.com.
Connect Wealth.com to Claude in three steps
- 01
Find Wealth.com in your connectors
Open Claude's settings, go through Customize then Connectors, and search for Wealth.com. On a Team or Enterprise workspace, an Owner or Primary Owner enables it for the organization first; each member then connects as themselves.
- 02
Sign in with your advisor account
Click Connect on its row. A Wealth.com window opens: sign in with your own Wealth.com advisor account. Client logins and read-only roles cannot use the connector, per Wealth.com.
- 03
Approve, then test
Read the Wealth.com authorization screen before you accept: it is the service's screen, not Claude's. If it breaks later, use Disconnect and connect again.
The 9 Wealth.com tools, by what they do
Wealth.com gives Claude 9 tools: 7 that read your account, 1 that change something in it, and 1 no official source describes.
Three groups: what Claude reads in the client file, the one tool that files a document, and one tool no source describes. Names stay exactly as Claude shows them.
- 7 read
- 1 write
- 1 not documented
What Claude reads (7)
7 toolsSeven tools that look up clients, documents, estate gaps and filed returns. Wealth.com says reads run without a per-call prompt.
find_client
Resolves one client by name, or opens their file straight from its record identifier. Nicknames, aliases, legal and family names are searched, but every word you give must be present.
get_clients
Returns your whole book of clients, with each one's profile and every name the household goes by. Each advisor sees only their own book, per Wealth.com, and the connector grants nothing the web app does not already show.
get_estate_risks
Brings back the planning gaps and observations recorded against a client's estate documents. Wealth.com stresses these are observations, not a legal review.
get_executive_summary
Explains what one trust, will or other document says, and gives the page each statement comes from, so you can check the original yourself.
get_extraction_result
Collects the result of a document reading that was still in progress when it was first asked for. Wealth.com annotates it, like every read, so it runs without a per-call prompt.
get_lookback_report
Reports what a filed return showed, together with the planning opportunities Wealth.com identified in it.
list_documents
Shows every document on a client's file, what kind each one is, and whether Wealth.com has read it yet, so you know what can already be summarized.
What Claude files (1)
1 toolOne tool that adds a document to a client file. Wealth.com states it asks the advisor to confirm first.
upload_extract_document
Asks you firstAdds a new document to a client file and has it read. It hands back a signed upload step that expires after 5 minutes, and each call files a new document rather than replacing one.
Not documented (1)
1 toolOne tool listed on the directory sheet that no official source describes. Its effect is unknown, so the general approval rule is the only guide.
get_estate_snapshot
The directory sheet lists this tool, but the Wealth.com developer pages read on October 1 do not mention it, and no other official source describes it. Its effect is unknown; the general approval rules below are the only reference for it.
What Claude asks before it touches a client file
By default, Claude stops and asks for your go-ahead before each action it takes on an account in your name. Wealth.com adds its own rule: reads run without a per-call prompt, and a write is surfaced for confirmation.
On Team and Enterprise workspaces, owners decide whether members may let some actions through without a new prompt, and they can restrict what a connector does for the whole organization. Wealth.com says administrators can switch off individual tools there, for example the write tools. Claude also works with your rights only: each advisor connects as themselves and sees only their own book, and the connector grants no access the web app does not.
Which Claude plans include Wealth.com
None of the 819 sheets in the official directory shows availability by plan. Connector by connector, that answer is published nowhere: a real gap in the catalogue.
What is published is the general rule: remote connectors are open to every user on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner opens the connector for the organization before members connect. For this one, check its sheet in the official directory. Your firm also needs Wealth.com's own entitlement, which only Wealth.com grants.
Where the Wealth.com connector stops
A connector is not an automation. Claude calls these tools while it answers you: nothing runs when a document lands on a file or a return is filed.
The tool list is an observed floor, not a promise: an administrator can open actions that no public sheet shows. The verification badge in the directory is not a security audit, and Anthropic says on every sheet that it does not choose a publisher's tools or vouch for their behaviour. Only Wealth.com documents this connector; no Claude help page covers it. Wealth.com also warns that document text returned by these tools is written by third parties: data to report on, never an instruction to follow.
How many tools does the Wealth.com connector expose?
- Connector sheet in the Claude directory ↗2026-10-019 tools, including get_estate_snapshot.
- Wealth.com developer documentation, Tools page ↗2026-10-0118 tools, 15 read and 3 write; get_estate_snapshot is not among them.
What this page followsThe two do not count the same thing, and neither is marked outdated. This page describes the 9 tools on the directory sheet and flags the gap. What Claude actually exposes on your account shows in the connector's settings once connected.
Need help connecting Wealth.com to Claude?
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