Agent
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Claude Connector

Envestnet MoneyGuide

Access select data from Envestnet MoneyGuide solution directly in Claude

View in the Claude registry
Category
Finance
Integration details

Description

MoneyGuide is Envestnet’s financial planning software used to build goals-based plans that connect client conversations into actionable investment strategies. This connector gives Claude read-only access to select MoneyGuide data an advisor is already entitled to see, so they can ask questions in plain language. Claude can provide a plan snapshot including plan health, goals, and net worth summary. Useful for researching account information, preparing meeting materials, or analyzing clients and plans across your business. Make sure, in MoneyGuide on the Main Menu, select Partner Options. Then scroll down to "Has MCP:" and toggle to "Yes".

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Financial Planning & FP&A Analytics

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Envestnet
Access
Account required
First tracked
2026-09-11
Tool count
2
Market
US
Agent DiscoverabilityClaude Discoverability Score

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Primary Subcategory

Competing in Claude Financial Planning & FP&A Analytics

View Category
24 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
1Intuit QuickBooks66/100
2Datarails FinanceOS39/100
3ChartMogul29/100
4Chargebee23/100
5Xero21/100
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—Dry Run by Modern Mustard SeedPending VerificationGet notified
—Envestnet MoneyGuidePending VerificationGet notified
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Tools

2 tools agents can invoke

Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
FAQs

Envestnet MoneyGuide Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve Envestnet MoneyGuide's Claude Connector discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Envestnet MoneyGuide alternatives on Claude?

As of 2026-10-30, Envestnet MoneyGuide competes with Intuit QuickBooks, Datarails FinanceOS, ChartMogul, Chargebee, Xero, SuperBooks, Light, NetSuite and 52 more in Claude Financial Planning & FP&A Analytics, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.