GenTwo

The GenTwo connector gives GenTwo clients access to their data on the GenTwo platform, directly in Claude. Ask about your structured products, valuations, performance, subscription orders, upcoming coupons and pending workflow tasks in plain language—Claude fetches every answer live from the platform. You sign in with your existing GenTwo login; every request runs under your own account, so your portal permissions apply unchanged. The connector is read-only by design: it cannot create, change or approve anything, and it cannot move money or assets. GenTwo stores no additional product or user data for the connector—only the encrypted sign-in tokens needed to keep the connection alive. Available tools (all read-only): your product list with search and filters, portfolio summary, product details by ISIN, valuation history, product fees, computed performance, subscription orders and workflow tasks.