Agent
Discoverability
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Claude Connector

Nevis

The AI platform for wealth management

View in the Claude registry
Brand
Nevis
Category
Finance
Integration details

Description

The Nevis MCP connector lets you work with Nevis from Claude. Once connected, you can ask Claude to look up your clients, review and update your tasks, and capture notes, without leaving the conversation. You need an active Nevis account to use it.

Integration type
Connector
Verification status
Verified connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Investing & Retirement Planning

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

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Nevis
Access
Account required
First tracked
2026-10-20
Tool count
21
Geography
US
Agent DiscoverabilityClaude Discoverability Score

Your Claude Discoverability Score is being prepared

Claude can surface a verified Connector when it matches a user’s Prompt.We are preparing Nevis’s Discoverability Score and will publish it when the benchmark is ready.

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What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

How this score is measured

Get alerts for Nevis

Get updates when Nevis’s Discoverability Score or category rank changes.

Primary Subcategory

Competing in Claude Investing & Retirement Planning

View Category
#1 of 10ranked by public Discoverability Score
Primary Subcategory
1NevisComing soonGet notified
—BoldinPending VerificationGet notified
—DIVID Savings & Investment PlannerPending VerificationGet notified
—firenum - retirement plannerPending VerificationGet notified
—Marcel RetraitePending VerificationGet notified
Tools

21 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

Nevis Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve Nevis'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 Nevis alternatives on Claude?

As of 2026-10-28, Nevis competes with Boldin, DIVID Savings & Investment Planner, firenum - retirement planner, Marcel Retraite, Pearler, RothGPT, Savvly, Social Security Claiming Estimator by MySSAgent and 1 more in Claude Investing & Retirement Planning, 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.