Use Addepar in Slack and Email
Addepar holds portfolio data for wealth managers: holdings, performance, and client accounts. Connect the Addepar MCP server to Maito once, and everyone on your team can use Addepar from Slack, by email, or from Claude, ChatGPT, Cursor, Codex, Grok or Muse. Nobody else has to sign in.
- Connects in one click
- Sign in with Addepar
- One connection for the whole team
- Server by Addepar
Updated
What you can ask with Addepar
Dana in Slack
Sam by email
Maito uses Addepar to do the work and replies where you asked.
How to connect Addepar
Open Connections in your workspace and choose Connect next to Addepar. You sign in to Addepar in a new tab, and that's the whole setup. Name the account and choose Workspace under who can use it. That's the only time anyone signs in: your whole team, shared chats and Loops can use Addepar from then on. Or skip ahead and ask for the work: Maito sends you a link if Addepar isn't connected yet.
Connect Addepar
Sign in to Addepar in a new tab to give your agents access.
Connection name
Company Addepar
Who can use this integration?
Workspace
Workspace members and Loops can use this integration’s enabled tools.
Then turn off any tools you don't need. Everything else is on.
Questions
Addepar publishes it at https://mcp.addepar.com/, and it signs in with OAuth, so there's no key to copy.
Yes. Connect it to Maito once, then mention Maito in any Slack channel or send it a direct message. The same connection works by email and from Claude, ChatGPT, Cursor, Codex, Grok or Muse.
No. One person connects it once and chooses Workspace. Then everyone in the workspace, shared chats and Loops can use Addepar, without signing in themselves. Choose Only me instead to keep it to your own chats.
No. If a request needs Addepar and it isn't connected yet, your agent sends you a link. Connect it, and the work picks up where it stopped.
Yes. After you connect, turn off any Addepar tools you don't want Maito to use, such as the ones that change data. Tools Addepar adds later stay off until you turn them on.
