Use Wealth.com in Slack and Email
Wealth.com holds clients' estate plans, tax returns, and documents for financial advisors. Connect the Wealth.com MCP server to Maito once, and everyone on your team can use Wealth.com 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 Wealth.com
- One connection for the whole team
- Server by Wealth.com
Updated
What you can ask with Wealth.com
Dana in Slack
Sam by email
Maito uses Wealth.com to do the work and replies where you asked.
How to connect Wealth.com
Open Connections in your workspace and choose Connect next to Wealth.com. You sign in to Wealth.com 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 Wealth.com from then on. Or skip ahead and ask for the work: Maito sends you a link if Wealth.com isn't connected yet.
Connect Wealth.com
Sign in to Wealth.com in a new tab to give your agents access.
Connection name
Company Wealth.com
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
Wealth.com publishes it at https://mcp.wealth.com/mcp, 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 Wealth.com, without signing in themselves. Choose Only me instead to keep it to your own chats.
No. If a request needs Wealth.com 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 Wealth.com tools you don't want Maito to use, such as the ones that change data. Tools Wealth.com adds later stay off until you turn them on.
