Claude Integration (MCP)

Your Wealth Data, Connected to Claude.

Get instant, secure access to your consolidated portfolio, performance insights and more — through Claude, using authorized access to Aum Sampann.

Portfolio Insights

Ask about your portfolio value, asset allocation, performance and more.

Secure & Controlled

Your data stays protected with secure, authorized access through MCP.

Works with Claude

Use Claude to get answers, summaries and insights — instantly.

Claude Connector Setup

Connect AUM Sampann to Claude

Follow these 4 quick steps to access your wealth reports in Claude.

01

Add custom connector

In Claude, open Settings → Connectors. Select “+” and choose “Add custom connector.”

02

Enter connector details

Name: AUMSAMPANN
Server URL:
https://mcp.aumsampann.com
03

Confirm and connect

Confirm the “No sign-in” authentication method, click Add, then select Connect.

04

Set tool permissions

Choose a permission for “Generate family wealth report”. We recommend “Needs approval” for safer use.

Security note: This connector requires no login. Share the server URL only with trusted team members.