Connect your own tools and AI apps through the API and MCP
An MCP server
Use your client data in Claude, ChatGPT or your own tools.
Your own templates
Set up your own request, checklist and meeting note templates.
Trusted by Australian businesses
Your data, your way
Advisor is built to connect with your firm’s tools, not to lock you in.
Public API
Read and write client data from your own systems.
MCP server
Bring client data into the AI tools your team already uses.
Document filing
File documents to SharePoint and Google Drive.
Firm branding
Your letterhead on documents and your branding on client portals.
Make it fit your firm
Set it up once and Advisor works the way your firm does.
Create an API key or connect the MCP server.
Set up templates, guidelines and branding.
Client data flows into the tools your team already uses.
Set up the way you work
Configuration that belongs to your firm.
- Request templates
- Reuse the requests you send every client.
- Checklist templates
- Your own checklists for each type of job.
- Meeting note templates
- File notes in your firm’s format.
- Guidelines
- The rules your notes are checked against.
- Team roles
- The right access for each person, including a view-only support role.
- Letterhead
- Your firm’s letterhead on everything you send.
And many more Australian businesses
Bring Advisor into your stack
Connect Advisor to the tools your firm already relies on.
Join the waitlist