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The Redbark Advisor MCP server lets an AI client such as Claude, ChatGPT or Cursor work in your firm. Ask about your clients, send checklists, review documents, read balances, message clients and export reports from a chat. Model Context Protocol is a standard way for AI clients to call outside services. Every Advisor MCP tool is the same operation as the Advisor REST API, so the two always match.
Redbark Advisor is in Closed Beta. Tools and their arguments may change before general release.

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Get connected

Add this address to your AI client as a remote MCP server, then sign in to Advisor and choose what the app can access:
You can also copy it from Settings > API and MCP in Advisor. The setup guide covers Claude, Claude Code, ChatGPT, Cursor and other clients.

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What you can ask

  • “Which clients haven’t finished their checklist?”
  • “Send Anna Lee the End of year checklist.”
  • “What has been submitted that I still need to review?”
  • “Which clients have messaged us and are waiting on a reply?”
  • “What is the Nguyen family’s net worth?”
  • “Export a balance summary for Sam Patel as at 30 June.”
See example workflows for what each of these does.

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Who can connect

  • Admins and members of a firm can connect an app.
  • Each person connects as themselves. The app acts as that person, with their role in the firm.
  • Tools only an admin can use are not offered to a member.
  • One connection covers one firm. If you belong to several firms, you choose one when you connect.
An admin can also make an API key for tools that cannot sign in. A key acts as the admin who made it. See setup.

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Explore MCP

Setup

Connect your AI client and choose its access.

Tools

Every tool, the scope it needs and whether it is admin only.

Workflows

Example prompts for everyday firm tasks.

Access and security

Roles, scopes, disconnecting apps and rate limits.

Troubleshooting

Fix sign-in, permission and limit errors.