Addepar MCP connector for RevampKey

How to connect Addepar MCP

1. Open Connectors in RevampKey and search for Addepar MCP.
2. Click Connect and approve access on Addepar MCP's own sign-in page.
3. Come back and ask in plain English. The agent asks before it changes anything.

Tools the agent can use (15)

• get_all_entities
• get_current_user
• get_exposure
• get_ownership_graph
• get_performance_attribution
• get_portfolio_attribute_metadata
• get_portfolio_data
• get_private_fund_cash_movements
• get_transaction_attribute_metadata
• get_transactions
• get_upcoming_private_fund_capital_activity
• search_addepar_product_docs
• search_entities
• search_portfolio_query_attributes
• search_transaction_query_attributes

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