Nevis

The AI platform for wealth management

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The Nevis MCP connector lets you work with Nevis from Claude. Once connected, you can ask Claude to look up your clients, review and update your tasks, and capture notes, without leaving the conversation. You need an active Nevis account to use it.

Tools

  • nevis_create_client
  • nevis_create_note
  • nevis_create_note_comment
  • nevis_create_task
  • nevis_create_task_comment
  • nevis_delete_comment
  • nevis_delete_note
  • nevis_delete_task
  • nevis_get_client
  • nevis_get_current_user
  • nevis_get_note
  • nevis_get_task
  • nevis_list_client_summaries
  • nevis_list_clients
  • nevis_list_notes
  • nevis_list_tasks
  • nevis_list_users
  • nevis_update_client
  • nevis_update_comment
  • nevis_update_note
  • nevis_update_task

Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.

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