MCP documentation

Connect the Flourish MCP server to Claude to query and take action on your book of business using claude.ai or the Claude desktop app.

You need: an active Flourish advisor account and a Claude account on claude.ai or the Claude desktop app. Your firm must have Flourish MCP enabled — reach out to your firm admin if you're unsure.

How do I connect Flourish MCP in Claude?

Open claude.ai or the Claude desktop app
Go to Customize → Connectors in the side navigation
Select Add → Browse connectors to browse the connector library
Search for Flourish and select the Flourish MCP server
Click Connect. If you are an admin adding the Flourish connector org-wide, click Add to your team
Complete Flourish OAuth authorization when prompted, using your Flourish advisor credentials to sign in
Once connected, start asking Claude questions

How do I verify the connection works?

Ask Claude: "What are the current Flourish Cash^† rates?" If you see a rate schedule, MCP is connected and authenticated. If not, please try the steps again.

What can I do with Flourish MCP?

Once connected, you can ask Claude things like:

"Send Jane Smith an invitation to Flourish Cash."
"Show me the client profile for Jane Smith." ^∆
"How many clients still need to finish setting up their Flourish Cash account?"
"What is the current Flourish Cash rate?"

What permissions does the Flourish MCP server have?

The MCP server inherits the Flourish permissions of the advisor who authenticates via OAuth. You can only access clients and data you already have permission to view in Flourish. Flourish MCP grants no additional access beyond your existing advisor role.

My firm hasn't enabled Flourish MCP. What do I do?

To enable Flourish MCP, a firm admin should contact their Flourish Relationship Manager to request access. If you receive an OAuth error, ask your firm admin to confirm the request has been submitted.

How do I disconnect or reauthenticate?

In Settings → Connectors, remove the existing Flourish connector. If you wish to re-authenticate, add it again following the steps above and you'll be prompted to re-authenticate via OAuth.

Flourish’s offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Annuities refers to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC (doing business in California under the name Flourish Digital Insurance Agency), and, where applicable, Flourish Financial LLC. Flourish Lending is offered by SoraFinance, Inc. (d/b/a Flourish Lending), a licensed mortgage broker (NMLS #2355841). SoraFinance, Inc. is not a lender. To verify SoraFinance, Inc., visit NMLS Consumer Access. The Flourish entities mentioned above are all wholly-owned subsidiaries of Flourish Holding Company LLC. Please review the Legal section of our website for more information and account terms. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2026 Flourish. All rights reserved.

† A Flourish Cash account is a brokerage account offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. The cash balance in a Flourish Cash account will be swept from the brokerage account to deposit account(s) at one or more third-party Program Banks that have agreed to accept deposits from customers of Flourish Financial LLC. The accounts at Program Banks will pay a variable rate of interest.