AICLAUDE FOR FINANCIAL ADVISORS

Your Firm's Data, Inside Claude

Claude is a powerful AI assistant. Without your firm's data, it can only answer in generalities. The Milemarker MCP connector puts your reconciled client data, your household model and your firm's workflows inside every Claude conversation — signed in as you, governed by your roles.

Notetakers capture the meeting. Milemarker runs the business.

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Claude Desktop — Milemarker MCP connected

tools active

CClaude

Sonnet 4.6

Show me the top 5 household outflows last quarter and what drove them.

I'll pull outflows from Snowflake and cross-reference recent meeting notes for context.

Usedmilemarker · run_sql→5 rows · 124ms

-- top outflows by household, Q1-2026 SELECT household, SUM(amount) AS total_out FROM transactions WHERE direction = 'out' AND quarter = 'Q1-2026' GROUP BY 1 ORDER BY 2 DESC LIMIT 5;

Usedmilemarker · search_meetings→12 results · 86ms

filter: "rollover OR distribution OR home purchase" households: [Patel, Reyes, Chen, Williams, O'Brien] window: last 90 days

Top 5 outflows for Q1 2026:

1Patel HH$4.2M401(k) rollover

2Reyes HH$3.1Mhome purchase

3Chen HH$2.6Mbusiness funding

4Williams HH$1.9Mscheduled RMD

5O'Brien HH$1.4Mjob change rollover

Pattern: three of these are rollovers — likely retention opportunities. Want me to draft outreach notes, or pull the advisors of record?

Reply to Claude…

THE PROBLEM

Claude Doesn't Know Your Clients.

Who are my top clients by AUM? No data

Which households need a review? No data

Build a dashboard for my team No data

Three questions. No firm data to answer them.

You open Claude and start typing a client question. It gives you a thoughtful, general answer — because it doesn't know your book, your definitions or your firm's numbers.

Without your firm's data underneath it, an AI assistant is just a smarter search bar.

The right AI experience is one that knows your firm, respects your governance and acts on your behalf.

Claude Without vs. With Milemarker

CLAUDE WITHOUT MILEMARKER

CLAUDE + MILEMARKER MCP

Client questions = Generic answers from public data

Client questions Answered from your reconciled firm data

Firm analysis = Can't see your AUM, households or KPIs

Firm analysis Live access to your households, AUM and KPIs

Building dashboards = Has no access to your platform

Building dashboards Builds directly in your Milemarker platform

Governance = Nothing to enforce

Governance Your roles, entitlements and PII masking, enforced

WHAT YOU CAN DO

Three Ways Advisors Use Claude Through Milemarker

Ask Your Book

Query your client data in plain language. "Which households have cash above target?" returns a governed answer scoped to your book, with PII masked per policy.

Build in Minutes

Describe the dashboard or metric you need. Claude drafts it in your Milemarker platform and shows you a summary before anything changes. You approve, it goes live.

Run the Business

Invite a user, move a sync schedule, trigger a workflow — in a sentence. Each action shows a preview first. The highest-impact changes need a confirmation in the Admin Console.

THE GUARDRAILS

Your Governance Travels with the Conversation

Signed In as You

Claude connects with your Milemarker account. It sees what you see, nothing more. There is no AI-only login with wider access.

PII Masked Before the Model

Client names and identifiers are masked at the data layer, before they reach the AI. PII policy follows you into every conversation.

Firm Boundaries Enforced

Tenant isolation means no other firm's data is ever reachable. Your data doesn't train external models.

SOC 2 Type II

The Milemarker MCP runs inside our SOC 2 Type II environment. Milemarker is your data processor; your firm stays the data controller.

“Every new AI tool used to mean another system to govern. Milemarker's Firm MCP gives Root one foundation across every system we run, with our permissions already in place. Our operations team can build what they need the same day, and compliance has one place to oversee it.”

Alex StickelmanCOO & CCO, Root Financial

690+

Hours a year handed back to each MCP user

$100K+

A year in consultant time per user that firms don't have to buy

⅓

Of a full-time role gained for every MCP user

22%

Of platform changes now made by firms' own staff, and rising

Annual figures are a forecast: a third of a 2,080-hour work year per user, below the pace measured across client firms in early October 2026. Consultant time valued at $150 an hour, the low end of typical U.S. rates for experienced platform consultants. Share of changes measured in September 2026.

Frequently asked questions.

Information about Claude and Anthropic on this page reflects publicly available sources. For questions, corrections, or anything about connecting Claude to your firm, reach out at connect@milemarker.co

What is Milemarker MCP?

Milemarker MCP is a server that exposes your entire Milemarker platform — data queries, dashboard deployment, user management, search, and AI navigators — as something any MCP-compatible AI assistant can operate. Instead of clicking through admin screens or writing SQL, your team asks in plain language and the platform does the work.

What AI assistants does MCP work with?

Any AI assistant that supports the Model Context Protocol standard. Today that includes Claude (Anthropic), ChatGPT (OpenAI), Codex (OpenAI), and Gemini (Google) — plus any future model that adopts the open standard. Your firm is never locked in.

How is this different from a chatbot?

A chatbot answers questions about information it’s been trained on. Milemarker MCP is an operator — it takes action on your live platform. When you say “deploy a dashboard,” it actually builds and deploys the dashboard. When you say “add a user,” the user is created with real permissions. Every action goes through Milemarker’s governed APIs with a full audit trail.

Is my data secure?

Yes. Every action flows through Milemarker’s existing governed APIs, respects tenant boundaries, and produces auditable artifacts. Nothing skips policy. Nothing happens in a black box. Milemarker is SOC 2 Type II certified with 256-bit SSL encryption and 24/7 threat monitoring.

How long does setup take?

About two minutes. Milemarker turns on Firm MCP for your firm, you add your firm’s MCP address as a connector in your AI client, and you sign in with your own Milemarker account. No engineering resources required.

Do I need Milemarker to use MCP?

Yes — Milemarker MCP operates on top of your Milemarker platform. It’s the AI interface layer for the data, dashboards, users, and workflows already running in your Milemarker tenant.

What can I actually do with it?

Query your firm’s data in natural language, deploy dashboards and metrics, stand up search and AI navigators, manage users and permissions, and run platform-wide projects like bulk deployments, migrations, and audits — all through conversation.

GET STARTED

Connect Claude to Your Firm in Two Minutes