--- title: "Your Firm's Data, Inside Claude" description: "Connect Claude to your firm's data through the Milemarker MCP. Query clients, build dashboards and run workflows — with your governance in place." url: https://www.milemarker.co/claude-for-financial-advisors --- *AI*CLAUDE 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. [Request Access](https://www.milemarker.co/contact) MCPClaude · agents APIREST · webhooks DevToolsCLI · scripts Claude Desktop — Milemarker MCP connected tools active CClaude Sonnet 4.6 Show me the top 5 household outflows last quarter and what drove them. C 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 01 **Client questions** = Generic answers from public data Client questions Answered from your reconciled firm data 02 **Firm analysis** = Can't see your AUM, households or KPIs Firm analysis Live access to your households, AUM and KPIs 03 **Building dashboards** = Has no access to your platform Building dashboards Builds directly in your Milemarker platform 04 **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 Stickelman**COO & 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](mailto: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 [Request Access](https://www.milemarker.co/contact) MCP is live and rolling out across Milemarker partner firms. [See the Full MCP Platform](https://www.milemarker.co/data-engine/mcp) Every layer of your platform, queryable by conversation.