- Service calendar
- Scorecards
- Account crosswalks
- Realized and unrealized gains tables
Instead of a team, a consultant or a call to the vendor.
690+
Hours a year handed back to each MCP user
PlatformMCP
Run Your Wealth Platform by Asking
Connect your AI assistant (Claude, ChatGPT, Codex or Gemini) to your Milemarker platform. Query data, build dashboards and workflows, manage users and run projects in plain conversation, signed in as yourself and within your permissions. Two-minute setup. Zero middleware.
Request AccessClaude Desktop — Milemarker MCP connected
tools activeCClaude
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…
Built on the open MCP standard. Your firm picks the AI. Milemarker powers the platform underneath.
HOW IT WORKS
What Happens When You Ask
Follow one request from your AI assistant into Milemarker and back. Your role, your entitlements and your approval come along at every step.
- 1Step 1 You ask
or Codex Plain language in the assistant you already use. No SQL, no report request.
- 2Step 2 Signed in as you
The connection carries your Milemarker role. There’s no separate AI login with broader access.
- 3Step 3 Governance applied
Entitlements, row-level security and PII masking are enforced beneath the MCP, so they can’t be prompted away.
- 4Step 4 Milemarker does the work
Reads run right away against your reconciled data, through the same governed APIs as the app.
- 5Step 5 You get the result
A governed answer scoped to your book, with personal data masked per policy.
“Which of my clients have cash balances above their target range?”
Using Milemarker MCP · as you, within your permissions
Cash above target rangeRead · instant
Household ••••41
Household ••••07
Household ••••93
Household ••••28
Scoped to your book · PII masked per policy
- 1Step 1 You ask or Codex
Describe the outcome you want, not the syntax.
- 2Step 2 Signed in as you
Building needs build-level access in your role. The MCP confirms which firm before it touches anything.
- 3Step 3 Governance applied
New metrics and pages inherit your entitlements and PII masking. Nothing to re-implement per build.
- 4Step 4 Milemarker does the work
It drafts the build and returns a pre-build summary: what it will create, where, and who will see it.
- 5Step 5 You get the result
You approve, it goes live in Milemarker, and you check it in the app.
“Build a dashboard of AUM by office for the leadership team.”
Using Milemarker MCP · as you, within your permissions
Pre-build summaryWaiting for you
Nothing is created until you approve.
- Creates
- Metric · AUM by office
- Adds
- Page · Leadership dashboard
- Visible to
- Leadership team
AdjustApprove and deploy
- 1Step 1 You ask or Codex
Admin work in a sentence instead of a day of admin screens.
- 2Step 2 Signed in as you
Only people with admin rights can manage users, and the MCP can’t widen anyone’s access, including yours.
- 3Step 3 Governance applied
The change is scoped to your firm. Other firms’ data is never in reach.
- 4Step 4 Milemarker does the work
It shows a preview of the change that doesn’t touch anything until you confirm.
- 5Step 5 You get the result
Confirmed, the invitation goes out and the change is on record.
“Add the new advisor to the Denver team with read-only access.”
Using Milemarker MCP · as you, within your permissions
Preview · no changes made yetWaiting for you
Review the change, then confirm.
- Invite
- 1 new advisor
- Team
- Denver
- Access
- Read-only
AdjustConfirm and invite
You also decide, tool by tool, what your assistant may do:
- Always allowruns without asking
- Needs approvalpauses for your OK
- Blockednever runs
HOW FAR IT GOES
Your Whole Platform, by Conversation
Most AI connections stop at answering questions. The Milemarker MCP reaches every layer of your platform, from the feeds coming in to the workflows going out, with your governance at every step. It’s not a chatbot on your data.
- tools your AI can use
- ~300
- layers of the platform
- 5
- login and permission model
- 1
- 01Bring your data in
Feeds, files and firm-defined records, on your schedule.
- Move connector sync times
- Import spreadsheets into the data lake
- Repeat file deliveries automatically
- Custom object types and records
“I want my Black Diamond data to sync at 3 PM Eastern instead of 8 AM.”
- 02Model and govern it
One definition of a household, and who may see what.
- Canonical households, accounts and clients
- Tag PII and apply masking
- Row-level entitlements
- Access groups for features and apps
“Create a non-Navigator access group and add these 12 users to it.”
- 03Ask and analyze
Answers from reconciled data, saved as numbers everyone agrees on.
- Query your reconciled data
- Saved metrics and KPIs
- Tables, charts, Sankeys and heatmaps
- Total-wealth views
“Which households are underperforming their blended benchmark?”
- 04Build the experience
What each advisor, office and client sees, on web and mobile.
- Dashboards and pages
- Layers drill-downs and scorecards
- Page filters
- Menus by role
- Global search
- Mobile app tabs
- Posts, pages and events
“Based on how you understand this data, build the best possible filtering for me.”
- 05Automate the work
Repeatable processes, tracked, pre-filled and connected outward.
- Forms with pre-filled client pickers
- Take Action workflows and statuses
- Outbound steps through Milemarker Relay
- Navigator AI agents
“I need an address change form that links out to my custodian.”
Reads run instantly. Anything that changes your platform shows you a summary first and waits for your approval.
“Firm MCP brings all of it into one foundation that knows how you define a household, who is allowed to see what, and what your numbers mean. That foundation belongs to the firm. And it's live right now. Our clients are using all of it today, with no queue, and it's changing how their teams work this week.”
Jud MackrillCo-Founder & CEO, Milemarker $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.
IN THE FIELD
Built by Firms, Not Engineers
These come from client teams, in their own words at our MCP office hours. No tickets, no consultants, no waiting on a vendor queue.
- Self-serve RMD reports
- High-cash alerts
- Net new asset widgets
- A sales funnel
- Marketing funnels
- Goals
- Advisor workloads
- Per-advisor AUM charts
- Three systems, one way of working
Runs the platform their own way, entirely by chat.
- Service-team view
- Five-year headcount projection
Started as a static HTML mockup, then brought to life with live data.
- Meeting-prep PDFs for clients
- A branded monthly firm newsletter
Published inside the platform instead of behind another login.
“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.”
“Custodians, CRMs and meeting tools are all opening up through MCP, and that gives my teams real leverage. What makes it work at firm scale is having our own layer underneath, one place where our data and our definitions live together. That's a real moat for advisory firms. Milemarker Firm MCP is the layer we're building that on at RFG, so what we ship fits the way our advisors actually work.”
MILEMARKER MCP
What Is MCP?
MCP — Model Context Protocol — is an open standard. Think of it as USB for AI. Just as any USB device works with any computer, any MCP-compatible AI assistant can plug into any MCP-compatible system.
Milemarker is an MCP-compatible system for wealth management, so your firm isn’t locked into one AI vendor. Connect Claude today, add Gemini tomorrow, or run both side by side. Governance lives in Milemarker, underneath the MCP, so every assistant you connect inherits the same guardrails.
THE GUARDRAILS DON'T GO AWAY
Governance That Can’t Be Prompted Away
Signed In as You
You connect with your own Milemarker account. The AI acts on your behalf, with your role, and never with broader access.
Your Entitlements, Always
If you can’t see a household in the app, the AI can’t see it through the MCP. Tenant boundaries keep every firm’s data separate.
PII Masked Before the Model
Masking and row-level security are applied at the data layer, before anything reaches the AI conversation.
Nothing Changes Without You
Reads are instant. Every build or change shows a summary first and waits for your approval. The highest-impact actions also need an approval click in the Admin Console.
Every Change on Record
Each change produces a reviewable artifact, so your team can see exactly what was done and by which request.
SOC 2 Type II
The MCP runs inside Milemarker’s SOC 2 Type II environment. Milemarker is your data processor; your firm stays the data controller.
“Milemarker and its MCP help bring [our] ecosystem together, connecting data across CRM, reporting, planning and other systems into one consistent, permission-aware view. That means we can go beyond giving advisors a complete picture of their clients to surface what matters, explain why it matters and identify what to do next. That shift from connected data to actionable intelligence is where the real value lies.”
“I know what the data is. I know what it should be. I know where it lives and what number we're trying to get to. I used to write out the whole recipe, hand it to an engineer and wait for someone to get to my report. With the Milemarker MCP, I just do it myself, across every system we run, with our permissions already in place. It's been magic for me.”
GET STARTED
Setup Takes Two Minutes
Milemarker turns on Firm MCP for your firm. Add your firm’s MCP address as a connector in your AI client, then sign in with your own Milemarker account. MCP is live now and rolling out across Milemarker partner firms.
Questions? connect@milemarker.co
Frequently asked questions.
Whether you're exploring AI interfaces for the first time or evaluating how MCP fits your firm's compliance requirements, find what you need below. Reach out to our team 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.
The AI Interface for Wealth Management
CONNECT EVERY SYSTEM IN YOUR STACK TO A SINGLE, INTELLIGENT WORKFLOW ENGINE—BUILT ON YOUR UNIFIED DATA AND READY TO SCALE.
