Platform

MCP

Run Your Wealth Platform by Asking

Connect your AI assistant — Claude, ChatGPT, Codex, or Gemini — directly to your Milemarker platform. Query data, deploy dashboards, build workflows, manage users, build unique solutions and run projects in plain conversation. Two-minute setup. Zero middleware.

Request Access

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…

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…

Built on the open MCP standard. Your firm picks the AI. Milemarker powers the platform underneath.

Milemarker MCP

From Question to Done in Seconds

Connect in Two Minutes

Request a scoped token from Milemarker, drop a config snippet into your AI client, and reload. That's it. No APIs to build. No middleware to maintain.

Connect in Two Minutes

Request a scoped token from Milemarker, drop a config snippet into your AI client, and reload. That's it. No APIs to build. No middleware to maintain.

Connect in Two Minutes

Request a scoped token from Milemarker, drop a config snippet into your AI client, and reload. That's it. No APIs to build. No middleware to maintain.

Ask in Plain Language

Type what you need — "Show me total AUM by office for Q1" or "Add the new advisor to the Denver team with read-only access." Your AI assistant sends the request through Milemarker's governed APIs.

Ask in Plain Language

Type what you need — "Show me total AUM by office for Q1" or "Add the new advisor to the Denver team with read-only access." Your AI assistant sends the request through Milemarker's governed APIs.

Ask in Plain Language

Type what you need — "Show me total AUM by office for Q1" or "Add the new advisor to the Denver team with read-only access." Your AI assistant sends the request through Milemarker's governed APIs.

Milemarker Does the Work

The platform executes the task, logs every action, and returns the result. Dashboards deploy. Users get created. Data comes back. Everything is auditable.

Milemarker Does the Work

The platform executes the task, logs every action, and returns the result. Dashboards deploy. Users get created. Data comes back. Everything is auditable.

Milemarker Does the Work

The platform executes the task, logs every action, and returns the result. Dashboards deploy. Users get created. Data comes back. Everything is auditable.

One Conversation. Your Entire Platform.

Every System in Your Stack. Operated by AI.

Query Your Data

Ask a question of the firm's data and get the answer back — no BI ticket, no waiting, no SQL. The AI translates your question into a governed query and returns the result in seconds.

Query Your Data

Ask a question of the firm's data and get the answer back — no BI ticket, no waiting, no SQL. The AI translates your question into a governed query and returns the result in seconds.

Deploy Dashboards & Metrics

Describe what leadership needs to see. The AI builds the dashboard, deploys it, and ships it — ready for your executive team before the next meeting.

Deploy Dashboards & Metrics

Describe what leadership needs to see. The AI builds the dashboard, deploys it, and ships it — ready for your executive team before the next meeting.

Stand Up Search & AI Navigators

Turn on natural-language search and pre-built AI agents across your firm's data with a single sentence. Navigator goes live when you say go.

Stand Up Search & AI Navigators

Turn on natural-language search and pre-built AI agents across your firm's data with a single sentence. Navigator goes live when you say go.

Manage Users & Access

Add advisors, assign teams, set permissions, and send invitations in bulk. Work that took a day of admin screens collapses into a paragraph.

Manage Users & Access

Add advisors, assign teams, set permissions, and send invitations in bulk. Work that took a day of admin screens collapses into a paragraph.

Run Platform-Wide Projects

Bulk deployments, mass updates, migrations, and audits that used to require tickets now happen in a conversation. One prompt replaces fifty clicks.

Run Platform-Wide Projects

Bulk deployments, mass updates, migrations, and audits that used to require tickets now happen in a conversation. One prompt replaces fifty clicks.

140+ Connected Systems

MCP operates on top of Milemarker's unified data layer — CRM, custodians, portfolio accounting, compliance, billing, planning — all normalized and ready.

140+ Connected Systems

MCP operates on top of Milemarker's unified data layer — CRM, custodians, portfolio accounting, compliance, billing, planning — all normalized and ready.

Query Your Data

Ask a question of the firm's data and get the answer back — no BI ticket, no waiting, no SQL. The AI translates your question into a governed query and returns the result in seconds.

Stand Up Search & AI Navigators

Turn on natural-language search and pre-built AI agents across your firm's data with a single sentence. Navigator goes live when you say go.

Run Platform-Wide Projects

Bulk deployments, mass updates, migrations, and audits that used to require tickets now happen in a conversation. One prompt replaces fifty clicks.

Deploy Dashboards & Metrics

Describe what leadership needs to see. The AI builds the dashboard, deploys it, and ships it — ready for your executive team before the next meeting.

Manage Users & Access

Add advisors, assign teams, set permissions, and send invitations in bulk. Work that took a day of admin screens collapses into a paragraph.

140+ Connected Systems

MCP operates on top of Milemarker's unified data layer — CRM, custodians, portfolio accounting, compliance, billing, planning — all normalized and ready.

AI That Operates Your Platform

Built on Your Unified Data

One Conversation Replaces Five Tools

Deployment work that previously spanned SQL worksheets, configurators, admin UIs, dashboards, and ticketing systems collapses into a single conversation. Less context-switching. Faster outcomes.

One Conversation Replaces Five Tools

Deployment work that previously spanned SQL worksheets, configurators, admin UIs, dashboards, and ticketing systems collapses into a single conversation. Less context-switching. Faster outcomes.

One Conversation Replaces Five Tools

Deployment work that previously spanned SQL worksheets, configurators, admin UIs, dashboards, and ticketing systems collapses into a single conversation. Less context-switching. Faster outcomes.

Service Work That Scales

Firm questions and routine changes become instant tasks instead of queue items. Your ops team stops being a bottleneck and starts being a strategic function.

Service Work That Scales

Firm questions and routine changes become instant tasks instead of queue items. Your ops team stops being a bottleneck and starts being a strategic function.

Service Work That Scales

Firm questions and routine changes become instant tasks instead of queue items. Your ops team stops being a bottleneck and starts being a strategic function.

You Choose the Model

MCP is an open protocol. The same Milemarker tenant works across Claude, ChatGPT, Codex, and Gemini. Your firm decides which AI touches your data — and can switch at any time.

You Choose the Model

MCP is an open protocol. The same Milemarker tenant works across Claude, ChatGPT, Codex, and Gemini. Your firm decides which AI touches your data — and can switch at any time.

You Choose the Model

MCP is an open protocol. The same Milemarker tenant works across Claude, ChatGPT, Codex, and Gemini. Your firm decides which AI touches your data — and can switch at any time.

Full Audit Trail, Always

Every action the AI takes flows through Milemarker's governed APIs, respects tenant boundaries, and produces real, auditable artifacts. Built for SOC 2 Type II.

Full Audit Trail, Always

Every action the AI takes flows through Milemarker's governed APIs, respects tenant boundaries, and produces real, auditable artifacts. Built for SOC 2 Type II.

Full Audit Trail, Always

Every action the AI takes flows through Milemarker's governed APIs, respects tenant boundaries, and produces real, auditable artifacts. Built for SOC 2 Type II.

Scales With Your Firm

Ten advisors or ten thousand. Solo RIA or multi-billion-dollar enterprise. Same system. No rebuilds.

Scales With Your Firm

Ten advisors or ten thousand. Solo RIA or multi-billion-dollar enterprise. Same system. No rebuilds.

Scales With Your Firm

Ten advisors or ten thousand. Solo RIA or multi-billion-dollar enterprise. Same system. No rebuilds.

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 now an MCP-compatible system for wealth management. That means your firm isn't locked into a single AI vendor. Connect Claude today, switch to Gemini tomorrow, or run both side by side. The platform doesn't care — it just works.

Setup Takes Two Minutes

Request a scoped token from Milemarker. Drop a configuration snippet into your AI client. Reload. MCP is live now and rolling out across Milemarker partner firms.

Request Access

Alex Stickelman

COO & CCO, Root Financial

Alex Stickelman

COO & CCO, Root Financial

Alex Stickelman

COO & CCO, Root Financial

"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."

“Ten out of ten. We’re all still learning — we’re always going to be learning AI, and how to best wield it. But this has been great.”

Ann Bomgren

Head of Operations, Advisor Wealth Management

Ann Bomgren

Head of Operations, Advisor Wealth Management

The Guardrails Don't Go Away

Enterprise Security. Zero Compromise.

Governed APIs Only

Every action flows through the same governed APIs your platform already uses. No backdoors. No shadow systems.

Governed APIs Only

Every action flows through the same governed APIs your platform already uses. No backdoors. No shadow systems.

Tenant Boundaries Enforced

Multi-tenant isolation means no firm ever sees another firm's data, regardless of which AI is asking.

Tenant Boundaries Enforced

Multi-tenant isolation means no firm ever sees another firm's data, regardless of which AI is asking.

SOC 2 Type II Certified

Global-level security certifications. Your compliance team can sleep at night.

SOC 2 Type II Certified

Global-level security certifications. Your compliance team can sleep at night.

Full Auditability

Every query, every deployment, every user change — logged, timestamped, and reviewable.

Full Auditability

Every query, every deployment, every user change — logged, timestamped, and reviewable.

Governed APIs Only

Every action flows through the same governed APIs your platform already uses. No backdoors. No shadow systems.

SOC 2 Type II Certified

Global-level security certifications. Your compliance team can sleep at night.

Tenant Boundaries Enforced

Multi-tenant isolation means no firm ever sees another firm's data, regardless of which AI is asking.

Full Auditability

Every query, every deployment, every user change — logged, timestamped, and reviewable.

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. Request a scoped token from your Milemarker account team, paste a configuration snippet into your AI client, and reload. 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.

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?

What AI assistants does MCP work with?

How is this different from a chatbot?

Is my data secure?

How long does setup take?

About two minutes. Request a scoped token from your Milemarker account team, paste a configuration snippet into your AI client, and reload. 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?

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?

What AI assistants does MCP work with?

How is this different from a chatbot?

Is my data secure?

How long does setup take?

About two minutes. Request a scoped token from your Milemarker account team, paste a configuration snippet into your AI client, and reload. 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?