Free for all WealthAtlas users

, right inside your AI assistant

Connect Claude, ChatGPT, or any MCP-enabled AI to WealthAtlas. Best-in-class wealth intelligence meets agentic intelligence: the most advanced prospect research system ever created.

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✳︎ClaudeWealthAtlas connected

Best-in-class research, in conversation

Give full WealthAtlas profiles to your AI assistant — bio, net worth, liquidity, career, boards, demographics, and more — to make it a supercharged prospect researcher.

Prospect with plain language

Allow your AI assistant to use the powerful WealthAtlas search engine to prospect, find similar prospects, or any other persona you're looking for.

Wealth intelligence meets agentic intelligence

Chain WealthAtlas with everything your assistant can do: research an event guest list, find what your best clients have in common, build a prospect list from the pattern, and draft the outreach, all in one conversation.

Works where you already work

Claude, ChatGPT — any MCP-enabled assistant. No new tab and no new tool to learn: WealthAtlas comes to the workflows your team already runs.

Connect in a minute

Claude

  1. 1In Claude, open Customize → Connectors and choose Add custom connector. On a Team or Enterprise plan, an organization owner adds it first under Organization settings → Connectors.
  2. 2Enter the server URL:https://mcp.wealthatlas.com
  3. 3Sign in with your WealthAtlas account and approve the connection. That's it.

ChatGPT

  1. 1In ChatGPT, open Settings → Security and login and turn on Developer mode.
  2. 2Under ChatGPT Plugins, select +, give the connector a name, and under Connection enter the server URL:https://mcp.wealthatlas.com
  3. 3Sign in with your WealthAtlas account and approve the connection. That's it.

Using Copilot, Gemini, or another assistant? Get in touch and we'll get you connected.

MCP is free for all WealthAtlas users — included with every account.