All apps & connectors
F
Findash
ChatGPTClaudeCommunityby FinDash, Inc
Advisor workspace
Details
FinanceFinancial ServicesData AnalyticsProductivity
Listed Jun 4, 2026
by FinDash, Inc
Version 1.0.0
MCP endpoint:
https://findash.ai/api/ai/mcp · streamable-httpLifecycle
- First seenJun 2, 2026created Feb 26, 2026
- PublishedLive in ChatGPTlast changed Sep 30, 2026
- Visible in app store•
- Featured•
Content updated · Sep 30, 2026
Available tools (183)
accessible_entities_listaccessible_users_listclient_account_ownership_getclient_account_ownership_upsertclient_account_tags_updateclient_accounts_bulk_tags_updateclient_accounts_createclient_accounts_listclient_asset_class_override_deleteclient_asset_class_override_upsertclient_brief_getclient_cashflow_forecast_getclient_cashflow_item_deleteclient_cashflow_item_upsertclient_cashflow_scenario_deleteclient_cashflow_scenario_getclient_cashflow_scenario_upsertclient_cashflow_scenarios_listclient_cashflow_summary_getclient_document_binary_getclient_document_download_url_getclient_document_getclient_document_text_getclient_document_updateclient_document_uploadclient_documents_listclient_email_message_getclient_email_messages_listclient_email_thread_messages_listclient_entities_listclient_entity_deleteclient_entity_document_extract_getclient_entity_getclient_entity_upsertclient_estate_summary_getclient_family_member_contact_methods_deleteclient_family_member_contact_methods_upsertclient_family_member_deleteclient_family_member_upsertclient_financial_snapshot_getclient_goal_deleteclient_goal_upsertclient_goals_listclient_insurance_policies_listclient_insurance_policy_deleteclient_insurance_policy_getclient_insurance_policy_upsertclient_insurance_summary_getclient_investment_performance_getclient_investment_positions_listclient_investment_transactions_listclient_manual_account_deleteclient_manual_account_upsertclient_manual_investment_account_deleteclient_manual_investment_account_upsertclient_match_candidatesclient_meeting_fields_updateclient_meeting_history_addclient_meeting_status_getclient_net_worth_history_getclient_professional_contact_deleteclient_professional_contact_upsertclient_profile_completeness_getclient_profile_contact_methods_deleteclient_profile_contact_methods_upsertclient_profile_getclient_profile_updateclient_projection_summary_getclient_relationship_history_getclient_relationship_milestones_listclient_relationship_updateclient_resolveclient_service_level_updateclient_tax_summary_getclient_timeline_getclient_transaction_excludeclient_transaction_recategorizeclient_transactions_listclient_vault_categories_listclient_vault_category_deleteclient_vault_category_upsertclient_vault_document_type_deleteclient_vault_document_type_upsertclients_meeting_due_listconnected_email_accounts_listcontact_getcontact_merge_candidatescontact_merge_executecontact_methods_deletecontact_methods_upsertcontact_referral_getcontact_referral_updatecontact_tags_updatecontacts_bulk_updatecontacts_bulk_upsertcontacts_deletecontacts_duplicate_emails_listcontacts_listcontacts_upsertdefault_client_task_deletedefault_client_task_getdefault_client_task_upsertdefault_client_tasks_bulk_createdefault_client_tasks_from_workflowdefault_client_tasks_listdocument_extract_resultdocument_extract_startdocument_extract_statusfindash_server_health_checkfindash_session_identity_getfirm_account_positions_reportfirm_assets_by_custodian_getfirm_cash_by_client_listfirm_insurance_policies_listfirm_metrics_summary_getfirm_positions_aggregate_listhousehold_gethousehold_member_addhousehold_member_removehousehold_member_role_updateknowledge_retrievenotes_createnotes_deletenotes_listnotes_updatenotetaker_transcript_getnotetaker_transcripts_listonboarding_flow_createonboarding_flow_deleteonboarding_flow_generateonboarding_flow_question_addonboarding_flow_question_deleteonboarding_flow_question_updateonboarding_flow_responses_getonboarding_flow_updateonboarding_flows_listopportunities_aging_summaryopportunities_createopportunities_listopportunities_metricsopportunity_deleteopportunity_getopportunity_updateopportunity_update_stageorg_context_getrecent_connected_emails_listrelationship_type_deleterelationship_type_upsertrelationship_types_listservice_levels_listtag_deletetag_upserttags_listtask_gettask_route_resolvetasks_completetasks_createtasks_deletetasks_listtasks_updateteam_users_listteams_listtime_entries_listtime_entry_createtime_entry_updateworkflow_completeworkflow_getworkflow_owner_updateworkflow_step_addworkflow_step_completeworkflow_step_deleteworkflow_step_revertworkflow_step_updateworkflow_steps_listworkflow_task_assignment_sweepworkflow_template_deleteworkflow_template_getworkflow_template_upsertworkflow_templates_listworkflows_listworkflows_startworkspace_record_getworkspace_records_search