Clients
List clients, view and update profiles, check granted access.
Nuvara MCP
Your Nuvara 360 clients and portfolios, inside Claude
Nuvara 360 MCP connects the platform to AI assistants that support the Model Context Protocol, such as Claude. Ask in plain language and the assistant looks up your clients, their portfolios and Citec AI analytics, within the permissions each client has granted you.
Server URL
https://mcp.nuvara360.com/mcpWhat you can do
Aggregated data
Positions, historical balances, transactions, orders, debts and returns by institution.
Proposals and reports
Investment and advisory proposals, target portfolio simulation, client reports.
Citec AI
Fund, ETF and stock search and factsheets; comparison, classification and screening; fund look-through; portfolio analysis, validation and backtesting.
Connect it in Claude
- 01
Open Claude and go to Settings → Connectors.
- 02
Choose "Add custom connector" and paste https://mcp.nuvara360.com/mcp.
- 03
Sign in with your Nuvara 360 advisor account.
- 04
Enable the connector in a chat and ask, e.g. "Summarise the García family portfolio and show their equity exposure".
Frequently asked questions
What is the Nuvara 360 MCP server?
A Model Context Protocol connection that exposes Nuvara 360 data and tools to MCP-compatible AI assistants such as Claude. Advisors ask in plain language and the assistant queries clients, portfolios and analytics on the platform.
What can an advisor do with it?
Look up clients and profiles, view aggregated positions, balances, transactions and debts, create investment proposals, simulate a target portfolio, generate reports and analyse portfolios with fund look-through, screening and backtesting.
Who can use it?
Financial advisors, advisory firms (EAFs), agents and firms with a Nuvara 360 advisor account.
How is client data protected?
The assistant only sees what each client has authorised their advisor to access. Bank aggregation is read-only and assets are held by regulated custodians, not by Nuvara 360.
Who provides the investment advice?
Silver Alpha Asset Management SGIIC, registered with the Spanish CNMV, through Citec Solutions S.L. as its agent. AI assists the advisor; relevant decisions keep human review.
Investment advice is provided by Silver Alpha Asset Management SGIIC, registered with the Spanish CNMV, through Citec Solutions S.L. as its agent. Investments carry risk, including possible loss of capital. Past, simulated or backtested returns do not guarantee future results.