Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.
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Last probed Nov 3, 2026 · findash.ai
176tools discovered
For AI agents — MCPBundles Directory API
For MCP client apps (human connect):
MCP connect URL: https://findash.ai/mcp
Skill page: https://www.mcpbundles.com/skills/findash-mcp-2c8e458960
Explore capabilities (176)
read 18
write 7
Showing 25 of 176
Showing 25 of 176 tools from the public preview. Connect the server to inspect the full live tool list.
Client5
Firm5
Contact Merge2
Contacts2
Findash2
Tag2
Other capabilities7
Check Findash Server Health
read
findash_server_health_check
Use this tool to check whether the Findash app server is reachable.
Check Findash Server Health — Use this tool to check whether the Findash app server is reachable.
Get Findash Session Identity — Use this tool to return the authenticated Findash user, organization, and app permission scope for the current session.
Get Organization Context — Use this tool to return organization context (name/plan/timezone), optional counts, teams, and members.
Get Firm Metrics Summary — Use this tool to return firm net worth, investable assets, AUM, history, and holdings previews. Its cash metric covers cash-account categories and excludes cash inside investments.
List Firm Cash By Client — Use this tool to list firm cash across account sources, including cash inside investments. It supports account grouping, a minimum cash filter, and nextPage pagination; partial scans and unknown values are identified in the result.
Get Firm Assets By Custodian — Use this tool to return institution and custodian totals from household accounts. Results distinguish matched accounts from accounts with positive metric contributions and disclose coverage, truncation, and unsupported historical dates.
List Firm Position Aggregates — Use this tool to return a saved preview of top securities across the firm. The result is a preview rather than a complete holdings report.
List Firm Insurance Policies — Use this tool to search cross-client insurance policies by expiration, client, advisor, carrier, coverage, and premium fields.
List Accessible Users — Use this tool to list users/accounts the current actor can access, with optional filters for relationship, location, birthday month, net worth, and access type.
Get your MCP into directories
A working endpoint is step one. Directory coverage is the coordinated launch across ChatGPT, Claude, Cursor, the MCP Registry, and community indexes.
Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.
How do I connect Findash to my AI agent?
Use the MCP endpoint listed on this page in your MCP client configuration. One-click install pills support Claude, Cursor, VS Code, and other hosts. Copy the remote MCP URL if your client needs a manual entry.
How many tools does Findash provide?
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List Team Users — Use this tool to list team members in the current firm organization for assignment and routing.
List Teams — Use this tool to list firm teams/groups and member IDs (optionally expanded member records).
List Contacts — Use this tool to list firm contacts (contact-only and linked full accounts) with relationship/advisor/status/location/tag filters and optional expanded fields.
List Firm Tags — Use this tool to list organization firm tags (configured tags and usage counts from contacts and full client accounts).
Upsert Firm Tag — Use this tool to create a new firm tag or rename an existing one in organization settings.
Delete Firm Tag — Use this tool to delete a configured firm tag and remove all matching assignments from contacts, client accounts, summary accounts, and organization users. The operation scans to completion or refuses to write.
List Service Levels — Use this tool to list configured firm service levels/segments and optional usage counts from full client accounts.
Find Duplicate Contact Emails — Use this tool to requires firm-wide client visibility. Scan organization CRM contact records server-side for repeated emails. Returns exact collision totals after a complete scan and paginated groups. Shared addresses require identity review before merging. Does not scan standalone client accounts or hydrate login/profile emails.
Find Contact Merge Candidates — Use this tool to find duplicate candidates by phone or name/company. Email-only matches with different names or direct phones are reported as shared_email_collision and have no suggested primary.
Merge Contacts — Use this tool to merge duplicate contacts into one primary contact (with optional note migration and source soft-delete).
List Client Accounts — Use this tool to list full firm client accounts from clientAccounts with relationship/status/advisor/location/tag filters.
Update Client Account Tags — Use this tool to add/remove/set/clear firm tags on a client account and sync the account tag copies used by the firm roster.
Bulk Update Client Account Tags — Use this tool to add/remove/set/clear firm tags across selected full client accounts. Requires an explicit selector and reports complete scan scope before writing.
Update Client Service Level — Use this tool to set or clear the canonical service level/segment on a contact-only CRM record or client account and optionally add new levels to firm settings.
Create Client Account — Use this tool to create a Findash client account, login, or client portal access, or to link an existing shared account. The tool also creates or reuses the linked CRM contact.
List Relationship Types — Use this tool to list configured firm relationship values (Client/Prospect and custom values) from organization settings.
Showing the first 25 tools — full list and schemas: Directory API.
MCPBundles probed 176 tools on the live server. The tool list on this page reflects what was discovered at the last refresh — connect your client to see the full set available to your session.
What authentication does Findash require?
Findash may require signing in to the provider before tools can run. Connect through MCPBundles or your MCP client and complete any provider login when prompted.
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