For financial advice firms
ZeroKey's MCP
An MCP (Model Context Protocol) which enables financial advice firms to connect AI tools to their current tech stack.
Coming soon. Register interest
Giving your AI tool what it actually needs
ZeroKey's MCP acts as the bridge between your chosen AI tool and your current tech stack, enabling it to access all the data it needs in real-time via a single connection.
Step 1: Connect to ZeroKey's MCP
Easily connect your chosen AI tool (Claude, ChatGPT, and others) to ZeroKey's MCP.
Step 2: Integrate with your tech stack
Integrate ZeroKey with the tools you already use every day (back-office, platform, and others).
Step 3: Access all the data you need
Gain access to all the data you need in real-time across your current tech stack.
What could you achieve?
For financial advice firms building their own AI tools, ZeroKey's MCP will enable it to access real-time data plus the ability to move data between your current tech stack.
Access and engage with real-time data
Prompt: Pull my client's record from Moneyinfo and Curo, highlighting any discrepancies which may exist and providing the option to update.
Start moving data to the places you need it
Prompt: Create my client as an investor on SS&C Hubwise and open an ISA account using data stored within their draft ISA plan on PlannrCRM.
Open up the wider technology market
Prompt: Access my client's record within Xplan and Fundment, and use Claude for Word to insert this data into my annual review template.
We do not store client data
ZeroKey does not store any client data. Instead, we act as a conduit to help you move it from one technology provider to another without keying data.
Available integrations
Integrate and connect any of the following with your chosen AI tool.
Xplan
Integrate and connect Xplan with your chosen AI tool.
Curo 3
Integrate and connect Curo 3 with your chosen AI tool.
Curo Power Platform
Integrate and connect Curo Power Platform with your chosen AI tool.
PlannrCRM
Integrate and connect PlannrCRM with your chosen AI tool.
Moneyinfo
Integrate and connect Moneyinfo with your chosen AI tool.
FinCalc
Integrate and connect FinCalc with your chosen AI tool.
Fundment
Integrate and connect Fundment with your chosen AI tool.
Fidelity
Integrate and connect Fidelity with your chosen AI tool.
Transact
Integrate and connect Transact with your chosen AI tool.
SS&C Hubwise
Integrate and connect SS&C Hubwise with your chosen AI tool.
The bridge for real-time data
Coming soon. Register interest