Panoramix MCP Connector
Connect Panoramix to supported AI services, including Claude and ChatGPT, to securely retrieve authorized portfolio information and complete selected Panoramix actions.
Before you connect
You will need:
- An active Panoramix advisor user account.
- Access to a supported AI service that permits remote MCP connectors.
- Authorization from your organization to use Panoramix data with that AI service.
Connect to Panoramix
- Open the connector or custom connector settings in your supported AI service.
- Choose the option to add a remote MCP connector.
- Enter the Panoramix MCP server URL:
https://api.panoramixweb.com/mcp
- Select Connect. Your browser will open the Panoramix authorization page.
- Sign in with your Panoramix username and password to authorize the connection.
- Return to the AI service and confirm that Panoramix is shown as connected.
The connector uses OAuth 2.0. Access tokens are short-lived, and a protected refresh authorization allows the AI service to renew access without asking you to sign in every time. You may be asked to reconnect if authorization is revoked, expires, or your Panoramix access changes.
What the connector can do
Read Panoramix data
- Find clients by name, including optional fuzzy matching.
- Retrieve household profiles, relationships, birth dates, and risk ratings.
- Retrieve accounts, masked account numbers, custodians, owners, and values.
- Review holdings, cash, cost basis, cash flows, and investment gains.
- Review contributions, distributions, and required minimum distributions.
- Retrieve Panoramix-stored beneficiary information.
- Calculate basic, time-weighted, monthly, and detailed money-weighted performance.
Write selected Panoramix data
- Add a dated note to an authorized client record.
- Create a task for the signed-in advisor or an authorized client.
Your AI service should ask you to confirm the final content before using a write action. Review the client, text, privacy setting, priority, and due date carefully before approving it.
Example requests
- “Find clients whose last name begins with Anderson.”
- “Show the accounts and current holdings for this client household.”
- “Summarize this client’s year-to-date contributions, distributions, and remaining RMD.”
- “Calculate monthly performance from January 1 through August 31.”
- “Add this note to the client record after showing me the exact text for confirmation.”
- “Create a follow-up task due next Friday after confirming the title and details.”
For best results, first ask the connector to find the client, then select the intended result before requesting account, household, performance, or write actions.
Data access and responsible use
- Only request information you are authorized to access and use.
- Verify client identity and the requested date range before relying on a response.
- Review calculated values and source dates before using them in client communications or business decisions.
- Custodian records remain the source of truth for beneficiary designations and custodial account information.
- Your use of Claude, ChatGPT, or another AI service is also governed by that provider’s terms, privacy policy, account settings, and your organization’s policies.
Disconnect or reconnect
To disconnect, remove or revoke Panoramix from the connected-app or connector settings in your AI service. If the connector repeatedly asks you to sign in, reports that authorization is required, or no longer reflects your current permissions, remove the connection and connect it again.
For help revoking a connection or deleting its authorization record, contact support@panoramixfinancial.com.
Troubleshooting
- Sign-in fails: Confirm that the same username and password work in Panoramix and that your user account is active.
- A client is not found: Try a partial last name or ask for fuzzy matching. Confirm that your Panoramix user has access to the client.
- Authorization required: Reconnect Panoramix from your AI service’s connector settings.
- Unexpected or incomplete data: Check the requested client and date range, then verify the underlying information in Panoramix.
Privacy and support
See the Panoramix Privacy Statement for connector data handling, credential storage, retention, third-party sharing, and privacy-request information. Use of the connector is also governed by the Panoramix Terms of Service.
For setup assistance or technical support, email support@panoramixfinancial.com.
