Contents

Introduction Before you start Integration features Limitations Available data points Set up the integration Create Envestnet Identity Direct Login credentials Install the Claude for Financial Advisors plugin Install and authenticate Tamarac connector in Claude Access Tamarac data through Claude

 

Introduction

If your firm uses Tamarac and Anthropic's Claude, you can access Tamarac data directly from Claude using natural-language prompts. With this integration, you can search for an account, household, or clients by name or ID, then review available details such as account values, custodian information, reconciliation status, and household relationships.

This integration is read-only. This means that your Claude prompts can't create, change, or delete data in Tamarac. Tamarac remains the source of record.

This page provides steps for how to set up the integration with Claude and information about what Tamarac data points you can query.

Before you start

Your firm must:

• Have a contract with Envestnet that includes a signed authorization covering how Claude reads and processes your data.

• Be set up in Envestnet Identity with Direct Login enabled for your firm and for your individual account.

• Have a Claude Enterprise account.

You must have:

• An Envestnet Identity Direct Login created.

• The Claude for Financial Advisors plugin installed in your Claude instance.

• The Envestnet Tamarac connector installed in your Claude instance.

• One or more Tamarac accounts with access to the relevant firm data.

Once configured, you can access available Tamarac data using natural-language queries in Claude.

Integration features

Limitations

When using this integration, keep the following limitations in mind:

• Claude never has open access to Tamarac's data. Claude can't create, change, or delete anything in Tamarac.

  Example

  You can't use Claude to rebalance accounts, change models, add an account to a household, or edit a client's address.

• This is a one-way data flow, from Tamarac to Claude. Tamarac remains the source of record.

• The integration respects your existing Tamarac permissions. You can't use Claude to see records you otherwise couldn't access in Tamarac.

• You must search for a specific name or ID. You can't list or bulk-search accounts, clients, or households.

• This connector does not provide holdings or performance data.

Available data points

Once configured, you can prompt Claude for the following Tamarac data points. Only the data points listed are available.

Tamarac area	data point
Household	Name
Household	Mailing address
Household	Which accounts it contains
Household	Total value Note Calculated as the sum of account values in the Household.
Account	Name
Account	Account number
Account	Account type
Account	Custodian
Account	Tax status
Account	Discretionary status
Account	Reconciliation status
Account	Last reconciliation date
Account	Close date
Account	Mailing address
Account	Current value
Account	Current as-of date
Account	Primary owner's name
Account	Primary owner's email address
Client	Name
Client	Which household they belong to

For more information about these Tamarac record types, see Introduction to Accounts, Groups, Households, and Clients.

Set up the integration

The following is the process to set up the Tamarac connection in Claude.

	1.	Create Envestnet Identity Direct Login credentials > Create a credential separate from your regular Tamarac username and password. It exists specifically to connect Claude and other tools to your Tamarac data.
	2.	Install the Claude for Financial Advisors plugin > You must have the Claude for Financial Advisors plugin in your enterprise version of Claude to access Tamarac data.
	3.	Install and authenticate the Envestnet Tamarac connector > Install the connector and enter your Direct Login credentials to allow Claude to access your Tamarac data for about one hour at a time.

Create Envestnet Identity Direct Login credentials

Envestnet Identity is an enterprise shared service that provides a single set of credentials for accessing multiple Envestnet platforms and applications.

To connect Claude with Tamarac, you create Envestnet Identity credentials that are separate from your regular Tamarac username and password. These credentials exist specifically to connect Claude and other tools to your Tamarac data.

To set up your Direct Login credentials:

1. Submit a service request to your Tamarac service team asking for access to the Claude connector. After processing your request, the service team will send you an account activation email.

2. In the account activation email, follow the steps to confirm your email, set up a Direct Login password, and register multi-factor authentication (MFA) with an authenticator app. For steps, see Create an Envestnet ID Direct Login.

   

   The activation email link is unique to you and expires after seven days. Do not share the link with other users. If it expires, contact your Tamarac service team to request a new activation link.

3. 3. After you successfully validated the authenticator app, your Direct Login credentials are set up and ready to use.

Install the Claude for Financial Advisors plugin

You must install the Claude for Financial Advisors plugin in your Claude instance before you can access Tamarac data. Visit Claude for Financial Advisors (external link, opens in a new tab) to download.

For steps to install the plugin, enter the following prompt in your instance of Claude:

How do I add the Claude for Financial Advisors plugin from github.com/anthropics/claude-for-financial-advisors to my instance of Claude?

Install and authenticate Tamarac connector in Claude

To set up the connection between Tamarac and Claude:

1. In Claude, find the list of connectors.

2. Under Connectors, find the Envestnet Tamarac connector.

   

3. Select Connect.

4. Sign in with your Direct Login username and password or passkey.

   

   Once you sign in, the connector is active.

Access Tamarac data through Claude

Once set up, you can access Tamarac data in Claude by using prompts that ask about Tamarac-specific data.

Every time you use the Tamarac connection in Claude, you first have to enter the Direct Login credentials. Your authenticated session lasts for approximately one hour and refreshes automatically while you’re actively using the connector. If your session is inactive for more than an hour, sign in again with the same Direct Login credentials before resuming.