Overview
The d1g1t MCP Server connects the d1g1t wealth management platform to AI applications such as ChatGPT, Claude, Gemini, and Microsoft Copilot using the open Model Context Protocol (MCP), enabling advisors to securely access live portfolio and client data through natural language. Rather than navigating multiple application screens, advisors can ask AI to generate morning briefings, prepare for client meetings, analyze portfolios, identify mandate breaches, create client reports, and perform other workflow tasks using real-time data from the d1g1t platform. By exposing d1g1t's core capabilities as AI-callable tools within a governed and auditable framework, the MCP Server embeds agentic AI directly into daily advisor workflows, reducing manual administrative work while improving efficiency and allowing advisors to spend more time with clients.
