Private Beta

NeuFin MCP Behavioral Signals

NeuFin provides a private MCP server exposing behavioral intelligence tools for advisor AI agents — read-only, designed for advisor review, never for automated action.

What the NeuFin MCP server is

The NeuFin MCP server is a private, authenticated, read-only MCP (Model Context Protocol) server built for agentic wealth advisory tools. It lets MCP-compatible AI agents call behavioral intelligence tools before taking action on client accounts, without giving the agent any ability to write back to a client's portfolio or CRM record.

MCP tools available

get_client_behavioral_risk

Behavioral risk score for a single client.

list_book_behavioral_alerts

Ranked list of at-risk clients across an advisor's book.

get_churn_probability_score

Churn Probability Score (0–100) with top contributing reasons.

detect_suitability_drift

Divergence between a client's observed behavior and their stated risk profile.

generate_advisor_brief

Morning brief summarizing behavioral signals for an advisor's book.

Security model

API key auth

Every request requires an authenticated API key.

Private beta only

Access is limited to approved beta partners.

Read-only

No tool can write to a client record or portfolio.

No trade execution

The server cannot place, modify, or cancel trades.

No portfolio mutation

Portfolio data is read-only across all tools.

No email sending

The server cannot send client communications.

Every response from every tool includes advisor_review_required: true.

How to connect

Example configuration for a generic MCP-compatible client:

mcp config

{
  "mcpServers": {
    "neufin-behavioral": {
      "type": "url",
      "url": "https://api.neufin.ai/mcp",
      "headers": { "X-NeuFin-MCP-Key": "your-key-here" }
    }
  }
}

Join the MCP beta

Beta access is available for enterprise partners building agentic wealth advisory tools.

Join MCP Beta Waitlist

Compliance note: all MCP tools return advisor_review_required: true. No investment advice. No automated actions.