VestLens

Enables AI assistants to read a verified household financial record across linked accounts, including holdings, transactions, fees, performance, cash flow, advisors, diagnostics, and score findings. It can also refresh connections and manage manually tracked assets or liabilities inside the service, but cannot move money or place trades at financial institutions.

Enables authenticated, read-only access to stored account, options, and monitoring data for bounded research. It also permits pausing/resuming monitoring, with no brokerage write or proxy capabilities.

Enables read-only access to Benepass employee-web API, allowing users to view HSA accounts, investments, transactions, documents, and benefits without write operations.

Enables local, read-only access to portfolio, cash balance, orders, asset details, and market data through a secure macOS keychain-backed MCP interface, with no trading or transfer tools.