Enables read-only querying of payments and billing data via the full official REST API, covering customers, charges, payment intents, subscriptions, invoices, refunds, and more.
Enables read-only access to Addepar portfolio and ownership data for financial reporting, with transparent provenance caveats and compliance-oriented audit logging.
Enables read-only access to Banco General accounts, cards, and pension data through MCP, allowing balance checks, transaction searches, and spending summaries without moving funds.