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Analyze hard-to-sync wealth assets inside Claude, without a dashboard.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "io.github.evan-moon/opula" MCP server from askskill: Run: claude mcp add --transport http 'io-github-evan-moon-opula' 'https://opula.io/api/mcp'
Help me analyze these hard-to-sync asset records in Claude, and extract key risks, anomalies, and missing information.
A concise asset analysis summary with risks, anomalies, and open questions.
Organize this asset information into bullets for a wealth analyst, including overview, trends, and next-step suggestions.
Structured review-ready bullets.
Based on the current asset data, list the most critical missing fields and the questions you would ask first.
A prioritized list of follow-up questions.
Wealth analysts can use it in Claude to review asset information that cannot be directly synced. It helps turn scattered inputs into reviewable conclusions.
When you want to stay in Claude instead of switching to a separate dashboard, it supports conversational asset review.
It is an MCP tool used inside Claude for wealth and asset analysis. Based on the description, it focuses on assets that banks cannot easily sync, rather than a traditional dashboard.
It is mainly for people doing asset or wealth analysis, such as data analysts or research-oriented users. Its core value is bringing asset analysis directly into Claude.
The available information does not include setup details; see the source repository.
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