Candour APP
For Candour Capital advisors: your bond shelf prices, your own clients and holdings, today's action list and upcoming maturities, read-only, from the Candour APP.
View in the Claude registry- Brand
- Candour Capital
- Category
- Finance
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
Integration details
Description
Candour APP brings a Candour Capital advisor's own APP into Claude. It is for Candour Capital advisors only: you sign in with your Candour advisor account (the same email sign-in as the APP), and only advisors on Candour's company list or approved external advisors can connect. Ask about: - The bond shelf: search by issuer, name or ISIN and see your client reference buy/sell prices and yields - Your clients: who holds what, holdings by currency, flags - One client's holdings: maturities, coupon dates, structured-product levels - Today: the APP's ranked action cards and unread bond-list alerts - Upcoming maturities and cash releases across your book Every answer links to the matching screen in the Candour APP (the bond, the client list, Today), so you can finish the work there. Read-only: the connector cannot send messages, place orders or RFQs, save or change anything. Signing client drafts, orders, uploads (KYC, s708 certificates), term sheets and WeChat stay in the APP. Each advisor sees only their own clients, exactly as in the APP, and every use is logged. Prices are indicative reference prices, not firm quotes. Candour Capital deals with wholesale and professional investors only.
- Integration type
- Connector
- Verification status
Community connector- Platform
- Claude
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
- Secondary Subcategories
- None listed
- Brand
- Candour Capital
- Access
- Account required
- First tracked
- 2026-10-28
- Tool count
- 5
- Market
- US
The Primary Subcategory used for this profile’s headline score.
Other Subcategories where the Integration is listed.
Agent DiscoverabilityClaude Discoverability ScoreClaude Connector discovery is coming soon
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Competing in Claude Wealth & Portfolio Tracking Dashboards
View Category5 tools agents can invoke
Candour APP Claude Connector FAQ
How the directory, categories and Discoverability Score work.
Read the methodologyHow do I improve Candour APP's Claude Connector discoverability?
The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.
What are Candour APP alternatives on Claude?
As of 2026-11-02, Candour APP competes with AAWZ, Addepar MCP, Allinvestview, Antevo Wealth, Black Diamond, Collation MCP Server, Deltalytix, Envestnet Tamarac and 17 more in Claude Wealth & Portfolio Tracking Dashboards, ranked by public Discoverability Score.
Where is this profile measured?
This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.