Agent Discoverability

Moflow

Net worth tracker: all your assets in one place. Ask Claude what you're worth and how it's changed, or tell it what to update.

View in the Claude registry
Integration details

Description

Moflow is a net worth tracker: all your assets in one place. What you own and what you owe, across 38 currencies, add up to one net worth. Each month, a snapshot records your balances and builds your history. With Moflow+, Moflow also connects your brokerage accounts and prices your holdings where supported, updates them once a day, and records your net worth every day, even when the app is closed. Connect Moflow to Claude and ask in plain words: “What's my net worth right now?” or “How has my net worth changed over the last six months?” Claude can read your net worth and what it's made of; your accounts and balances, in their own currency and in yours; your holdings with their prices, cost and lots; and your transfers, goals, target mix, income, monthly burn, snapshots and trends. Tell Claude what changed and it updates Moflow for you: it sets a balance, adds or edits an account, records a holding you bought or sold, or a transfer between your accounts, sets your goals, target mix, income and burn, and closes the month with a snapshot. If a change breaks a rule, nothing is saved. Moflow only reads from your brokerage accounts. It never trades, never places orders and never moves money at a bank or broker; its tools change your data in Moflow only. Moflow gives no investment advice. Moflow's copy of your data is encrypted in transit and at rest, and used to serve you. The connector works on a Moflow+ plan.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Wealth & Portfolio Tracking Dashboards

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Moflow
Access
Account required
First tracked
2026-10-22
Tool count
29
Market
US
Agent DiscoverabilityClaude Discoverability Score

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Primary Subcategory
0 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
—AAWZPending VerificationGet notified
—AllinvestviewPending VerificationGet notified
—Antevo WealthPending VerificationGet notified
—BywellPending VerificationGet notified
—Candour APPPending VerificationGet notified
—Collation MCP ServerPending VerificationGet notified
—DeltalytixPending VerificationGet notified
—Envestnet TamaracPending VerificationGet notified
—FinaryPending VerificationGet notified
—Finawaken PortfolioPending VerificationGet notified
—Flanks AggregatePending VerificationGet notified
—FlygaPending VerificationGet notified
—FolionomiqPending VerificationGet notified
—FolioTrackPending VerificationGet notified
—GenTwoPending VerificationGet notified
—HapiPending VerificationGet notified
—IBI SMARTPending VerificationGet notified
—InstaportPending VerificationGet notified
—MoflowPending VerificationGet notified
—Plutus | Investment AdviserPending VerificationGet notified
—porticificPending VerificationGet notified
—Production Truthifi MCPPending VerificationGet notified
—QuantfuryPending VerificationGet notified
—Trellia Wealth PartnersPending VerificationGet notified
—ValYouPending VerificationGet notified
—Wealth TrackerPending VerificationGet notified
Tools

29 tools agents can invoke

Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
FAQs

Moflow Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve Moflow'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 Moflow alternatives on Claude?

As of 2026-11-04, Moflow competes with AAWZ, Addepar MCP, Allinvestview, Antevo Wealth, Black Diamond, Bywell, Candour APP, Collation MCP Server and 21 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.