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Flanks Aggregate

Connect your bank accounts and portfolios to Claude.

Category
Finance
Primary Subcategory
Wealth & Portfolio Tracking Dashboards
View in the Claude registry
Integration details

Description

Flanks Aggregate gives Claude secure, read-only access to a user's financial data aggregated by Flanks — a regulated open banking platform operating across Europe. Once connected via OAuth, Claude can list bank and broker credentials, fetch portfolio balances, query investment holdings with ISIN-level detail, and retrieve historical investment transactions. It also supports the full Flanks Connect flow: discovering available bank connectors, initiating new connection sessions, and monitoring session status. All data comes from Flanks' latest stored snapshot, ensuring fast responses without live bank calls.

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
Flanks
Access
Account required
First tracked
Unknown
Tool count
10
Geography
US

Claude Discoverability Score

Claude Connector discovery is coming soon

Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.

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What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

Primary Subcategory

Competing in Claude Wealth & Portfolio Tracking Dashboards

View Category
0 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
—Collation MCP ServerPending VerificationGet notified
—Envestnet TamaracPending VerificationGet notified
—FinaryPending VerificationGet notified
—Flanks AggregatePending VerificationGet notified
—FlygaPending VerificationGet notified
—IBI SMARTPending VerificationGet notified
—Production Truthifi MCPPending VerificationGet notified
—ValYouPending VerificationGet notified
Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
Tools

10 tools agents can invoke

Flanks Aggregate FAQ
How do I improve a Community connector's 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 Flanks Aggregate alternatives on Claude?

As of 2026-09-29, Flanks Aggregate competes with Addepar MCP, Black Diamond, Collation MCP Server, Envestnet Tamarac, Finary, Flourish Financial, Flyga, IBI SMART, Orion, Production Truthifi MCP, ValYou 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.