How to Connect Claude to Your NFP Account Using Truthifi

Searching for "Claude NFP"? You're in the right place. NFP is an insurance brokerage, wealth-management, and advisor network with more than 7,000 employees — and since April 2024, an Aon company, acquired for approximately $13.4 billion. Founded in 1998 and headquartered in New York, NFP advisors serve individuals and businesses across a broad range of products: wealth and advisory accounts, brokerage accounts, retirement plan accounts, managed accounts, and insurance and benefits products. Your accounts on the NFP platform have lived behind an advisor client portal, making household-level analysis and structured planning work hard to do quickly.

Truthifi changes that. With a Claude NFP connection using Truthifi, Claude can access your live NFP account balances, holdings, and transaction history through an Anthropic-supported MCP custom connector brokered by Yodlee. Truthifi normalizes your NFP data on connection, fills aggregator gaps, and stitches multi-account history into a clean timeline — so Claude reasons about reliable numbers, not stale portal exports. The connection is read-only, never stores your NFP credentials, and cannot move money, place trades, or change any account setting.

This guide walks you through setup (about 5 minutes), explains what Truthifi allows and blocks with your NFP data, and shows the kinds of structured analyses Claude handles especially well on wealth-management and insurance advisor network accounts.

Before you begin, you'll need:

• A paid Claude subscription (Pro or Max). Custom connectors are only available on paid individual plans. Free accounts and some team plans cannot add custom connectors.

• A Truthifi account with at least one linked financial institution.

2. What You Need

• Active NFP account, accessed through your NFP advisor's client portal with online access enabled

• Claude Pro plan ($20/mo) — required for custom MCP connectors

• MFA (multi-factor authentication) enabled on your NFP portal login

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Prefer ChatGPT? See /connect/chatgpt-nfp

3. How to Connect Claude to Your NFP Account

Ready to connect Claude to financial accounts? Here's how to link Claude to your NFP profile using Truthifi.

1. Open Settings in Claude. Go to claude.ai. Click your profile → Settings → Connectors.

2. Add the Truthifi connector. Choose Add custom connector. Enter Name: Truthifi, MCP URL: https://api.truthifi.com/mcp. Click Connect.

3. Authorize your NFP accounts. Claude redirects you to Truthifi's OAuth screen. Sign in to your Truthifi account, choose NFP from the institution list, complete the Yodlee aggregator handoff using your NFP portal credentials plus MFA, and select which accounts (wealth/advisory, brokerage, retirement plan, managed accounts, insurance and benefits) to share with Claude.

4. Enable Truthifi when needed. In any new chat, click + → Integrations → toggle Truthifi on. You may need to re-enable Truthifi in some new conversations if it isn't active by default.

5. Verify the connection. Send: "What is the total value of my connected NFP accounts, broken out by account type?" If Claude responds with your actual NFP figures, you're live.

[Connect Claude to NFP →]

Your NFP account is now linked to Claude for live, read-only wealth and advisory account analysis.

4. Example Prompts for Claude

• Household Aggregation Report — "Aggregate every NFP account in my household into one structured view. Show total assets by account type (wealth/advisory, brokerage, retirement plan, managed accounts, insurance), the combined asset-class allocation, and how each account contributes to the household total. Flag any concentration risks."

• Retirement Planning Analysis — "Pull my NFP retirement plan accounts. Write a structured analysis of my current balances, contribution rates, investment allocations, and year-to-date performance. Compare my current trajectory to a retirement target and tell me where the gaps are and what I should discuss with my NFP advisor."

• Advisory Fee Breakdown Memo — "Calculate the total advisory fees and fund expense ratios across all my NFP accounts. Write a one-page memo explaining what I'm paying, what I'm getting, and how it compares to industry benchmarks for wealth and advisory services. Break it down by account type."

• Insurance and Benefits Overview — "List all insurance and benefits products visible in my NFP accounts. For each, write a structured summary of the current contract value or coverage amount, product type, and how it fits — or doesn't fit — into my overall financial plan. Include questions I should ask my NFP advisor."

• Managed Account Performance Review — "Show my NFP managed account performance over the trailing 1-, 3-, and 12-month periods and year-to-date. For each account, compare the return to an appropriate blended benchmark and write a memo explaining what drove any meaningful gap."

• Year-End Planning Summary — "Write a year-end summary across all my NFP accounts: starting and ending balances, total contributions and withdrawals, realized gains and losses, advisory fees paid, and current asset allocation. Include a section on three things I should discuss with my NFP advisor before year end."

• Brokerage vs. Advisory Cost Analysis — "Compare my NFP brokerage accounts to my fee-based advisory accounts. Show total value, trailing 12-month performance, and all-in cost for each. Write a structured recommendation on whether my current account mix is appropriate."

• Aon Integration Impact Assessment — "Write a structured briefing on what NFP's 2024 acquisition by Aon means for my accounts — product access, advisor independence, service changes, and any regulatory implications. Base it on my account summary and publicly available information about the acquisition."

5. Why Truthifi?

5.1. Security

Your NFP portal username and password never touch Truthifi's servers. Authentication occurs through NFP's aggregator partner (Yodlee), creating a read-only, protocol-enforced connection secured with AES-256 encryption. Claude receives only scoped data tokens, never your NFP credentials. You maintain complete control and can revoke access anytime from your NFP portal settings or your Truthifi dashboard.

5.2. Privacy

Your financial data stays under your complete control when using Truthifi. We never store login credentials from NFP or any institution. You decide which specific NFP accounts Claude can access — you can share a wealth account, hide a retirement plan, or exclude insurance products. Data is not sold to third parties, and connecting Claude does not grant access to any other AI you have connected through Truthifi.

5.3. Audit Trail

Every MCP data request is logged for Claude transparency. When Claude accesses your NFP data, the timestamp and specific data retrieved is recorded automatically. You maintain full visibility into which account details were accessed and when. Audit logs are available in your Truthifi dashboard.

5.4. Data Quality

When NFP delivers raw account data through its aggregator partner (Yodlee), security strings, product labels, and account categories can be inconsistent across a large, multi-product advisor network. Truthifi rebuilds that history from the aggregation source, normalizes security and ticker names, and resolves timing mismatches — so Claude sees a clean, complete NFP picture rather than raw aggregator output.

6. About Claude

Claude, built by Anthropic, is a conversational AI especially strong at long-form reasoning, careful analysis, and structured writing — which maps well to the multi-product complexity of NFP's wealth, retirement, and insurance platform. The Claude Pro plan ($20/mo) is required to use custom MCP connectors, which is what powers the Truthifi integration.

For NFP specifically, Claude is well suited to retirement planning analyses, insurance product fit assessments, fee breakdown memos, Aon integration briefings, and year-end planning summaries. NFP clients often hold a wide range of products — wealth, brokerage, retirement plans, managed accounts, and insurance — and Claude's ability to reason across all of them in one structured analysis is particularly useful.

7. About NFP

NFP is an insurance brokerage, wealth-management, and advisor network headquartered in New York, New York. Founded in 1998, NFP serves individuals and businesses through more than 7,000 employees. On April 25, 2024, NFP was acquired by Aon plc for approximately $13.4 billion, and now operates as "NFP, an Aon company." NFP advisors offer a broad range of services including wealth and investment advisory, brokerage, retirement planning, insurance, and employee benefits.

Clients and advisors access accounts through the NFP advisor and client portal. Third-party read-only access to balances and holdings is brokered through Yodlee.

• Headquarters: New York, NY

• Founded: 1998

• Parent: Aon plc (acquired April 25, 2024 for approximately $13.4 billion)

• Scale: More than 7,000 employees

• Authentication: Username/password + MFA via NFP advisor/client portal

• Data aggregator: Yodlee

• Supported account types: Wealth/advisory accounts, brokerage accounts, retirement plan accounts, insurance and benefits products, managed accounts

NFP website →

8. Frequently Asked Questions

Is it safe to connect my NFP account using Truthifi?

Yes. Your NFP login happens on NFP's own authentication flow through the Yodlee aggregator handoff. Your username, password, and MFA codes never pass through Truthifi's servers. Claude receives only a scoped, read-only data token — it cannot move money, place trades, surrender an insurance policy, or alter any NFP account setting. Every data request is logged, and you can revoke access from your NFP portal or your Truthifi dashboard at any time. Full details at https://truthifi.com/security.

Truthifi security overview →

Is this for advisors or clients?

Both. NFP is an advisor network that serves independent financial advisors and the individuals and businesses whose accounts are managed through NFP. An advisor can connect through Truthifi to write structured client analyses; a client can connect to understand their portfolio and insurance plan. Connections are independent.

What can Truthifi actually do with my NFP data?

Truthifi pulls account balances, holdings, transaction history, and account metadata from your NFP accounts and makes them available to Claude through a read-only MCP connector. Claude can aggregate your household, write fee and performance memos, analyze retirement plans and insurance products, and produce structured planning summaries. It cannot transfer money, place trades, or change anything on the NFP side.

Do I need a paid Claude plan to use this with NFP?

Yes. Custom MCP connectors require a paid Claude subscription (Pro at $20/mo or higher). Free Claude accounts cannot add custom connectors.

Where is my NFP data stored?

Your account data is fetched on demand from NFP's aggregator feed via Truthifi, used during the active Claude conversation, and not retained in Claude memory between sessions. Truthifi caches a normalized history under your account, but you can clear it from your dashboard at any time.

How do I disconnect Claude from Truthifi?

Open Settings → Connectors → find Truthifi → Disconnect. You can also revoke access from your NFP portal, or remove the institution from your Truthifi dashboard. Disconnecting Claude does not affect any other AI you have connected using Truthifi.

How does Truthifi compare to other options for NFP?

What about my financial advisor?

Your NFP advisor manages your portfolio, insurance, and benefits planning, and executes trades. Claude, with read-only NFP data using Truthifi, helps you prepare for advisor meetings with structured analysis — fee breakdowns, retirement plan assessments, insurance product fit reviews. It does not replace your advisor's judgment or licensure.

What NFP account types does Truthifi support?

Truthifi supports NFP wealth/advisory accounts, brokerage accounts, retirement plan accounts, managed accounts, and insurance and benefits products where they appear in the Yodlee aggregator feed.

Can Claude help me understand the Aon acquisition's impact on my NFP accounts?

Claude can write structured briefings drawing on publicly available information about the Aon acquisition alongside your NFP account summary. It is not a financial or legal advisor. For specific questions about how the acquisition affects your accounts or advisor relationship, consult your NFP advisor directly.

How is this different from logging into the NFP portal directly?

The NFP portal gives you the view your advisor configured. Claude + Truthifi gives you the same data plus the ability to ask open-ended questions across all accounts, get structured memos and planning frameworks, and reason through multi-product, multi-account scenarios that the portal wasn't designed for.

Can Claude place trades or rebalance my NFP accounts?

No. Claude cannot trade, rebalance, or change any account setting. All transactions happen through your advisor on the NFP platform.

Can I connect both Claude and ChatGPT to my NFP account?

Yes. Each AI connection using Truthifi is independent. You control which accounts each AI can see, and you can revoke either connection at any time without affecting the other.

Does this replace the NFP portal?

No. The NFP portal remains the system of record. Claude + Truthifi is for analysis and planning preparation.

What happens if NFP changes its login or MFA flow?

Truthifi's aggregator partner (Yodlee) maintains the connection. If NFP makes authentication changes, you may be prompted to re-authenticate from your Truthifi dashboard. Claude will indicate when data goes stale.

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets AI agents like Claude talk to external data sources through a structured, read-only interface. When you connect Claude to NFP using Truthifi, you are using an MCP connector — infrastructure that translates Claude's natural-language requests into safe, scoped MCP API calls against your live NFP data.

Truthifi runs MCP servers for finance: MCP banking, MCP investment, MCP brokerage, and MCP crypto. Each connector is read-only, protocol-enforced, and audit-logged. For NFP specifically, the MCP investment integration covers wealth/advisory, brokerage, retirement plan, managed account, and insurance and benefits accounts across the NFP (Aon) advisor network.

For developers and power users, Truthifi exposes its MCP API for custom integration work — building dashboards, internal tools, or routing NFP data into other MCP-aware clients. A large, multi-product insurance and wealth advisor network like NFP, with Yodlee aggregation, is a substantive real-world test for any MCP investment integration.

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Informational only. Not financial advice. Consult a qualified financial advisor before making investment decisions. Truthifi is an independent platform and is not affiliated with NFP or Aon plc. This guide reflects current product functionality as of June 2026.

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Title: Claude NFP — Connect Using Truthifi | AI Wealth and Insurance Advisory Analysis Meta Description: Connect Claude to your NFP account using Truthifi. Live holdings, retirement plan analysis, insurance overview, advisory fee memos. Read-only MCP connector. Setup takes 5 minutes. H1: How to Connect Claude to Your NFP Account Using Truthifi Canonical URL: https://truthifi.com/connect/claude-nfp