How to Connect OpenClaw to Your NFP Account Using Truthifi

Searching for "OpenClaw NFP"? You're in the right place. NFP is an insurance brokerage, wealth-management, and advisor network with more than 7,000 employees — now an Aon company since April 2024, acquired for approximately $13.4 billion. Founded in 1998 and headquartered in New York, NFP advisors serve individuals and businesses through wealth and advisory accounts, brokerage accounts, retirement plan accounts, managed accounts, and insurance and benefits products. Until now, getting AI analysis of those accounts meant exporting statements and doing the integration work yourself.

Truthifi changes that. With an OpenClaw NFP connection using Truthifi, OpenClaw — a free, open-source MCP-aware AI client — can access your live NFP account balances, holdings, and transaction history through the same read-only MCP infrastructure that powers our paid integrations. Truthifi normalizes your NFP data on connection, fills aggregator gaps from the Yodlee feed, and stitches multi-account history into one clean timeline. Your NFP portal credentials are never stored, and the connector cannot move money, place trades, or alter any account setting.

This guide walks you through setup (about 5 minutes), explains what Truthifi allows and blocks with your NFP data, and shows how to get useful wealth and insurance advisory account analysis without paying a monthly AI subscription.

2. What You Need

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

• OpenClaw client (free / open source) — desktop or self-hosted

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

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Want a hosted AI option? See /connect/chatgpt-nfp

3. How to Connect OpenClaw to Your NFP Account

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

1. Install OpenClaw. Download OpenClaw from openclaw.org (or self-host from the public repo). Launch the client and complete first-run setup.

2. Add the Truthifi MCP server. In OpenClaw, open Settings → MCP Servers → Add Server. Enter Name: Truthifi, URL: https://api.truthifi.com/mcp. Save.

3. Authorize your NFP accounts. OpenClaw opens Truthifi's OAuth screen in your browser. 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 OpenClaw.

4. Pick your local or remote model. OpenClaw works with local models (Llama, Mistral, and others) or remote API models you bring yourself. Choose one in Settings → Model. The Truthifi connector works the same regardless of which model you run.

5. Verify the connection. Ask: "List all my NFP accounts with current balances and account types." If OpenClaw responds with your real figures, you're live.

[Connect OpenClaw to NFP →]

Your NFP account is now linked to OpenClaw for free, read-only wealth and advisory account analysis on your own terms.

4. Example Prompts for OpenClaw

• Local Holdings Table — "Pull every holding across my NFP accounts. Group by account type (wealth/advisory, brokerage, retirement plan, managed accounts, insurance), then by asset class. Output a clean markdown table with dollar value and percentage weight, and save it to my local files folder."

• Self-Hosted Retirement Plan Tracker — "Pull my NFP retirement plan balances and year-to-date contribution data. Output a summary showing current balances, contributions, and remaining room to reach the annual limit. Calculate my projected balance at retirement using a 6% annual growth rate. Save as a local markdown file."

• Advisory Fee Summary — "Calculate the total advisory fees and fund expense ratios across all my NFP accounts. Express the all-in annual cost in dollars and as a percentage of total assets, broken down by account. Output a clean local summary I can reference at my next advisor meeting."

• Insurance Product Overview — "List any insurance and benefits products in my NFP accounts. For each, output current contract value or coverage amount, product type, and any notes on policy structure. Save as a local markdown file."

• Managed Account Performance Report — "Show me performance for my NFP managed accounts YTD and over the trailing 12 months. For each, calculate the return in dollars and as a percentage. Output a clean markdown table to my local files folder."

• Household Net Position — "Sum every NFP account I have connected and show me my total household position. Break it out by account type and asset class. Output a markdown summary I can save locally."

• Year-End Account Summary — "Generate a year-end summary for my NFP accounts: total starting and ending balances, contributions and withdrawals, realized gains and losses, advisory fees paid, and current asset allocation. Save as a markdown report to my local notes folder."

• Retirement Readiness Estimate — "Using my NFP retirement plan balances and contribution data, calculate a simple retirement readiness estimate: if I contribute at my current rate and earn 6% annually, what will my balance be at age 65? Output a clean summary with a table showing values at 5-year intervals. Save locally."

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. OpenClaw receives only scoped data tokens, never your NFP credentials. You maintain complete control and can revoke access anytime from your NFP portal 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 OpenClaw can access. Data is not sold to third parties. Because OpenClaw can run with local models, you can keep the full reasoning chain on your own machine — no data leaves your hardware except the MCP request to Truthifi for live account data.

5.3. Audit Trail

Every MCP data request is logged in your Truthifi dashboard, regardless of which AI client made it. When OpenClaw pulls NFP data into an answer, the timestamp and specific fields accessed are recorded. You can review the logs anytime to see exactly what OpenClaw touched.

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 gaps — so OpenClaw and any local model you run with it work on clean data.

6. About OpenClaw

OpenClaw is a free, open-source MCP-aware AI client. It can run with local models (Llama, Mistral, and other open-weights models) or remote API models that you bring yourself. There is no OpenClaw subscription — you download the client, point it at whatever model you want, and connect MCP servers like Truthifi to give it data.

For NFP specifically, OpenClaw is the right choice when you want: (1) no monthly subscription, (2) maximum control over which model sees your account data, or (3) the ability to run analysis — including retirement projections, insurance overviews, and fee summaries — entirely on your own hardware. NFP clients who hold a broad mix of products get the same clean, aggregated data through Truthifi's MCP connector regardless of which AI client they use.

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. OpenClaw 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 at any time. Full details at https://truthifi.com/security.

Truthifi security overview →

Is OpenClaw actually free?

Yes. OpenClaw is a free, open-source client. You download it, connect it to whatever model you want — local (free) or remote API (pay-per-use on your own key) — and there is no subscription. Truthifi also has a free tier, so you can get the full NFP connection at no recurring cost.

Is this for advisors or clients?

Both. NFP serves independent financial advisors and the individuals and businesses whose accounts are managed through NFP. OpenClaw is especially useful for technically inclined advisors or clients who want local model control, local storage, and no subscription cost.

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 OpenClaw through a read-only MCP connector. OpenClaw can aggregate your household, generate local reports, calculate retirement projections, review insurance products, and analyze fees. It cannot transfer money, place trades, or change anything on the NFP side.

Where is my NFP data stored?

Your account data is fetched on demand from NFP's aggregator feed via Truthifi. If you run OpenClaw with a local model, the reasoning chain stays on your machine. Truthifi caches a normalized history so OpenClaw has consistent context, but you can clear it at any time.

How do I disconnect OpenClaw from Truthifi?

Open OpenClaw → Settings → MCP Servers → remove the Truthifi entry. You can also revoke access from your NFP portal, or remove the institution from your Truthifi dashboard. Disconnecting OpenClaw 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. OpenClaw, with read-only NFP data using Truthifi, helps you understand your accounts and prepare for advisor meetings — on your own hardware and on your own schedule.

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 OpenClaw run retirement projections on my NFP data?

Yes. OpenClaw can pull your NFP retirement plan balances and contribution data, then run projections using whatever model you choose — locally or via a remote API. It is not a certified financial planner. Use its output as a planning starting point alongside guidance from your NFP advisor.

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

The NFP portal gives you account-level reporting in the portal's own format. OpenClaw + Truthifi gives you the same data piped into a local AI model that can generate custom reports, run calculations, and output files to your local machine — without a recurring subscription.

Can OpenClaw place trades or rebalance my NFP accounts?

No. OpenClaw cannot place trades or change any account setting. All transactions happen through your advisor on the NFP platform.

Can I connect both OpenClaw and a hosted AI like Claude to my NFP account?

Yes. Each AI connection using Truthifi is independent. You control which accounts each AI can see, and you can run OpenClaw for offline analysis and Claude for structured memos without either connection affecting the other.

Does this replace the NFP portal?

No. The NFP portal remains the system of record. OpenClaw + Truthifi is for local analysis and custom reporting.

Who can see my NFP data?

Only you, and only OpenClaw during an active session where it has the Truthifi MCP server enabled. If you run a local model, the reasoning chain stays on your hardware. Truthifi does not sell data and does not share your data with advertisers.

Data handling subject to your chosen model provider's terms if you use a remote API model.

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets AI agents like OpenClaw talk to external data sources through a structured, read-only interface. When you connect OpenClaw to NFP using Truthifi, you are using an MCP connector — infrastructure that translates model queries 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. OpenClaw's open MCP architecture means it works with the Truthifi connector the same way hosted AI clients do — same data, same read-only guarantee, zero subscription cost.

For developers, this is also a valid path for building NFP data pipelines with open-source models — the Truthifi MCP API is the data layer; OpenClaw (or any MCP-aware client) is the interface.

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• ChatGPT + NFP guide

• Claude + NFP guide

• Perplexity + NFP guide

• Grok + NFP guide

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: OpenClaw NFP — Connect Using Truthifi | Free AI for Wealth and Insurance Advisory Accounts Meta Description: Connect OpenClaw to your NFP account using Truthifi. Free, local-model AI with live holdings, retirement plan data, and insurance overview. Setup takes 5 minutes. H1: How to Connect OpenClaw to Your NFP Account Using Truthifi Canonical URL: https://truthifi.com/connect/openclaw-nfp