Early Access
Connect your own AI to your entire client book.
A read-only API and MCP server for TrustHelm firms, so the AI you already use can read the client-book data your firm is permitted to access.
WHO IT'S FOR
Built for firm workflows
For professionals
Connect the AI you already use to your client book. Ask it about unfunded assets, upcoming notices, or open obligations across every trust you administer, without leaving your own tools.
For your existing AI
Use Claude or another MCP client with the TrustHelm data your firm is already permitted to access. Consumer keys and consumer MCP access are not part of this version.
WHAT YOU CAN ASK
Questions your AI can answer
Once connected, your assistant can query anything TrustHelm already tracks.
“Which of my client trusts have unfunded assets?”
“What notices are due in the next 60 days?”
“List the obligations I still owe as trustee this quarter.”
“Which trusts haven't had an annual review in over a year?”
“Summarize what changed on the Alvarez trust since last month.”
“What documents are missing from my trust record?”
HOW IT'S SECURED
Read-only, by design
Read-only
The API and MCP server can query your trust data. Neither can write to it, change it, or take action on it.
Per-firm keys
Every professional gets a key scoped to their own client book. A key never sees data outside the firm it was issued to.
Audit-logged
Every call is recorded in your Audit Log, the same append-only log that tracks every other action on your trust.
Your provider, your decision
When your firm connects an outside AI provider, the data it queries reaches that provider under your firm’s own agreement. Choosing the provider is your firm’s decision under its professional obligations.
Firm API and MCP access are opening soon. Join the waitlist and we will email you when access is available.
Get early access
Join the waitlist. We'll email you when the firm API and MCP server open up.
We'll only email you about early access. Questions? Email support.