Early Access
Bring your own AI
A read-only API and an MCP server for TrustHelm, so the AI you already pay for can read what TrustHelm already tracks. No new AI subscription, no new bill from us.
WHO IT'S FOR
Two ways to use it
For professionals
Connect the AI you already use to your client book. Ask it about unfunded assets, upcoming notices, or open duties across every trust you administer, without leaving your own tools.
For consumers
Point your own AI at your own trust for deeper, ongoing help than a one-time chat. Your assistant reads what TrustHelm already tracks and answers in the context of your family’s plan.
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 duties 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 Record, the same append-only log that tracks every other action on your trust.
The API and MCP server are in early access. Endpoint documentation ships when access opens. If you have questions in the meantime, email support@trusthelm.ai.
Get early access
Join the waitlist. We'll email you when the API and MCP server open up.
We'll only email you about early access.