Sentir MCP

Available only within our Sentir product, our MCP connects the client data and relationship intelligence already inside your CRM to the AI tools your team uses every day, securely and without leaving your governance framework behind.

Gives any AI tool the client context it's missing

Our MCP puts everything already living in your CRM including relationships, history, notes, and next steps, to work inside the AI tools your team already has open.

Turn firm data into executive insight

Give leaders a clearer view of performance, capacity, risk, and opportunity by bringing the data already in Sentir into the AI tools they use to analyze the business and make decisions.

Turn client context into client-ready work

With your client's full history as the foundation, you can produce finished, branded work that would have taken hours to put together.

Make every client handoff seamless

Give another advisor or team member a clear summary of the relationship, including its history, priorities, open commitments, and next steps, without hours of digging or relying on institutional memory.

Answers instead of guesses

Ask specific questions about a client or household and get a response built from your real data, sourced directly from Sentir.

Intelligence, on your terms

Every connection runs through the same enterprise-grade, compliance-first foundation behind every Practifi product. Your permissions, your governance, your control. The AI tool just gets a better view of what you already manage responsibly.

How it works

Connect
Link Sentir MCP to the AI tools your team already uses.
Authorize
Set the permissions and guardrails that match your firm’s governance policies.
Ask
Get client-aware answers, drafts, and summaries directly inside the AI tool your advisors already have open.

Frequently Asked Questions

Is my client data safe?

Yes. Sentir MCP operates within the same enterprise-grade, compliance-first foundation as the rest of Sentir. Access is permissioned, and your firm controls what’s shared and with which tools.

Which AI tools does this work with?

Sentir MCP is built on Model Context Protocol, the open standard adopted by Claude, ChatGPT, and a growing set of AI tools. While our MCP has been tested against and optimized for use in Claude, if your team’s AI assistant supports MCP, it can connect.

Do I need to be running Sentir to use this?

Yes. In order to ensure our MCP operates most effectively, it is designed to work specifically within Sentir, our AI-native CRM.