Developers
Give advisers their Trellia portfolios, holdings, performance, fees, asset allocations and portfolio updates inside your platform or AI agent, with their own Trellia login.
Ways to connect
A standard remote Model Context Protocol server for partner platforms and AI agents. Advisers connect with OAuth 2.1 and PKCE, and your platform reads only the portfolios they can see.
A versioned REST API for an adviser's own reporting and BI tools, with personal, scoped and expiring keys created under Integrations in Trellia.
OpenAPI 3.1 contractAdvisers already use the same MCP server from Claude and ChatGPT, so your integration joins a connection they know.
See the Claude connectorContact us to connect your platform to Trellia.