You choose the AI. Masttro remains the foundation.
Masttro MCP gives compatible AI applications and agents a standard, permissioned way to access selected Masttro data: holdings, transactions, performance, and the entity and ownership structures that explain who owns what. Read-only, scoped to each user's existing permissions, and switched on by your Super Admin.
An AI tool is only as good as the data behind it.
Masttro MCP gives the AI tool you choose a permissioned way into reconciled Masttro data, including the entity and ownership structures that explain who owns what. That structure is what lets AI reason about a family's wealth, not just a portfolio.
Every request runs as the user, with their existing Masttro permissions.
Your Super Admin decides who can connect and can revoke access at any time.
Read-only, so no external AI model can change a Masttro record.
You choose the AI. Masttro remains the foundation.
Every answer traces back to where it lives in Masttro
Masttro MCP gives compatible AI tools read-only access to five categories of Masttro data: Clients, GWM Structure, Transactions, Holdings and Performance. Masttro supplies the authorized source data, and your AI tool does the summarizing and analysis.
For principals and families
For family office professionals
Read-only means read-only
Every request runs as the user, with their existing Masttro permissions. Before Masttro releases anything, your organization must be eligible, the user must be signed in and authorized by your Super Admin, and their entitlements decide what they can retrieve. No external AI model can create, edit or delete a Masttro record.
Masttro governs access at the Masttro boundary. Once data reaches an external AI tool, it leaves Masttro's security perimeter and that provider's security, privacy, retention and training policies apply, so review and configure any tool before you connect it.
Read-Only Access
Existing Masttro Permissions Apply
Super Admin Approval per Person
Access Off at Any Time
No Training on Client Data
Controls at the Point of Access
ISO/IEC 27001:2022 Certified
Swiss-Based Infrastructure
Setup
Connected in three steps.
Your Super Admin enables MCP access for selected people.
Each person connects a compatible AI tool and signs in with their Masttro credentials.
Masttro returns only the data that person is permitted to see.
One source of truth, and three ways to put it to work
Masttro Intelligence
AI applied to your complete wealth picture, including documents, alternatives detail and the full estate, inside Masttro's secure environment.
Explore Masttro Intelligence →
New
Masttro MCP
Read-only access to selected Masttro data from compatible external AI tools. Best for combining Masttro data with other systems.
See what you can ask →
Masttro API
Programmatic access to defined Masttro services and data endpoints, for developers building integrations.
Explore Masttro Connect →
Schedule an intro
Book a demo to see why over 400 leading family offices in 40+ countries choose Masttro:
750+ custodial connections for a complete view of wealth, with no blind spots.
Automated data and document ingestion that eliminates manual collection and reconciliation.
Built for complexity, with one secure system for assets, entities, and reporting.
Fixed pricing, not AUM-based, so growth does not trigger higher platform costs or hidden fees.
