Access to Aidentified with Claude: Your questions, answered directly in your workflow

Scott Kaplan
Head of Marketing
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Published on
November 6, 2026
Updated on
November 9, 2026
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Aidentified is coming to Claude this December

We recently gave a group of Aidentified customers agentic access to our platform through Claude. Today we’re thrilled to share what that’s looked like in practice and what you can expect when we officially launch our new product in December.

Aidentified’s new MCP (Model Context Protocol) Claude connector lets you ask questions of our platform in plain, non-technical language—just like you’d talk to a colleague. It handles the setup, filtering, path-finding, and list building and returns exactly the answers you’re looking for. Here’s a sample of some of the questions our users have been asking:

  • “Which of my connections had a liquidity event in the last 90 days?” Claude returns a list of people with a real reason to reach out now, such as a company sale, an IPO, or the sale of a home.
  • “Help me prep for my 3pm meeting tomorrow with Jane Smith.” Claude provides a briefing document complete with her background, any relevant wealth signals, suggested talking points, and any referral opportunities in her network. 
  • “Who do I know that can introduce me to a senior employee of XYZ Corp?” Claude provides a grid, complete with names of employees, titles, wealth, and any recent wealth events, along with the name of your 1st degree connection that can introduce you, and a description of how they know each other.

Intelligence and insights that power your workflow

We’ve only scratched the surface of what’s possible with agentic access to Aidentified’s data intelligence. While AI interfaces and natural language access are becoming the standard across our industry and software as a whole, AI assistants will only ever be as useful as the context that powers them. That makes trustworthy, actionable data and insights more valuable than ever. And it’s what makes our solution so special. 

Aidentified’s advantage has always been our data and intelligence. Our customers rely on us to deliver wealth insights, life-event signals and a relationship graph to uncover the best possible introduction paths to new prospects without logging into multiple applications. Now, our Claude connector makes Aidentified’s intelligence even more powerful and accessible. Your search becomes a 30-second prompt that fits right into your existing workflow.

Our Claude connector is only the beginning. We plan to bring Aidentified to other AI assistants as well. That way, you can access our insights regardless of which models or tools you and your firm use.

The connector officially launches in December. To join the waitlist or learn more, email marketing@aidentified.com

Aidentified has been the most efficient in surfacing prospects based on their money in motion and making it easy to hyper-target based on companies and alumni. Cold outreach is a thing of the past.

★★★★★

Stephen Santangelo

Founder & President, Matriarch Wealth Management

We got a closed-won against all odds on someone with a liquidity event. This wouldn’t have happened if it weren’t for Aidentified.

★★★★★

Richard Ina

Partner - AAMS, NewEdge Wealth

Scott Kaplan

B2B growth and marketing leader with experience in finance and regulated industries. At Aidentified, leads marketing with direct ties into product and sales strategy. MBA, University of Richmond.

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