Your client data in Claude. Build anything.
Connect Sterling to Claude through the Model Context Protocol and Claude can work directly from your households' plans, documents, and meeting notes. Ask for a PowerPoint, a Word letter, an Excel model, a PDF, or anything else you can describe, built from real client data and in your firm's branding.
Read-only access. Claude can never change your Sterling data.
Claude
Connected to RK Sterling
Reading household facts and goals from Sterling
Reading cash-flow projection and Roth scenario
Reading March 12 meeting transcript
Reading firm brand guidelines
If you can describe it, Claude can build it
Sterling supplies the client context. Claude does the building. The result is a real file you can open, edit, and send.
PowerPoint decks
.pptx
- “An annual review deck for the Garcias, in your firm's colors and logo”
- “A Roth conversion walkthrough built from their real tax scenario”
Word documents
.docx
- “A meeting recap letter drawn from last Tuesday's transcript”
- “A plain-English summary of the plan for a client's adult children”
Excel workbooks
.xlsx
- “The household's cash-flow projection, year by year, with live formulas”
- “Retire at 62 vs. 65, laid out side by side for the client to explore”
PDFs
- “A one-page financial snapshot to hand across the table”
- “A pre-meeting brief for every household on tomorrow's calendar”
And anything else. Charts for a client newsletter, an onboarding checklist, a comparison of three households' Roth opportunities, a quick calculator for a prospect meeting. Claude works from the same household data you see in Sterling, so the numbers match.
Claude sees the whole household
A generic AI chat starts from a blank page. With the Sterling connector, Claude can look up the client, run the numbers on their actual plan, and quote the documents and conversations behind them.
Because the connector also shares your firm's logo, primary color, and brand rules, what Claude produces looks like it came from your firm, not from a chatbot.
Built for client data from the start
Opening your book of business to an AI assistant should not mean giving up control of it.
Read-only by design
Claude can read your Sterling data but cannot change it. Tools that write are left out of the connector entirely.
Sign in with your Sterling account
Each advisor connects with their own Sterling login, and every request is tied to that advisor and your firm's data. No API keys to copy around.
Off with one switch
A firm admin can turn MCP access off for the whole firm, and it takes effect on the very next request.
Every call logged
Each request Claude makes is recorded, so you can see what was read, by whom, and when.
Usage you control
Connector calls draw on your firm's AI credits like any other AI feature, with a per-user rate limit to prevent runaway use.
Connected in minutes
Works with Claude plans that support custom connectors.
Add Sterling to Claude
On Sterling's Integrations page, connect the Claude card. It copies the connector address and opens Claude for you
Sign in once
Log in with your Sterling account. The connection stays active as long as you keep using it
Ask for anything
Name the household and the file you want. Claude reads what it needs from Sterling and builds it
Turn every household into a finished deliverable
The Sterling platform is free, and the connector comes with it. Start free, connect Claude, and ask for your first deck today.
Claude is a trademark of Anthropic, PBC. PowerPoint, Word, and Excel are trademarks of the Microsoft group of companies. Files are generated by Claude; review them before sharing with clients.