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J.P. Morgan Asset Management (55ip)

J.P. Morgan Asset Management (55ip) · 55-ip.com

Claude

Develop and analyze personalized, tax-aware portfolio transition scenarios

Open in Claude Marketplace

How to connect J.P. Morgan Asset Management (55ip) to Claude

  1. Open the Claude Marketplace listing and check the clients it supports.
  2. In Claude, open Customize → Connectors or use the option in the marketplace listing. Sign in to the service if prompted.
  3. Check that J.P. Morgan Asset Management (55ip) is available in your conversation before asking Claude to use it.
Official Claude setup guide

How to use J.P. Morgan Asset Management (55ip)

Tools listed by the marketplace

  • generate_proposal
  • generate_proposal_pdf
  • get_proposal_results
  • get_proposal_status

J.P. Morgan Asset Management (55ip) on Claude Marketplace

Listing checked

Frequently asked questions

Why can’t Claude use J.P. Morgan Asset Management (55ip)?

Check that the connector is enabled in the current client and that the connected account can access the resource. In a managed workspace, check whether an administrator must enable it.