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Nevis

Nevis Inc. · neviswealth.com

Claude

The AI platform for wealth management

Open in Claude Marketplace

How to connect Nevis 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 Nevis is available in your conversation before asking Claude to use it.
Official Claude setup guide

How to use Nevis

Tools listed by the marketplace

  • nevis_create_client
  • nevis_create_note
  • nevis_create_note_comment
  • nevis_create_task
  • nevis_create_task_comment
  • nevis_delete_comment
  • nevis_delete_note
  • nevis_delete_task
  • nevis_get_client
  • nevis_get_current_user
  • nevis_get_note
  • nevis_get_task

Nevis on Claude Marketplace

Listing checked

Frequently asked questions

Why can’t Claude use Nevis?

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.