{"generated_at":"2026-10-14T20:07:22+00:00","item":{"added_at":"2026-08-31","analysis_method":"independent_manual_review_2026-10-10","assessment_status":"provisional","auth_posture":"auth_required","category":"Interactive Connector","confidence":"medium","description":"Brings BlackRock Advisor Center portfolio analytics into Claude for financial advisors. Analyze holdings, costs, concentration and risk; compare investments and stress-test scenarios. Supports advisor-driven analysis and proposed portfolios, not investment advice or trade execution.","did":"1f085c38-f40c-4079-87ab-1c4dd7ae67dd","documentation_url":"https://www.blackrock.com/","editorial_description":{"extended_description":"Evaluate ETFs, mutual funds, individual bonds, separately managed accounts, model portfolios and alternatives. Tools can create or update analytical portfolios, examine exposures and risk contributors, compare performance and simulate historical or hypothetical scenarios.","schema_version":1,"summary":"Brings BlackRock Advisor Center portfolio analytics into Claude for financial advisors.\nAnalyze holdings, costs, concentration and risk; compare investments and stress-test scenarios.\nSupports advisor-driven analysis and proposed portfolios, not investment advice or trade execution."},"homepage_url":"","icon":"https://www.blackrock.com/","id":"1f085c38-f40c-4079-87ab-1c4dd7ae67dd","installs":0,"last_scanned":"","license":"","long_description":"Evaluate ETFs, mutual funds, individual bonds, separately managed accounts, model portfolios and alternatives. Tools can create or update analytical portfolios, examine exposures and risk contributors, compare performance and simulate historical or hypothetical scenarios.","manual_assessment":"medium","manual_review":{"all_findings":[{"evidence":"The Directory description says the connector constructs proposed allocations and does not recommend or place trades; named tools persist portfolio and fee changes.","reasoning":"These change planning/account records but do not execute investments.","risk_type":"data_modification","severity":"medium","title":"Creates and updates hypothetical advisor portfolios","triggering_tools_or_skills":["clone_household_portfolio","clone_portfolio","create_household_portfolio","create_portfolio","update_advisory_fee","update_household_portfolio","update_portfolio","acknowledge_terms"]},{"evidence":"The tools process holdings, exposures, expenses and client scenarios.","reasoning":"Advisor portfolio data is highly sensitive financial information.","risk_type":"private_data_read","severity":"low","title":"Analyzes confidential client portfolios and risk","triggering_tools_or_skills":["analyze_portfolio","analyze_risk","analyze_scenarios","get_portfolio","project_wealth"]}],"assessment_status":"provisional","auth_and_scopes":"Authentication reaches advisor portfolios, households, models and analysis; client-data boundaries and portfolio-write permissions are undocumented.","blocked_missing_evidence":null,"confidence":"medium","displayed_risk":"medium","evidence_completeness":"partial","manual_overall_risk":"medium","official_sources":[{"accessed_at":"2026-10-10T20:24:37Z","url_or_path":"plutosecurity/plutonium@b749c8dc43536c794409be9805edd48063f045e2:app/data/conn/claudesec/1f085c38-f40c-4079-87ab-1c4dd7ae67dd.json","what_it_proves":"Candidate PR #125 record identity (name \"BlackRock Advisor Center\", publisher, type interactive_connector) and 29 stored tool names; no tool descriptions stored"},{"accessed_at":"2026-09-22T10:46:07Z","url_or_path":"https://api.anthropic.com/api/directory/servers?verified_tier=anthropic,partner,community (snapshot claude-directory-all-tiers-2026-09-22.json)","what_it_proves":"Official Claude Directory listing https://claude.ai/directory/1f085c38-f40c-4079-87ab-1c4dd7ae67dd: complete tool_names inventory (29 tools), remote streamable-http endpoint https://ac360-mcp.blackrock.com/mcp, auth_posture auth_required, directory tier partner"}],"primary_reason":"BlackRock Advisor Center persists proposed portfolio and fee changes but explicitly cannot place trades.","provisional_risk":null,"publication_recommendation":"accept","requires_runtime_verification":true,"review_key":"claude:1f085c38-f40c-4079-87ab-1c4dd7ae67dd","reviewed_at":"2026-10-10","reviewer_notes":"Reviewed all 29 names and the Directory's no-trading limitation. The homepage was not used as capability evidence; verify portfolios remain hypothetical and cannot flow into order execution.","risk_domains":{"arbitrary_network_access":"false","authz_ambiguity":"true","browser_control":"false","credential_or_admin_actions":"false","deletes_data":"false","deployment_or_infrastructure":"false","dynamic_hidden_actions":"false","filesystem_or_repo_access":"false","forwards_data_to_third_party":"true","modifies_data":"true","persistent_credentials":"true","prompt_injection_exposure":"true","provenance_uncertainty":"true","reads_private_data":"true","runs_code_or_queries":"false","sends_messages_as_user":"false","spends_or_moves_money":"false"},"tools_or_skills_reviewed":29,"tools_or_skills_total":29},"name":"BlackRock Advisor Center","needs_runtime_verification":true,"plutonium_url":"https://plutonium.pluto.security/detail.html?planet=claudesec&did=1f085c38-f40c-4079-87ab-1c4dd7ae67dd&utm_source=plutonium_analysis_skill&utm_medium=claude_skill&utm_campaign=connector_risk_assessment","privacy_policy_url":"https://www.blackrock.com/corporate/compliance/privacy-notice","provisional_risk":null,"publication_recommendation":"accept","publisher":"BlackRock","publisher_url":"https://www.blackrock.com/tools","remote_url":"https://ac360-mcp.blackrock.com/mcp","repository_url":"","risk":"medium","risk_severity":"medium","security_risks":[{"description":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These change planning/account records but do not execute investments.","evidence":"Creates and updates hypothetical advisor portfolios: The Directory description says the connector constructs proposed allocations and does not recommend or place trades; named tools persist portfolio and fee changes.","manual_risk_type":"data_modification","remediation":{"block_tool_categories":["state_change"],"steps":["Use a test account or sandbox before allowing changes to production data.","Grant only the write permissions required for the intended workflow.","Require human confirmation for consequential state changes."]},"risk_type":"modifies_data","severity":"medium","title":"Creates and updates hypothetical advisor portfolios","triggering_tools":["clone_household_portfolio","clone_portfolio","create_household_portfolio","create_portfolio","update_advisory_fee","update_household_portfolio","update_portfolio","acknowledge_terms"]},{"description":"This connector can read information available to the connected account and return it to the AI. Review findings: Advisor portfolio data is highly sensitive financial information.","evidence":"Analyzes confidential client portfolios and risk: The tools process holdings, exposures, expenses and client scenarios.","manual_risk_type":"private_data_read","remediation":{"block_tool_categories":["data_exfiltration"],"steps":["Use a least-privilege account limited to the information required by the workflow.","Restrict folders, projects, tenants, and other data scopes wherever the provider allows it.","Review access logs for unexpected reads or bulk retrieval."]},"risk_type":"reads_private_data","severity":"low","title":"Analyzes confidential client portfolios and risk","triggering_tools":["analyze_portfolio","analyze_risk","analyze_scenarios","get_portfolio","project_wealth"]}],"signature_status":"unknown","source_code_reviewed":false,"support_url":"https://blackrock.com/us/financial-professionals/resources/contact-us","tags":["interactive_connector","modifies_data","network_access","oauth_required","reads_private_data"],"tools":[{"description":"","name":"acknowledge_terms","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These change planning/account records but do not execute investments."}},{"description":"","name":"analyze_characteristics"},{"description":"","name":"analyze_esg"},{"description":"","name":"analyze_fund_health"},{"description":"","name":"analyze_opportunities"},{"description":"","name":"analyze_portfolio"},{"description":"","name":"analyze_risk"},{"description":"","name":"analyze_scenarios"},{"description":"","name":"build_comparison_link"},{"description":"","name":"clone_household_portfolio","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These change planning/account records but do not execute investments."}},{"description":"","name":"clone_portfolio","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These change planning/account records but do not execute investments."}},{"description":"","name":"compare_performance"},{"description":"","name":"create_household_portfolio","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These change planning/account records but do not execute investments."}},{"description":"","name":"create_portfolio","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These change planning/account records but do not execute investments."}},{"description":"","name":"get_advisor_center_link"},{"description":"","name":"get_analysis_date"},{"description":"","name":"get_model"},{"description":"","name":"get_portfolio"},{"description":"","name":"list_household_portfolios"},{"description":"","name":"list_models"},{"description":"","name":"list_portfolios"},{"description":"","name":"project_wealth"},{"description":"","name":"search_products"},{"description":"","name":"search_securities"},{"description":"","name":"show_terms"},{"description":"","name":"simulate_performance"},{"description":"","name":"update_advisory_fee","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These change planning/account records but do not execute investments."}},{"description":"","name":"update_household_portfolio","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These change planning/account records but do not execute investments."}},{"description":"","name":"update_portfolio","risk":{"category":"state_change","level":"medium","recommendation":"Follow the connector-level remediation and require approval for consequential actions.","why":"This connector can create, update, configure, or otherwise change connected resources. Review findings: These change planning/account records but do not execute investments."}}],"tools_count":29,"transport":"streamable-http","type":"interactive_connector","url":"https://claude.ai/directory/1f085c38-f40c-4079-87ab-1c4dd7ae67dd","uuid":"21d21fe5-8a5b-54c7-9921-11bc0c4ba4c8","verification_tier":"partner","version":""},"query_key":"blackrock blackrock advisor center","schema_version":1,"status":"match"}