{"generated_at":"2026-10-14T20:07:22+00:00","item":{"added_at":"2026-09-11","analysis_method":"independent_manual_review_2026-10-10","assessment_status":"provisional","auth_posture":"auth_required","category":"Web Connector","confidence":"medium","description":"Envestnet Tamarac lets advisors inspect selected client and portfolio data. Search clients, households, and accounts, then retrieve values or holdings. Access is read-only and limited to existing entitlements; setup starts through Tamarac support.","did":"74f8d14e-7836-4c17-8f45-9b4cc87a57aa","documentation_url":"https://www.envestnet.com/integrations","editorial_description":{"extended_description":"","schema_version":1,"summary":"Envestnet Tamarac lets advisors inspect selected client and portfolio data.\nSearch clients, households, and accounts, then retrieve values or holdings.\nAccess is read-only and limited to existing entitlements; setup starts through Tamarac support."},"homepage_url":"","icon":"https://www.envestnet.com/themes/custom/basic/favicon/favicon2025.ico","id":"74f8d14e-7836-4c17-8f45-9b4cc87a57aa","installs":0,"last_scanned":"","license":"","long_description":"","manual_assessment":"low","manual_review":{"all_findings":[{"evidence":"All nine tools are get/query retrieval operations over Tamarac advisory records.","reasoning":"Client identities, portfolio holdings and account values are sensitive financial data.","risk_type":"private_data_read","severity":"low","title":"Reads private advisory clients, accounts, households, values and holdings","triggering_tools_or_skills":["mcp-tamarac___getAccount","mcp-tamarac___getClient","mcp-tamarac___getHoldingsByHousehold","mcp-tamarac___getAllAccountsValues"]}],"assessment_status":"provisional","auth_and_scopes":"Authentication to an Envestnet Tamarac advisory account is required; client/account entitlements are inherited from that account.","blocked_missing_evidence":null,"confidence":"medium","displayed_risk":"low","evidence_completeness":"partial","manual_overall_risk":"low","official_sources":[{"accessed_at":"2026-10-10T20:24:37Z","url_or_path":"plutosecurity/plutonium@b749c8dc43536c794409be9805edd48063f045e2:app/data/conn/claudesec/74f8d14e-7836-4c17-8f45-9b4cc87a57aa.json","what_it_proves":"Candidate PR #125 record identity (name \"Envestnet Tamarac\", publisher, type web_connector) and 9 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/74f8d14e-7836-4c17-8f45-9b4cc87a57aa: complete tool_names inventory (9 tools), remote streamable-http endpoint https://envestnet.io/mcp/tamarac, auth_posture auth_required, directory tier community"}],"primary_reason":"The complete Tamarac inventory is read-only financial-account retrieval.","provisional_risk":null,"publication_recommendation":"accept","requires_runtime_verification":true,"review_key":"claude:74f8d14e-7836-4c17-8f45-9b4cc87a57aa","reviewed_at":"2026-10-10","reviewer_notes":"Reviewed all nine tools. The supplied official integrations page returned HTTP 403, so scope/RBAC details remain runtime-verification items; no write, trade or generic action is declared.","risk_domains":{"arbitrary_network_access":"false","authz_ambiguity":"unknown","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":"false","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":9,"tools_or_skills_total":9},"name":"Envestnet Tamarac","needs_runtime_verification":true,"plutonium_url":"https://plutonium.pluto.security/detail.html?planet=claudesec&did=74f8d14e-7836-4c17-8f45-9b4cc87a57aa&utm_source=plutonium_analysis_skill&utm_medium=claude_skill&utm_campaign=connector_risk_assessment","privacy_policy_url":"https://trust.envestnet.com/en-US/ai","provisional_risk":null,"publication_recommendation":"accept","publisher":"Envestnet","publisher_url":"https://www.envestnet.com/","remote_url":"https://envestnet.io/mcp/tamarac","repository_url":"","risk":"low","risk_severity":"low","security_risks":[{"description":"This connector can read information available to the connected account and return it to the AI. Review findings: Client identities, portfolio holdings and account values are sensitive financial data.","evidence":"Reads private advisory clients, accounts, households, values and holdings: All nine tools are get/query retrieval operations over Tamarac advisory records.","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":"Reads private advisory clients, accounts, households, values and holdings","triggering_tools":["mcp-tamarac___getAccount","mcp-tamarac___getClient","mcp-tamarac___getHoldingsByHousehold","mcp-tamarac___getAllAccountsValues"]}],"signature_status":"unknown","source_code_reviewed":false,"support_url":"TamaracSupport@envestnet.com","tags":["network_access","oauth_required","reads_private_data","web_connector"],"tools":[{"description":"","name":"mcp-tamarac___getAccount"},{"description":"","name":"mcp-tamarac___getAccountValues"},{"description":"","name":"mcp-tamarac___getAccountsByQuery"},{"description":"","name":"mcp-tamarac___getAllAccountsValues"},{"description":"","name":"mcp-tamarac___getClient"},{"description":"","name":"mcp-tamarac___getClientsByQuery"},{"description":"","name":"mcp-tamarac___getHoldingsByHousehold"},{"description":"","name":"mcp-tamarac___getHouseholdDetails"},{"description":"","name":"mcp-tamarac___getHouseholdsByQuery"}],"tools_count":9,"transport":"streamable-http","type":"web_connector","url":"https://claude.ai/directory/74f8d14e-7836-4c17-8f45-9b4cc87a57aa","uuid":"a83239d4-cc75-516b-bd08-0e80579f7efa","verification_tier":"community","version":""},"query_key":"envestnet tamarac","schema_version":1,"status":"match"}