{"generated_at":"2026-10-14T20:07:22+00:00","item":{"added_at":"2026-08-21","analysis_method":"independent_manual_review_2026-10-10","assessment_status":"provisional","auth_posture":"auth_required","category":"Web Connector","confidence":"medium","description":"iCapital retrieves alternative-investment holdings information for advisors. Query positions, valuations, transactions, and holding-level metrics for client review. AI outputs require independent verification and qualified review before dissemination or finalization.","did":"ad62e1df-b092-4e89-8c93-112cb80823d5","documentation_url":"https://icapital.com/contact-us/","editorial_description":{"extended_description":"Access remains subject to iCapital agreements and applicable third-party terms. AI-generated outputs may be inaccurate, incomplete, or outdated and are not reviewed or endorsed by iCapital; data availability can change.","schema_version":1,"summary":"iCapital retrieves alternative-investment holdings information for advisors.\nQuery positions, valuations, transactions, and holding-level metrics for client review.\nAI outputs require independent verification and qualified review before dissemination or finalization."},"homepage_url":"","icon":"","id":"ad62e1df-b092-4e89-8c93-112cb80823d5","installs":0,"last_scanned":"","license":"","long_description":"Access remains subject to iCapital agreements and applicable third-party terms. AI-generated outputs may be inaccurate, incomplete, or outdated and are not reviewed or endorsed by iCapital; data availability can change.","manual_assessment":"low","manual_review":{"all_findings":[{"evidence":"The bounded tool retrieves iCapital position data.","reasoning":"It cannot place trades or move assets.","risk_type":"private_data_read","severity":"low","title":"Queries private holdings, valuations and transaction metrics","triggering_tools_or_skills":["query_positions"]}],"assessment_status":"provisional","auth_and_scopes":"Authentication scopes advisor/client alternative-investment positions.","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/ad62e1df-b092-4e89-8c93-112cb80823d5.json","what_it_proves":"Candidate PR #125 record identity (name \"iCapital\", publisher, type web_connector) and 2 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/ad62e1df-b092-4e89-8c93-112cb80823d5: complete tool_names inventory (2 tools), remote streamable-http endpoint https://s.icapitalnetwork.com/icapital/api/v1/icapital-mcp/mcp, auth_posture auth_required, directory tier community"}],"primary_reason":"iCapital is read-only investment holdings retrieval.","provisional_risk":null,"publication_recommendation":"accept","requires_runtime_verification":true,"review_key":"claude:ad62e1df-b092-4e89-8c93-112cb80823d5","reviewed_at":"2026-10-10","reviewer_notes":"Reviewed both tools, including identity context.","risk_domains":{"arbitrary_network_access":"false","authz_ambiguity":"false","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":2,"tools_or_skills_total":2},"name":"iCapital","needs_runtime_verification":true,"plutonium_url":"https://plutonium.pluto.security/detail.html?planet=claudesec&did=ad62e1df-b092-4e89-8c93-112cb80823d5&utm_source=plutonium_analysis_skill&utm_medium=claude_skill&utm_campaign=connector_risk_assessment","privacy_policy_url":"https://icapital.com/privacy-policy/","provisional_risk":null,"publication_recommendation":"accept","publisher":"iCapital","publisher_url":"https://icapital.com/","remote_url":"https://s.icapitalnetwork.com/icapital/api/v1/icapital-mcp/mcp","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: It cannot place trades or move assets.","evidence":"Queries private holdings, valuations and transaction metrics: The bounded tool retrieves iCapital position data.","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":"Queries private holdings, valuations and transaction metrics","triggering_tools":["query_positions"]}],"signature_status":"unknown","source_code_reviewed":false,"support_url":"support@icapital.com","tags":["network_access","oauth_required","reads_private_data","web_connector"],"tools":[{"description":"","name":"query_positions"},{"description":"","name":"whoami"}],"tools_count":2,"transport":"streamable-http","type":"web_connector","url":"https://claude.ai/directory/ad62e1df-b092-4e89-8c93-112cb80823d5","uuid":"8245fefd-56c5-532a-b681-eac826881a40","verification_tier":"community","version":""},"query_key":"icapital","schema_version":1,"status":"match"}