MoneyGuide
Generally AvailableAfter OAuth2 authorization an agent can read plan goals and funding, probability-of-success results, and scenario comparisons for a client.
- Financial Planning
- Goals
- Wealth Management
- Authentication
- OAuth 2.0
- Hosting
- Vendor-hosted endpoint
- Required scopes
- 2
How it works
Every agent request passes through Ferentin policy before it reaches MoneyGuide.
- AI agentAsks for something
- Ferentin policies
- OAuth 2.0 consent
- Permission aware access
- Audit logging
- MoneyGuide MCP serverAuthorized connection
- Governed resultMasked, logged, returned
What you can do with MoneyGuide
- Plan retrieval
- Goal analysis
- Probability of success
- Scenario comparison
Permissions requested
The OAuth 2.0 scopes MoneyGuide asks you to approve when you connect.
| Scope | Access |
|---|---|
| moneyguide.api | Not rated |
| offline_access | Not rated |
Before you connect
- An active MoneyGuide (MoneyGuidePro / MoneyGuideElite) account is required.
- Dynamic Client Registration is NOT available: the MoneyGuide identity server at /ifa/identity advertises no registration_endpoint (verified 2026-09-20). Credential inheritance is therefore REQUIRE_TENANT.
- Request the 'moneyguide.api' scope — the WWW-Authenticate challenge names it explicitly.
- Non-standard metadata placement: the protected-resource document is at https://www.moneyguidepro.com/ifa/mcp/.well-known/oauth-protected-resource (suffix), not the RFC 9728 host-root insertion form. The explicit protected_resource_metadata_url above avoids a failed discovery probe.
1 more technical note
- Financial plans contain goals, net worth and retirement assumptions — treat plan content as high-sensitivity in DLP policy.
About MoneyGuide
Envestnet MoneyGuide is a goals-based financial planning platform used by advisors to build and present client plans.
Frequently asked about MoneyGuide
- What can AI agents do with MoneyGuide through Ferentin?
- Through Ferentin, agents can use MoneyGuide for plan retrieval, goal analysis, probability of success and scenario comparison. Every call is checked against your Ferentin policies first.
- How is MoneyGuide access secured?
- Requests through the MoneyGuide integration are covered by OAuth 2.0 consent, permission aware access and audit logging. These controls are applied by Ferentin, not by MoneyGuide, so they hold across every connected agent.
- What permissions does the MoneyGuide integration require?
- The MoneyGuide integration requests 2 OAuth 2.0 scopes: moneyguide.api; offline_access
- How do I connect MoneyGuide to Ferentin?
- Open the Ferentin admin console, add MoneyGuide as a new connection and authenticate with OAuth 2.0. You then choose which permissions and which tools your agents may use, and the connection goes live for everyone covered by your policies.
- Is the MoneyGuide integration generally available?
- Yes. The MoneyGuide integration is generally available on Ferentin, including the free tier.
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