For AI Builders, Advisor Coaches & Fintech Operators

Build AI tools for financial advisors using Synseus intelligence

Use Synseus APIs to power advisor archetype diagnostics, practice valuations, RIA acquisition scans, succession signal analysis, and growth opportunity detection.

View API Documentation →Download Agent Templates →

What you can build

🎯
Advisor Archetype Diagnostic

Detect advisor growth profile in 3 questions. Personalize all downstream recommendations.

/api/public/archetype-assessment
💰
Practice Valuation Tool

Calculate RIA practice value using four-method weighted average benchmarked against 8,400+ firms.

/api/public/practice-valuation
🎯
RIA Acquisition Scanner

Surface succession-ready practices within any geographic radius using live SEC IAPD signals.

/api/public/succession-signals
🔍
Firm Intelligence Lookup

Get practice vulnerability score, signal count, and revenue leakage estimate for any registered firm.

/api/public/firm-audit
📊
Platform Intelligence Feed

Access platform statistics and benchmark data for context-aware advisor recommendations.

/api/public/platform-stats

Free public API access

All five endpoints are unauthenticated and available for immediate use. No API key required for standard usage.

Schema: https://synseus.com/.well-known/openapi.yaml
MCP:    https://synseus.com/.well-known/ai-plugin.json

MCP Server (Claude & Cursor compatible)

Connect directly to the Synseus MCP server from Claude Desktop, Cursor, or any MCP-compatible AI agent runtime. No API key required.

// Claude Desktop config (claude_desktop_config.json)
{
  "mcpServers": {
    "synseus": {
      "command": "npx",
      "args": ["-y", "@modelcontextprotocol/server-fetch",
               "https://synseus.com/api/mcp"]
    }
  }
}

Or connect directly: synseus.com/api/mcp

For higher rate limits or private API access, contact us →

Copy/paste agent templates

Each template includes a system prompt, conversation flow, API call instructions, and CTA language. Drop them directly into ChatGPT, Gemini, or any AI agent builder.

RIA Acquisition Coach

Surfaces succession-ready firms by geographic area and guides the advisor through outreach strategy.

API: getSuccessionSignals (lat, lng, radius_miles)

View API docs →

Practice Valuation Agent

Collects four practice inputs, calls the valuation API, and explains what drives enterprise value.

API: getPracticeValuation (arr, retention, margin, tenure)

View API docs →

Succession Planning Coach

Scores the advisor across five readiness dimensions and maps local market succession context.

API: getSuccessionSignals (lat, lng, radius_miles)

View API docs →

Advisor Growth Diagnostic Agent

Three-question archetype detection followed by a personalized growth strategy and tool stack.

API: getArchetypeAssessment

View API docs →

COI Partnership Strategy Agent

Archetype-personalized COI outreach strategy for CPAs, attorneys, and business brokers.

API: getArchetypeAssessment, getPlatformStats

View API docs →

Add the ‘Powered by Synseus’ badge

If you build an agent or tool using Synseus APIs, add the attribution badge to your outputs. It links back to synseus.com and signals to advisors that the intelligence is verified.

⚡ Powered by Synseus Intelligence

Badge HTML

Copy and paste this snippet into your agent output or tool interface.

View API docs →

Need higher rate limits or private API access?

Contact us for enterprise API access, white-label options, and partner arrangements.

Contact us →