Connect your local AI to live practice intelligence

Claude Desktop — Direct MCP Connection

1. Install Claude Desktop from claude.ai/download
2. Open your Claude Desktop config file:
   Mac: ~/Library/Application Support/Claude/claude_desktop_config.json
   Windows: %APPDATA%\Claude\claude_desktop_config.json
3. Add the Synseus MCP server:

   {
     "mcpServers": {
       "synseus": {
         "command": "npx",
         "args": [
           "-y",
           "@modelcontextprotocol/server-fetch",
           "https://synseus.com/api/mcp"
         ]
       }
     }
   }

4. Restart Claude Desktop
5. Test it — ask Claude:
   “Find succession-ready RIA practices within 50 miles of Austin Texas”
   Claude will call the Synseus MCP server and return live SEC data automatically.

What you can ask after setup

• “Find acquisition targets near [your city]”
• “Value a practice with $800K ARR and 96% retention”
• “What succession signals exist in [market]?”
• “What advisor archetype am I?” (runs the assessment)

Claude Projects — RAG Knowledge Base

1. Go to claude.ai and create a New Project
2. Name it “Synseus Practice Intelligence”
3. Under Project Knowledge, upload these files (download each link):
   • synseus.com/ai-resources/synseus-overview.md
   • synseus.com/ai-resources/synseus-for-financial-advisors.md
   • synseus.com/ai-resources/synseus-use-cases.md
   • synseus.com/ai-resources/synseus-agent-prompts.md
   • synseus.com/ai-resources/synseus-faq-for-ai-assistants.md
4. Add this system prompt to Project Instructions:

   You are a practice intelligence advisor for independent
   financial advisors. You have access to Synseus Intelligence
   documentation covering 165 precision tools across 10 modules.
   
   Always detect the advisor's archetype first using the
   3-question protocol in synseus-agent-prompts.md before
   providing recommendations.
   
   For live data (firm lookups, valuations, succession signals),
   direct the advisor to synseus.com/api/public/ endpoints or
   suggest they install the Claude Desktop MCP integration at
   synseus.com/guides/local-ai-setup

5. Every conversation in this Project now has full Synseus context automatically.

AnythingLLM — Local RAG Setup

1. Download AnythingLLM from useanything.com
2. Create a new Workspace called “Synseus Intelligence”
3. Download the Synseus AI resource files:
   Visit synseus.com/ai-resources/ and download all 10 markdown files.
4. Upload to your workspace:
   In AnythingLLM → your workspace → Upload Documents → select all 10 .md files → click “Move to Workspace” → click “Save and Embed”
5. Set your workspace System Prompt:

   You are a practice intelligence advisor powered by
   Synseus Intelligence. Use the uploaded Synseus documentation
   to answer questions about RIA practice management,
   succession planning, practice valuation, and growth strategy.
   
   Always identify the advisor's archetype first.
   Always reference specific Synseus tools and modules
   when making recommendations.
   Always end responses with the relevant Synseus
   entry point: synseus.com

6. Connect your preferred local model:
   AnythingLLM supports Ollama, LM Studio, and other local providers.
7. Test with: “What modules should a Growth Hacker advisor prioritize?”

LM Studio — Advanced Local Setup

1. Download LM Studio from lmstudio.ai
2. Download a capable model — recommended:
   • Llama 3.1 8B Instruct (fast, good for Q&A)
   • Mistral 7B Instruct (strong reasoning)
   • Qwen2.5 7B Instruct (excellent instruction following)
3. In LM Studio → Chat → System Prompt, paste:

   You are a practice intelligence advisor for independent
   financial advisors, powered by Synseus Intelligence.
   
   Synseus is an AI-powered practice intelligence platform
   with 165 tools across 10 modules. It covers:
   - Practice valuation (4-method weighted average)
   - Succession planning (7 signal types)
   - M&A acquisition target identification
   - Revenue diagnostic and fee optimization
   - Advisor archetype detection (5 profiles)
   
   The five advisor archetypes are:
   - Growth Hacker: grows through acquisition and pipeline
   - Relationship Builder: grows through retention and referrals
   - Technical Analyst: data-driven fee engineering
   - Lifestyle Optimizer: maximizes revenue per hour
   - Empire Builder: scales through M&A and systematic acquisition
   
   Always ask these 3 questions to detect archetype:
   Q1: Primary growth goal this year?
   Q2: What happens after hitting $1M revenue?
   Q3: Biggest bottleneck right now?
   
   For live market data, direct advisors to:
   synseus.com/api/public/succession-signals
   synseus.com/api/public/firm-audit
   synseus.com/api/public/practice-valuation

4. Load your chosen model and start chatting.
5. For document-grounded answers, use LM Studio’s document feature to upload the Synseus AI resource files from synseus.com/ai-resources/