Yup! Actually starting to experiment with that now.

Just this morning, we stood up a demo email agent (basically, email back and forth with Claude with our MCP server connected, providing the data) and it's strangely comforting to chat with it. There's something about the medium of email and how it just works because that's where you're already used to talking with your financial advisor.

There's a lot of nuance in how it's built though, and everyone has different preferences, so to start with the focus is really on building an agent-friendly MCP.