Ask Claude to deploy a connector. It does.
Point Claude, ChatGPT, or Microsoft Copilot at one MCP endpoint. Your team queries datasets, deploys connectors, builds pipelines, and creates quality rules from the tools they already use.
Give AI assistants governed access to your investment data platform.
One MCP endpoint for Claude, ChatGPT, and other AI tools. Query data, deploy connectors, and build pipelines — with full audit trail.
Supported Clients
One endpoint, three AI platforms
Claude
Query positions, NAVs, and exposures from Claude Desktop or Claude Code. Schema discovery is automatic.
ChatGPT
Build GPT agents that consume live positions, transactions, and pricing data. One endpoint, governed access on every request.
Microsoft Copilot
Your firm already runs Microsoft Enterprise. Copilot queries investment data through the same MCP endpoint with the same access controls.
Query positions, NAVs, and transactions in plain English
Inspect schemas, review approvals, and run queries. Your AI tool discovers available data models and respects column-level permissions on every request.
Query positions, NAVs, and transactions in plain English
Inspect schemas, review approvals, and run queries. Your AI tool discovers available data models and respects column-level permissions on every request.
Enable MCP access
One endpoint, every AI tool — connect your team's copilot to production investment data.
