MCP For Claude Marketplace
Chatham Financial

Chatham Financial MCP Connector for Claude

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Manage financial risk and valuations via Chatham Financial — track trades, monitor debt, and access market data directly from any AI agent.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Chatham Financial (ChathamDirect) account to any AI agent and take full control of your financial risk management and valuations through natural conversation. Streamline how you manage debt and derivatives.

What you can do

  • Transaction Oversight — List and retrieve details for derivative and debt transactions natively
  • Valuation Intelligence — Access current and historical mark-to-market valuations flawlessly
  • Payment Tracking — Monitor payment schedules and history for all financial instruments securely
  • Market Data Access — Retrieve benchmark rates (SOFR, EURIBOR) and forward curves flawlessly
  • Hedge Accounting — Access hedge accounting details and effectiveness test results flawlessly
  • Entity Management — List all legal entities and portfolios configured in your account directly within your workspace

How it works

  1. Subscribe to this server
  2. Enter your Chatham API Key and Client ID (obtained from your relationship manager)
  3. Start managing your financial risk from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Treasury Managers — monitor hedge performance and review trade valuations using natural language
  • Financial Controllers — audit accounting entries and payment schedules without opening the complex dashboard
  • Risk Officers — quickly verify market rates and hedge effectiveness results straight from their chat interface
  • Investment Analysts — verify portfolio summaries and legal entity data for reporting
risk-managementderivative-valuationdebt-managementfinancial-analysismarket-datatransaction-tracking

8 tools expose this connector's capabilities to your AI agent.

get_trade_accounting

Get hedge accounting details for a transaction

get_hedge_effectiveness

Retrieve hedge effectiveness test results

get_chatham_market_data

Retrieve benchmark rates and forward curves

get_trade_valuations

Get current and historical valuations for a trade

list_chatham_entities

List legal entities configured in the account

list_trade_payments

List payment schedules and history for a transaction

list_chatham_portfolios

List all managed portfolios

list_chatham_transactions

List financial transactions and trades

See how to talk to your AI agent using Chatham Financial.

Show me all active trades in my Chatham account.

Retrieving your active transactions... I found 12 instruments including 5 Interest Rate Swaps, 3 FX Forwards, and 4 Debt instruments. Which one would you like to see valuations for?

What is the latest valuation for trade ID 'T-98765'?

Checking valuation for T-98765... The current mark-to-market value is +$45,230.50 as of yesterday's close. This is a 2.1% increase from the previous valuation.

Show me the forward curve for 3-month SOFR.

Retrieving SOFR 3M forward curve... The market expects rates to stay around 5.3% for the next 6 months, followed by a gradual decrease to 4.8% by mid-2025.

Yes! Use the `get_trade_valuations` tool with the trade ID. The agent will return the latest calculated valuation from ChathamDirect.

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