MCP For Claude Marketplace
Delio

Delio MCP Connector for Claude

A+

Automate wealth management workflows via Delio Core OS — manage deals, investors, portfolio transactions, compliance forms, and platform users from any AI agent.

14 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Delio Core OS tenant to any AI agent and take full control of your private markets wealth management workflows through natural conversation.

What you can do

  • Deal Lifecycle — Check deal workflow status, list investor workflows per deal, and browse all transactions across deals
  • Portfolio Management — List and inspect assets (direct investments and PE funds), investors, and the full transaction lifecycle (subscriptions, capital calls, distributions, fees)
  • User Management — List and search platform users, fetch a user’s full data graph, invite new users, and browse user groups
  • Compliance — List compliance form definitions (KYC, AML, investor classification) and retrieve individual compliance implementations with submitted answers
  • Organisation Settings — Read tenant-level configuration as a key/value map

How it works

  1. Subscribe to this server
  2. Enter your Delio API Token and tenant Base URL
  3. Start managing deals, portfolio, users, and compliance from Claude, Cursor, or any MCP-compatible client

Your AI acts as a dedicated wealth management operations assistant — no more switching between the Delio portal and your editor to check a deal status or look up an investor.

Who is this for?

  • Investment Managers — check deal progress, browse portfolio assets and investors, and track transactions without leaving the conversation
  • Operations Teams — invite users, manage compliance forms, and read organisation settings directly from your AI agent
  • Integration Engineers — use the MCP as a live API explorer to understand Delio’s data model before building deeper integrations
wealth-managementprivate-marketsdeal-managementportfoliocomplianceinvestor-managementdelio

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

list_portfolio_assets

List all portfolio assets

list_portfolio_transactions

List all portfolio transactions

list_user_groups

List all user groups in the tenant

list_deal_transactions

Includes subscriptions, capital calls, distributions, fees, and adjustments. List all transactions across deals

list_deal_investor_workflows

List investor workflows for a deal

list_organisation_settings

List tenant organisation settings

get_asset_details

Get detailed information about a specific asset

get_compliance_implementation

Get a compliance implementation with submitted answers

get_user

Get a single user with their full data graph

invite_user

The body should include email, name, user type, and any required group or role assignments. Send a platform invitation to a new user

list_compliance_forms

List all compliance form definitions

list_portfolio_investors

List all portfolio investors

list_users

Supports search by name or email, sorting, and pagination. List all platform users

get_deal_workflow_status

Shows where the investor is in the lifecycle from invitation to completed transaction. Get deal workflow status

See how to talk to your AI agent using Delio.

List all users in our Delio tenant, searching for 'john'.

Found 2 users matching 'john': John Smith (john@acme.com, UUID: a1b2c3) and Jonathan Lee (jlee@acme.com, UUID: d4e5f6). Both are active investors. Would you like the full data graph for either?

What is the current workflow status for deal deal-456?

Deal deal-456 is currently at the 'KYC Verification' step. There are no blocking conditions — the investor can proceed to the next step. Two investor workflows are attached to this deal.

Show me all portfolio assets, page 1 with 20 per page.

Retrieved 20 assets on page 1. Notable holdings include: 'Acme Growth Fund I' (PE Fund, ID: 101), 'TechDirect Holdings' (Direct Investment, ID: 102), and 'Real Estate Portfolio A' (Direct Investment, ID: 103). Would you like details on any specific asset?

API tokens are issued by the Delio team. Contact your Delio integration lead and tell them your tenant name, whether you need sandbox or production, and the team or system that will hold the token. Tokens are bearer credentials — treat them like passwords and cycle them regularly via the Token API.

Related Connectors

Alegra

Alegra MCP

10 tools Official

Business management and e-invoicing — manage invoices, inventory, and contacts via AI.

A+ View details →
Treinta App

Treinta App MCP

12 tools Official

Empower Latin American SMBs automating Treinta app. Access ledgers, manage client debt, and review store inventories actively from chat.

A+ View details →
Fellow

Fellow MCP

12 tools Official

Run better meetings with collaborative agendas, action item tracking, and AI-generated summaries that keep teams accountable.

A+ View details →
GitScrum ClientFlow

GitScrum ClientFlow MCP

12 tools Official

Streamline client operations via GitScrum ClientFlow — manage clients, create invoices, draft proposals, and monitor project budgets directly from any AI agent.

A+ View details →