MCP For Claude Marketplace
Dynamo Software

Dynamo Software MCP Connector for Claude

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Equip your AI agent to manage alternative investments, track portfolios, and monitor funds via the Dynamo API.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner
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Integrate Dynamo Software, the industry-leading platform for alternative investment management, directly into your AI workflow. Manage your investment funds and strategies, track investor profiles and commitment statuses, monitor portfolio valuations and activity logs, and oversee your entire investment lifecycle using natural language.

What you can do

  • Fund Oversight — List and retrieve detailed information, strategies, and performance metrics for all your investment funds.
  • Investor Intelligence — Monitor registered investor profiles, unique identifiers, and current account statuses across your organization.
  • Portfolio Management — Track investment portfolios, including associated asset counts and real-time valuation updates.
  • Activity Auditing — Retrieve high-level summaries of recent activities, research notes, and engagement results instantly via chat.

How it works

  1. Connect the Dynamo Software integration to your AI assistant.
  2. Authorize using your Dynamo API Key and Instance URL.
  3. Orchestrate your investment management and portfolio optimization through intuitive conversation.

Who is this for?

  • Investment Analysts — Quickly check fund valuations and recent activity notes on the go.
  • Investor Relations — Research investor profiles and commitment history via chat during outreach.
  • Portfolio Managers — Monitor asset counts and organizational investment metadata instantly.
investment-managementportfolio-trackingfund-administrationalternative-investmentsinvestor-relationsvaluation-reporting

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

get_dynamo_account_metadata

Retrieve metadata and usage limits for your Dynamo Software account

get_fund_details

Get detailed settings and information for a specific investment fund

quick_portfolio_valuation_audit

Retrieve a high-level summary of portfolio valuations and activity

list_active_investors_only

Identify investors that are currently in an "Active" or "Funded" status

list_investment_funds

List all investment funds managed in Dynamo

list_dynamo_investors

List all investors registered in your Dynamo Software account

list_high_valuation_funds

Identify funds with a valuation above a certain threshold (mock logic)

list_dynamo_portfolios

List all investment portfolios configured in your account

list_latest_dynamo_activities

Identify the most recently recorded activities and notes across the platform

search_investment_funds

Search for funds using a name keyword or category

See how to talk to your AI agent using Dynamo Software.

List all active investors in our platform.

I've found several active investors, including 'Heritage Pension Fund' and 'Global Wealth Partners'. Both are currently 'Funded'. Would you like to see the last activity for Heritage Pension Fund?

Show me the top high-valuation investment funds.

The top funds by valuation are 'Growth Equity Fund IV' ($1.2B) and 'Global Infrastructure III' ($850M). Should I pull the performance metrics for Growth Equity Fund IV?

What are the most recent activities recorded in Dynamo?

The latest activities include a 'Research Note' on Cloud Tech trends and an 'Investor Meeting' with Alice Smith. Both were recorded today. Would you like a summary of the Research Note?

Log in to your Dynamo Software instance, navigate to **User Settings** or **API Management**, and you can generate or retrieve your unique API Key from there. You will also need your specific Instance URL.

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