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How to Use the Chatham Financial MCP in Claude Code

Pipe trade valuations and market data directly into your terminal workflows with Claude Code.

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Connect Chatham Financial MCP to Claude Code

Create your Vinkius account to connect Chatham Financial to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Trigger valuations from the command line

DevOps and SRE teams can now integrate financial data directly into terminal scripts. You run a single command, and your AI client executes `get_trade_valuations` to pull the latest pricing for your entire book. This setup thrives in headless environments. You pipe the output of `list_chatham_portfolios` into a jq script or a custom Python job that runs every night at midnight.

Automate hedge effectiveness in CI/CD

Compliance checks belong in your automated pipelines, not in manual spreadsheets. Your terminal agent runs `get_hedge_effectiveness` alongside `get_trade_accounting` during your scheduled audit runs to verify every transaction. If a test fails, the script catches it immediately. The agent pulls the specific trade details using `list_chatham_transactions` and dumps the logs into your monitoring system before the finance team even wakes up.

Extract payment schedules via MCP Server

Grabbing cash flow data usually means logging into a clunky web portal. Now you just ask your CLI tool to fetch the upcoming obligations. It hits `list_chatham_entities` followed by `list_trade_payments` to build a flat file of everything due this week. You get raw, structured data ready for downstream processing. The agent grabs the benchmark rates with `get_chatham_market_data` and appends them to your payment history, making reconciliation a simple command-line operation.

Setup guide

Set up Chatham Financial MCP in Claude Code

Prerequisites

  • Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Run the add command

    Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.

  2. 2

    Verify the connection

    Start a Claude Code session and type /mcp to list connected servers. You should see chatham-financial-mcp with a green status indicator.

  3. 3

    Start using tools

    Ask Claude Code something like "Check my latest Chatham Financial transactions." It will automatically discover and invoke the available Chatham Financial tools.

Terminal
claude mcp add --transport http chatham-financial-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

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Common questions about Chatham Financial MCP in Claude Code

Run `claude mcp add --transport http chatham-financial-mcp -- `. Ensure all flags precede the server name.
Yes. Since the client is headless, you schedule it to fetch market data or trade records automatically.
The CLI returns structured data from tools like `get_trade_accounting` so you pipe it directly into other terminal utilities.
You receive raw JSON responses containing your hedge effectiveness results and payment schedules.
Your terminal connects via a zero-trust V8 Isolate sandbox. Vinkius ensures your legal entity lists and accounting details vanish the second the command finishes executing.

Start using the Chatham Financial MCP today

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