How to Use the Chatham Financial MCP in Claude

Connect Chatham Financial to Claude Desktop to pull live market rates and hedge accounting data straight into your chat.

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Connect Chatham Financial MCP to Claude Desktop

Create your Vinkius account to connect Chatham Financial to Claude Desktop 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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Setup Chatham Financial with Claude Desktop

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Pull live market benchmarks into Claude Desktop

Stop jumping between your browser and your terminal to check rates. Use `get_chatham_market_data` to feed current forward curves directly into your conversation. Your analysis stays focused on the numbers that matter. Claude Desktop displays these benchmarks immediately so you can verify them against your own models.

Verify trade effectiveness with Claude Desktop

Run your hedge effectiveness tests without manual data entry. The `get_hedge_effectiveness` tool pulls your specific test results for immediate review. This keeps your audit trail clean and visible. You get the actual output from Chatham Financial rather than relying on stale documentation.

Audit trade accounting in Claude Desktop

Call `get_trade_accounting` to pull transaction details whenever you need to reconcile a position. It puts the accounting logic right in front of you. This MCP server saves you from digging through complex ledgers. You just ask for the data and the tool provides the exact figures for your trade.

Setup guide

Set up Chatham Financial MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Chatham Financial MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Chatham Financial MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under chatham-financial-mcp.

json

{
  "mcpServers": {
    "chatham-financial-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Chatham Financial. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Chatham Financial MCP in Claude Desktop

Yes, you can pull any available trade or market data into the app. It connects directly to your account to provide accurate financial figures.

You can list all your managed portfolios using the tools provided. It gives you a complete view of your holdings within the chat window.

We use encrypted tunnels for every request made to the server. Your trade valuations and transaction history never sit on local disk in plaintext.

The server maintains an active session as long as your configuration remains valid. You won't need to re-authenticate unless your token expires.

Your financial records are processed strictly in memory during the request. We don't store your transaction history in the chat logs or local cache.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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Start using the Chatham Financial MCP today

We host it, we monitor it, we maintain it. You just paste one token.

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