Can I see the mark-to-market valuation for a specific trade?

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

How do I check current SOFR or EURIBOR rates?

Use the `get_chatham_market_data` tool and specify the index (e.g., 'SOFR'). Your agent will fetch the latest benchmark rates and available forward curves.

Where do I find my Chatham API credentials?

API access is typically provided to ChathamDirect clients. Contact your Chatham Relationship Manager to request API access and obtain your API Key and Client ID.

Chatham Financial MCP Server for VS Code Copilot 8 tools — connect in under 2 minutes

Name: Chatham Financial
Availability: InStock
Author: Vinkius

code.visualstudio.com/docs/copilot/chat/mcp-servers

Built by Vinkius GDPR 8 Tools IDE

GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

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Classic Setup·json

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

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Chatham Financial MCP Server

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.

GitHub Copilot Agent mode brings Chatham Financial data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 8 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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

The Chatham Financial MCP Server exposes 8 tools through the Vinkius. Connect it to VS Code Copilot in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Chatham Financial to VS Code Copilot via MCP

Follow these steps to integrate the Chatham Financial MCP Server with VS Code Copilot.

Create MCP config

Create a .vscode/mcp.json file in your project root

Add the server config

Paste the JSON configuration above

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown

Start using Chatham Financial

Ask Copilot: "Using Chatham Financial, help me...". 8 tools available

Why Use VS Code Copilot with the Chatham Financial MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with Chatham Financial through the Model Context Protocol.

VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

Chatham Financial + VS Code Copilot Use Cases

Practical scenarios where VS Code Copilot combined with the Chatham Financial MCP Server delivers measurable value.

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

Chatham Financial MCP Tools for VS Code Copilot (8)

These 8 tools become available when you connect Chatham Financial to VS Code Copilot via MCP:

get_chatham_market_data

Retrieve benchmark rates and forward curves

get_hedge_effectiveness

Retrieve hedge effectiveness test results

get_trade_accounting

Get hedge accounting details for a transaction

get_trade_valuations

Get current and historical valuations for a trade

list_chatham_entities

List legal entities configured in the account

list_chatham_portfolios

List all managed portfolios

list_chatham_transactions

List financial transactions and trades

list_trade_payments

List payment schedules and history for a transaction

Example Prompts for Chatham Financial in VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot agent to start working with Chatham Financial immediately.

"Show me all active trades in my Chatham account."

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

"Show me the forward curve for 3-month SOFR."

Troubleshooting Chatham Financial MCP Server with VS Code Copilot

Common issues when connecting Chatham Financial to VS Code Copilot through the Vinkius, and how to resolve them.

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

Chatham Financial + VS Code Copilot FAQ

Common questions about integrating Chatham Financial MCP Server with VS Code Copilot.

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.