Dynamo Software MCP. Track fund performance and manage investments via chat.
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Dynamo Software connects your AI agent to alternative investment management. It lets you list and retrieve detailed data on investment funds, track investor profiles, and audit portfolio activity.
Use it to manage your entire investment lifecycle and get real-time valuations through natural language prompts.
What your AI agents can do
Get dynamo account metadata
Retrieves usage limits and general metadata for your Dynamo Software account.
Get fund details
Gets detailed settings and performance information for one specific investment fund.
List active investors only
Identifies investors who are currently marked as 'Active' or 'Funded'.
Retrieves a list of all funds currently managed and tracked within the Dynamo system.
Pulls detailed settings, performance metrics, and information for one specified investment fund.
Identifies and lists investors who are currently marked as 'Active' or 'Funded' in the system.
Lists every investor record stored in the Dynamo Software account.
Retrieves a list of every investment portfolio set up in your account.
Identifies funds whose current valuation exceeds a specific threshold.
Pulls a summary of the most recent actions, notes, and research updates across the platform.
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Dynamo Software MCP Server: 10 Tools for Fund & Portfolio Data
Use these tools to manage investment funds, list investor records, and run portfolio valuations directly through your AI client.
019d758bget dynamo account metadata
Retrieves usage limits and general metadata for your Dynamo Software account.
019d758bget fund details
Gets detailed settings and performance information for one specific investment fund.
019d758blist active investors only
Identifies investors who are currently marked as 'Active' or 'Funded'.
019d758blist dynamo investors
Lists every investor registered in your Dynamo Software account.
019d758blist dynamo portfolios
Lists every investment portfolio configured in your Dynamo Software account.
019d758blist high valuation funds
Identifies funds whose current valuation is above a specified threshold.
019d758blist investment funds
Lists all investment funds managed within Dynamo.
019d758blist latest dynamo activities
Identifies the most recent activity notes and research updates across the platform.
019d758bquick portfolio valuation audit
Retrieves a high-level summary of portfolio valuations and associated activity.
019d758bsearch investment funds
Searches for investment funds using a name keyword or category.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
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Make Your AI Do More
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What you can do with this MCP connector
Dynamo Software gives your AI agent direct access to alternative investment management data. You can manage funds, track investors, and check portfolio valuations right through natural language prompts. You're keeping your whole investment lifecycle inside your AI client, so you don't gotta jump through hoops or open a browser.
Your agent can do this:
Fund Management: You can use
list_investment_fundsto get a list of every fund Dynamo's tracking. Need the deep dive? Runget_fund_detailsto pull the specific settings and performance metrics for any single fund. You also can usesearch_investment_fundsto search for funds by name or category. When you're looking for big plays,list_high_valuation_fundsidentifies funds whose current value hits a specific threshold.Investor Records: You can run
list_dynamo_investorsto view every investor record in the system. If you only care about who's actually doing business,list_active_investors_onlyidentifies investors marked as 'Active' or 'Funded'.Portfolio Oversight: You can get a list of every configured portfolio with
list_dynamo_portfolios. To get a high-level snapshot of how things are doing, runquick_portfolio_valuation_auditfor a summary of valuations and associated activity.Activity & System Status:
list_latest_dynamo_activitiespulls a summary of the most recent notes and research updates across the whole platform. You can also check your account's usage limits and general metadata by runningget_dynamo_account_metadata.
The bottom line is this: You just talk to your agent, and it executes the commands. It pulls the data, giving you a complete audit trail for your entire investment portfolio.
How Dynamo Software MCP Works
- 1 Connect the Dynamo Software integration to your AI client and provide your API credentials.
- 2 The agent uses the available tools (like
list_dynamo_investors) to identify the necessary data points. - 3 The agent returns the structured data—such as fund valuations or investor lists—directly into the chat output for immediate review.
The bottom line is you tell your agent what data you need, and it fetches and formats the complex financial data for you.
Who Is Dynamo Software MCP For?
Investment Analysts, Portfolio Managers, and Investor Relations staff use this. If you spend time cross-referencing fund valuations with investor commitment history across multiple internal dashboards, this is for you. It lets you get the financial picture without leaving your chat window.
Monitors asset counts and gets real-time valuation updates for multiple portfolios. They check quick_portfolio_valuation_audit to see immediate risk exposure.
Checks fund valuations and recent activity notes instantly while working on a report. They use list_investment_funds and list_latest_dynamo_activities to build context.
Researches specific investor profiles and checks commitment history during outreach. They use list_active_investors_only to target the right contacts.
What Changes When You Connect
- Get an instant summary of portfolio health. Instead of opening a dashboard, running
quick_portfolio_valuation_auditgives you a high-level summary of valuations and activity right in the chat. - Manage investor outreach without leaving your workflow. Use
list_active_investors_onlyto pull a clean list of only funded or active investors for your next meeting prep. - Audit your funds quickly. You can use
list_investment_fundsto get a full list, and thenget_fund_detailson a specific one to pull its performance metrics. - Identify key assets fast. If you need to know which funds are currently high-value,
list_high_valuation_fundspulls that data instantly, saving you a manual dashboard filter run. - Keep track of history. Use
list_latest_dynamo_activitiesto pull a summary of recent research notes or meetings that happened across the entire platform. - Search specific funds. When you know the name or category but not the ID,
search_investment_fundsnarrows the list down immediately.
Real-World Use Cases
Checking on an investor's status before a call
An IR specialist needs to know who is ready to invest. They ask the agent to run list_active_investors_only. The agent returns a list of only funded or active investors, letting the specialist prepare targeted talking points instantly.
Reviewing portfolio risk after a quarterly review
A Portfolio Manager needs a quick snapshot of risk across all assets. They run quick_portfolio_valuation_audit. The agent immediately delivers a high-level summary of valuations, letting the manager know if they need to dive deeper into specific funds using get_fund_details.
Finding the status of a niche fund
An analyst knows a fund exists but can't remember its exact ID. They use search_investment_funds with the name or category. The agent returns the correct fund, allowing the analyst to then get its full performance data using get_fund_details.
Getting a full overview of all funds and their recent actions
A manager wants to see everything. They start by running list_investment_funds to get the full list. Then, they run list_latest_dynamo_activities to see what's happened with any of those funds recently.
The Tradeoffs
Manually cross-referencing fund data
The analyst has to open the Fund List, copy the fund name, switch to the Investor dashboard, search the investor, and then copy the investor's commitment status to put into a spreadsheet.
→
Ask your agent to combine these checks. Use list_investment_funds to get the list, and then use list_active_investors_only to cross-reference commitment status in a single prompt.
Guessing the correct fund ID
The Portfolio Manager tries to manually find the correct fund ID for a valuation check because the dashboard requires it, wasting time searching through hundreds of records.
→
Run search_investment_funds first. This tool uses keywords or categories to find the correct fund, which you can then use with get_fund_details.
Missing the latest operational notes
The team relies only on the main portfolio dashboard, missing critical updates like a recent 'Research Note' or 'Investor Meeting' that happened today.
→
Run list_latest_dynamo_activities. This tool pulls a summary of the most recent activities and notes across the platform, ensuring you don't miss anything.
When It Fits, When It Doesn't
Use this if your primary task is synthesizing complex financial data from multiple sources. Specifically, if you need to correlate an investor's funding status (list_active_investors_only) with a fund's current performance metrics (get_fund_details), this is the tool. Don't use it if you just need to view a simple list; for instance, if you only need a basic list of all funds, list_investment_funds works. If you only need to know the system's usage limits, use get_dynamo_account_metadata. You're using this for actionable insight, not just data retrieval.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Dynamo Software. 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.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Getting a full picture of your investment portfolio used to take half a day.
Today, if you need to see a portfolio's value and check its linked funds, you open the main dashboard. You pull up the portfolio, then you click 'View Funds,' which takes you to a second screen. You then have to manually filter those funds by status, and finally, you open a third tab to see the latest activity notes. It's a mess of clicks and context switching.
With Dynamo Software, you just ask your agent: 'What is the current valuation of Portfolio X, and what were the last three activities?' The agent runs multiple tools and gives you the answer in one chat response. It's instant.
Dynamo Software MCP Server: Get fund performance and investor status.
The manual process required you to run separate reports for investor lists, fund valuations, and activity logs, often requiring different credentials or data pulls. You'd pull the investor list, then manually take the names and check them against the fund list, and finally, write a separate query for activity notes.
Now, you talk to your agent. You ask it to cross-reference 'all active investors' with 'high valuation funds.' The agent does the orchestration and delivers the single, compiled answer. That's the difference.
Common Questions About Dynamo Software MCP
How do I use the `list_dynamo_investors` tool in Dynamo Software? +
The list_dynamo_investors tool lists every single investor record in the system. Use this when you need a complete, unfiltered roster of everyone recorded, regardless of their current funding status.
What is the difference between `list_investment_funds` and `search_investment_funds`? +
Run list_investment_funds when you want a comprehensive, unfiltered list of every fund. Use search_investment_funds when you know a keyword (like 'Growth Equity') or a category and need the agent to narrow down the list immediately.
Can I check a portfolio's valuation and activity history with `quick_portfolio_valuation_audit`? +
Yes. quick_portfolio_valuation_audit provides a high-level summary of both the portfolio's current valuation and recent activity. It's a quick check, not a deep dive.
Does `list_active_investors_only` include all investors? +
No. list_active_investors_only filters the list to show only investors currently in 'Active' or 'Funded' status. Use this when you only want to target clients ready for investment.
What information does `get_fund_details` return? +
get_fund_details pulls detailed settings and performance metrics for a single, specific fund. You need the fund's identifier to run this tool.
How do I use `list_latest_dynamo_activities` to see recent events? +
It returns a chronological list of records. This list includes research notes, investor meetings, and other key platform activities, helping you track what happened across the organization.
What should I check first when setting up `get_dynamo_account_metadata`? +
You should check the usage limits and API quota. This tool tells you exactly how many calls you have left and what the metadata for your account is, preventing unexpected service interruptions.
Does `list_dynamo_portfolios` provide real-time asset counts? +
Yes, it lists all configured portfolios and provides associated asset counts. For the most up-to-date valuation, you should run quick_portfolio_valuation_audit.
How do I get a Dynamo Software API Key? +
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.
Can the agent update fund valuations? +
This integration currently focuses on listing and auditing investment data. Updating valuations or committed capital should be managed via the Dynamo Software web client or specific data import tools.
Does the integration support custom entities? +
Yes, while the core tools focus on investors and funds, the underlying engine is built to query common Dynamo entities. Custom entity support may vary based on your API configuration.
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