How to Use the Dynamo Software MCP in Claude Code

Q: How do I add the Dynamo Software MCP server to Claude Code?

Run the claude mcp add command in your terminal. Specify the HTTP transport and pass your API configuration flags before the server name to complete the setup.

Q: How do I verify that the MCP Server is connected to my CLI?

Run claude mcp list in your terminal. This command displays all active integrations and lists the available tools.

Pipe Dynamo Software portfolio valuations and active investor lists straight to your terminal using Claude Code.

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Connect Dynamo Software MCP to Claude Code

Create your Vinkius account to connect Dynamo Software 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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Setup Dynamo Software with Claude Code

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Automate Terminal-Based Portfolio Audits

`quick_portfolio_valuation_audit` allows Claude Code to fetch high-level valuation metrics directly into your CLI session using our MCP tools. You run a single command to audit your alternative assets and pipe the output to local text files. The terminal agent combines this tool with `list_latest_dynamo_activities` to give you a quick snapshot of what changed today. This setup is perfect for running daily checks before your morning standup.

Extract Active Investors via Claude Code CLI

`list_active_investors_only` isolates your funded capital partners directly inside your terminal environment. Claude Code can format this raw investor data into clean markdown tables or JSON payloads. If you need to check the entire database, the agent calls `list_dynamo_investors` to verify names and statuses. You get the exact list you need without opening a web browser or clicking through slow web views.

Filter and Inspect Specific Funds

`list_high_valuation_funds` filters your managed assets to find the top-tier holdings that require close monitoring. The terminal agent uses this tool to identify which accounts need immediate attention. From there, Claude Code runs `get_fund_details` to check the exact settings of those high-value assets. This lets you debug investment structures or verify compliance metrics in seconds.

Setup guide

Set up Dynamo Software 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

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

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see dynamo-software-mcp with a green status indicator.
3

Start using tools

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

Terminal

claude mcp add --transport http dynamo-software-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Dynamo Software MCP

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

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "dynamo-software-mcp": {
      "type": "url",
      "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 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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Common questions about Dynamo Software MCP in Claude Code

Run the `claude mcp add` command in your terminal. Specify the HTTP transport and pass your API configuration flags before the server name to complete the setup.

Yes. You can ask Claude Code to output the results of your investment queries as raw JSON, which you can then pipe into utilities like jq.

No, the agent makes live calls to ensure you get real-time portfolio valuations. This guarantees your compliance audits are always based on current information.

Run `claude mcp list` in your terminal. This command displays all active integrations and lists the available tools.

The Dynamo Software connection in Claude Code runs through Vinkius's secure, ephemeral infrastructure, meaning your private fund details and investor contact information never persist on local disks.

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