How to Use the Dynamo Software MCP in Claude

Q: How do I link Dynamo Software to Claude Desktop?

Open your config file at /Library/Application Support/Claude/claudedesktopconfig.json. Add the server entry under mcpServers, save the file, and restart the app to see the tools appear.

Connect Dynamo Software to Claude Desktop to pull live fund data and audit portfolio valuations directly in your chat interface.

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Connect Dynamo Software MCP to Claude Desktop

Create your Vinkius account to connect Dynamo Software 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 Dynamo Software with Claude Desktop

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Audit portfolio valuations in Claude Desktop

Run `quick_portfolio_valuation_audit` to get an immediate summary of your positions. This tool cuts out the manual grunt work by pulling live valuation data straight into your workspace. Stop guessing where your numbers stand at quarter-end. Use this tool to verify fund details against your internal records without leaving the app.

Search for funds and investor metadata

Use `search_investment_funds` and `get_fund_details` to locate specific assets in seconds. You get the exact configuration settings for any fund without hunting through the web portal. Keep tabs on your pipeline by calling `list_active_investors_only`. It filters the noise and shows you exactly who is currently funded.

Track latest activity in Claude Desktop

Call `list_latest_dynamo_activities` to see what changed across your account today. It provides a raw feed of notes and updates so you stay current on every development. Check your account limits with `get_dynamo_account_metadata` before executing heavy queries. It ensures you stay within your usage bounds while managing your alternative investments.

Setup guide

Set up Dynamo Software 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 Dynamo Software 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 Dynamo Software 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 dynamo-software-mcp.

json

{
  "mcpServers": {
    "dynamo-software-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 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 Desktop

Open your config file at ~/Library/Application Support/Claude/claude_desktop_config.json. Add the server entry under mcpServers, save the file, and restart the app to see the tools appear.

Yes, you can prompt your agent to execute the audit tool. It will query the API and return the results for your review.

No. The server handles authentication via an endpoint token provided during setup. Your actual login credentials never touch the client.

The tools pull real-time data from the API. If you suspect an issue, check the latest activity feed using the relevant tool to see when the last update occurred.

All traffic between the client and the server is encrypted. The MCP Server acts as a proxy, ensuring your sensitive investment records remain isolated from other processes.

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