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Vinkius

Integrate Dynamo Software with Claude, Cursor, Chatbots & AI Agents MCP Server

Equip your AI agent to manage alternative investments, track portfolios, and monitor funds via the Dynamo API.
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Compatible with every major AI agent and IDE

ClaudeClaude
ChatGPTChatGPT
CursorCursor
GeminiGemini
WindsurfWindsurf
VS CodeVS Code
JetBrainsJetBrains
VercelVercel
+ other MCP clients
get

Get dynamo account metadata on Dynamo Software

Retrieve metadata and usage limits for your Dynamo Software account

get

Get fund details on Dynamo Software

Get detailed settings and information for a specific investment fund

list

List active investors only on Dynamo Software

Identify investors that are currently in an "Active" or "Funded" status

list

List dynamo investors on Dynamo Software

List all investors registered in your Dynamo Software account

list

List dynamo portfolios on Dynamo Software

List all investment portfolios configured in your account

list

List high valuation funds on Dynamo Software

Identify funds with a valuation above a certain threshold (mock logic)

list

List investment funds on Dynamo Software

List all investment funds managed in Dynamo

list

List latest dynamo activities on Dynamo Software

Identify the most recently recorded activities and notes across the platform

quick

Quick portfolio valuation audit on Dynamo Software

Retrieve a high-level summary of portfolio valuations and activity

search

Search investment funds on Dynamo Software

Search for funds using a name keyword or category

Security & Code Integrity Audit

Every tool in the Dynamo Software MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

MCP Inspector
A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

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.

How does the AI access my passwords and credentials?

It simply doesn't. On Vinkius, your passwords, API keys, and login details are kept in a secure vault. The AI (like ChatGPT or Claude) merely "asks" Vinkius to perform the task. Vinkius opens the door, does the work, and hands the result back to the AI. Your credentials are never seen, read, or learned by the artificial intelligence.

What if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

How Chatbots Interact with Dynamo Software

Enable conversational interfaces like ChatGPT and Claude to execute programmatic commands against the Dynamo Software infrastructure.

investment management & AI Execution

Connect Dynamo Software to provide your chatbots with investment management capabilities. The integration manages the backend execution for erp operations workflows.

Optimizing portfolio tracking with Claude

Use Dynamo Software to interface with portfolio tracking via natural language. The toolkit provides Cursor with LLM-friendly schemas for erp operations tasks.

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