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.

Dynamo Software MCP Server for AutoGen 10 tools — connect in under 2 minutes

Name: Dynamo Software
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 10 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Dynamo Software as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

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ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="dynamo_software_agent",
            tools=tools,
            system_message=(
                "You help users with Dynamo Software. "
                "10 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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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 Dynamo Software MCP Server

Integrate Dynamo Software, the industry-leading platform for alternative investment management, directly into your AI workflow. Manage your investment funds and strategies, track investor profiles and commitment statuses, monitor portfolio valuations and activity logs, and oversee your entire investment lifecycle using natural language.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Dynamo Software tools. Connect 10 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

Fund Oversight — List and retrieve detailed information, strategies, and performance metrics for all your investment funds.
Investor Intelligence — Monitor registered investor profiles, unique identifiers, and current account statuses across your organization.
Portfolio Management — Track investment portfolios, including associated asset counts and real-time valuation updates.
Activity Auditing — Retrieve high-level summaries of recent activities, research notes, and engagement results instantly via chat.

The Dynamo Software MCP Server exposes 10 tools through the Vinkius. Connect it to AutoGen 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 Dynamo Software to AutoGen via MCP

Follow these steps to integrate the Dynamo Software MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 10 tools from Dynamo Software automatically

Why Use AutoGen with the Dynamo Software MCP Server

AutoGen provides unique advantages when paired with Dynamo Software through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Dynamo Software tools to solve complex tasks

Role-based architecture lets you assign Dynamo Software tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Dynamo Software tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Dynamo Software tool responses in an isolated environment

Dynamo Software + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Dynamo Software MCP Server delivers measurable value.

Collaborative analysis: one agent queries Dynamo Software while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Dynamo Software, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Dynamo Software data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Dynamo Software responses in a sandboxed execution environment

Dynamo Software MCP Tools for AutoGen (10)

These 10 tools become available when you connect Dynamo Software to AutoGen via MCP:

get_dynamo_account_metadata

Retrieve metadata and usage limits for your Dynamo Software account

get_fund_details

Get detailed settings and information for a specific investment fund

list_active_investors_only

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

list_dynamo_investors

List all investors registered in your Dynamo Software account

list_dynamo_portfolios

List all investment portfolios configured in your account

list_high_valuation_funds

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

list_investment_funds

List all investment funds managed in Dynamo

list_latest_dynamo_activities

Identify the most recently recorded activities and notes across the platform

quick_portfolio_valuation_audit

Retrieve a high-level summary of portfolio valuations and activity

search_investment_funds

Search for funds using a name keyword or category

Example Prompts for Dynamo Software in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Dynamo Software immediately.

"List all active investors in our platform."

"Show me the top high-valuation investment funds."

"What are the most recent activities recorded in Dynamo?"

Troubleshooting Dynamo Software MCP Server with AutoGen

Common issues when connecting Dynamo Software to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Dynamo Software + AutoGen FAQ

Common questions about integrating Dynamo Software MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Dynamo Software tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.