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 VS Code Copilot 10 tools — connect in under 2 minutes

Name: Dynamo Software
Availability: InStock
Author: Vinkius

code.visualstudio.com/docs/copilot/chat/mcp-servers

Built by Vinkius GDPR 10 Tools IDE

GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

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The modern way to manage MCP Servers — no config files, no terminal commands. Install Dynamo Software and 2,500+ MCP Servers from a single visual interface.

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Classic Setup·json

{
  "mcpServers": {
    "dynamo-software": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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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.

GitHub Copilot Agent mode brings Dynamo Software data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 10 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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 VS Code Copilot 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 VS Code Copilot via MCP

Follow these steps to integrate the Dynamo Software MCP Server with VS Code Copilot.

Create MCP config

Create a .vscode/mcp.json file in your project root

Add the server config

Paste the JSON configuration above

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown

Start using Dynamo Software

Ask Copilot: "Using Dynamo Software, help me...". 10 tools available

Why Use VS Code Copilot with the Dynamo Software MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with Dynamo Software through the Model Context Protocol.

VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

Dynamo Software + VS Code Copilot Use Cases

Practical scenarios where VS Code Copilot combined with the Dynamo Software MCP Server delivers measurable value.

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

Dynamo Software MCP Tools for VS Code Copilot (10)

These 10 tools become available when you connect Dynamo Software to VS Code Copilot 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 VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot 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 VS Code Copilot

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

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

Dynamo Software + VS Code Copilot FAQ

Common questions about integrating Dynamo Software MCP Server with VS Code Copilot.

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.