Bring Risk Management
to AutoGen
Create your Vinkius account to connect Chatham Financial to AutoGen and start using all 8 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Chatham Financial MCP Server?
Connect your Chatham Financial (ChathamDirect) account to any AI agent and take full control of your financial risk management and valuations through natural conversation. Streamline how you manage debt and derivatives.
What you can do
- Transaction Oversight — List and retrieve details for derivative and debt transactions natively
- Valuation Intelligence — Access current and historical mark-to-market valuations flawlessly
- Payment Tracking — Monitor payment schedules and history for all financial instruments securely
- Market Data Access — Retrieve benchmark rates (SOFR, EURIBOR) and forward curves flawlessly
- Hedge Accounting — Access hedge accounting details and effectiveness test results flawlessly
- Entity Management — List all legal entities and portfolios configured in your account directly within your workspace
How it works
- Subscribe to this server
- Enter your Chatham API Key and Client ID (obtained from your relationship manager)
- Start managing your financial risk from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Treasury Managers — monitor hedge performance and review trade valuations using natural language
- Financial Controllers — audit accounting entries and payment schedules without opening the complex dashboard
- Risk Officers — quickly verify market rates and hedge effectiveness results straight from their chat interface
- Investment Analysts — verify portfolio summaries and legal entity data for reporting
Built-in capabilities (8)
Retrieve benchmark rates and forward curves
Retrieve hedge effectiveness test results
Get hedge accounting details for a transaction
Get current and historical valuations for a trade
List legal entities configured in the account
List all managed portfolios
List financial transactions and trades
List payment schedules and history for a transaction
Why AutoGen?
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Chatham Financial tools. Connect 8 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.
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Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Chatham Financial tools to solve complex tasks
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Role-based architecture lets you assign Chatham Financial tool access to specific agents. a data analyst queries while a reviewer validates
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Human-in-the-loop support: agents can pause for human approval before executing sensitive Chatham Financial tool calls
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Code execution sandbox: AutoGen agents can write and run code that processes Chatham Financial tool responses in an isolated environment
Chatham Financial in AutoGen
Why run Chatham Financial with Vinkius?
The Chatham Financial connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 8 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Chatham Financial using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Chatham Financial and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Chatham Financial to AutoGen through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Chatham Financial for AutoGen
Every request between AutoGen and Chatham Financial is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
Can I see the mark-to-market valuation for a specific trade?
Yes! Use the get_trade_valuations tool with the trade ID. The agent will return the latest calculated valuation from ChathamDirect.
How do I check current SOFR or EURIBOR rates?
Use the get_chatham_market_data tool and specify the index (e.g., 'SOFR'). Your agent will fetch the latest benchmark rates and available forward curves.
Where do I find my Chatham API credentials?
API access is typically provided to ChathamDirect clients. Contact your Chatham Relationship Manager to request API access and obtain your API Key and Client ID.
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 Chatham Financial 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.
Does AutoGen support human approval for tool calls?
Yes. Configure human-in-the-loop mode so agents pause and request approval before executing sensitive MCP tool calls.
McpWorkbench not found
Install: pip install "autogen-ext[mcp]"
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