Verbinden Sie Delio mit ChatGPT, Claude und Gemini

• 01 / 02Benutzerzugriffe verwalten
• 02 / 02Workflows überwachen

Schnellster Tag

879ms

Langsamster Tag

1207ms

14-Tage-Trend

Stabil-1%

Delio Connector

Alles bereit. Wählen Sie Ihren MCP-Client und folgen Sie den Einrichtungsschritten.

Connector-Linkhttps://edge.vinkius.com/vk_preview_1V5LTdYsmvNt4Y4v5Cqlbqcp0IU0eI4yMRYiUnGE/mcpKopieren

Claude Desktop

Folgen Sie den Schritten unten, um sich in Sekunden zu verbinden.

1. 1In Claude Desktop, open Settings → Connectors.
2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3. 3Click Add and start a new chat — Delio capabilities are ready to use.

Konfiguration · claude_desktop_config.jsonKopieren

{
  "mcpServers": {
    "delio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_1V5LTdYsmvNt4Y4v5Cqlbqcp0IU0eI4yMRYiUnGE/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

Schritt-für-Schritt-Anleitungen für jeden Client finden Sie im Guide. Verbinden

Geführte Einrichtung für Claude? Delio in Claude und anderen KI-Tools einrichten

Alle KI-Clients ansehen, mit denen dieser Connector funktioniert ↑

• 01

  Investment Manager

  Überprüfen Sie den Deal-Fortschritt und verwalten Sie Portfolio-Assets direkt im Chat.

• 02

  Operations Teams

  Verwalten Sie Compliance-Formulare und laden Sie Nutzer ohne Portal-Wechsel ein.

• 03

  Integration Engineers

  Nutzen Sie den MCP als Live-API-Explorer, um das Delio-Datenmodell zu verstehen.

• 01

  How do I connect my Delio account?

  You need your Delio API Token and your tenant's Base URL. Once you enter these into the Vinkius setup, you can connect your AI client immediately.

• 02

  Which AI clients can I use with this MCP?

  You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.

• 03

  Can I manage users through the AI?

  Yes, you can search for users, get their full data, and send new invitations through your agent.

• 04

  Does this MCP handle compliance data?

  Yes, it allows you to list compliance form definitions and retrieve specific implementations with the answers submitted by investors.

• 05

  Is my Delio data secure?

  Vinkius hosts the MCP and manages your credentials securely, allowing your agent to interact with your Delio tenant through authorized API calls.

• 06

  How do I get a Delio API token?

  API tokens are issued by the Delio team. Contact your Delio integration lead and tell them your tenant name, whether you need sandbox or production, and the team or system that will hold the token. Tokens are bearer credentials. treat them like passwords and cycle them regularly via the Token API.

• 07

  What is the difference between sandbox and production?

  Every tenant has two environments: sandbox (isolated data, safe for development and testing, URLs like https://.sandbox.deliowealth.com/) and production (your live tenant, URLs like https://.deliowealth.com/). The API surface is identical. build against sandbox, then switch the base URL when ready.

• 08

  Can my AI manage the full deal lifecycle?

  Yes. Use get_deal_workflow_status to check where an investor is in the deal lifecycle, list_deal_investor_workflows to see every investor's progress on a deal, and list_deal_transactions to browse all transactions across deals. This gives your AI full visibility into the deal pipeline from invitation to completed transaction.

• 

  PE AI Compliance & Risk Exposure KI-Connector

  Quantify regulatory risk and remediation costs for AI-driven portfolio companies.

  Ansehen
• 

  SMS Marketing Compliance Checker KI-Connector

  Validate SMS marketing copy for encoding efficiency, regulatory compliance, and link optimization.

  Ansehen
• 

  InvestorLift KI-Connector

  Automate real estate deal sourcing via InvestorLift — list marketplace deals, manage your buy box criteria, an

  Ansehen
• 

  Marketplacer (Enterprise Marketplace Platform) KI-Connector

  Manage your enterprise marketplace via Marketplacer — list products, track orders, and audit seller networks.

  Ansehen

Vorschläge

• 

  Market Entry Accelerator KI-Connector

  Calculate total entry costs, time-to-market, and risk-adjusted opportunity scores for new geographic markets.

  Ansehen
• 

  DealHub CPQ KI-Connector

  Manage CPQ and sales via DealHub — create quotes, track opportunity stages, manage users, and sync CRM data di

  Ansehen
• 

  Venture Investor Update Cadence KI-Connector

  Calculates the optimal frequency for investor updates to balance engagement and time cost.

  Ansehen
• 

  Walmart Marketplace KI-Connector

  Manage your Walmart Marketplace catalog, inventory, and dynamic pricing natively.

  Ansehen