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Connect Chatham Financial to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Manage debt, derivatives, and valuations through your AI agent.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 8 capabilities

We ship only the actions that matter.

Capability set01 / 02

01-04

4 capabilities in this set.

Part of 8 available through Chatham Financial.

  1. 01

    Get chatham market data

    This capability pulls benchmark rates and forward curves. Use it to get current SOFR or EURIBOR data.

  2. 02

    Get trade accounting

    This capability retrieves hedge accounting details for a specific transaction. It provides the necessary accounting context for your trades.

  3. 03

    List chatham portfolios

    This capability lists all managed portfolios in your account. It helps you see the high-level structure of your holdings.

  4. 04

    Get trade valuations

    This capability fetches current and historical mark-to-market valuations. Use it to track how a trade's value changes over time.

Capability set02 / 02

05-08

4 capabilities in this set.

Part of 8 available through Chatham Financial.

  1. 05

    List chatham entities

    This capability returns a list of all legal entities configured in your account. It is useful for verifying portfolio ownership.

  2. 06

    List trade payments

    This capability retrieves payment schedules and historical payment data for a transaction. Use it to track upcoming or past cash flows.

  3. 07

    List chatham transactions

    This capability lists your financial transactions and trades. It provides a broad view of your active and historical activity.

  4. 08

    Get hedge effectiveness

    This capability pulls hedge effectiveness test results. Use it to verify if your hedges are performing as intended.

Real work

What teams actually run

01

Rapid Valuation Checks

Ask your agent for the latest mark-to-market value of a specific trade during a meeting.

02

Hedge Performance Audits

Check hedge effectiveness results to ensure your risk management strategy is working.

03

Cash Flow Monitoring

Verify upcoming payment schedules for debt instruments without logging into a portal.

04

Market Data Analysis

Retrieve forward curves to compare your current positions against market expectations.

Automate a task

Put Chatham Financial to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Chatham Financial works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Chatham Financial to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

895ms average. Fast in production.

Chatham Financial is checked daily against the live service.

Daily averagePeak 1110ms
Oct 3Today
Fastest day
733ms
Slowest day
1110ms
14-day trend
Slowing+17%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 8 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Chatham Financial, so you can see the experience inside your AI.

It does not authenticate your account with Chatham Financial. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Chatham Financial Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_hsMPh67TwQ1iIM2bTlF82Wn5TiLdB0HnJIqJkuRI/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  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 — Chatham Financial capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "chatham-financial-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_hsMPh67TwQ1iIM2bTlF82Wn5TiLdB0HnJIqJkuRI/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Chatham Financial in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Chatham Financial owners hand off.

This MCP is designed for finance professionals managing complex debt and derivative portfolios.

  • 01

    Treasury Managers

    They use the agent to monitor hedge performance and review trade valuations.

  • 02

    Financial Controllers

    They use the agent to audit accounting entries and payment schedules.

  • 03

    Risk Officers

    They use the agent to verify market rates and hedge effectiveness results.

  • 04

    Investment Analysts

    They use the agent to pull portfolio summaries and legal entity data for reports.

FAQ

Questions Chatham Financial owners ask.

  • 01

    How do I connect my Chatham account?

    You need your Chatham API Key and Client ID, which you can get from your Chatham relationship manager. Once you have those, you enter them into the Vinkius setup to connect.

  • 02

    Which AI clients can I use with this MCP?

    You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

  • 03

    Can I see historical valuations?

    Yes, the capability allows you to retrieve both current and historical mark-to-market valuations for your trades.

  • 04

    Does this work with my existing ChathamDirect account?

    Yes, this MCP is designed to pull data directly from your ChathamDirect account.

  • 05

    What kind of market data can I get?

    You can retrieve benchmark rates like SOFR and EURIBOR, as well as forward curves.

  • 06

    Can I see the mark-to-market valuation for a specific trade?

    Yes! Use the get_trade_valuations capability with the trade ID. The agent will return the latest calculated valuation from ChathamDirect.

  • 07

    How do I check current SOFR or EURIBOR rates?

    Use the get_chatham_market_data capability and specify the index (e.g., 'SOFR'). Your agent will fetch the latest benchmark rates and available forward curves.

  • 08

    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.

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