An astronaut overseeing a futuristic data hub
Download PDFMarkdown Version

Connect Dynamo Software 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 your entire investment lifecycle through natural language.

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 · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Dynamo Software.

  1. 01

    List investment funds

    This capability returns a full list of all investment funds currently managed within your Dynamo account.

  2. 02

    Search investment funds

    Use this to find specific funds by searching for a name keyword or a particular category.

  3. 03

    Get dynamo account metadata

    This capability retrieves your account metadata and shows your current usage limits.

  4. 04

    List active investors only

    This capability filters your investor list to show only those with an Active or Funded status.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Dynamo Software.

  1. 05

    List dynamo investors

    This capability pulls a complete list of all investors registered in your Dynamo Software account.

  2. 06

    List dynamo portfolios

    Use this to see all investment portfolios configured in your account.

  3. 07

    List latest dynamo activities

    This capability identifies the most recent activities and notes recorded across your platform.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Dynamo Software.

  1. 08

    Quick portfolio valuation audit

    This capability provides a high-level summary of your portfolio valuations and recent activity.

  2. 09

    Get fund details

    This capability retrieves specific settings and detailed information for a single investment fund.

  3. 10

    List high valuation funds

    This capability identifies funds that have reached a specific valuation threshold.

Real work

What teams actually run

01

Rapid Fund Audits

An analyst asks for a summary of a fund's valuation and recent activity to prepare for a meeting.

02

Investor Due Diligence

An IR professional checks an investor's current status and commitment history before a call.

03

Portfolio Monitoring

A manager tracks asset counts and high-valuation funds to keep an eye on portfolio health.

04

Activity Tracking

A team member pulls the latest research notes and engagement logs to stay updated on recent events.

Automate a task

Put Dynamo Software 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

Dynamo Software 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 Dynamo Software 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

945ms average. Fast in production.

Dynamo Software is checked daily against the live service.

Daily averagePeak 1413ms
Oct 3Today
Fastest day
777ms
Slowest day
1413ms
14-day trend
Slowing+39%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 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 Dynamo Software, so you can see the experience inside your AI.

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

Dynamo Software Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_7YTBIbj3tFQd4GtNiuQDmWeaPRwks6AhiswIo24J/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 — Dynamo Software capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dynamo-software-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_7YTBIbj3tFQd4GtNiuQDmWeaPRwks6AhiswIo24J/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 Dynamo Software in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Dynamo Software owners hand off.

This MCP is designed for professionals managing alternative investment lifecycles and investor relationships.

  • 01

    Investment Analysts

    They use the agent to quickly check fund valuations and recent activity notes.

  • 02

    Investor Relations

    They research investor profiles and commitment history during client outreach.

  • 03

    Portfolio Managers

    They monitor asset counts and organizational investment metadata through chat.

FAQ

Questions Dynamo Software owners ask.

  • 01

    How do I connect this MCP to my AI client?

    You connect it through the Vinkius interface. Once connected, you can use it in any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 02

    What credentials do I need?

    You will need your Dynamo API Key and your specific Dynamo Instance URL to authorize the connection.

  • 03

    Can I use this with Claude or Cursor?

    Yes, this MCP works with any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

  • 04

    Does this MCP host my data?

    No, Vinkius hosts the MCP and manages the connection, but your data remains within your Dynamo Software instance.

  • 05

    Can I search for specific funds?

    Yes, you can use the search capability to find funds by their name or category using your AI agent.

  • 06

    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.

  • 07

    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 capabilities.

  • 08

    Does the integration support custom entities?

    Yes, while the core capabilities 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.

Explore

More in ERP Operations

Suggestions

Connect Dynamo Software to Claude, Cursor, ChatGPT & more