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

Name: Dynamo Software
Availability: InStock
Author: Vinkius

dynamosoftware.com

Built by Vinkius GDPR ToolsFree

Equip your AI agent to manage alternative investments, track portfolios, and monitor funds via the Dynamo API.

Vinkius AI Gateway supports streamable HTTP and SSE.

Works with every AI agent you already use

…and any MCP-compatible client

Dynamo Software MCP Server: see your AI Agent in action

AI Agent→Vinkius→Dynamo Software

You

Vinkius AI Gateway

GDPR·High Security·Kill Switch·Ultra-Low Latency·Plug and Play

Built-in capabilities (10)

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

What this connector unlocks

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.

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.

How it works

1. Connect the Dynamo Software integration to your AI assistant.
2. Authorize using your Dynamo API Key and Instance URL.
3. Orchestrate your investment management and portfolio optimization through intuitive conversation.

Who is this for?

Investment Analysts — Quickly check fund valuations and recent activity notes on the go.
Investor Relations — Research investor profiles and commitment history via chat during outreach.
Portfolio Managers — Monitor asset counts and organizational investment metadata instantly.

Frequently asked questions

Give your AI agents the power of Dynamo Software

Access Dynamo Software and 2,000+ MCP servers — ready for your agents to use, right now. No glue code. No custom integrations. Just plug Vinkius AI Gateway and let your agents work.

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