• STATUS
  • COMPLIANCE
  • AUDIT
  • HUMAN

How to track investor deal workflows with your AI

Connect Delio to your AI client to get instant updates on investor progress. You'll move from manual checking to asking your agent for status updates.

Ask AI about this page

Short answer

How can I track investor deal workflows with my AI?

Your AI uses Delio to pull real-time status updates on specific investor progress and compliance requirements. You get a clear view of where every participant stands in the deal lifecycle. This breakdown shows you how it works.

The outcomes.

Where your deal data lands.

The AI organizes information into these specific categories.

STATUS

Real-time progress updates

The AI pulls current workflow stages for any investor. You'll see exactly who is stuck and who is moving forward.

COMPLIANCE

Missing document alerts

Your agent identifies which compliance forms are still outstanding. It flags gaps in the investor's documentation immediately.

AUDIT

Compliance implementation details

Get the specifics on how compliance rules are being applied to a deal. This provides the context needed for regulatory checks.

HUMAN

Manual intervention needed

The AI flags specific investors who require direct outreach. You decide when to step in and contact them personally.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat interface and the Delio platform.

  1. Identify investor status

    The AI looks up the current stage of every participant in a specific deal.

    list_deal_investor_workflows

  2. Check individual progress

    It drills down into a single investor to see their specific workflow position.

    get_deal_workflow_status

  3. Review compliance needs

    The agent checks which specific forms are required for the current deal setup.

    list_compliance_forms

  4. Verify implementation

    It confirms how compliance requirements are being handled for the deal.

    get_compliance_implementation

Try it

Copy these to start.

Use these prompts to begin interacting with your Delio data.

Starting points

Swap out the bracketed text for your actual deal names or investor IDs.

Delio Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_1V5LTdYsmvNt4Y4v5Cqlbqcp0IU0eI4yMRYiUnGE/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 — Delio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "delio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_1V5LTdYsmvNt4Y4v5Cqlbqcp0IU0eI4yMRYiUnGE/mcp"
    }
  }
}
Copy into chat04

  • List the current workflow status for all investors in the [Deal Name] deal.

  • Which investors in [Deal Name] haven't completed their compliance forms yet?

  • Show me the compliance implementation details for the [Deal Name] deal.

  • Check the status of [Investor Name] in the [Deal Name] workflow.

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

Start here

Connect Delio once, then ask.

One connection links your AI to your Delio data. Your credentials stay encrypted and secure on our side.

Connect Delio to your AI

FAQ

How this task behaves.

  • 01

    Can my AI change the status of an investor?

    No. The AI can only read and report on the status provided by Delio. You must update statuses manually in the Delio platform.

  • 02

    Does the AI upload new compliance documents?

    No. The AI can list which forms are required, but it cannot upload or submit documents to Delio.

  • 03

    Can I see all investors in a deal at once?

    Yes, by asking the AI to list the workflows for a specific deal.

  • 04

    How does the AI know which forms are missing?

    It compares the required compliance forms against the current status of the investor's workflow.

  • 05

    Can the AI delete a deal or an investor record?

    No. This MCP is strictly for monitoring and retrieving data. It has no permission to delete or modify records.

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