DelioをChatGPT、Claude、Geminiに接続

• 01 / 02ユーザーアクセスを管理する
• 02 / 02ワークフローの追跡方法

最速日

879ms

最遅日

1207ms

14日間の傾向

安定-1%

Delio Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_1V5LTdYsmvNt4Y4v5Cqlbqcp0IU0eI4yMRYiUnGE/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

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

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ DelioをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  投資マネージャー

  会話を中断することなく、案件の進捗確認、ポートフォリオ資産や投資家の閲覧、取引の追跡を行いたい方。

• 02

  オペレーションチーム

  AIエージェントから直接、ユーザーの招待、コンプライアンスフォームの管理、組織設定の確認を行いたい方。

• 03

  インテグレーションエンジニア

  より深い統合を構築する前に、MCPを使用してDelioのデータモデルをリアルタイムで探索したい開発者。

• 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.

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