Delio MCP, Ready to Go
Connect Delio Core OS to your AI agents to automate private market deal tracking, investor onboarding, and compliance workflows.
No credit card required. Experience the power of this integration risk-free.
Manage private market deals and investor workflows through natural conversation.
Works with every AI agent you already use
…and any MCP-compatible client
How fast is the Delio MCP Server?
Average time for the server to become ready for requests over the last 14 days, measured until the initialize / tools/list handshake completes. Metrics are updated daily between 00:00 and 04:00 UTC. Create a free account, use this MCP on Vinkius Cloud, and connect it to your AI agent in seconds.
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What AI agents can do with Delio MCP: 14 Tools for Private Market Management
Use these tools to manage deals, investors, and compliance workflows through your AI agent.
List deal investor workflows
See which investor workflows are tied to a specific deal. It helps you understand the path an investor takes.
List deal transactions
Get a full list of subscriptions, capital calls, and distributions for deals. This is great for auditing money movement.
Get deal workflow status
Check exactly where an investor is in their lifecycle. Use this to see if they're stuck on a specific step.
Get asset details
Pull deep information on a specific asset. It helps you quickly summarize a PE fund or direct investment.
Get compliance implementation
See the specific answers submitted for a compliance form. This is how you verify KYC or AML data quickly.
Get user
Fetch a complete data graph for a single user. Use this to get a 360 degree view of an investor's profile.
Invite user
Send a new platform invitation with specific roles and groups. This automates the first step of onboarding.
List portfolio assets
Get a list of every asset in your portfolio. It's the fastest way to see your total holdings.
List compliance forms
See all the different compliance definitions you have set up. This helps you manage your regulatory requirements.
List portfolio investors
Get a list of all investors in your portfolio. Use this to quickly identify key stakeholders.
List organisation settings
View your tenant-level configuration as a key value map. This helps you keep track of your global settings.
List portfolio transactions
See every transaction across your entire portfolio. It's your go-to for broad financial auditing.
List user groups
See all the different user groups in your tenant. This helps you manage permissions across the platform.
List users
Search for and list all platform users. It makes finding specific people in your system much faster.
One MCP enables access. Vinkius turns MCPs into production-ready infrastructure.
You're looking at one of 5,800+ managed MCPs. The real value isn't the catalog. It's the control plane that secures, governs, audits, and manages every interaction between your agents and the tools they use.
No Shadow AI
Every agent action is visible, approved, and auditable. Nothing runs outside your governance.
Absolute agent control
Fine-grained permissions for every agent, MCP, and tool. Instantly revoke access and audit every execution.
Cost control per token
Spend broken down to the token, tool, and agent. Budgets and hard limits. No surprise invoices.
Managed & monitored infra
We operate the runtime, authentication, scaling, retries, and monitoring. Your team manages AI, not infrastructure.
Data protection, DLP by design
Sensitive data is filtered before reaching the model. Access is governed so agents receive only the information they're allowed to use.
Token optimization, real savings
Lower AI costs by delivering the right context instead of unnecessary tools. Better accuracy, faster responses, and fewer wasted tokens.
Delio MCP for Automated Private Market Deal Tracking
This is for investment managers and ops teams who are tired of manual data entry and clicking through complex dashboards to find basic deal information.
Investment Manager
Checks deal progress and pulls portfolio transaction history to prep for investor meetings.
Operations Coordinator
Manages user invitations and monitors compliance form submissions to keep the platform organized.
Integration Engineer
Uses the MCP to explore the Delio data model and test API responses before building custom workflows.
Frequently Asked Questions
Does Delio MCP help with private market deal tracking? +
Yes. It allows your AI agent to check deal workflow statuses, list investor workflows, and pull transaction data directly from Delio Core OS.
Can I use Delio MCP to manage investor capital calls? +
Absolutely. You can ask your agent to list all portfolio transactions or specific deal transactions, including capital calls and distributions.
How does Delio MCP handle KYC and AML compliance? +
It lets you pull specific compliance implementations and see the submitted answers for KYC and AML forms without leaving your chat.
Can Delio MCP help my team onboard new investors faster? +
Yes, it can automate the process of inviting new users, assigning them to groups, and checking their initial compliance status.
Does Delio MCP work with my existing Delio Core OS tenant? +
Yes, it connects directly to your existing Delio Core OS tenant using your API token and Base URL.
Can I use Delio MCP to see a full profile of an investor? +
You can use the MCP to fetch a complete data graph for any specific user, giving you a full view of their information.
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.
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.
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.
Your AI, connected to everything.
No credit card required · Free tier available
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