# Delio MCP for AI Agents MCP

> Delio lets you connect your Delio Core OS to your favorite AI tools to automate wealth management workflows. It handles the heavy lifting of private market deal tracking, investor capital calls, and compliance form management through a simple chat. Instead of jumping between tabs to see where a deal stands or who needs to sign a KYC form, your agent does the digging for you.

## Overview
- **Category:** compliance
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_1V5LTdYsmvNt4Y4v5Cqlbqcp0IU0eI4yMRYiUnGE/mcp
- **Tags:** wealth-management, private-markets, deal-management, portfolio, compliance, investor-management, delio

## Description

Delio connects your Delio Core OS tenant to any AI agent so you can manage private markets wealth management workflows through natural conversation. If you're tired of the constant tab-switching between your deal tracker, your investor database, and your compliance portal, this MCP changes your daily routine. It gives your agent a direct line into your data, making it a dedicated operations assistant that knows your portfolio inside out. You can ask about a specific investor's data graph or pull a list of all portfolio transactions without ever opening a browser. It's one of the primary ways Vinkius helps you keep your tech stack connected without the usual friction of manual data entry. You get to stay in your flow while the agent handles the data retrieval and status updates. It's about moving from 'how do I find this' to 'tell me about this.'

## Tools

### 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.

## Prompt Examples

**Prompt:** 
```
Who are our current investors and what's their status?
```

**Response:** 
```
### Portfolio Investors

| Investor Name | ID | Status |
| :--- | :--- | :--- |
| **Acme Growth Fund I** | 101 | Active |
| **TechDirect Holdings** | 102 | Pending KYC |
| **Real Estate Portfolio A** | 103 | Active |

Would you like me to pull the full data graph for any of these investors?
```

**Prompt:** 
```
Show me the transaction history for the last three capital calls.
```

**Response:** 
```
### Recent Capital Calls

* **Deal-456**: $500,000 - *Paid* (Oct 12)
* **Deal-112**: $250,000 - *Paid* (Sep 28)
* **Deal-456**: $150,000 - *Pending* (Sep 15)

I can also pull the full list of portfolio transactions if you need more detail.
```

**Prompt:** 
```
Can you check if the new investors have finished their KYC?
```

**Response:** 
```
### Compliance Status

* **John Smith**: ✅ Completed (KYC & AML)
* **Jonathan Lee**: ⚠️ Missing AML Form
* **Sarah Chen**: ✅ Completed (KYC & AML)

Would you like me to send a reminder to Jonathan Lee for the missing form?
```

## Capabilities

### Track deal progress
See exactly where investors are in the lifecycle of a specific deal.

### Audit portfolio assets
Pull detailed information on direct investments and PE funds instantly.

### Automate user onboarding
Send invitations and set up roles for new platform users through chat.

### Review compliance status
Pull submitted answers for KYC and AML forms to verify investor data.

### Sync transaction data
Get a full view of capital calls, distributions, and fees across deals.

## Use Cases

### The KYC Bottleneck
An ops lead needs to know who hasn't finished their AML forms. They ask the agent to list all compliance implementations, identify the missing ones, and then send a follow-up.

### The Deal Update
An investment manager wants to know the status of a specific deal. They ask the agent to check the workflow status and list the associated investor workflows.

### Portfolio Auditing
A manager needs to see all capital calls for the last quarter. They ask the agent to list all portfolio transactions and filter for the relevant dates.

### Rapid Onboarding
A new team member needs to get five new investors onto the platform. They ask the agent to invite each user and assign them to the correct user groups.

## Benefits

- Stop tab-switching between your editor and the Delio portal by using list_portfolio_transactions to get financial data instantly.
- Speed up investor onboarding by using invite_user to create new accounts and assign roles directly from your chat.
- Verify KYC and AML status faster by using get_compliance_implementation to see submitted answers without clicking through forms.
- Get a 360 degree view of your stakeholders by using get_user to pull a full data graph of any platform user.
- Stay on top of deal progress by using get_deal_workflow_status to identify where investors are in the lifecycle.
- Reduce manual errors in user management by using list_user_groups to check permissions across the platform.

## How It Works

The bottom line is you get a conversational interface for your entire wealth management backend.

1. Enter your Delio API Token and tenant Base URL in the MCP configuration.
2. Connect your preferred AI client to the Delio MCP via Vinkius.
3. Ask your agent to pull deal statuses, investor lists, or compliance records.

## 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.