Dynamo Software MCP for AI. Audit fund metrics and investor data instantly.
Works with every AI agent you already use
…and any MCP-compatible client








Connect to your AI in seconds.
Dynamo Software connects your AI agent to industry-leading alternative investment platforms. It lets you manage complex funds, track investor profiles, and monitor portfolio valuations using natural conversation.
Get detailed fund performance, check committed capital status for investors, or audit recent activity logs without jumping between dozens of tabs.
What your AI can do
Get dynamo account metadata
Retrieves usage limits and metadata for your Dynamo Software account.
Get fund details
Gets specific settings and detailed information for one investment fund.
Quick portfolio valuation audit
Pulls a high-level summary of portfolio valuations and general activity for an immediate check.
Instantly pulls together a summary of current portfolio valuations and recent operational activity.
Retrieves detailed information, strategies, and performance metrics for all investment funds under management.
Identifies which investors are currently active or have committed capital to the firm.
Gathers a list of all registered investors and provides detailed metadata on your Dynamo Software account usage.
Narrows down fund results by name or category keyword for fast data retrieval.
Ask an AI about this
Waiting for input…
Dynamo Software: 10 Tools for Investment Management
Use these ten tools to orchestrate everything from listing all investors to auditing specific portfolio values in Dynamo.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Dynamo Software on VinkiusGet Dynamo Account Metadata
Retrieves usage limits and metadata for your Dynamo Software account.
Get Fund Details
Gets specific settings and detailed information for one investment fund.
Quick Portfolio Valuation Audit
Pulls a high-level summary of portfolio valuations and general activity for an...
List Active Investors Only
Finds investors who are currently marked as 'Active' or have funded their accounts.
List Investment Funds
Lists all managed investment funds available in Dynamo.
List Dynamo Investors
Lists every investor registered in your Dynamo Software account.
List High Valuation Funds
Identifies funds whose current valuation exceeds a specified threshold.
List Dynamo Portfolios
Retrieves a list of all investment portfolios set up in the system.
List Latest Dynamo Activities
Identifies and summarizes the most recent activities, notes, and research findings...
Search Investment Funds
Searches for investment funds using either a name or a category keyword.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Dynamo Software, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Dynamo Software. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 10 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Tracking investment health means bouncing between five different internal systems.
Right now, if you need to know the full picture—say, checking a fund’s valuation against its latest research notes and confirming who owns it—you open your portfolio tool. Then you switch to the investor portal to check status. After that, you jump over to the activity log just to see when someone last modified something. You copy-paste data between screens until you finally have all the pieces.
With this MCP, your agent handles the stitching. You tell it: 'Give me a full picture of Fund X.' It talks directly to Dynamo Software's APIs and aggregates fund details, portfolio valuation summaries, and even related activity notes—all delivered in one chat window.
List all investment funds with the `list_investment_funds` tool.
Before this MCP, getting a master list of every fund meant running reports that often failed or gave you an incomplete count. You'd end up manually verifying titles and status codes against old spreadsheets—a process that takes hours just to get the starting data set.
Now, it’s one prompt. The agent uses `list_investment_funds` and provides a clean, current list of every fund managed in Dynamo. It eliminates the manual report generation step entirely.
What your AI can actually do with this
Need to understand the state of your investments? This MCP gives your agent direct access to Dynamo Software data, letting you manage funds and strategies through simple chat commands. Instead of logging into a dashboard and running five different reports, you ask your AI client directly: 'What's the status of the Global Infrastructure III fund?' It pulls together details on performance metrics, current valuations, and even tracks committed capital for specific investors.
You can get high-level summaries of recent activity notes or retrieve the full investor roster, all without writing a single query. We put this connector in Vinkius so your agent knows exactly how to talk to Dynamo, giving you one place to manage critical investment data.
019d758b-0626-721a-9ad0-3ac540ea7efd Here's how it actually works
The bottom line is that instead of writing code to connect APIs, you just talk to your agent about what you need.
Connect the Dynamo Software integration to your AI client and provide the necessary API key and Instance URL.
Tell your agent exactly what you need, such as 'Show me all active investors' or 'What are the performance metrics for Fund X'.
The MCP executes the required tool call, returns the structured data, and presents a clear summary to your AI client.
Who is this actually for?
This MCP is built for seasoned financial professionals. Think portfolio managers who get frustrated having to cross-reference data from three different systems before running a single meeting. It's also for analysts needing immediate access to fund metrics without waiting on operations.
Monitors asset counts, tracks valuations across multiple portfolios, and reviews recent activity notes instantly.
Runs checks on fund performance metrics or searches for specific funds by category to prepare materials quickly.
Researches investor profiles, confirms commitment status, and pulls up historical data during outreach calls.
What Changes When You Connect
Stop manually checking multiple dashboards. You can run a quick audit via the quick_portfolio_valuation_audit tool to get an immediate, high-level snapshot of your entire portfolio's value and activity.
Never lose track of who you talked to last week. Use list_latest_dynamo_activities to instantly pull summaries of all research notes or meeting records across the platform.
Streamline investor due diligence. By calling list_active_investors_only, your agent filters out dormant accounts, showing only those currently funded and active for immediate follow-up.
Target fund information without guesswork. Instead of listing everything with list_investment_funds and scrolling through hundreds of results, use search_investment_funds to find exactly what you need by name or category.
Manage account health easily. The get_dynamo_account_metadata tool lets your agent check usage limits on the fly, so you never risk hitting a throttling wall during a critical report run.
See it in action
Quarterly Investor Review Prep
An investor relations specialist needs to prepare for an annual review. They ask their agent: 'What are the commitment statuses and full profiles for our top 10 investors?' The agent uses list_dynamo_investors and then filters the data using the status check, delivering a clean report instantly.
Mid-Day Portfolio Stress Test
A portfolio manager wants to know if their core assets are stable. They prompt the agent with: 'Give me the valuation summary and recent activity for our high-risk funds.' The agent runs list_high_valuation_funds and quick_portfolio_valuation_audit in sequence, giving a single, actionable answer.
Diagnosing Data Discrepancies
An analyst notices a fund's performance seems off. They tell the agent: 'I need the full details and strategy for Fund X.' The agent runs get_fund_details to pull all official data, cross-referencing it with general market activity notes found via list_latest_dynamo_activities.
Onboarding a New Client Segment
The ops team needs to verify which accounts are ready for funding. They ask the agent: 'Show me all investors who have an active status.' The agent uses list_active_investors_only and presents the clean list, confirming readiness.
The honest tradeoffs
Listing everything blindly
Asking your agent to 'List all funds' (using list_investment_funds) when you only care about high-risk assets. You get a massive dump of hundreds of irrelevant fund names and metrics.
Instead, use the specific tool designed for this: ask the agent to run search_investment_funds with keywords, or if you suspect value issues, call list_high_valuation_funds. Don't settle for a general list.
Missing investor context
Just listing investors using list_dynamo_investors and then having to manually check their current status in another system. This is slow and prone to human error.
Always use list_active_investors_only. It filters the list down immediately, providing only those who are actually operational or funded, saving you minutes of manual data cleanup.
Forgetting the big picture
Only asking for fund details using get_fund_details without checking overall health. You get perfect info on one fund but ignore related portfolio issues.
Before drilling into a single fund, always start with quick_portfolio_valuation_audit. This gives you the necessary context and ensures that the single fund's data makes sense relative to the whole portfolio.
When It Fits, When It Doesn't
Use this MCP if your job requires constant cross-referencing of financial status. If you spend more than 10 minutes a week clicking between investor databases, portfolio dashboards, and activity logs, you need this connector. It's best for complex diagnosis: start with quick_portfolio_valuation_audit to get context, then use list_latest_dynamo_activities to check the 'why', and finally drill into specific data using tools like get_fund_details. Don't use it if you just need a simple contact list; those general directory tools are sufficient. If your primary task is only searching by name, search_investment_funds handles that better than listing all funds.
Questions you might have
How do I check if an investor is actually active using list_active_investors_only? +
It filters out dormant accounts automatically. The agent runs this tool and gives you a clean, current roster of investors who are either 'Active' or have committed funding, making your outreach efforts much more precise.
Can I check the overall health without using quick_portfolio_valuation_audit? +
No. The quick_portfolio_valuation_audit tool is designed to provide a single summary that cross-references valuation and recent activity data, giving you the most immediate high-level view possible.
What if I only know the name of the fund? Should I use search_investment_funds? +
Yes. search_investment_funds is your best bet. It lets you narrow down results using a keyword or category, which is far faster than listing every single fund and manually filtering through them.
Does get_fund_details give me performance metrics? +
Yes, it provides detailed settings and performance metrics for the specific fund you name. It's designed to pull all core operational data related to that single investment vehicle.
Before running large data pulls, how do I check my API usage constraints using get_dynamo_account_metadata? +
It retrieves your account metadata and current usage limits. This is a good first step to ensure your agent doesn't hit rate limits mid-workflow.
If I need a full roster, can list_dynamo_investors pull every registered user, even if they aren't currently active or funded? +
Yes. This tool lists every investor record in your Dynamo Software account, regardless of their current status. It’s the best way to build an exhaustive database.
How can I filter funds based on financial thresholds instead of just searching by name or category using list_high_valuation_funds? +
It specifically identifies funds whose valuation exceeds a defined threshold. You use this when you need to see which assets meet a certain minimum investment size.
Where do I find an auditable log of recent platform events and research notes using list_latest_dynamo_activities? +
This function pulls the most recently recorded activities across the entire platform. You get summaries of notes, meetings, and key operational changes instantly.
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.
We've already built the connector for Dynamo Software. Just plug in your AI agents and start using Vinkius.
No hosting. No infrastructure. No complex setup.
All 10 tools are live and waiting.
You're up and running in seconds.
Vinkius gives your AI agents access to the full catalog of app connectors, all fully managed, secure, and enterprise-ready. One subscription, every tool you need.
Built, hosted, and secured by Vinkius. You just connect and go.