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Vinkius

Dynamo Software Connector for AI agents.

10 live capabilities

Manage alternative investment funds and portfolios with real-time data.

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AI Agent

Why people use Dynamo Software

Dynamo Software Alternative Investment Data Management

This Connector changes that by letting your AI agent do the heavy lifting. You can ask your agent to pull a summary of recent activities or find all investors with an active status without ever opening a browser. It connects your investment data to your daily workflow, making it easier to spot trends or gather facts for investor reports.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
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  • Windsurf

What Vinkius changes

Your agent becomes a direct interface for your entire investment management platform.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Identifying high-value assets

    An analyst needs to know which funds are the biggest.

  2. Real-world use case 02

    Filtering funded partners

    Investor relations needs to know who is funded.

  3. Real-world use case 03

    Quick portfolio status checks

    A manager needs a quick status check on a portfolio.

Complete set · 10capabilities

The complete Dynamo Software capability set.

These are the exact actions your AI can choose when you ask it to work with Dynamo Software.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 10 available through Dynamo Software.

  1. 01 Capability

    Quick portfolio valuation audit

    Get a high-level summary of valuations and activity. It is the fastest way to check your current standing.

  2. 02 Capability

    List active investors only

    Filter for investors with active or funded statuses. This saves you from digging through inactive records.

  3. 03 Capability

    List investment funds

    See a complete list of all funds managed in Dynamo. Use this to get a bird's-eye view of your holdings.

  4. 04 Capability

    List dynamo investors

    List every investor registered in your account. This is your go-to for a full roster of contacts.

Capability set02 / 03

05—07

3 capabilities in this set.

Part of 10 available through Dynamo Software.

  1. 05 Capability

    List dynamo portfolios

    See all investment portfolios configured in your account. Use this to organize your various asset groups.

  2. 06 Capability

    List latest dynamo activities

    Find the most recent notes and activities on the platform. It keeps you updated on recent team engagement.

  3. 07 Capability

    Search investment funds

    Search for funds by name or category. Use this to find specific items in large datasets.

Capability set03 / 03

08—10

3 capabilities in this set.

Part of 10 available through Dynamo Software.

  1. 08 Capability

    Get dynamo account metadata

    Get your account usage limits and metadata. This helps you keep your integration running smoothly.

  2. 09 Capability

    Get fund details

    Pull specific settings and info for a single fund. Use this to see the granular details of any investment.

  3. 10 Capability

    List high valuation funds

    Identify funds that exceed a specific valuation threshold. This helps you quickly spot your largest assets.

Set up in minutes

One URL. Then ask Dynamo Software to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Dynamo Software from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_7YTBIbj3tFQd4GtNiuQDmWeaPRwks6AhiswIo24J/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Dynamo Software, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Dynamo Software for the conversation.

Where the request belongs

Work Dynamo Software can move forward.

Built around the request

This is for investment professionals who are tired of manual data entry and constant tab-switching between different fund managers and investor lists.

01

Investment Analyst

Checks fund valuations and research notes during deep-dive analysis on a Tuesday afternoon.

02

Investor Relations

Researches commitment history and profiles during outreach calls to provide instant updates.

03

Portfolio Manager

Monitors asset counts and organizational metadata to balance investments across the firm.

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Bring your own AI

Change the model, client or framework. Keep Dynamo Software connected.

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Before you connect

Questions about Dynamo Software.

The practical details behind the request, access and result.

Can Dynamo Software MCP help with private equity data?

Yes, it allows your AI agent to access and summarize private equity fund details, investor statuses, and portfolio valuations directly from the platform.

How does Dynamo Software help with investor relations?

It enables your agent to quickly research investor profiles and commitment histories, helping you prepare for outreach calls without manual searching.

Can I use Dynamo Software MCP to see fund valuations?

Yes, you can pull high-level summaries of portfolio valuations and activity to get an instant snapshot of your current investment standing.

Does Dynamo Software MCP support research notes?

It allows your agent to retrieve the most recent research notes and engagement results, making it easy to stay updated on team activities.

Is Dynamo Software MCP good for portfolio management?

It is specifically designed for portfolio management, allowing you to monitor asset counts and organizational metadata through a chat interface.

How do I get investor status updates with Dynamo Software?

Your agent can identify investors with specific statuses, such as 'Active' or 'Funded', so you can focus on the partners that matter most.

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 capabilities.

Does the integration support custom entities?

Yes, while the core capabilities 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.

One connection away

Give your agent a direct line to Dynamo Software.

Connect Dynamo Software once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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