Vinkius
Dynamo Software

Dynamo Software MCP for AI. Audit fund metrics and investor data instantly.

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

Dynamo Software MCP on Cursor AI Code EditorDynamo Software MCP on Claude Desktop AppDynamo Software MCP on OpenAI Agents SDKDynamo Software MCP on Visual Studio CodeDynamo Software MCP on GitHub Copilot AI AgentDynamo Software MCP on Google Gemini AIDynamo Software MCP on Lovable AI DevelopmentDynamo Software MCP on Mistral AI AgentsDynamo Software MCP on Amazon AWS Bedrock

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.

+ 7 more capabilities included
Audit Portfolio Value

Instantly pulls together a summary of current portfolio valuations and recent operational activity.

List All Funds

Retrieves detailed information, strategies, and performance metrics for all investment funds under management.

Check Investor Status

Identifies which investors are currently active or have committed capital to the firm.

View Investment History

Gathers a list of all registered investors and provides detailed metadata on your Dynamo Software account usage.

Search Specific Funds

Narrows down fund results by name or category keyword for fast data retrieval.

Included with Plan

Waiting for input…

AI Agent

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 Vinkius

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...

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.

Claude AI

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Dynamo Software integration is available immediately — no restart needed.

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
Start building

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
Dynamo Software MCP server cover

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

Your data is protected. See how we built it.

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.

Built · Hosted · Managed by Vinkius Dynamo Software MCP - Track Fund & Investor Data
Server ID 019d758b-0626-721a-9ad0-3ac540ea7efd
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

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.

Built & Managed by Vinkius 30s setup 10 tools

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 runs on Claude Claude
Vinkius runs on ChatGPT ChatGPT
Vinkius runs on Cursor Cursor
Vinkius runs on Gemini Gemini
Vinkius runs on Windsurf Windsurf
Vinkius runs on VS Code VS Code
Vinkius runs on JetBrains JetBrains
Vinkius runs on Vercel Vercel
+ other MCP clients

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.

Zero hosting required Full MCP catalog included Enterprise-grade security Auto-updated by Vinkius

Built, hosted, and secured by Vinkius. You just connect and go.