# Dynamo Software MCP > 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. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** investment-management, portfolio-tracking, fund-administration, alternative-investments, investor-relations, valuation-reporting ## Description 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. ## Tools ### 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. ### 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 across the platform. ### search_investment_funds Searches for investment funds using either a name or a category keyword. ## Prompt Examples **Prompt:** ``` List all active investors in our platform. ``` **Response:** ``` I've found several active investors, including 'Heritage Pension Fund' and 'Global Wealth Partners'. Both are currently 'Funded'. Would you like to see the last activity for Heritage Pension Fund? ``` **Prompt:** ``` Show me the top high-valuation investment funds. ``` **Response:** ``` The top funds by valuation are 'Growth Equity Fund IV' ($1.2B) and 'Global Infrastructure III' ($850M). Should I pull the performance metrics for Growth Equity Fund IV? ``` **Prompt:** ``` What are the most recent activities recorded in Dynamo? ``` **Response:** ``` The latest activities include a 'Research Note' on Cloud Tech trends and an 'Investor Meeting' with Alice Smith. Both were recorded today. Would you like a summary of the Research Note? ``` ## Capabilities ### 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. ## Use Cases ### 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. ## Benefits - 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. ## How It Works The bottom line is that instead of writing code to connect APIs, you just talk to your agent about what you need. 1. Connect the Dynamo Software integration to your AI client and provide the necessary API key and Instance URL. 2. Tell your agent exactly what you need, such as 'Show me all active investors' or 'What are the performance metrics for Fund X'. 3. The MCP executes the required tool call, returns the structured data, and presents a clear summary to your AI client. ## Frequently Asked Questions **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.