MCP Connectors

Your information has always been there. It's just been buried behind logins, module-hunting, report-building, and exports into Excel. Every question about your performance, holdings, or exposure has meant a detour through the system before it meant an answer. Allvue's MCP connection closes that gap: ask in plain English, from the tools you already use, and get back a governed number for your data and not a guess.

Interact Within Existing Toolsets

MCP is emerging as the common way AI tools connect to enterprise data — one governed connection instead of a custom integration for every assistant you use.

Your Governance Travels With It

Permissions and entitlements travel with the connection, not around it. You're not copying your data into a new tool's silo to get an answer.

Built to Extend

As new AI tools and assistants emerge, they can plug into the same connection you've already set up. No rebuilding integrations from scratch.

Four Things You Can Ask with MCP

Performance & Returns

"What's Fund A's net IRR and DPI as of Q2?"

Holdings & Exposure

"Show MOIC by holding for Fund X."

Compare, Rank & Trend

"Which funds have vintage ≤ 2019 and net IRR above 12%?"

Definitions & Reports

"What's the approved definition of TVPI?"

One Connection,
Four Data Connectors

Allvue's MCP connection isn't a one-off integration. It's a single gateway into your data that grows as your needs do. Nexius Intelligence and Investment Management bring cross-platform insight and trading data into the conversation today. Financial Operations connects Fund Accounting and the Equity Data Warehouse, giving you governed metrics and reports on demand. Investor Relations extends that same experience to LP-facing data. Each connector is built on the same fund-ops discipline behind your reports — allocation rules, waterfall and carry logic, multi-currency, valuation policy, ILPA templates, and GL and chart of accounts — so every plain-English answer is one you can trust.

Nexius Intelligence: Cross-platform insight, live today.

Investment Management: Trading data, live today.

Financial Operations: Fund Accounting and the Equity Data Warehouse. First connector built for governed, client-facing query.

Investor Relations: Extends the same experience to LP-facing data.

A Connection Built on
Fund-Ops Discipline, Not Just AI

The question a user asks is only the visible part. Underneath it: governed calc definitions, allocation rules, waterfall and carry logic, multi-currency handling, fund structures, valuation policy, ILPA templates, GL and chart of accounts, audit trails, and entitlements. That's the difference between an AI that guesses and one that answers the way your reports already do.

Governed Calcs on Tap

- NAV, IRR (net & gross), MOIC
- TVPI, DPI, RVPI
- Called, Distributed, Dry powder
- Unrealized value, AUM

Secured by Design

- Entitlement-scoped access
- Client data isolation
- Audit logging on every query
- No data back to AI vendors

Use Your Own LLMs

No new software to roll out. The Allvue MCP connection works with the AI assistants your team already has open.

Works with Claude
Works with ChatGPT

Why Ask Through MCP Instead of Building Your Own Integration

Wiring a single AI assistant into your fund data is a project. Wiring every assistant your team adopts into it, one at a time, is a treadmill. Allvue's MCP connection gives you one governed connection that any compatible tool can use, so your team gets answers today and isn't locked into asking the same question of the same tool tomorrow.

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Firm Type

Investment Strategy

Emerging Managers

Diversified Managers

Allvue