Data Connectivity & MCP Integrations
Connect your AI systems to the data they need using MCP — the emerging enterprise standard for AI integrations. We build secure bridges between your AI tools and your portfolio systems, custodians, CRMs, and market data providers.
What we offer
- Build custom MCP (Model Context Protocol) servers that give your AI agents secure, real-time access to portfolio management systems, custodial platforms, and CRMs
- Implement vector embeddings and semantic search across your proprietary research, client notes, and compliance documents
- Create secure data pipelines that keep AI tools synchronized with your business systems while enforcing access controls and audit trails
- Connect to the growing ecosystem of 1,000+ pre-built MCP integrations for tools like Salesforce, Bloomberg, and Microsoft 365
- Design data architectures that let AI agents pull context from multiple sources in a single workflow — combining client data, market research, and regulatory guidelines
Key benefits
- Give AI agents the context they need to produce relevant, firm-specific outputs instead of generic responses
- Adopt MCP now and build on the integration standard that OpenAI, Anthropic, and Salesforce are converging on
- Maintain full data security and compliance with granular access controls at the integration layer
- Reduce manual data gathering — let AI pull what it needs from your existing systems automatically
Related reading: our independent explainer of GBrain, Garry Tan's MCP-native memory tool for AI agents.
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