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Quantium MCP

Quantium MCP lets AI tools like ChatGPT and Claude connect to your Quantium data and actions.

With it, users can ask natural-language questions such as:

  • "Show me the asset summary"
  • "Give me portfolio summary as of last month"
  • "Show cashflow for investor X"

Instead of manually navigating through the system, users can ask AI to retrieve the information using Quantium tools.


What is MCP?

MCP (Model Context Protocol) is a standard for connecting AI applications to external tools and data sources.

Think of MCP like:

"A plug that lets AI talk to Quantium."

With MCP, AI tools can:

  • Call real tools and APIs
  • Fetch real Quantium data
  • Answer using actual business context

What can you do with Quantium MCP?

Quantium MCP can help users work with:

  • Assets
  • Portfolio / fund / investor summaries
  • Search and filtering
  • Investors and cashflows
  • Fund vehicles and investee funds
  • Transactions
  • CRM contacts
  • Accounting records
  • Reference/configuration data
  • Audit/system history

To see all supported categories and examples, go to What Quantium MCP Can Do.