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What Quantium MCP Can Do

When connected, Quantium MCP gives AI access to Quantium tools so users can retrieve data using simple questions. Below is a high-level summary of the main tool groups.

Asset Tools

Used for working with assets in Quantium.

Common actions:

  • List all assets
  • View asset details
  • Get asset summary

Example prompts:

  • "Show me the asset summary"
  • "List all assets in my scope"
  • "Get details for asset ABC"

Portfolio / Fund / Investor Summary Tools

Used to summarize performance and portfolio information.

Common actions:

  • Fund summary
  • Investor summary
  • Portfolio summary

Example prompts:

  • "Give me portfolio summary as of last month"
  • "Show fund summary for this scope"
  • "Summarize investor performance"

Search Tools

Used to search and filter Quantium records.

Common actions:

  • Search investments
  • Search fund operations
  • Search capital transactions

Example prompts:

  • "Search investments related to ABC company"
  • "Find capital transactions for last quarter"
  • "Search fund operations for this asset"

Investor Tools

Used for investor data.

Common actions:

  • List investors
  • Get investor details
  • View investor cashflows

Example prompts:

  • "Show cashflow for investor X"
  • "List all investors"
  • "Get details for investor ABC"

Fund Vehicle / Investee Fund Tools

Used for fund structures.

Common actions:

  • List fund vehicles
  • View investee fund details
  • Look-through assets

Example prompts:

  • "List all fund vehicles in my scope"
  • "Show investee fund details"
  • "Show look-through assets"

Transaction Tools

Used to retrieve valuation and capital transactions.

Common actions:

  • List capital transactions
  • List valuation transactions

Example prompts:

  • "Show latest valuation transactions"
  • "List capital transactions for this asset"

CRM Tools

Used to work with CRM contact records.

Common actions:

  • List contacts
  • Add/update contacts (coming soon)
  • Delete contacts (coming soon)

Example prompts:

  • "List CRM contacts"
  • "Add a new CRM contact for investor John Doe"

Accounting Tools

Used for accounting information.

Common actions:

  • Get journal list
  • Create journal entries (coming soon)
  • Fetch bank data

Example prompts:

  • "Show accounting journal list for this scope"
  • "Get bank data for this entity"

Reference / Configuration Tools

Used for reference data and dropdown-like values.

Common actions:

  • Country list
  • Sectors
  • Field options

Example prompts:

  • "List all available sectors"
  • "Show available country values"

System / Audit Tools

Used for logs and change tracking.

Common actions:

  • View history logs
  • View deactivated entities in a date range

Example prompts:

  • "Show changes between Jan 1 and Jan 10"
  • "Show deactivated entities last month"

Updated about 1 month ago