Connectors
Every data source and action the platform reaches, brokered as MCP servers behind the Gateway — each call identity-scoped, policy-checked and logged.
MCP servers
8 registered servers · 32 governed tools. Select a server to inspect its tools and access policy.Knowledge Graph RAG
MCP-01 · RetrievalGrounded retrieval over the three-tier knowledge base. Every Copilot citation originates here.
Portfolio Service
MCP-02 · Positions & clientsLive holdings, client whole-portfolios and desk exposures from the books-and-records system.
Market Data Feed
MCP-03 · FactSet market dataReal-time market flashes, consensus estimates and NLP-tagged transcripts from FactSet content.
Analytics & Screening
MCP-04 · Quant enginesStress tests, comparable screens, DCF construction and thematic screens on governed compute.
Private Signals Feed
MCP-05 · Alternative dataHiring velocity, web traffic and founder-milestone signals for private companies.
Deal Workspace & CRM
MCP-06 · PipelineDeal pipeline records, diligence workspaces and committee-scoped access management.
Document Studio
MCP-07 · DeliverablesBranded, compliance-checked exports: decks, models, memos and client communications.
Execution & Approvals
MCP-08 · ActionsThe irreversible-action boundary: orders, approvals routing and compliance escalation.