Allocations MCP
Connect Allocations to Claude and manage SPVs and funds in plain English. Create a fund, invite investors, chase wires and pull reports without opening a dashboard.
connectedAllocations, inside Claude
Add the Allocations connector once. From then on, Claude can call Allocations actions with your permissions, and you approve anything that moves money.
Open Claude settings
Go to Settings → Connectors in Claude.
Add Allocations
Search for Allocations and add the connector.
Sign in
Log in with your Allocations account to authorize access.
Everyday fund work, in a sentence
A few of the things managers ask Claude once Allocations is connected.
Create a fund or SPV
“Set up an SPV for our Northwind seed allocation, $1.5M target.” Entity, EIN, bank account and documents, from one prompt.
Invite investors
“Invite these 12 LPs to Johnstar IV with a $50K minimum.” Invitations go out with the deal page and onboarding flow.
Check status
“Who hasn’t wired for the Q4 capital call?” Live answers from your dashboard, by investor and by vehicle.
Issue a capital call
“Call 15% from Fund III, due December 1.” Pro-rata notices drafted for your approval before they send.
Pull reports
“Summarise Fund I’s TVPI and DPI this quarter.” Numbers read straight from the books, not from a spreadsheet.
Track tax season
“Which K-1s are still outstanding?” Filing and delivery status across every vehicle you manage.
Fast to use, careful by default
An assistant with access to investor money needs guardrails. These are built in.
Your permissions, nothing more
Claude acts with the same access as your Allocations login. It can’t see vehicles or investors you can’t.
Approval before anything moves
Actions that send money, notices or documents are drafted for you to confirm in Allocations before they happen.
Full audit trail
Every tool call is logged against your account, with the prompt, the action and the result.
See what Allocations customers have to say about us
“We were very impressed by how Allocations handled our SPV. We’ve tried almost all the existing platforms, and Allocations was by far the best of the breed. Thank you! We firmly believe that Allocations can become the new standard in fund creation and management.”
“Thank you team Allocations for making my climate tech dream for the average investor a reality and helping us solo GPs sleep better at night.”
“Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! As my daughter would say.”
Before you connect
Questions about access or setup? Book a demo to walk through it with the team.
What is MCP?
+The Model Context Protocol is an open standard that lets AI assistants like Claude connect to tools and data. The Allocations MCP server gives Claude a set of Allocations actions it can call on your behalf.
What do I need to connect?
+An Allocations account and a Claude plan that supports connectors. Add the Allocations connector in Claude’s settings and sign in with your Allocations login.
Can Claude move money without me?
+No. Anything that sends money, investor notices or signed documents is prepared as a draft and needs your confirmation in Allocations.
Which actions are available?
+Creating funds and SPVs, inviting investors, checking onboarding and wire status, drafting capital calls and distributions, and reading reports and tax status. More are added over time.
Does it work with other assistants?
+MCP is an open protocol, so any MCP-compatible client can connect. Claude is the recommended client.
Is my data used to train models?
+Your Allocations data is accessed only to answer your request, under your account’s permissions.
Your next fund is one prompt away
Connect Allocations to Claude and start with “create a fund”.
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. Check this firm on FINRA BrokerCheck. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
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