Chronograph MCP Server

Provider-hosted MCP server giving Claude real-time access to Chronograph private capital portfolio data, fund performance, and exposure analytics.

Finance by Chronograph OAuth2 active

Connect (Remote Server) Docs

Overview

Chronograph is a portfolio monitoring, valuations, and analytics platform used by institutional limited partners and general partners in private equity, private credit, venture capital, and infrastructure. The Chronograph MCP server, launched in October 2025 alongside an Anthropic partnership, exposes a client's complete Chronograph dataset to Claude as a remote MCP connector so investment teams can run portfolio analysis through natural language instead of dashboards and exports.

The server is provider-hosted at https://ai.chronograph.pe/mcp over streamable HTTP and ships seven tools focused on entity search, exposure analytics, commitment history, investment metrics, ad-hoc query execution, and help-center lookups. It covers all asset classes Chronograph supports and pulls live data, so answers reflect the same numbers analysts see in the Chronograph application.

Access is gated: only existing Chronograph clients can use it, and a paid Claude plan is required. Authentication runs through Chronograph's own SSO (auth.chronograph.pe), so user permissions in Chronograph carry over to what the connector can return.

Tools

Tool	Description
`top-exposures`	Returns the top portfolio exposures for a given portfolio or fund, used for sector, geography, or industry concentration analysis.
`run-query`	Executes an ad-hoc query against the user's Chronograph dataset for custom slicing and reporting.
`entity-search`	Searches across funds, portfolio companies, GPs, and other entities in the user's Chronograph data.
`commitment-history`	Returns the commitment, contribution, and distribution history for a fund or investment relationship.
`investment-metrics`	Returns performance metrics such as IRR, TVPI, DPI, and MOIC for a given fund or investment.
`query-help-center-documentation`	Searches Chronograph's help center for documentation relevant to a user question.
`get-help-center-article`	Retrieves the full text of a specific Chronograph help center article.

Setup Guide

Prerequisites

An active Chronograph client account with portfolio data loaded
A paid Claude subscription (Claude, Claude API, or Claude Code)
Chronograph SSO credentials for OAuth sign-in

Add the connector

The server is hosted by Chronograph. There is nothing to install or self-host. Point your MCP client at the remote endpoint:

https://ai.chronograph.pe/mcp

Claude Code / Claude CLI

claude mcp add --transport http chronograph https://ai.chronograph.pe/mcp

Claude Desktop (MCP config)

{
  "mcpServers": {
    "chronograph": {
      "type": "http",
      "url": "https://ai.chronograph.pe/mcp"
    }
  }
}

On first use, Claude will redirect you through Chronograph's SSO at auth.chronograph.pe to authorize the connector. Your Chronograph user permissions determine which portfolios and entities are visible.

For implementation help, Chronograph directs clients to [email protected].

Use Cases

Portfolio exposure analysis: query top sector, industry, or geography exposures across a fund-of-funds or LP portfolio without exporting to Excel.
Fund performance review: pull IRR, TVPI, DPI, and MOIC for a named fund and compare against vintage peers in conversation.
Commitment and cash flow tracking: retrieve contribution and distribution history for a GP relationship ahead of capital calls or IC meetings.
Cross-portfolio search: find every fund or underlying company with exposure to a specific sector or theme (e.g. consumer finance, AI infrastructure).
Help-desk style lookups: answer "how does Chronograph calculate X?" by pulling directly from Chronograph's help center inside Claude.

Example Prompts

"What are my top exposures to Health Care within the Client A portfolio?"
"Which of my funds have exposure to Consumer Finance?"
"What is the performance track record of Huron Oak Equity V (IRR, TVPI, DPI)?"
"Show me the full commitment and distribution history for our relationship with Fund XYZ."
"Search Chronograph for any portfolio company in the EU energy sector and summarize their latest reported metrics."

Pros

Official, vendor-maintained connector built in partnership with Anthropic, so data semantics match the Chronograph product.
Remote streamable HTTP server with no install or infra to run; access is governed by Chronograph SSO.
Covers the core LP/GP workflow (exposures, commitments, performance metrics, entity search) rather than only read-only document retrieval.
Inherits each user's Chronograph permissions, so portfolio access controls carry over automatically.

Limitations

Restricted to existing Chronograph clients and requires a paid Claude plan; not usable as a general "private markets" data source.
No public GitHub repo or self-host option; you cannot inspect or extend the server.
Tool surface is focused on querying and analytics; there are no documented write/update tools for editing Chronograph data.

Alternatives

Bloomberg, FactSet, or Preqin MCP-style connectors for broader market data (none are officially Chronograph equivalents in private capital portfolio monitoring).
Custom MCP servers wrapping internal data warehouses (Snowflake, Databricks) for teams that already centralize LP/GP reporting outside Chronograph.
Carta's portfolio data APIs accessed through a custom MCP wrapper for VC-focused stacks.