Collation MCP Server

Investment data, dashboards, and performance analytics on demand, linked to your own Data Warehouse

Category: Data & Analytics
Primary Subcategory: Wealth & Portfolio Tracking Dashboards

Integration details

Description

Collation sets up and manages a dedicated data warehouse for your investment data, then connects Claude directly to it. Your portfolios, positions, transactions, and performance data stay in your own warehouse — Claude queries it in place so you get answers without exporting or moving anything. Ask questions in plain language and Claude will run SQL against your warehouse, pull up dashboards, and reuse your saved queries. Key capabilities: Run SQL and explore tables across your own data warehouse Calculate time-weighted returns (TWR) for any portfolio or period Access and build on your saved queries and dashboards Browse schema and documentation to understand what's available Built for wealth managers, analysts, and operations teams who want fast, accurate answers from investment data they fully own and control.

Integration type: Connector
Verification status: Community connector
Platform: Claude
Category: Data & Analytics
Primary Subcategory: Wealth & Portfolio Tracking Dashboards
Secondary Subcategories: None listed
Brand: Collation.AI
Access: Account required
First tracked: 2026-07-16
Tool count: 15
Geography: US

Claude Discoverability Score

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What discovery looks like

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Primary Subcategory

Competing in Claude Wealth & Portfolio Tracking Dashboards

View Category

0 scoredVerified connectors by score · Community connectors A–Z

Primary Subcategory

—Collation MCP ServerPending VerificationGet notified

—Envestnet TamaracPending VerificationGet notified

—Flanks AggregatePending VerificationGet notified

—IBI SMARTPending VerificationGet notified

—Production Truthifi MCPPending VerificationGet notified

—ValYouPending VerificationGet notified

Tools

15 tools agents can invoke

No public description for this tool yet.
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No public description for this tool yet.

Collation MCP Server FAQ

How do I improve a Community connector's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Collation MCP Server alternatives on Claude?

As of 2026-09-29, Collation MCP Server competes with Addepar MCP, Black Diamond, Envestnet Tamarac, Flanks Aggregate, Flourish Financial, IBI SMART, Orion, Production Truthifi MCP, ValYou in Claude Wealth & Portfolio Tracking Dashboards, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.