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The Standard Metrics MCP is a Model Context Protocol (MCP) server that connects compatible AI clients to the Standard Metrics API, enabling AI-powered analysis of your portfolio data.

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What you can do

The Standard Metrics MCP gives compatible AI clients secure, structured access to your Standard Metrics data. You can use it to:
  • Summarize investment, company, or fund performance.
  • Answer ad hoc portfolio questions.
  • Identify portfolio trends, anomalies, risks, and opportunities.
  • Create reports and analyses for LPs, diligence, portfolio reviews, valuations, and other workflows.
  • Automate recurring work such as monitoring, alerts, and stakeholder updates.
Explore practical examples in the MCP Cookbook, or review the full list of available tools.

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Choose your client

Setup varies by client. Follow the guide for the client you use:

Claude

Connect Claude Web or Claude Desktop.

ChatGPT

Connect ChatGPT to your Standard Metrics data.

Other clients

Connect another Streamable HTTP client.
When using an MCP client, your portfolio data is sent to the LLM you’ve configured. Some LLM providers may use this data to train their models. We recommend using an enterprise plan that explicitly opts out of training on your data.