Black Diamond (Claude)
Client, portfolio, and performance data for advisors
Connect Claude to Black Diamond and get answers from your data in plain language, without switching screens or running manual lookups. Look up clients and accounts, pull performance and holdings down to the tax lot, track private fund activity, and review fees and transactions. Find rebalancing and tax loss harvesting opportunities, launch rebalance sessions, and run client reports on demand. Built for advisors and operations teams prepping for client meetings, researching billing questions, or scanning the book for opportunities.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/black-diamond. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://bd3.bdreporting.com/mcp. Sign-in: Required. Publisher documentation: https://bd3.bdreporting.com/info/mcp. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
blackdiamond_ask_data_warehouse
blackdiamond_get_navigation_links
blackdiamond_get_user_context
blackdiamond_invoke_tool
blackdiamond_search_help_documentation
blackdiamond_search_tools
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