CAISey (Claude)

Unverified

CAISey gives CAIS platform users access to alternative investment products data made available on the platform.

About CAISey (Claude) MCP Server

CAISey is an AI-assisted research and information tool embedded directly into the CAIS platform. It helps financial advisors who are CAIS platform users quickly evaluate and compare alternative investment products available on the CAIS platform using plain-language information drawn from materials made available by asset managers.

Features

Tools
Getting Started

Open the Claude listing: https://claude.com/marketplace/connectors/caisey. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.caisgroup.com/mcp. Sign-in: Required. Publisher documentation: https://www.caisgroup.com/home-office/caisey. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.

Tools (4)
Functions this server exposes to AI clients

ask_caisey

get_caisey_session

list_caisey_sessions

render_citation_page

Compatible With
Claude
Claude Code
Claude Desktop