Black Diamond
Claude connectorClient, 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.
- Tools
- 6
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
Rank by trending score
Popularity score
Trending score
In its categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services124th of 1,227 by popularity · 265th of 531 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 122 |  etoro | 12,234 | 76,337 #28 | 78places up |
| 123 |  Quiver Quant | 12,229 | 15,934 #318 | 23places down |
| 124 | Black DiamondThis page | 12,191 | 18,053 #265 | 34places down |
| 125 | 12,153 | 23,869 #167 | 37places down | |
| 126 | 12,139 | 41,445 #53 | 170places up |
Data analytics191st of 3,282 by popularity · 603rd of 1,426 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 189 |  Subtext | 12,204 | 4,200 #1386 | 55places down |
| 190 |  VideoDB | 12,200 | 23,001 #392 | 27places up |
| 191 | Black DiamondThis page | 12,191 | 18,053 #603 | 34places down |
| 192 |  Partnership Leaders Research | 12,175 | 10,445 #1087 | 36places down |
| 193 | 12,163 | 23,105 #387 | 18places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 601 | 18,099 | 10,914 #318 | 55places down | |
| 602 | 18,058 | 8,535 #705 | 296places up | |
| 603 | Black DiamondThis page | 18,053 | 12,191 #191 | 159places down |
| 604 | 18,044 | 10,236 #404 | 567places down | |
| 605 |  Meridian AI | 18,023 | 10,189 #407 | 101places down |
Tools
- blackdiamond_ask_data_warehouse
- blackdiamond_get_navigation_links
- blackdiamond_get_user_context
- blackdiamond_invoke_tool
- blackdiamond_search_help_documentation
- blackdiamond_search_tools
- Categories
- Made by
- SS&C Black Diamond · Website
- Sign-in
- Required
- Connector URL
- https://bd3.bdreporting.com/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Acts on
- Finances, Contacts & leads
- Industry
- Financial services
- Added
- September 12, 2026
- More info
- Sponsorship
- Promote this connector