AI Marketplaces Leaderboard

Black Diamond

Claude connectorPartner — verified

Client, portfolio, and performance data for advisors

View in Claude directory
Trending rank
—

no trending score

Tools
6

exposed by this connector

Connection
Remote

hosted by the developer

In-chat app
No

tools only

Movement

Over the last 30 days of daily snapshots.

Rank by popularity

#965of 2,76671places up24h—7d
#802#1,294#1,786#2,278Aug 26Aug 31Sep 5Sep 10Sep 15Sep 20

Popularity score

9,572+32924h—7d
1432,7155,2877,859Aug 26Aug 31Sep 5Sep 10Sep 15Sep 20

Trending score

——24h—7d
—

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

  • 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
Added
September 12, 2026
More info