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Clockwork

Claude connectorCommunity

Monitor your investment portfolio in Claude: holdings, transactions, documents, and performance

View in Claude directory
Tools
42

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#2176of 5,18327places down24h177places down7d
#1,581#1,744#1,907#2,070Sep 13Sep 19Sep 25Oct 1Oct 7Oct 12

Rank by trending score

#2246of 2,45438places down24h268places down7d
#1,570#1,755#1,940#2,125Sep 13Sep 19Sep 25Oct 1Oct 7Oct 12

Popularity score

6,919−2424h+867d
6,7076,7726,8376,902Sep 13Sep 19Sep 25Oct 1Oct 7Oct 12

Trending score

17,809−35924h+1,0247d
15,38716,14616,90517,664Sep 13Sep 19Sep 25Oct 1Oct 7Oct 12

In its category

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Financial services310th of 691 by popularity · 340th of 364 by trending score
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All 695 Financial services connectors

Clockwork is a digital investment office for individuals, family offices, funds, and their advisors. Connect it to work with your portfolio directly in Claude: look up holdings and funds, review commitments, capital calls, distributions, and fees, pull performance metrics including IRR, MOIC, DPI, and TVPI, and read the notes, statements, and documents attached to each position. Claude can also write back, logging a new investment, recording a distribution, creating a company profile, tagging holdings, and building saved portfolios and views. Requires a Clockwork account.

Tools

  • add-subject-tags
  • bulk-add-subject-tags
  • bulk-remove-subject-tags
  • create-contents
  • create-contents-filter
  • create-file-content
  • create-holdings
  • create-investment-accounts
  • create-investment-filter
  • create-list
  • create-subjects-filter
  • create-template
  • create-transactions
  • delete-tag
  • delete-template
  • edit-contents
  • edit-transactions
  • get-change-logs
Show all 42
  • get-contents
  • get-investments-summary-numbers
  • get-investments-summary-numbers-by-filter-id
  • get-lists
  • get-presigned-upload-file-url
  • get-subjects
  • get-template
  • get-templates
  • get-transaction-defaults
  • get-user-scope
  • lookup-users-and-groups
  • remove-subject-tags
  • render-content
  • render-subject
  • search-industries
  • search-sectors
  • search-tags
  • select-group
  • update-contents-filter
  • update-investment-filter
  • update-list
  • update-subject
  • update-subjects-filter
  • update-template
Categories
Made by
Clockwork Universe, Inc. · Website
Sign-in
Required
Connector URL
https://mcp.clockwork.app/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Acts on
Finances, Files & documents
Industry
Financial services
Added
July 29, 2026
More info