Collation MCP Server
Claude connectorCommunityInvestment data, dashboards, and performance analytics on demand, linked to your own Data Warehouse
- Tools
- 15
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.
Data analytics720th of 1,936 by popularity · 753rd of 937 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 717 | 7,190 | 128places down | ||
| 718 | 7,180 | 84places down | ||
| 719 | 7,150 | 574places up | ||
| 720 | 7,150 | 118places down | ||
| 721 |  magnews | 7,150 | 173places down | |
| 722 |  Ocean | 7,140 | 168places down | |
| 723 |  Adzviser Sprout Social | 7,129 | 235places up |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 750 | 20,661 | 290places down | ||
| 751 |  Sleekplan | 20,658 | 132places down | |
| 752 | 20,608 | 303places down | ||
| 753 | 20,566 | 98places down | ||
| 754 | 20,559 | 4places down | ||
| 755 |  Ezoic Analytics | 20,529 | 29places down | |
| 756 | 20,511 | 191places down |
Productivity1,071st of 2,822 by popularity · 1,087th of 1,305 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1068 | 7,200 | 125places down | ||
| 1069 | 7,180 | — | ||
| 1070 | 7,160 | 82places down | ||
| 1071 | 7,150 | 118places down | ||
| 1072 |  Gradient Builder | 7,150 | 27places up | |
| 1073 | magnews | 7,150 | 173places down | |
| 1074 | 7,150 | — |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1084 | 20,625 | 108places down | ||
| 1085 | 20,608 | 303places down | ||
| 1086 | 20,587 | 262places down | ||
| 1087 | 20,566 | 98places down | ||
| 1088 |  Fine Structure | 20,560 | 346places down | |
| 1089 | 20,559 | 4places down | ||
| 1090 | 20,511 | 191places down |
Financial services300th of 691 by popularity · 313th of 364 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 297 |  Trata | 7,219 | 171places down | |
| 298 | 7,160 | 145places down | ||
| 299 | 7,160 | 213places down | ||
| 300 | 7,150 | 118places down | ||
| 301 | 7,119 | 10places down | ||
| 302 | 7,087 | 151places down | ||
| 303 | 7,087 | 88places up |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 310 | 20,741 | 80places down | ||
| 311 | 20,661 | 290places down | ||
| 312 | 20,608 | 303places down | ||
| 313 | 20,566 | 98places down | ||
| 314 | 20,297 | 333places down | ||
| 315 |  HitPay | 20,258 | 243places down | |
| 316 | 20,018 | 261places down |
Collation sets up and manages a dedicated data warehouse for your investment data, then connects Claude directly to it. Your portfolios, positions, transactions, and performance data stay in your own warehouse — Claude queries it in place so you get answers without exporting or moving anything. Ask questions in plain language and Claude will run SQL against your warehouse, pull up dashboards, and reuse your saved queries. Key capabilities:
Run SQL and explore tables across your own data warehouse Calculate time-weighted returns (TWR) for any portfolio or period Access and build on your saved queries and dashboards Browse schema and documentation to understand what's available
Built for wealth managers, analysts, and operations teams who want fast, accurate answers from investment data they fully own and control.
Tools
- calculate_twr
- create_saved_query
- describe_table
- get_dashboard
- list_dashboards
- list_databases
- list_documentation
- list_saved_queries
- list_tables
- read_documentation
- run_saved_query
- run_sql
- select_database
- update_saved_query
- whoami
- Sign-in
- Required
- Connector URL
- https://mcpserver.collation.ai/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Acts on
- Databases, Finances
- Industry
- Financial services
- Added
- July 16, 2026
- More info