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InvestNext

Claude connectorCommunity

Answers about your investors, funds, and capital raises

View in Claude directory
Trending rank
#1984

of 2,468

Tools
26

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

#1680of 2,76614places down24h—7d
#1,665#1,670#1,675#1,680Aug 26Aug 31Sep 5Sep 10Sep 15Sep 20

Popularity score

6,977+2324h—7d
6,9526,9596,9666,973Aug 26Aug 31Sep 5Sep 10Sep 15Sep 20

Trending score

16,429−25824h—7d
16,40416,48216,56016,638Aug 26Aug 31Sep 5Sep 10Sep 15Sep 20

Ask about your capital activity and investors in plain language and get answers drawn from your own records. InvestNext is the capital raising and investor management platform for over 1,600 real estate sponsors, syndicators, and private funds, supporting 90,000+ investors. This connector gives Claude direct access to the InvestNext data your firm already maintains across your investor portal, cap table, CRM, and more.

Receive a full briefing on an investor before a call, covering their investment history, commitments, distributions, and recent activity. Ask how an offering or fund is tracking, how much capital is left to call, or which investors have uncommitted capacity across your active raises. Then ask Claude to turn any of it into a report, summary, or talking points you can use immediately.

Responses are drawn from your InvestNext account and follow your existing InvestNext permissions, so each user sees only the records they are authorized to see in the platform. This connector does not create, edit, or delete records, send communications to investors, or take action in InvestNext on your behalf.

Tools

  • describe_filters
  • get_account
  • get_capital_raise
  • get_class
  • get_commitment
  • get_contact
  • get_distribution
  • get_offering
  • get_opportunity
  • get_position
  • get_project
  • list_accounts
  • list_capital_raise_opportunities
  • list_capital_raises
  • list_class_transactions
  • list_contact_emails
  • list_contact_notes
  • list_contacts
Show all 26
  • list_distribution_transactions
  • list_position_transactions
  • list_project_classes
  • list_project_distributions
  • list_project_positions
  • list_projects
  • readme
  • whoami
Categories
Made by
InvestNext · Website
Sign-in
Required
Connector URL
https://mcp.investnext.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
September 2, 2026
More info