Orrigo MCP Connector

Orrigo is the answer vault and firm-data platform that investment-management firms use to respond to RFPs, DDQs and consultant questionnaires. RFP, investor-relations, consultant-relations and sales-support teams keep their approved answers and their firm and strategy data in Orrigo, so every response is drawn from content the firm has already signed off.

This connector gives Claude read-only access to your firm's own Orrigo account, so Claude drafts from approved content and reported figures instead of from memory.

With it, Claude can:

• Search the vault for approved answers and show the source and saved date of each.
• Open a specific vault answer in full.
• List your RFPs and DDQs and read the questions and answers in any one of them.
• Draft an answer to a new question using only vault evidence, and list the sources it used.
• Rewrite an existing answer to a required length, tone or house style without changing its facts.
• Look up the firm's own figures, such as assets under management, account counts, performance, holdings and personnel, as reported in your latest data upload, with the period and as-of date.
• Follow Orrigo's documented procedure for common workflows, such as an RFP response, a DDQ update or a client deck.

Every call runs as the signed-in user, under your firm's own permissions. Every tool is read-only: nothing is written to the vault, submitted to a portal or sent to anyone. Everything Claude produces with this connector is a draft for human and compliance review before it leaves the firm.

An active Orrigo account is required. Users without one cannot sign in and the tools return nothing.