Black Diamond
Claude connectorClient, portfolio, and performance data for advisors
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
- 6
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.
Financial services112th of 990 by popularity · 199th of 446 by trending score
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 197 | 19,603 | 8,966 #244 | 184places up | |
| 198 | 19,516 | 9,025 #241 | 168places down | |
| 199 | Black DiamondThis page | 19,468 | 12,055 #112 | 445places down |
| 200 | 19,437 | 13,292 #81 | 251places down | |
| 201 | 19,434 | 14,362 #48 | 95places down |
Data analytics178th of 2,740 by popularity · 464th of 1,228 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 176 |  Partnership Leaders Research | 12,071 | 8,118 #1052 | 30places down |
| 177 |  CorralData | 12,060 | 20,376 #426 | 63places up |
| 178 | Black DiamondThis page | 12,055 | 19,468 #464 | 41places down |
| 179 |  Quiver Quant | 12,027 | 28,504 #252 | 8places down |
| 180 |  Porter Metrics | 12,020 | 22,058 #386 | 15places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 462 |  Soundcharts | 19,486 | 9,455 #452 | 7places down |
| 463 | 19,470 | 7,190 #923 | — | |
| 464 | Black DiamondThis page | 19,468 | 12,055 #178 | 445places down |
| 465 | 19,450 | 10,372 #348 | 210places down | |
| 466 | 19,442 | 12,277 #160 | 186places up |
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
- Acts on
- Finances, Contacts & leads
- Industry
- Financial services
- Added
- September 12, 2026
- More info
- Sponsorship
- Promote this connector