Clockwork
Claude connectorCommunityMonitor your investment portfolio in Claude: holdings, transactions, documents, and performance
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
- 42
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 category
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services380th of 990 by popularity · 368th of 446 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 378 |  CredCore - Tusk Liquid | 6,977 | — | 248places down |
| 379 |  Slatemark | 6,977 | 10,683 #364 | 188places down |
| 380 | 6,966 | 10,427 #368 | 216places down | |
| 381 | 6,931 | — | 99places down | |
| 382 | 6,895 | 68,444 #25 | 137places up |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 366 |  Envestnet MoneyGuide | 10,439 | 10,401 #179 | 692places down |
| 367 | 10,430 | 9,976 #195 | 37places up | |
| 368 | 10,427 | 6,966 #380 | 352places down | |
| 369 | 10,247 | 8,798 #255 | 369places down | |
| 370 | 10,208 | 9,219 #230 | 493places down |
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 42Show fewer
- 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
- Sponsorship
- Promote this connector