Collation MCP Server
Claude connectorCommunityInvestment data, dashboards, and performance analytics on demand, linked to your own Data Warehouse
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
- 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 analytics862nd of 2,740 by popularity · 631st of 1,228 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 860 |  HtAG Intelligence | 7,500 | 15,311 #663 | 82places up |
| 861 | 7,500 | 15,922 #632 | 571places up | |
| 862 | 7,492 | 15,922 #631 | 144places down | |
| 863 | 7,476 | 2,817 #1216 | 198places down | |
| 864 | 7,476 | 3,609 #1210 | 170places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 629 | 16,015 | 11,035 #269 | 371places down | |
| 630 |  PaidSync.ai | 15,970 | 8,997 #540 | 578places up |
| 631 | 15,922 | 7,492 #862 | 78places down | |
| 632 | 15,922 | 7,500 #861 | 451places down | |
| 633 | 15,900 | 7,304 #898 | 842places down |
Productivity1,232nd of 4,005 by popularity · 895th of 1,642 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1230 | 7,500 | — | 53places up | |
| 1231 | 7,500 | 15,922 #896 | 571places up | |
| 1232 | 7,492 | 15,922 #895 | 144places down | |
| 1233 | 7,492 | 5,434 #1523 | 86places up | |
| 1234 | 7,484 | — | 203places down |
Financial services347th of 990 by popularity · 261st of 446 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 345 |  CAISey | 7,500 | 6,899 #416 | — |
| 346 | HtAG Intelligence | 7,500 | 15,311 #276 | 82places up |
| 347 | 7,492 | 15,922 #261 | 144places down | |
| 348 |  MarketCrew — live market data & analysis | 7,451 | 121,546 #13 | 102places up |
| 349 |  dv01 | 7,443 | 8,325 #393 | 91places up |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 259 | 16,310 | 12,878 #96 | 2places down | |
| 260 | 16,116 | 9,524 #215 | 19places down | |
| 261 | 15,922 | 7,492 #347 | 78places down | |
| 262 | 15,900 | 7,304 #356 | 842places down | |
| 263 |  PocketSmith Read-Only Access | 15,859 | 9,042 #238 | 239places down |
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
- Sponsorship
- Promote this connector