InvestNext
Claude connectorCommunityAnswers about your investors, funds, and capital raises
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.
Note: InvestNext MCP is only available on certain InvestNext plan types and must be enabled by our team. Please reach out to support@investnext.com to set up access for your account.
- Tools
- 26
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
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Popularity score
Trending score
1 listing change logged · latest Sep 23: Description. See what changed
In its categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Productivity1,117th of 4,005 by popularity · 940th of 1,642 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1115 | 7,858 | 16,350 #873 | 169places down | |
| 1116 | 7,852 | 17,119 #812 | 93places down | |
| 1117 | InvestNextThis page | 7,852 | 15,218 #940 | 73places down |
| 1118 | 7,845 | 7,134 #1448 | 56places down | |
| 1119 | 7,845 | 9,834 #1302 | 151places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 938 |  LottieFiles MCP | 15,230 | 12,358 #354 | 505places down |
| 939 | 15,230 | 8,418 #972 | 70places down | |
| 940 | InvestNextThis page | 15,218 | 7,852 #1117 | 2places down |
| 941 | 15,216 | 4,087 #2432 | 222places down | |
| 942 | 15,208 | 17,766 #45 | 398places down |
Financial services314th of 990 by popularity · 279th of 446 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 312 | 7,919 | 6,899 #417 | 1places down | |
| 313 |  NuMetric | 7,895 | — | 162places down |
| 314 | InvestNextThis page | 7,852 | 15,218 #279 | 73places down |
| 315 | 7,845 | 507,188 #2 | 319places up | |
| 316 |  StockPortfolio.pro — Verified Financial Data | 7,845 | 42,732 #46 | 129places up |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 277 | 15,293 | 7,966 #305 | 500places up | |
| 278 |  Stash Property | 15,290 | 8,033 #298 | — |
| 279 | InvestNextThis page | 15,218 | 7,852 #314 | 2places down |
| 280 |  TaxAct | 15,157 | 11,406 #150 | 487places down |
| 281 | 15,106 | 6,570 #414 | — |
Data analytics769th of 2,740 by popularity · 670th of 1,228 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 767 |  PointOne | 7,864 | 3,158 #1214 | 70places down |
| 768 | 7,858 | 16,350 #623 | 169places down | |
| 769 | InvestNextThis page | 7,852 | 15,218 #670 | 73places down |
| 770 | 7,845 | 507,188 #3 | 319places up | |
| 771 | StockPortfolio.pro — Verified Financial Data | 7,845 | 42,732 #111 | 129places up |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 668 | 15,246 | 9,347 #475 | 586places up | |
| 669 | 15,230 | 8,418 #648 | 70places down | |
| 670 | InvestNextThis page | 15,218 | 7,852 #769 | 2places down |
| 671 |  1102tools for GSA CALC+ | 15,216 | 5,392 #1418 | — |
| 672 | 15,216 | 4,392 #1701 | — |
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 26Show fewer
- list_distribution_transactions
- list_position_transactions
- list_project_classes
- list_project_distributions
- list_project_positions
- list_projects
- readme
- whoami
- 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
- Acts on
- Finances, Contacts & leads
- Industry
- Real estate
- Added
- September 2, 2026
- More info
- Sponsorship
- Promote this connector