Black Diamond

Data and Analytics · by SS&C Black Diamond · Verified

Connector Client, portfolio, and performance data for advisors

Install

In Claude, open Settings, then Connectors.
Find Black Diamond in the directory, or choose Add custom connector and paste the URL below.
Sign in to SS&C Black Diamond and review what it asks to reach.

Connector URL

https://bd3.bdreporting.com/mcp

Claude Code

claude mcp add --transport http black-diamond https://bd3.bdreporting.com/mcp

Run in a terminal, then run /mcp in Claude Code to sign in.

Add in Claude Open on claude.com

About

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

blackdiamond_ask_data_warehouse
blackdiamond_get_navigation_links
blackdiamond_get_user_context
blackdiamond_invoke_tool
blackdiamond_search_help_documentation
blackdiamond_search_tools

6 tools. The maker decides what the tools do and can change them. Add connectors only from makers you trust.

From the maker

Facts

Kind: Connector
Category: Data and Analytics
Made by: SS&C Black Diamond
Runs: Remote server
Works in: Claude, Claude API, Claude Code, Claude Desktop
Sign-in: Required
Added: 2026-09-12
Source: Verified