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Clockwork

Claude connectorCommunity

Monitor your investment portfolio in Claude: holdings, transactions, documents, and performance

View in Claude directory

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

#2904of 8,95320places down24h209places down7d
#1,928#2,195#2,462#2,729Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Rank by trending score

#2810of 3,55155places down24h395places down7d
#1,775#2,058#2,341#2,624Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Popularity score

7,066+3324h+897d
6,8106,8806,9507,020Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Trending score

9,667024h−7607d
7,54910,61613,68316,750Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

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 services419th of 1,227 by popularity · 442nd of 531 by trending score
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All 1,250 Financial services connectors

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 42
  • 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
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