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 analytics893rd of 3,282 by popularity · 617th of 1,426 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 891 | 7,833 | 15,092 #764 | 39places down | |
| 892 |  Omniscope | 7,833 | — | 343places up |
| 893 | 7,820 | 17,787 #617 | 184places down | |
| 894 |  Credits.fm | 7,814 | 8,625 #1207 | 168places down |
| 895 | 7,814 | 11,443 #1032 | 118places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 615 | 17,836 | 4,907 #1813 | 222places down | |
| 616 |  Suger | 17,817 | 10,917 #317 | 53places up |
| 617 | 17,787 | 7,820 #893 | 158places down | |
| 618 |  1102tools for Federal Register | 17,722 | 6,022 #1430 | 80places down |
| 619 |  Novus för Byråer | 17,700 | 5,977 #1450 | 246places down |
Productivity1,279th of 4,952 by popularity · 915th of 1,913 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1277 |  Fine Structure | 7,839 | 14,815 #1135 | 168places down |
| 1278 | 7,833 | 11,198 #1435 | 6places down | |
| 1279 | 7,820 | 17,787 #915 | 184places down | |
| 1280 | 7,820 | 21,060 #719 | — | |
| 1281 | Credits.fm | 7,814 | 8,625 #1611 | 168places down |
Financial services363rd of 1,227 by popularity · 277th of 531 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 361 | 7,870 | 17,165 #292 | 1places up | |
| 362 | 7,852 | — | 208places down | |
| 363 | 7,820 | 17,787 #277 | 184places down | |
| 364 | 7,814 | 9,886 #440 | 75places down | |
| 365 | 7,768 | 13,114 #374 | 183places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 275 | 17,836 | 4,907 #659 | 222places down | |
| 276 | 17,789 | 11,755 #148 | 19places up | |
| 277 | 17,787 | 7,820 #363 | 158places down | |
| 278 | Novus för Byråer | 17,700 | 5,977 #538 | 246places down |
| 279 | 17,663 | 11,834 #145 | 101places up |
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