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InvestNext

Claude connectorCommunity

Answers about your investors, funds, and capital raises

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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.

Rank by popularity

#2289of 8,95316places down24h112places down7d
#1,819#1,948#2,077#2,206Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Rank by trending score

#1467of 3,55130places up24h57places up7d
#1,100#1,388#1,676#1,964Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Popularity score

8,082+3824h+2057d
7,1547,4087,6627,916Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Trending score

19,552+43624h+1,8267d
10,06713,26416,46119,658Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

1 listing change logged · latest Sep 23: Description. See what changed

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How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Productivity1,192nd of 4,952 by popularity · 791st of 1,913 by trending score
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Financial services340th of 1,227 by popularity · 233rd of 531 by trending score
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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 26
  • list_distribution_transactions
  • list_position_transactions
  • list_project_classes
  • list_project_distributions
  • list_project_positions
  • list_projects
  • readme
  • whoami
Categories
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
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