Black Diamond
Client, portfolio, and performance data for advisors
Connect your AI 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.
MCP connector
- Server URL
https://bd3.bdreporting.com/mcp- Login
- OAuth
Tools
Reads data4
Changes data2
Skills
None in the store listings. The server needs sign-in, so we could not check it
PitchBook Premium#72