Collation MCP Server
Collation sets up and manages a dedicated data warehouse for your investment data, then connects your AI directly to it.
Your portfolios, positions, transactions, and performance data stay in your own warehouse — your AI queries it in place so you get answers without exporting or moving anything. Ask questions in plain language and your AI will run SQL against your warehouse, pull up dashboards, and reuse your saved queries.
MCP connector
- Server URL
https://mcpserver.collation.ai/mcp- Login
- OAuth
Tools
Reads data13
Changes data2
Skills
None in the store listings. The server needs sign-in, so we could not check it
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