Model Context Protocol · Explained

What is MCP in investment management?

The Model Context Protocol (MCP) is an open standard that lets AI assistants call external tools. AlternativeSoft exposes its fund analytics as MCP tools - so Claude, ChatGPT or Copilot can screen managers, build peer comparisons and compute risk statistics on your own data, in plain language.

Works withClaudeChatGPTMicrosoft 365 CopilotGitHub CopilotAny MCP-ready AI
AI Assistant · AlternativeSoft MCP
“What is MCP and can it read my fund data?”
Used alternative-soft-mcp · connected to your engine
MCP is an open standard that lets me call AlternativeSoft's analytics tools directly - computing statistics on your database rather than guessing from the open web.
How It Works

One protocol between your AI and your analytics engine

MCP standardises how an AI assistant discovers and calls tools. AlternativeSoft publishes its analytics as MCP tools, so the assistant can fetch funds, build groups and compute statistics on demand - then explain the result.

You

Ask in plain language

“Compare these managers on Sharpe and max drawdown.”

AlternativeSoft MCP

Translates & orchestrates

Maps the request to the right analytics tools and parameters.

Your engine

Computes & returns

Statistics are calculated on your data and returned as tables and prose.

Why It Matters

Why MCP is a step-change for finance teams

Your team is already asking AI. MCP decides whether the answer comes from your governed data or from whatever the model can find.

From menus to a sentence

Screening a peer group and pulling risk statistics used to mean menus and exports. With MCP it takes one plain-language request.

Computed, never guessed

Numbers are calculated by the AlternativeSoft engine on your database - not estimated by the model - so figures are defensible.

Governed & secure

The MCP runs against your own installation, server-hosted or local. Your holdings are never exposed to train anyone's model.

AI-agnostic

One integration works across Claude, ChatGPT and Copilot. Switch assistants as the market moves without re-platforming.

MCP vs. Pasting Into a Chatbot

A governed alternative to copy-paste AI

The risk in AI is not the question - it is where the answer comes from.

Traceable to source

Each answer names the tool it called and the data it used, so a figure in an IC paper can be traced to the request behind it.

Data stays yours

Holdings and returns are computed in place. Nothing is uploaded into a public model's training data.

One version of the truth

The engine that already powers your reporting answers the AI - so a number in chat matches the number in your platform.

No lock-in

AI-agnostic by design - use the assistant your firm has approved and change it later.

Faster research cycles

Manager screening, peer comparison and write-ups collapse from an afternoon into a conversation.

No shadow workflows

Give teams a compliant way to use AI on fund data instead of pasting holdings into consumer tools.

FAQ

Frequently asked questions

Common questions about AlternativeSoft MCP and how it works with your AI assistant.

What does MCP stand for?

MCP stands for Model Context Protocol - an open standard that lets AI assistants securely call external tools and data sources. AlternativeSoft MCP exposes the platform's fund analytics as MCP tools.

Is MCP secure for institutional fund data?

Yes. AlternativeSoft MCP runs against your own AlternativeSoft installation - server-hosted or local - so statistics are computed on your data in place. Your holdings and portfolios are not exposed to train any AI model.

Which AI assistants support MCP?

Any MCP-ready assistant, including Claude (Desktop, Web and Code), ChatGPT, Microsoft 365 Copilot, GitHub Copilot and OpenAI Codex.

Does MCP invent or estimate numbers?

No. The AI orchestrates the request, but every statistic is calculated by the AlternativeSoft engine on your database - there are no invented figures to re-check.

Do I need to write code to use it?

No. You ask questions in plain language inside your AI assistant. AlternativeSoft MCP handles the translation to analytics tools and parameters behind the scenes.

Request a Demo

See MCP on your own data

Tell us about your team and we'll walk you through AlternativeSoft MCP on your own portfolios and managers.

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