QPLIX Model Context Protocol

Your portfolio data is now agent-ready.

The QPLIX MCP lets AI clients like Claude Desktop, Claude Code and Codex work directly with QPLIX, querying portfolios, consolidation structures, analytics and transactions through a secure, permission-aware tool interface. No database access. No custom API per use case. No hallucinated numbers.

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✓ Permission-aware by design ✓ Powered by the QPLIX analytics engine ✓ Works with any MCP client

What it is.

Not a chatbot bolted on a protocol.

This MCP (Model Context Protocol) is a secure, structured interface between external AI clients and selected QPLIX capabilities. Instead of giving a model direct database access, or building a bespoke API for every use case, QPLIX exposes a curated set of typed tools. The model asks; QPLIX answers only within the user's access rights.
Secure by design
The model never touches your database. It calls curated, typed tools, and every result respects the QPLIX user's access rights.
Structured, not guessing
Clients receive a typed list of tools, required inputs and return shapes — so the model knows exactly what it can do and asks for the right data.
Agent-ready
Expose QPLIX to any MCP-compatible client like Claude Desktop, Claude Code, Codex and more — without building a new integration for every workflow.
How it works.

The heavy lifting stays inside QPLIX.

The model doesn't need to know how the analytics engine works internally. It calls a typed tool with defined inputs; QPLIX returns a structured, governed result.
AI Client
Claude Desktop · Claude Code · Codex
Interprets requests, asks follow-ups, builds dashboards and summaries.
Any MCP client
typed tool call, defined inputs
QPLIX MCP
Curated, typed tool interface
Metrics, classifications, groupings, consolidation, transactions, analysis.
Permission-aware
structured result, governed by access rights
QPLIX Platform
Analytics & transaction engine
Valuation, analytics, transaction effects, classifications within the system of record.
Trusted source
No direct database access
The model reaches QPLIX only through curated tools and never the underlying system.
No hallucinated numbers
Valuations, P&L and transaction effects are computed by the QPLIX engine, then explained by the model.
Governed by user permissions
Every request respects the access rights of the QPLIX user behind the client.
QPLIX stays the system of record
One trusted source of truth. The AI layer is an interface, not a second copy of your data.
Exposed capabilities.

A skillful set of tools & not a firehose.

Each tool has typed inputs and a defined result. Together they let an AI client explore and analyze a portfolio end to end.
Available metrics
Discover which metrics can be requested and computed.
Classifications
Asset class, sector, country and other classification schemes.
Groupings
Flexible grouping keys to slice a portfolio any way you need.
Consolidation structures
Clients, groups, legal entities and portfolios with names and IDs.
Transaction retrieval
History with cashflow, balances and P&L impact per transaction.
Investment analytics
NAV, performance and exposure computed by the QPLIX engine.
Getting started.
Connected in minutes.
Setup is straightforward — your QPLIX consultant helps you through it.
01
Get your tokens
Your QPLIX consultant issues the authentication tokens for your environment.
02
Configure the endpoint
Point your MCP client at the QPLIX MCP server endpoint with a few config steps.
03
Start asking
Connect from Claude Desktop and query your portfolios in plain language.
Explore your opportunities
See it in action
Ready for an agent-ready portfolio management system?
Book a 30-minute live demo with our Data Intelligence team and see the MCP working on a portfolio like yours.
Request Your MeetingTalk to our Team
Talk to our Team.
Let's put QPLIX to work for you.
Tell us a little about your setup and what you'd like to explore. A specialist from our team will get back to you usually within one business day.
  • A tailored walkthrough on a portfolio structure like yours
  • Guidance on security, permissions and governance
  • A clear view of setup and supported AI clients
Frequently asked questions.
Topics that are good to know about QPLIX MCP.
What is MCP, exactly?
Is it secure?
Can the model make up numbers?
Which AI clients are supported?
How do we get access?
Your Software to Master Wealth Management.
Our Clients
Who We Serve
Ecosystem
Partnerships & IntegrationsSystem Requirements
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