The Mantle Portal connector for Claude lets you work with your private investment portfolio without leaving the chat or task interface. Want to know your total exposure to a specific company across every fund and entity you own? Or have Claude draft a portfolio brief from this quarter's GP letters? Either way, it works from your live Mantle Portal data, with references to your documents.

Who is this for?

If you've ever spent an afternoon stitching together exposure data across funds in Excel, this is built for you.

• Family offices managing multi-fund, multi-entity portfolios

• Endowments, pensions, and foundations consolidating data across many GPs

• Fund-of-Funds GPs who need lookthrough visibility into underlying portfolio companies

What you can do with it

The connector works with both Claude chat (single-user or Team plan) and Claude Cowork — Anthropic's agentic AI for desktop knowledge work. The two fit different jobs:

• Claude Chat — conversational Q&A. Fast back-and-forth on your portfolio with answers and citations.

• Claude Cowork — agentic task handling. Give it a goal, and it returns a finished deliverable (memo, spreadsheet, primer).

In Claude Chat

Portfolio Exposure and Concentration

• "What's my exposure to [Company] across all my funds and entities?"

• "Show me my top 10 portfolio companies by fair value."

• "What percentage of my portfolio sits in my top 5 holdings?"

• "Which of my funds hold [Company]?"

Performance

• "What's my total fair value vs. cost basis across all my funds?"

• "Which of my funds are showing the largest unrealized gain on deployed cost?"

• "Which portfolio companies have appreciated the most above cost basis?" (useful for both LPs and Fund-of-Funds GPs looking through fund wrappers)

Capital and Deployment

• "What's my total committed vs. deployed capital across all funds and entities?"

• "Which funds have deployed the most capital relative to my commitment?"

• "Which holdings are written down to zero, and what's my total impairment exposure?"

Document Research

Claude can pull from your documents — LPAs, capital call notices, K-1s, capital statements, quarterly investor reports.

• "Summarize the key updates from [Fund]'s latest quarterly investor report."

• "Find the most recent capital call notice for [Fund] and tell me when it's due."

• "What did the GP say about [Portfolio Company] in last quarter's update?"

• "Do I have all the Q4 2025 capital statements for all my investments?"

In Claude Cowork

• Quarterly portfolio brief — "Read this quarter's GP letters and investor reports across my funds and draft a 1–2 page brief for our IC."

• Cross-fund document analysis — "Compare MFN clauses across my LPAs and produce a comparison table."

• Onboarding primer — "Draft a portfolio primer for our new analyst — funds, top holdings, recent activity."

How to set it up

Before you start, have these handy:

• Your Mantle Portal login credentials.

• A Claude account: A free plan works to try it out, but Pro or higher is recommended for real use (a free account hits token limits quickly on portfolio queries).

Most customers run their first query within five minutes.

There are two ways to add the connector. We recommend the Claude Connectors Directory — it's a one-click install with no URL to copy, and the listing is verified by Anthropic. Use the custom connector path only if your Claude plan or organization doesn't have access to the directory yet, or if the Mantle Portal team has shared a specific URL with you (for example, a staging environment for design partners).

Option 1: Add from the Claude Connectors Directory

1. Open Claude at claude.ai

2. Find Mantle Portal in the directory

   • Go to Customize → Connectors → Browse connectors

   • Search for Mantle Portal

   • Click Connect

3. Sign in with your Mantle Portal credentials when prompted

Option 2: Add as a Custom Connector

1. Open Claude at claude.ai

2. Add the connector

   • Go to Customize → Connectors → Add custom connector

   • Name: Mantle Portal

   • Remote MCP server URL: https://portal.withmantle.com/api/mcp

   • Click Add

3. Connect your Mantle Portal account

   • Find Mantle Portal in your connector list and click Connect

   • Sign in with your Mantle Portal credentials when prompted

That's it. Start a new conversation and try one of the prompts above.

Good to know

Live data, no syncs: Claude queries Mantle Portal directly. New data shows up the moment it's in Mantle Portal — no refresh, no cache.

What can you ask Claude about today? Fund positions, lookthrough exposure to portfolio companies, fair values and cost basis extracted from Schedule of Investments, and Mantle Portal-derived data and insights from documents. Not sure what's available? Ask Claude: "What can you tell me about my Mantle Portal data?"

Security and Data Access

• Access mirrors Mantle Portal: Each user authenticates their own Mantle Portal account. The connector only returns data that user can already see in Mantle Portal.

• Transport: All traffic is encrypted in transit (HTTPS/TLS 1.2+). Authentication uses OAuth 2.1 with PKCE.

• No caching on our side: Mantle Portal does not store the responses returned to Claude beyond standard Mantle Portal infrastructure.

• On-demand only: Claude fetches data per-prompt — no bulk export, no scheduled sync, no background replication. Your portfolio data lives in Portal; Mantle returns only what's needed to answer each specific question.

• Audit trail: Every connector request is logged at the Mantle Portal level — timestamp, user, and the data fetched. Note that we don't log the natural-language prompt typed into Claude, since that lives inside the Claude session.

• Revoke at any time: Mantle Portal admins can disable the connector for your organization with no Claude-side changes.

Claude-Side Data Settings

What Anthropic does with your queries is controlled by your Claude account, not by Mantle Portal. We recommend reviewing your settings at claude.ai/settings/data-privacy-controls before using the connector with sensitive portfolio data — in particular:

• Model training: On Claude Free and Pro, the "Help improve Claude" toggle controls whether your chats are used to train Anthropic models. (Claude Team and Enterprise plans do not train on customer data by default.)

• Location metadata: Controls whether Claude collects city/region location.

For full terms see Anthropic's Privacy Policy and Mantle's Privacy Policy.

Have questions, hit a snag, or want to share feedback? Reach out to your Mantle contact or portal_support@withmantle.com.