1 connection option

Black Diamond

Official status unknown

Connect Claude 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. Find rebalancing and tax loss harvesting opportunities, launch rebalance sessions, and run client reports on demand. Built for advisors and operations teams prepping for client meetings, researching billing questions, or scanning the book for opportunities.

Connection details

Remote endpointTransport not established · Authentication not established

Official status unknownhttps://bd3.bdreporting.com/mcp

Use the source documentation for installation instructions. No command has been inferred.

Connection source and version

Reported by Claude connector directory

Sources and listing details

Source listings:

Claude connector directory · Claude tier: partner · 2026-10-27

Grouping basis: endpoint. Exact endpoints or package sets can be grouped automatically; other relationships require evidence review. This does not verify publisher affiliation, connection health, or equivalent capabilities.