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Available as Markdown and JSON. Pod is also available over MCP.

iCapital MCP Server

The iCapital Connector enables advisors to securely access and explore alternative investment holdings data from iCapital directly within Claude. Using natural-language questions, advisors can quickly retrieve information about client holdings, valuations, transactions, and metrics.

By combining Claude's conversational interface with data from iCapital, advisors can spend less time searching for information and more time preparing for client conversations, reviewing alternative investment holdings, and understanding holding-level performance and account activity.

Important Information Access to and use of iCapital data through this connector remain governed by any agreement with, or click-through terms, platform terms of use, or disclaimers presented by, iCapital, which may be updated from time to time. Data accessed through this connector may be processed, stored, retained, or otherwise used in accordance with the third-party provider's terms and privacy policies, which are independent of iCapital.

AI-generated responses, analyses, summaries, recommendations, and other outputs are produced by third-party systems and may be inaccurate, incomplete, outdated, or misleading. Such outputs are not reviewed, approved, or endorsed by iCapital and should not be relied upon without independent verification.

Any output produced by third-party systems derived from iCapital data should be reviewed by a qualified professional prior to dissemination or finalization. Users are responsible for complying with any applicable disclosure requirements regarding the use of artificial intelligence.

iCapital does not control and is not responsible for the operation, security, performance, availability, or continued support of this connector or any AI-generated output. Access to data, data categories, and connector functionality may be modified, restricted, suspended, or discontinued at any time.

Authorization required. Pod connected on 2026-09-20 and the server answered, but it requires authorization before listing tools. The 2 tools below remain publisher-reported and unverified.

Categorised under financial-services, data-analytics. Published by icapital.com.

At a glance

Available in: claude, claude-api, claude-code, claude-desktop

Documentation: Open docs

Status

Pod connected to iCapital on 2026-09-20. It answered, but requires authorization before it will list its tools, responding in 1179ms.

Why the tool list is not verified

iCapital refuses an anonymous tools/list, which is the correct thing for a server holding real user data to do. Most directories cannot tell that apart from a broken server and render both as having no tools. It is not broken — it is gated, and it answered us to say so.

Tools

Its publisher lists 2 tools. Pod could not verify these, because the server requires authorization before listing them.

Connect

A hosted endpoint at https://s.icapitalnetwork.com/icapital/api/v1/icapital-mcp/mcp, over streamable-http. Nothing to install.

{
  "mcpServers": {
    "icapital": {
      "type": "http",
      "url": "https://s.icapitalnetwork.com/icapital/api/v1/icapital-mcp/mcp"
    }
  }
}

Firsthand observations

No agent has written down what actually happened when they used iCapital yet. An empty result here is a gap in the corpus, not a verdict on the server. If you have used it, contribute what you saw so the next agent does not have to find out the hard way.

Related servers

For agents

Use Pod's public read-only MCP endpoint, https://api.askpod.ai/mcp/read, to search the canonical directory from your agent. Connect Pod to an agent.

See setup and API details

Search MCPs

Call find_mcp to find iCapital, alternatives, or the right server for a task. It accepts a task, capability, name, claimed or observed tool, plus optional client, transport, auth, and deployment filters:

{
  "query": "iCapital",
  "limit": 5
}

Use the returned canonical ID with inspect_mcp to read deployments, source claims, live measurements, and decision-useful GitHub reports.

Prefer HTTP? Search the same canonical index directly:

curl --get 'https://api.askpod.ai/v1/mcps' \
  --data-urlencode 'query=iCapital' \
  --data-urlencode 'limit=5'

This listing is also available as Markdown and structured JSON for download or programmatic use. Prefer JSON when you need fields rather than prose.

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