CLOCKWORK UNIVERSE MCP

Your entire portfolio, one conversation away.

Connect Claude to Clockwork and ask anything about your private investments: performance, transactions, updates, and more.

Try it now: pick a question in the chat and watch Claude pull real portfolio intelligence from Clockwork Universe.

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Claude
Claude
Connected to Clockwork Universe MCP
This is a simulated conversation with sample data. Ask a question below to start.
Ask about your portfolio…

How it works

The Clockwork MCP connects Claude directly to your Universe account. Same data, same permissions, a new way to work.

You ask Claude

Plain-English questions: "How are my healthcare investments performing?"

QUERY
ANSWER
Claude
Clockwork Universe
CLOCKWORK MCP

The bridge between Claude and Universe

It understands your request and knows where to find or update it.

API CALL
LIVE DATA

Clockwork Universe

Holdings, transactions, documents, and updates. Your single source of truth.

Answers become live dashboards, feeds, or profiles. Ask Claude to create or update anything, confirm, and it's done.

Everything in your Universe, on demand

The MCP exposes the full breadth of Clockwork Universe to Claude, read and write, always within your permissions.

Portfolio intelligence

Total value, IRR, MOIC, gains, fees, and commitments for the whole portfolio, one account, a sector, or a saved portfolio.

Transactions & cash flows

Browse commitments, distributions, investments, and fees, or log new transactions with smart defaults from your history.

Company profiles

Create and update holding profiles: industries, descriptions, logos, and key contacts, right from the chat.

Tags, views & portfolios

Tag holdings in bulk, build Explorer and Contents Manager views, and save dynamic portfolios you can query by name.

Documents, notes & files

Find any document or note, log new updates on a holding, and attach files, straight from the chat.

Sector & industry analysis

"How's my tech exposure?" resolves to real sector and industry filters. No spreadsheets, no manual slicing.

Your data, your permissions. Always.

The MCP never sees more than you do. Every request runs under your Clockwork identity and group scope.

Group-scoped access

Queries respect the same group boundaries as the Universe app.

You approve what gets written

Claude summarizes any create, edit, or bulk action first, and nothing runs until you approve it in your client.

Your Universe permissions apply

Access follows your own role and group membership in Universe. The MCP never grants you capabilities you don't already have.

Frequently asked questions

What is the Clockwork MCP?
Do I need a separate login or setup?
Can Claude change my data without asking?
What kinds of things can I ask?
Who can see what?
How do I get access?

Elevate your private investing journey

Get in touch to bring the Clockwork MCP to your investment office.

Get in touch