Who it is for
Investment operations teams whose portfolio data already sits in a managed warehouse.
AI Connectors · Data & Analytics
Collation MCP Server
SQL, dashboards and time-weighted returns over your own investment warehouse
Overview
What Collation MCP Server does
Collation provisions and runs a data warehouse for investment data, covering portfolios, positions, transactions and performance, then connects Claude to it. The data is queried where it sits, so no export step stands between the warehouse and an answer.
Questions in plain language become SQL against that warehouse. Saved queries and dashboards built earlier can be reused rather than rewritten, schema and documentation are browsable, and time-weighted returns can be calculated for any portfolio over any period. The arrangement means the warehouse itself is part of the product, not something the buyer supplies. The connector is community-listed and Collation publishes documentation.
Tool surface
Credentials are required before the endpoint will name anything, so fifteen remains the listing's own figure. The listing groups the surface into SQL execution, schema browsing, saved queries and dashboards, and a time-weighted return calculation.
Availability
Where Collation MCP Server is listed
Collation MCP Server is listed in the Claude connectors directory only. Collation has no app under the same domain in the ChatGPT directory; 392 of the 3,150 products here are on both marketplaces, and this is not one of them.
The MCP server behind a Claude connector is usually the same server a ChatGPT app would need, so the absence is a distribution decision rather than a technical one.
Claude listing
In the Claude connectors directory
Collation MCP Server publishes 15 tools to Claude. That is a mid-sized surface: 59.4% of the 1,253 Claude-listed connectors expose fewer.
The median Claude-listed connector filed under Data & Analytics publishes 12, so this one runs 3 tools above its bucket's median and ranks 70th of 198 by tool count.
It falls in the 11-20 tools band, which holds 22.5% of the Claude directory.
Collation MCP Server publishes a remote MCP endpoint. Claude connects to it over HTTP; there is nothing to install locally.
Every connector in the Claude directory is remote, all 1,253 of them, so transport is not a differentiator there.
- Publisher
- Collation
- Verification
- Community-listed (61.5% of the Claude directory)
- Filed under
- Data & Analytics
- Endpoint
-
https://mcpserver.collation.ai/mcp - Documentation
- Publisher setup docs
- Published tools
- 15 · 11-20 tools band
- Depth rank in Data & Analytics
- 70 of 198
- Snapshot
- August 2026
Collation MCP Server is community-listed in the Claude directory, the tier 770 of 1,253 connectors sit in (61.5%). It is the default for a self-published server, and says nothing either way about quality.
In the publisher's words
How Collation describes it
Collation sets up and manages a dedicated data warehouse for your investment data, then connects Claude directly to it. Your portfolios, positions, transactions, and performance data stay in your own warehouse — Claude queries it in place so you get answers without exporting or moving anything. Ask questions in plain language and Claude will run SQL against your warehouse, pull up dashboards, and reuse your saved queries. Key capabilities: Run SQL and explore tables across your own data warehouse Calculate time-weighted returns (TWR) for any portfolio or period Access and build on your saved queries and dashboards Browse schema and documentation to understand what's available Built for wealth managers, analysts, and operations teams who want fast, accurate answers from investment data they fully own and control.
Quoted from the connector's own Claude directory listing as captured in August 2026. Node8 did not write it and does not vouch for it.
Nearby
Other Data & Analytics connectors
Blaze SQL
Governed SQL querying across warehouses with a BI layer attached
Claude
DataSelf MCP+
Natural-language queries over a curated DataSelf warehouse model
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Tenzo
Restaurant metrics across locations, asked in plain language
ChatGPT
Adobe Customer Journey Analytics
Query Adobe Customer Journey Analytics metrics, dimensions, and segments
Claude
Arkar
Read-only Brazilian investment fund registry and structure lookups
Claude
Aura
Company headcount, hiring, and attrition analytics for market research
Claude
This is an independent catalogue entry compiled by Node8 from Collation MCP Server's public marketplace listing as it stood in August 2026. Listing facts come from the marketplaces; the comparisons against the rest of the directory and any live-endpoint measurements are Node8's. Node8 is not affiliated with Collation, and inclusion here is not an endorsement.
Want your company reachable inside ChatGPT and Claude?
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