Agent
Discoverability
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Claude Connector

Black Diamond

Client, portfolio, and performance data for advisors

View in the Claude registry
Category
Finance
Integration details

Description

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.

Integration type
Connector
Verification status
Verified connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Wealth & Portfolio Tracking Dashboards

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
SS&C Black Diamond
Access
Account required
First tracked
2026-09-12
Tool count
6
Market
US
Agent DiscoverabilityClaude Discoverability Score

Your Claude Discoverability Score is being prepared

Claude can surface a verified Connector when it matches a user’s Prompt.We are preparing Black Diamond’s Discoverability Score and will publish it when the benchmark is ready.

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What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

How this score is measured

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Primary Subcategory

Competing in Claude Wealth & Portfolio Tracking Dashboards

View Category
#2 of 23ranked by public Discoverability Score
Primary Subcategory
1Addepar MCPComing soonGet notified
—AAWZPending VerificationGet notified
2Black DiamondComing soonGet notified
3Flourish FinancialComing soonGet notified
—AllinvestviewPending VerificationGet notified
Tools

6 tools agents can invoke

Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
FAQs

Black Diamond Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve Black Diamond's Claude Connector discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Black Diamond alternatives on Claude?

As of 2026-10-30, Black Diamond competes with AAWZ, Addepar MCP, Allinvestview, Antevo Wealth, Candour APP, Collation MCP Server, Envestnet Tamarac, Finary and 14 more in Claude Wealth & Portfolio Tracking Dashboards, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.