Collation MCP Server

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.