Connect your Charles River investment management system to Claude through Redbird MCP. Query portfolio positions, manage trade orders, run compliance checks, and analyze risk metrics — all from your AI chat interface, without switching between screens.
Your team can ask Claude to query, update, and automate Charles River data — all through Redbird MCP, directly from the chat interface.
Ask Claude about portfolio analytics, position-level risk, or attribution data pulled from Charles River through Redbird. Get instant answers on performance metrics, sector exposures, and factor breakdowns without logging into the IMS.
Validate trade orders against compliance rules stored in Charles River through Redbird before execution. Claude surfaces restriction lists, mandate breaches, and risk limit violations so you can address issues before they hit the OMS.
Modify trade orders, update allocations, or cancel orders in Charles River through Redbird without opening the platform. Claude confirms changes and syncs order status across your front-office workflows in real time.
Ask Claude for post-trade reports, settlement exceptions, or trade confirmations from Charles River through Redbird. Surface breaks, fails, or pending allocations and take action without navigating middle-office screens.
Move trade execution data, portfolio holdings, or NAV calculations from Charles River to downstream risk, accounting, or BI tools through Redbird. Claude orchestrates cross-system workflows so your data stays aligned across the investment lifecycle.
Redbird MCP bridges your tools with your AI chat — securely connecting Charles River so Claude can read and write your data on demand.
Authorize Redbird to access your Charles River account. Redbird MCP handles authentication and permissions securely — no code required.
Open your Claude chat interface. Redbird MCP is available as a connected tool, giving Claude access to your Charles River data and workflows.
Ask Claude anything about your Charles River data through Redbird — query records, trigger updates, generate reports, or move data to other connected tools.
Through Redbird MCP, Claude can read from Charles River, write to Charles River, and move data between Charles River and other connected tools — all from a single chat message.
Ask Claude to retrieve current positions, performance attribution, or sector exposures from Charles River through Redbird. Get instant visibility into portfolio-level metrics without opening the IMS.
Tell Claude to modify order quantities, update allocations, or cancel pending trades in Charles River through Redbird. Your changes sync immediately and reflect across order management workflows.
Ask Claude to push execution data, portfolio holdings, or risk metrics from Charles River into Tableau through Redbird. Keep your investment reporting dashboards up to date without manual exports or data pipelines.
Start working with Charles River directly in Claude. Redbird MCP connects your investment management data to your AI chat interface — no API work, no custom integrations required.