Sekond MCP Server

Documentation for the Sekond private equity data connector for Claude, ChatGPT, and other MCP-compatible AI assistants.

I. Overview

The Sekond MCP server exposes read-only access to Sekond's private equity fund database through the Model Context Protocol (MCP). Authenticated users can query fund managers, funds, portfolio holdings, performance history, fee structures, allocations, cash flows, and more — entirely through natural language via a connected AI assistant.

All 19 tools are read-only. No data is written, modified, or deleted through this connector.

Server endpoint: https://mcp.sekond.team/mcp

II. Authentication

Option A — OAuth 2.0 (Claude, ChatGPT)

When connecting via Claude.ai or ChatGPT, the connector uses the OAuth 2.0 authorization code flow against Sekond's identity provider (auth.sekond.co). You will be redirected to a Sekond login page and prompted to authorize access. No additional setup is required beyond having a valid Sekond account with MCP access enabled.

Option B — API Key (Claude API, direct MCP clients)

For API-level or direct MCP client access, pass your Sekond API key in the X-API-Key request header. API keys are issued by your Sekond administrator and are scoped to your organization's data. Contact notice@sekond.co to request an API key.

III. Available Tools

Fund Managers

search_covered_fund_managers — Search fund managers by name (partial names and typos work), or browse them all, optionally only those with a tear sheet. Each comes with its UID and how many of its funds are listed.
get_covered_fund_manager — Get a fund manager, by name or UID, with the funds of theirs that Sekond lists.

Funds

search_covered_funds — Search and list covered PE funds by name or manager. Returns fund name, manager, asset class, CIK, and UID.
get_covered_fund — Get full profile for a fund by UID, SEC CIK, or name, including NAV, rating, tear sheet availability, and a summary of each share class.
get_fund_allocations — Get portfolio allocation breakdowns by geography, sector, and strategy, each with its own date and source.
get_fund_cash_flow_breakdown — Get detailed monthly cash flow history broken down by sales, reinvestment, redemptions, and net.
get_fund_share_classes — List a fund's share classes with their fees, subscription frequency, and minimum investments.

Fund Financials

get_fund_data — Get a fund's NAV, total assets/liabilities, returns, distributions, cash position, and subscriptions/redemptions from SEC filings. Each value carries its own date and source. Defaults to the latest period; pass as_of for a historical period, or keys (from list_data_points) for specific data points. Supports per-share-class breakdowns.

Holdings

get_fund_holdings — Get a fund's largest holdings as of the most recent (or a specified) filing date, with each issuer's tranches summed and portfolio totals.
get_holding_history — Get the full history of a single holding position within a fund over time.
search_holdings — Search holdings across all covered funds to find which funds hold a specific asset, optionally narrowed to one fund by name, CIK or UID and to an SEC asset category code (such as EC for common equity or LON for loans).

Liquidity and Redemptions

get_fund_liquidity — Get a fund's liquidity runway analysis: liquidity sources, runway scenarios, redemption context, and gate status.
get_redemption_offerings — Get tender and repurchase offerings for one fund or across all funds, filterable by status, filing family, and whether results are reported.
get_liquidity_calendar — Get the calendar of redemption events and anticipated windows, for all funds or a chosen few.
get_fund_news — Get a fund's headlines generated from its filings, filterable by filing type, category, and date.

Data Points, History, and Comparison

list_data_points — List the data points Sekond publishes for funds, with keys, groups, and units.
get_fund_data_history — Get one data point's value across a fund's reporting periods, optionally per share class or annually.
compare_funds — Compare up to 20 funds side by side on up to 15 data points.
get_fund_benchmarks — Get the peer-cohort median of each data point for a fund's asset class.

Tools that take a fund accept a fund name or ticker-style abbreviation, an SEC CIK string, or a covered fund UUID, so there is no need to search first; an ambiguous name returns the closest matches to choose from. Tools that take a fund manager accept a name or UUID the same way. An argument a tool does not accept is an error that lists the ones it does.

IV. Usage Examples

Example 1 — Find a fund and check its returns

Prompt: "What are Blackstone's covered funds and how has their performance been over the last 3 years?"

The assistant will call search_covered_funds(search="Blackstone") to get the list of Blackstone funds with their UIDs, then call get_fund_data(fund_identifier="<uid>", keys=["returns_1y_annualized", "returns_3y_annualized"]) for each fund, and get_fund_data_history for the trend over time.

Example 2 — Research a fund's fee structure and minimum investment

Prompt: "What are the fees and minimum investment for the Ares Real Estate Income Trust?"

The assistant will call search_covered_funds(search="Ares Real Estate Income Trust") to identify the fund, then call get_fund_share_classes(fund_identifier="<uid>") to retrieve fee schedules, subscription frequency, and minimum investments by share class.

Example 3 — Find which funds hold a specific company

Prompt: "Which covered funds have holdings in Apple?"

The assistant will call search_holdings(asset_name="Apple", smart_name_match=True) to search holdings across all covered funds and return each matching position with the covered fund that holds it.

Example 4 — Explore a fund manager's full lineup

Prompt: "Show me all funds managed by KKR and their current allocation breakdowns."

The assistant will call get_covered_fund_manager(manager_identifier="KKR") for the fund list, then get_fund_allocations for each fund to summarize geographic and sector exposures.

Example 5 — Monitor cash flow trends

Prompt: "Has the Blue Owl Real Estate Net Lease Trust seen net inflows or outflows over the past year?"

The assistant will call search_covered_funds(search="Blue Owl Real Estate Net Lease"), then get_fund_cash_flow_breakdown(fund_identifier="<uid>") to retrieve monthly subscriptions, reinvestments, and redemptions, and summarize the trend.

V. Setup Instructions

Claude (claude.ai)

In Claude, open Settings → Connectors.
Find Sekond under Browse connectors (or open the directory listing), or choose Add custom connector and enter the server URL: https://mcp.sekond.team/mcp.
Complete the OAuth flow: you will be redirected to sign in with your Sekond credentials.
Once authorized, Sekond tools will be available in any Claude conversation.

Claude Code

If you sign in to Claude Code with your claude.ai account and have connected Sekond in Claude, the tools are already available.
Otherwise, run claude mcp add --transport http --client-id VBooJ9yLgP0jZ0J35frkCAVsYxxQzNTt --callback-port 47213 sekond https://mcp.sekond.team/mcp, then authenticate from /mcp with your Sekond credentials.

ChatGPT

In ChatGPT, open Settings → Connectors and search for Sekond.
Click Connect and complete the OAuth login flow with your Sekond credentials.
Sekond tools will be available automatically in subsequent conversations.

Claude API / Direct MCP Clients

Obtain a Sekond API key from your administrator.
Configure your MCP client to connect to https://mcp.sekond.team/mcp with the header X-API-Key: <your-key>.

VI. Support and Legal

For support or API key requests, contact notice@sekond.co.

Sekond, Inc.
10 Fan Pier Blvd, 3rd floor
Boston, MA 02210 USA