API v2 is here — now with an MCP server
Build with Helm Core OS
One platform for raising, running and reporting on private markets — and one API to wire it into your stack. Call it over REST, let an AI assistant drive it through MCP, or react to it in real time with signed webhooks.
- operations
- 913
- MCP tools
- 908
- scopes
- 92
- types
- 807
An assistant connected to the Helm Core OS MCP server. Every tool it calls is a real v2 operation; the data is made up.
Three ways to integrate
REST API
Resource-oriented JSON over HTTPS. Bearer tokens with per-operation scopes, cursor pagination and one error envelope everywhere.
MCP server
Point Claude, Cursor or any MCP client at your tenant. Every REST operation is a typed tool, filtered to what the token is allowed to do.
Webhooks
Signed HTTPS callbacks when investors, deals, forms, onboarding and documents change — with retries and redelivery.
What you can build
Sync your CRM
When a deal closes in Salesforce or HubSpot, create the matching deal in Helm Core OS — and keep investor records in step both ways with external IDs.
Onboard from your portal
Create investors with their data capture in one call, attach an onboarding flow, and get a webhook when they finish.
Give your team an AI analyst
Connect an assistant over MCP and ask who still has onboarding outstanding, or draft a deal — within the user's own permissions.
Pipe data to your warehouse
Page through investors, deals, transactions and portfolio tables with stable cursors, and land them in Snowflake or BigQuery.
Embed portfolio reporting
Pull valuations, NAV bridges and sector breakdowns into your own client-facing UI.
Provision with SCIM
Let Microsoft Entra ID create, update and suspend internal users and map groups to roles.
Built for production
Least-privilege access
Organisation or personal tokens, OAuth2 client credentials, and interactive OAuth for AI clients — each limited to the scopes you grant.
Scopes that mirror permissions
A token can never do more than the user or role behind it. Personal tokens follow the owner's live permissions.
Predictable limits
Per-token rate limits you can tune from 1 to 10,000 a minute, announced in headers on every response.
Audited end to end
Every REST and MCP call is logged against the token, including the MCP tool that made it.
Explore the API
People
Investors, internal users, invites, groups and data capture.
Onboarding & compliance
Onboarding flows and sessions, classifications and KYC.
Deals
Deals, tranches, Q&A, comments, enquiries and feedback.
Transactions
Workflows, steps, investments and journey events.
Documents
Folders, uploads, templates, renders and signatures.
Portfolio
Assets, valuations, capital calls, distributions and reporting.
Content & communications
News, events, banners, notifications and email.
Organisation
Settings, branding, roles, permissions and approvals.
Need a hand?
FAQ, troubleshooting and how to reach us.
Still on the legacy gateway API? The v1 reference is still available — pick it from the version menu at the top left.