Masttro

Give Claude secure access to your Masttro data, so you can ask questions in plain language and get answers grounded in your Masttro records. Key capabilities: * Clients and tenants: list the clients and tenants available to you. * Holdings: retrieve portfolio positions for any client in the reporting currency you choose. * Performance: get portfolio returns for a date and period, including IRR, TWR and cumulative XIRR, and group results by segment. * Transactions: pull transaction history for any period to review activity, flows and income. * Private markets: review closed-end fund positions, commitments and performance. Example uses: summarize a client’s allocation and recent performance before a meeting, compare returns across segments, explain what drove changes over a quarter, or check recent activity in a private equity program. Security: the connector is read-only and cannot create, change or delete any data in Masttro. Access uses OAuth 2.0. Users sign in with their Masttro credentials or their firm’s own identity provider through single sign-on, and Claude can only see data that user is already permitted to see in Masttro. A Masttro account is required.