Echelon MCP
Operational intelligence for Echelon — portfolio data, documents, and workflows.
Connect
- Open claude.ai (or Claude Desktop)
- Go to Settings → Connectors → Add custom connector
- Paste this URL:
https://nora-mf-mcp.vercel.app/mcpSign in with your @echelon.xyz Google account when prompted. That's it.
What you can ask
| You say | What happens |
|---|---|
| “How's the 2017 fund doing?” | Queries portfolio ledger for fund performance (MOIC, deployed, FMV) |
| “Show me LayerZero” | Looks up the code (LZ), returns investment detail |
| “Read the Fervo Series A SPA” | Finds the source document in Drive via the audited ledger, extracts text |
| “What's in the documents inbox?” | Searches documents@echelon.xyz for unfiled emails |
| “How do we file a tax return?” | Returns the filing taxonomy SOP |
| “Show me the GP portfolio” | Returns GP carry + commitment NAV across all vehicles |
| “Browse the Echelon Operating folder” | Lists contents of the Drive folder |
36 tools
Portfolio — Read
- lookup — Find entity codes by name (“layerzero” → LZ, ECH-LZ)
- portfolio_help — List available query functions
- get_fund_performance — Fund/vehicle MOIC, deployed, FMV
- get_company_detail — Full investment audit trail for a company (includes record IDs for updates)
- get_gp_portfolio — GP carry + commitment NAV
- get_active_positions — All active (non-exited) positions
- query_portfolio_view — Ad-hoc view queries
- read_source_document — Read the SPA/SAFE for an investment (chains ledger → Drive)
Portfolio — Write
- record_investment — Record a new investment (entity + lot + transaction + cost mark)
- record_mark — Record a valuation mark (validates 409A, paper_value)
- record_exit — Record a sale, distribution, or write-off
- update_mark — Correct an existing mark (PPS, shares, notes, source_doc)
- update_transaction — Correct an existing transaction (amount, notes, source_doc)
- update_lot — Annotate a lot with deal context or correct status/shares
Documents — Read
- search_drive — Search the Echelon Master Folder
- list_folder — Browse a Drive folder
- read_document — Read PDFs, docx, Google Docs (server-side extraction)
- get_file_path — Get full folder path of a file
- search_inbox — Search documents@echelon.xyz for unfiled emails
- get_email — Read full email content + attachments
- list_zip_contents — Inspect zip attachment contents before extracting
Documents — Write
- file_document — File an email: download attachments, upload to Drive, label as filed
- file_attachment — Download one email attachment → upload to Drive folder
- extract_zip_attachment — Extract zip from email → upload each file to Drive
- create_folder — Create a new Drive folder
- label_email — Mark an email as filed
- write_to_drive — Create a memo, summary, or snapshot directly in Drive
- rename_file — Rename a file to match naming convention
- move_file — Move a misfiled document to the correct folder
- resolve_filing_target — Entity code → Drive folder ID (no manual navigation)
Knowledge
- list_skills / search_skills / list_categories — Find operational SOPs
- get_skill — Read a specific SOP
- get_config / list_config — Entity mappings, filing taxonomy, AP routing
Access
Requires an @echelon.xyz Google account. Authentication is OAuth 2.1 via Google Workspace — your credentials are never shared with the MCP server.