CAIS: API, MCP and document access

CAIS is an investment platform or marketplace from Capital Integration Systems LLC (CAIS), used in North America for private equity, private credit, real estate, hedge funds and fund of funds. The registry rates investor document access 4 of 5 (web login only, exports possible): the API is partner only for partners, and a vendor MCP server is in beta.

Vendor: Capital Integration Systems LLC (CAIS)Unverified community researchUpdated
Category
Marketplace
Regions
North America
Asset classes
Private equity, Private credit, Real estate, Hedge funds, Fund of funds
Investor access difficulty
4 / 5 Web login only, exports possible
Automation policy
Unknown (terms not checked)
Verification
Unverified community research
Last updated

Access channels

Each way to get data out of CAIS, as recorded in the registry. "Unknown" means nobody has checked yet, not that the channel is missing.

ChannelStatusAuthDocsNotes
Web portalAvailableNot recordedNot recordedAdvisor-facing platform (2,000+ wealth firms, ~62,000 advisors). SSO into CAIS from Tamarac is documented (no fee). End-investor login and MFA methods not confirmed.
APIPartner onlyNot recordedNot recordedAudience: partners. CAIS COO (May 2026) refers to 'expanding our AI-driven APIs' for partner platforms ('Alts Engine'); no public developer portal or docs found. Advisor data feed to Tamarac exists (creates/updates security snapshots; one-time setup fee; contact Tamarac@caisgroup.com) but transport is undocumented.
MCP serverBetaNot recordedNot recordedMaintained by the vendor. CAIS launched 'CAIS as an MCP server' with Anthropic Claude on 2026-05-19, available to a select group of advisors in the CAIS network. Endpoint, auth and tool list not published; not in official MCP registry. Advisor-side, not investor-side.
SFTPUnknownNot recordedNot recordedNot recorded
WebhooksUnknownNot recordedNot recordedNot recorded
Email notificationsUnknownNot recordedNot recordedNot recorded

How an investor gets documents today

Advisor-only platform; MCP server in limited release for select advisors; data feed to Tamarac requires setup fee; no public API docs; end investor has no direct programmatic path. The research records no investor-side API.

  • The API is for partners, not for investors. Ask the GP or administrator to deliver documents to a nominated email address or SFTP folder, or to send a data feed from their side of the API. See Partner-only portal access explained.
  • MCP server. An MCP server is in beta. The registry has not confirmed that an investor account can connect to it, so check with Capital Integration Systems LLC (CAIS) before relying on it.
  • Notifications. Email notifications are unknown in the registry. Where they exist, routing them to a monitored mailbox is the first step in How to automate capital call notices.
  • Manual download. Download documents from the web portal (exports recorded: PDF).
  • Check the terms. The registry has not reviewed the terms for automated access. Read them before automating anything.

Background: How to automate capital call notices and Partner-only portal access explained.

Capabilities and terms

What CAIS exposes to investors, according to the research: documents, capital call notices, distribution notices, capital account statements, performance data, tax documents (K-1 and similar), fund reports and subscriptions.

  • Export formats: PDF
  • Standards: SAML SSO
  • Terms of service: Read the terms
  • Automation policy: Unknown (terms not checked). Terms silent on automated access; single-user credentials; 'unauthorized use' may be prosecuted.

OIPP status

Not yet on the open protocol. CAIS does not implement the Open Investor Portal Protocol (OIPP), the open API any portal can implement so investors reach every portal through one interface with their own key.

For Capital Integration Systems LLC (CAIS). If anything on this page is wrong or out of date, correct the entry by pull request to the registry or by email. A pull request from a vendor-owned domain marks the entry vendor verified. Implementing OIPP lets investors and their agents fetch documents without scraping, under your own access rules. See the registry badge for how to show your status.

For Capital Integration Systems LLC (CAIS): show your listing

If you operate CAIS, you can link to this registry entry from your developer, security or integrations page with the badge below. It links back here, so investors and their operations teams can see how access works.

CAIS: Listed on OpenInvestorPortal

<a href="https://openinvestorportal.com/portals/cais/" title="CAIS on OpenInvestorPortal"><img src="https://openinvestorportal.com/badge/cais.svg" alt="CAIS: Listed on OpenInvestorPortal" width="220" height="28"></a>

This entry is not vendor verified yet. Confirm it with a pull request from an email on your company domain, or with a DNS TXT record. See how the badge and vendor verification work.

Sources and notes

Confidence: high that an advisor-only MCP server exists in limited release (InvestmentNews/BusinessWire 2026-05-19; press-release evidence, not vendor docs). High confidence that a CAIS->Tamarac data feed exists (Tamarac help page). No public API docs; APIs are partner-gated. Terms of Use do not explicitly address bots/scraping but limit each username/password to one subscriber and reserve monitoring; no explicit permission for consented automation. End investors generally do not log in directly; the advisor is the user. Investor-side API: none found.

Sources checked for the assessment:

Questions

Does CAIS have an API?

Only for partners. The registry records an API that requires an agreement with Capital Integration Systems LLC (CAIS), aimed at partners. There is no self-serve API for investors.

Does CAIS have an MCP server?

An MCP server for CAIS is in beta. Capital Integration Systems LLC (CAIS) maintains it. The registry has not confirmed that an investor account can use it.

Can investors download documents from CAIS programmatically?

The registry rates investor access 4 of 5: web login only, exports possible. Advisor-only platform; MCP server in limited release for select advisors; data feed to Tamarac requires setup fee; no public API docs; end investor has no direct programmatic path. The research records no investor-side API. The usual route is delivery by the GP or administrator to a nominated email address, SFTP folder or data feed.

Independent community research. Not affiliated with Capital Integration Systems LLC (CAIS). Facts are unverified community research as of 2026-11-07.

Comparisons

Other investment platforms and marketplaces

Guides

More in the registry