Cash Flow Portal: API, MCP and document access

Cash Flow Portal is an LP portal, used in North America for real estate. The registry rates investor document access 4 of 5 (web login only, exports possible): API availability is unknown, and an MCP server is offered to partners only.

Vendor: Cash Flow PortalUnverified community researchUpdated
Vendor
Cash Flow Portal United States
Category
LP portal
Regions
North America
Asset classes
Real estate, Other
Investor access difficulty
4 / 5 Web login only, exports possible
Automation policy
Prohibited by the terms
Verification
Unverified community research
Last updated

Access channels

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

ChannelStatusAuthDocsNotes
Web portalAvailableNot recordedNot recordedNot recorded
APIUnknownNot recordedNot recordedNot recorded
MCP serverPartner onlyNot recordedDocs Maintained by the vendor. CFP MCP for sponsor users, scoped to what they may see. LP use not described.
SFTPUnknownNot recordedNot recordedNot recorded
WebhooksUnknownNot recordedNot recordedNot recorded
Email notificationsUnknownNot recordedNot recordedNot recorded

How an investor gets documents today

Vendor MCP server for sponsors. LP side is web login. Terms prohibit access outside supported interfaces. Whether an investor can get API access is not documented.

  • Ask the GP or administrator for delivery. With no investor API on record, the practical route is delivery of notices and reports to a nominated email address, an SFTP folder or a data feed set up by the fund side.
  • MCP server. An MCP server is offered to partners only. The registry has not confirmed that an investor account can connect to it, so check with Cash Flow Portal 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).
  • No scraping. The terms prohibit automated access. Do not scrape the portal or run browser automation against it. Use the routes above.

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

Capabilities and terms

What Cash Flow Portal exposes to investors, according to the research: documents, distribution notices, tax documents (K-1 and similar), subscriptions and fund reports.

  • Export formats: PDF
  • Standards: None recorded
  • Terms of service: Read the terms
  • Automation policy: Prohibited by the terms. No access outside publicly supported interfaces, no credential sharing.

OIPP status

Not yet on the open protocol. Cash Flow Portal 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 Cash Flow Portal. 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 Cash Flow Portal: show your listing

If you operate Cash Flow Portal, 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.

Cash Flow Portal: Listed on OpenInvestorPortal

<a href="https://openinvestorportal.com/portals/cash-flow-portal/" title="Cash Flow Portal on OpenInvestorPortal"><img src="https://openinvestorportal.com/badge/cash-flow-portal.svg" alt="Cash Flow Portal: 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

US real estate syndication portal, one of few LP portal vendors with a vendor-built MCP server.

Sources checked for the assessment:

Questions

Does Cash Flow Portal have an API?

Not confirmed. The research behind this entry found no public API documentation for Cash Flow Portal, and nobody has confirmed whether an API exists. Cash Flow Portal can correct the entry.

Does Cash Flow Portal have an MCP server?

Only for partners. An MCP server exists for Cash Flow Portal but is not open to investors on a self-serve basis.

Can investors download documents from Cash Flow Portal programmatically?

The registry rates investor access 4 of 5: web login only, exports possible. Vendor MCP server for sponsors. LP side is web login. Terms prohibit access outside supported interfaces. Whether an investor can get API access is not documented. The usual route is delivery by the GP or administrator to a nominated email address, SFTP folder or data feed. The terms prohibit automated access, so scraping is not an option.

Independent community research. Not affiliated with Cash Flow Portal. Facts are unverified community research as of 2026-11-07.

Comparisons

Other LP portals

Guides

More in the registry