iCapital: API, MCP and document access

iCapital is an investment platform or marketplace from Institutional Capital Network, Inc. (iCapital), used globally for private equity, private credit, real estate, infrastructure, 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 fund administrators, and there is no MCP server.

Vendor: Institutional Capital Network, Inc. (iCapital)Unverified community researchUpdated
Category
Marketplace
Regions
Global, North America, Europe, APAC
Asset classes
Private equity, Private credit, Real estate, Infrastructure, Hedge funds, Fund of funds
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 iCapital, as recorded in the registry. "Unknown" means nobody has checked yet, not that the channel is missing.

ChannelStatusAuthDocsNotes
Web portalAvailableSSO: NoneNot recordedAdvisor/wealth-manager platform; end investors typically reach iCapital via their advisor's instance or custodian SSO. MFA methods not confirmed from public docs.
APIPartner onlyNot recordedNot recordedStyle: REST. Audience: partners and fund administrators. No public developer portal, API reference or OpenAPI contract. Third-party catalog (API Evangelist, profiled 2026-08-01) states API documentation is available to integration partners only via sales/technical support. iCapital Data Management (ex-AltExchange/Mirador) delivers data to custodians and reporting vendors (BridgeFT partnership 2025) but transport (API vs SFTP) is not publicly documented.
MCP serverNot offeredNot recordedNot recordedNo iCapital MCP server found in the official MCP registry or GitHub as of 2026-11-07. April 2026 Anthropic partnership embeds Claude inside iCapital's platform; no MCP endpoint announced. A third-party Truthifi connector claims to link iCapital accounts to Claude (not vendor-maintained).
SFTPUnknownNot recordedNot recordediCapital Data Management advertises delivery 'to any downstream reporting system'; SFTP not confirmed.
WebhooksUnknownNot recordedNot recordedNot recorded
Email notificationsAvailableNot recordedNot recordedCapital call/distribution notifications via platform; details not public.

How an investor gets documents today

No public API; partner-only integration docs; ToS expressly prohibits automated systems and intelligent agents except authorized APIs; documents reachable only via web or via an advisor/custodian integration. The research records no investor-side API.

  • The API is for partners and fund administrators, 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.
  • Email notifications. Turn on notifications and route them to a monitored mailbox, so new notices trigger your own processing. See 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 iCapital 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, subscriptions and KYC and onboarding.

  • Export formats: PDF
  • Standards: SAML SSO
  • Terms of service: Read the terms
  • Automation policy: Prohibited by the terms. ToS 7.1(iv),(v),(viii) bar automated access and intelligent agents except 'authorized APIs'. Authorized Users (advisors/agents) may be designated under 3.2.

OIPP status

Not yet on the open protocol. iCapital 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 Institutional Capital Network, Inc. (iCapital). 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 Institutional Capital Network, Inc. (iCapital): show your listing

If you operate iCapital, 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.

iCapital: Listed on OpenInvestorPortal

<a href="https://openinvestorportal.com/portals/icapital/" title="iCapital on OpenInvestorPortal"><img src="https://openinvestorportal.com/badge/icapital.svg" alt="iCapital: 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 no public/self-serve API exists (API Evangelist probe 2026-08/10: no dev portal, /openapi.json 404). Medium confidence that a partner API and a data-management feed exist (press releases: BridgeFT 2025, AltExchange acquisition 2024; Sacra analysis). Terms of Service s.7.1 prohibit 'any automated system (excluding authorized APIs)' and 'spiders, robots, avatars or intelligent agents', and require access 'through the interface provided by iCapital'; s.3.1 forbids sharing credentials, s.3.2 allows designated Authorized Users (employees, advisors, agents). MFA method on web login not confirmed. Investor-side API: none found.

Sources checked for the assessment:

Questions

Does iCapital have an API?

Only for partners. The registry records a REST API that requires an agreement with Institutional Capital Network, Inc. (iCapital), aimed at partners and fund administrators. There is no self-serve API for investors.

Does iCapital have an MCP server?

No. The registry records no MCP server for iCapital.

Can investors download documents from iCapital programmatically?

The registry rates investor access 4 of 5: web login only, exports possible. No public API; partner-only integration docs; ToS expressly prohibits automated systems and intelligent agents except authorized APIs; documents reachable only via web or via an advisor/custodian integration. 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. The terms prohibit automated access, so scraping is not an option.

Independent community research. Not affiliated with Institutional Capital Network, Inc. (iCapital). Facts are unverified community research as of 2026-11-07.

Comparisons

Other investment platforms and marketplaces

Guides

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