Connect Claude to Black Diamond and get answers from your data in plain language, without switching screens or running manual lookups.
Look up clients and accounts, pull performance and holdings down to the tax lot, track private fund activity, and review fees and transactions. Find rebalancing and tax loss harvesting opportunities, launch rebalance sessions, and run client reports on demand.
Built for advisors and operations teams prepping for client meetings, researching billing questions, or scanning the book for opportunities.
Tools
- blackdiamond_ask_data_warehouse
- blackdiamond_get_navigation_links
- blackdiamond_get_user_context
- blackdiamond_invoke_tool
- blackdiamond_search_help_documentation
- blackdiamond_search_tools
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