Your fund data lives in Orca. Your thinking happens in Claude. Now they're the same place.
Orca's MCP connector bridges your Fund Management System directly into Claude's desktop interface. Once connected, you can ask plain-language questions about your fund - capital call status, LP distributions, portfolio positions, reporting data - and get answers pulled live from your FMS, right inside Claude. No exports. No copy-pasting. No context-switching. Here's how to set it up in under five minutes.
What You'll Need Before You Start
- Claude desktop app installed and open on your computer
- Your Orca account open in a browser tab (at fms.orcainc.com)
- Your MCP credentials - a name and secret key provided by the Orca team. If you don't have these yet, reach out to your Orca account admin or contact support@orcainc.com
One important note: Both Claude and your FMS must be open at the same time during the connection step. Open both before you begin.
Step 1: Add Orca as a Custom Connector in Claude
In the Claude desktop app, navigate to Settings → Integrations (or the Connectors section, depending on your version).
Click "Add custom connector."
In the Name field, enter: Orca. In the Remote MCP server URL field, enter https://mcp.fms.orcainc.com
Enter Your Credentials
- Click "Advanced Settings" to expand the authentication fields.
- In the Name field, enter claude-ai-prod
- In the Auth Client Secret field, paste the secret key your Orca admin provided.
- Click "Add."
The MCP connector is now configured in Claude. But you're not done yet - you've added the connector, but haven't authenticated it against your live FMS account.
Step 2: Connect to Orca
- Make sure Orca is open and you're logged in - in a browser tab, side by side with Claude.
- Back in Claude, find the Orca connector you just added and click "Connect."
- The authentication handshake happens between the two open tabs. This is why both need to be open simultaneously.
Once the connection completes, you'll see Orca listed as an active integration in Claude. That's it. You're live.
Step 3: Start Asking Questions
With the connection established, Claude has read access to your Orca data. You can now ask questions in plain language directly in Claude:
"Show me the status of our most recent capital call."
Claude pulls the answers from your live Orca data and returns them in context - so you can analyze, compare, and build on them without ever leaving the chat.
What This Changes
Fund administration has always been a context-switching problem. Your data is in one place, your thinking is in another. Every question requires a login, a search, an export.
This connector eliminates that gap. Orca becomes conversational - something you can interrogate, summarize, and reason about, in real time, in the same tool where your thinking already happens.
Your fund just got an upgrade. Use it.
Questions about setup? Contact your Orca account admin or reach the team directly at support@orcainc.com.
