Altbots — Fund Manager Intelligence

by NeilD-NYC

111 downloads

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GitHub

About

Institutional-grade research reports on hedge funds, venture capital and private equity. Generates a 2-page manager diligence & intelligence brief covering SEC Form ADV, 13F holdings, key personnel with FINRA status, sanctions screening (OFAC, EU, UN, HMT), social signals and red

Details

Author: NeilD-NYC
Downloads: 111
Categories: Other, Finance, AI

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below

Plugin Name Altbots — Fund Manager Intelligence

Command (node, npx, python, etc.)

Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

From the repository

Add the server to your Claude Desktop configuration with the SSE endpoint https://api.altbots.io/sse. Then use tools such as generate_manager_tearsheet to produce a full report, get_manager_coverage to check data availability, list_available_managers to browse managers sorted by AUM, and get_pipeline_status to check server health. An example prompt is "Generate a tearsheet on Bridgewater Associates."

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "altbots \u2014 fund manager intelligence": {
            "altbots": {
                "url": "https://api.altbots.io/sse",
                "transport": "sse"
            }
        }
    }
}

McpServers

{
    "altbots": {
        "url": "https://api.altbots.io/sse",
        "transport": "sse"
    }
}

What can you do with AltBots — Fund Manager Intelligence MCP?

- Generate a manager tearsheet— ask the assistant to produce a 2-page institutional PDF brief for any SEC-registered alternative manager usinggenerate_manager_tearsheet.
- Check data coverage before generating— evaluate the quality and completeness of available data for a specific manager withget_manager_coveragebefore committing to a full report.
- Browse indexed managers— list all alternative investment managers in the database, sorted by AUM, vialist_available_managers.
- Verify pipeline health— check server status, tool availability, and the number of indexed managers usingget_pipeline_status.

Institutional-grade manager tearsheet generation for alternative investment research — powered by AI agents, served via MCP.

AltBots Tearsheet is an end-to-end AI pipeline that generates structured, institutional-quality research tearsheets on alternative investment managers — hedge funds, private equity firms, and family offices — from publicly available data and proprietary intelligence signals.

Built by a former Managing Director with 20+ years of institutional buy-side experience (2,000+ manager reviews, $9B+ deployed), this system encodes the actual diligence framework used at multi-billion-dollar investment offices into a fully automated, agent-driven research workflow.

Sample output:Meridian Capital Management LP — Tearsheet PDF

Data Sources (SEC EDGAR, web, news, filings) │ ▼ ┌─────────────────────┐ │ Firecrawl Scraper │ ← structured web extraction └────────┬────────────┘ │ ▼ ┌─────────────────────┐ │ Agent Fleet │ │ ┌───────────────┐ │ │ │ Carl │ │ ← equity & fund research │ │ Scout │ │ ← due diligence signals │ │ Tony │ │ ← chief of staff / orchestration │ │ Alice │ │ ← client services / IR │ └───────────────┘ │ └────────┬────────────┘ │ ▼ ┌─────────────────────┐ │ Assembler │ ← normalizes & structures data │ - Fund Profile │ sanctions, service providers, │ - Performance │ performance, AUM, strategy │ - Risk Signals │ │ - Service Provs. │ └────────┬────────────┘ │ ▼ ┌─────────────────────┐ │ ReportLab PDF │ ← institutional formatting │ Formatter │ └────────┬────────────┘ │ ▼ tearsheet.pdf

Stack:Python · Anthropic Claude API · OpenAI · Qdrant · n8n · Firecrawl · ReportLab · FastAPI

The tearsheet pipeline is exposed as a liveModel Context Protocol (MCP)server, making it directly callable from any MCP-compatible AI client (Claude Desktop, Cursor, etc.).

Connection URL:https://altbots--ndatta18-b06a.run.tools

Published on Smithery:smithery.ai/servers/ndatta18-b06a/altbots

Or add directly to yourclaude_desktop_config.json:

{ "mcpServers": { "altbots": { "url": "https://altbots--ndatta18-b06a.run.tools" } } }

- Fund Identity— legal name, domicile, registration, key principals
- Strategy Profile— asset class, sub-strategy, geographic focus, instruments
- AUM & Capacity— reported AUM, share class structure, liquidity terms
- Performance— returns summary, drawdown profile, Sharpe/Sortino where available
- Service Providers— prime broker, administrator, auditor, legal counsel
- Sanctions & Flags— OFAC, regulatory actions, litigation signals
- Intelligence Signals— 13 proprietary signal categories including personnel changes, redemption risk, and operational flags

git clone https://github.com/NeilD-NYC/altbots-tearsheet.git cd altbots-tearsheet pip install -r requirements.txt cp .env.example .env # add your API keys python generate_tearsheet.py --manager "Meridian Capital Management LP"

Output:./output/meridian-capital-tearsheet.pdf

This system was designed and built byNeil Datta, founder of AltBots and NKD Advisory LLC. Prior to this, Neil served as Managing Director and Global Head of Risk & Diligence at Optima/Forbes Family Trust ($24B multi-family office), where he reviewed 2,000+ alternative investment managers and deployed $9B+ across asset classes.

AltBots encodes that institutional diligence framework into an AI-native research infrastructure that any allocator or investor relations professional can leverage at scale.

AltBots:altbots.io
LinkedIn:in/neildatta

- Core tearsheet PDF generation
- ReportLab formatter
- MCP server with 4 tools
- SSE endpoint live
- Smithery marketplace listing
- Stripe + API key auth (in progress)
- Sanctions module (assembler)
- Service provider enrichment
- Performance data pipeline
- Phase 15 infra hardening

- Free tier: coverage check and manager list
- Pro: full tearsheet generation ($149/month)
- Enterprise: unlimited, white-label, webhooks

View sample report on Meridian Capital Management

Research signals, not investment advice. AltBots and NKD Advisory LLC are not registered investment advisers. Full disclosures included in every report.

Built by NKD Advisory LLC |neil@altbots.io| altbots.io

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Altbots — Fund Manager Intelligence

About

Details

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Setting up with Highlight

Setting up with Cursor

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Setting up with Claude Desktop

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Setting up with Windsurf

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Setting up with Cline

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Setting up with Goose

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From the repository

Claude Desktop / Cursor

McpServers

What can you do with AltBots — Fund Manager Intelligence MCP?

Install

About

Details

Jump to

Setting up with Highlight

From the repository

Claude Desktop / Cursor

McpServers

What can you do with AltBots — Fund Manager Intelligence MCP?

Install

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