All apps & connectors
Osmosis Analyst logo

Osmosis Analyst

ClaudeCommunityby Osmosis Technologies Inc.

Osmosis Analyst gives Claude live, read-only access to the Osmosis knowledge graph of institutional allocators — public pension funds, endowments, foundations, insurers, sovereign funds and family offices — so investment-relations, capital-raising and research teams can answer allocator questions with sourced, current data instead of stale databases. Ask Claude to find qualified leads and buying signals for a strategy (e.g. private credit, infrastructure, emerging-market equity), brief an allocator before a meeting, list recent board and investment-committee meetings with what was discussed, track personnel moves and board changes, see which consultants are advising on which mandates, and pull Form 5500 / Form 990 filings, plan holdings and service-provider relationships. A prepare-for-CRM tool returns structured fields ready to paste into your pipeline. Every answer is grounded in Osmosis-indexed meeting transcripts, documents and regulatory filings, with citations. All 41 tools are read-only: nothing is written back to Osmosis or your data. Sign in with your Osmosis account.

Details

Financial ServicesSales And MarketingData Analytics
Listed Sep 14, 2026
by Osmosis Technologies Inc.
MCP endpoint: https://mcp.osmosis.fm/mcp/tools · streamable-http

Available tools (31)

brief_allocatorfind_allocatorfind_allocator_signals_for_strategyfind_allocators_by_criteriafind_consultant_activityfind_plans_by_dfefind_plans_by_holdingfind_plans_by_service_providerfind_private_credit_leadsfind_qualified_leadsget_dfe_investments_for_planget_form5500_filing_detailget_form5500_filings_for_orgget_form990_endowment_history_for_orgget_form990_filing_detailget_form990_filings_for_orgget_opportunityget_plan_holdingsget_service_providers_for_planlist_board_memberslist_consultants_for_strategylist_meetings_for_allocatorlist_opportunitieslist_recent_meetingslist_recent_personnel_moveslist_recent_podcast_episodesprepare_for_crmquery_graph_dbquery_search_indexquery_signalssearch_allocators