Ontra's MCP can be set up in your preferred AI tool (Claude or ChatGPT) to allow you to query Insight fund documents and obligation data in natural language, within your AI conversations, without switching between tools.
- Ask questions about your fund documents, obligation data, and compliance tasks to
get instant, cited answers - Search your Insight data by fund, investor, document type, or status
- Surface upcoming and overdue obligations across your funds
- Retrieve and compare provisions and terms across multiple fund documents
Ontra's MCP will continue to evolve and new capabilities will be included in this article. If there are use cases and workflows valuable to your team that currently functionality does not cover, we want to hear about them - share in the Ontra app using the Give Feedback button or let your CSM know directly.
Set up
If you haven't already, follow the steps to set up the Ontra MCP.
When to use Ontra MCP with Insight
| Use Case | Use MCP | Work in Insight | Rationale |
| Connect an internal AI assistant or agent to Insight | ✅ | MCP is the integration layer; no custom API work required | |
| Pull Insight data into downstream workflows (e.g., Excel, Notion, Slack) | ✅ | MCP enables data portability without manual exports | |
| Compare terms, provisions, or fund data across documents or products | ✅ |
An AI agent with MCP access can cross-reference obligations and fund data across documents and Ontra products (Insight and Atlas) simultaneously
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| Combine Insight data with external data (e.g., cap tables, public filings) | ✅ |
An AI agent with MCP access can join Insight data with other sources
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| Ask questions about your task workflows and timelines | ✅ | MCP enables queries related to obligation task, subtasks, and timelines | |
| Update data (obligation details, task workflows, etc.) | ✅ | MCP is read-only; all write access must happen in Insight | |
| Review full document content with highlighted reference text | ✅ | MCP can read and return results from fund documents and obligation data, citing the source file; Insight UI renders full documents and highlights exact reference text. | |
| Need approval workflows, task management, audit trail/version history, or notifications | ✅ | Workflow features live in Insight, not accessible via MCP | |
| Take an Insight action after finding search query results | ✅ |
Workflow features and execution live in Insight, not accessible via MCP
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Common Queries
Legal & Compliance
- List all side letters with MFN provisions triggered for Fund III.
IR/Commercial
- What are the reporting requirements in our side letter with Investor A?
Credit Ops
- List all financial maintenance covenants across our active facilities in Fund II.
Deal Teams
- Which side letters include co-investment rights for LP Y?