How to Use MCP

The Hanover Park MCP server gives AI assistants secure, read-only access to your fund administration data through the Model Context Protocol — an open standard supported by Claude, ChatGPT, Cursor, and a growing list of AI clients. Connect once, then ask questions in plain language and get answers grounded in your live Hanover Park data: no spreadsheet exports, no waiting on reports. The AI works from the same firms, funds, investors, portfolio companies, and accounting data you see in the web app, governed by the same permissions.

Example Questions

Quick Lookups

Portfolio Review & IC Prep

Company Tear Sheets

Investor Relations

Setup Instructions

Choose your AI client below. Authentication happens automatically via OAuth — you'll be redirected to Hanover Park to sign in on first use.

Claude (Web and Desktop)

1. In the Claude app, click your name in the bottom left corner, then click Settings.

2. Under Customize, click Connectors, then Browse.

3. Type Hanover Park in the search box and click the + next to it. If you do not see it, check with your firm's Claude admin that your Anthropic account has permission to add connectors. This is a Claude setting, not a Hanover Park one.

4. Your web browser will open with a Hanover Park login page. Sign in and click "Allow".

5. Return to the Claude app. You are now connected.

ChatGPT (Web and Desktop)

1. Click + in the chat box

2. Scroll to Connectors → click Manage Apps

3. Enter the following:

   • Integration name: Hanover Park

   • Integration URL: https://app.hanoverpark.com/api/mcp

4. Enable the Hanover Park tools in any new chat

You'll be prompted to authenticate on first use.

Cursor

Add a custom MCP server in Cursor settings:

{
  "mcpServers": {
    "hanover-park": {
      "url": "<https://app.hanoverpark.com/api/mcp>"
    }
  }
}

Claude Code

claude mcp add --transport http hanover-park <https://app.hanoverpark.com/api/mcp>

Run /mcp in your session to complete the auth flow.

Other MCP Clients

Any client supporting the MCP specification can connect:

Authentication & Permissions

👤 Who can connect Firm admins and members. Auditors cannot authorize MCP connections, and neither can LP or partner contacts.

🔐 Authentication OAuth 2.1 with auto-discovery (RFC 8414, RFC 9728). On first connect you're redirected to Hanover Park to sign in and grant access. Access tokens expire after one hour and refresh automatically.

👁 Read-only The server cannot create, update, or delete anything. To make changes, use the Hanover Park web app.

🔄 Same permissions as the web app The MCP server enforces identical authorization: the same firm membership checks, fund role requirements, and row-level data filtering. There is no separate auth path and no elevated privilege.

⚡ Live permission checks Permissions are re-validated on every request. If your role changes or your account is deactivated, access updates immediately, even mid-session.

⏱ Rate limit 100 requests per minute per user.

What the AI can access

The server exposes 12 read-only tools. You never pick a tool — the AI selects them from your question. It always starts by checking which firms and funds you can access, then scopes every answer to your permissions.

We're actively expanding coverage. Income statements, chart of accounts, management fee detail, and unpaid capital call tracking are the latest additions.

Not yet reachable: documents and Drive files (K-1s, audited financials, capital call notices, PCAPs), balance sheet and journal-line detail, waterfall modeling, email, bill pay, and QA workflows.

If there's data you need that the AI can't reach yet, email support@hanoverpark.com.

Tips for Best Results

Be specific about the fund Say "Fund III" or "Growth Fund II" rather than "the fund." Specificity helps route to the right data on the first try.

Ask for comparisons The AI can query across multiple funds in a single conversation. Try "Compare net IRR across all active funds" or "Fund II vs Fund III TVPI side by side."

Use time-based queries Most tools accept an as-of date. Ask "What was the NAV as of 12/31/2024?" for a point-in-time snapshot, or "Show me quarterly net IRR for Fund III since inception" for a full series.

Chain questions naturally Start broad ("performance summary for Fund III") and drill in ("now show me the top holdings by MOIC" or "what did Acme Capital's capital account look like?").

Remember it's read-only The MCP server cannot create, update, or delete anything. If you need to make changes, use the Hanover Park web application.

FAQ

Does the AI store my fund data?

No. The MCP server returns data in the context of your conversation. Data retention depends on the AI client you're using (Claude, ChatGPT, etc.) and its own privacy policies. Hanover Park does not cache or store query results on the MCP server itself.

Can LPs connect directly?

Not currently. Only firm admins and members can authorize MCP connections.

Which AI clients are supported?

Any client implementing the MCP specification: OpenAI, Anthropic (claude.ai, Desktop, Code), Cursor, Codex CLI, Windsurf, VS Code, and many others.

Is there a cost for MCP access?

MCP access is included in your Hanover Park plan at no additional charge.

Can I restrict which tools are available?

Not currently. All read-only tools are available to any authorized user, provided they have access to the underlying data.

What happens if my Hanover Park permissions change?

The MCP server re-validates permissions on every request. If your role is downgraded or your account is deactivated, access is revoked immediately — even if you have an active token.