Integrations

The platform is built to be integrated with the systems you already run. There are four ways in:

• APIs and webhooks

  Feed data into a flow, read back what a flow produced, or run a flow end to end from your own code. As flows run, the platform emits events, so your systems react to what happened instead of polling for changes.

• Your MCP servers

  Connect MCP servers from your own ecosystem, and the platform's agents can use their tools while they work inside your guardrails.

• Our MCP server

  Your own AI agents operate the platform through the Quantfolio Platform MCP server, inside the same guardrails that apply to everyone else.

• SSO

  OpenID Connect single sign-on, so your users sign in with the identity provider you already run.

• Your CRM stays the source — client information is shown from the data you already hold there, so what a flow produces reflects your records.
• Existing holdings — send in a client's accounts and positions, so follow-up starts from what the client actually owns.
• Answers you already have — fill the financial situation and other components from your own systems or public sources, instead of asking the client again.
• Your own front end — connect client-facing applications you host straight to your flows, and hand over to an advisor part-way through.