aid: cais
name: CAIS
description: 'CAIS (Capital Integration Systems LLC) is a New York-headquartered fintech
  company operating the leading alternative investment platform for independent wealth
  management. Founded in 2009 by Matt Brown, CAIS connects financial advisors with
  a curated menu of private equity, private credit, hedge fund, real estate, infrastructure,
  structured note and precious metals strategies from third-party asset managers and
  bank issuers, and pairs the marketplace with CAIS Solutions (a SaaS trade and post-trade
  operating layer for RIAs, aggregators and independent broker-dealers), CAIS IQ (advisor
  education), Compass (portfolio construction) and CAISey (an AI assistant). The platform
  serves 2,500+ wealth management firms and 65,000+ advisors overseeing roughly $8.5
  trillion in end-client assets, with technology integrations into major custodians
  (Fidelity, BNY Pershing, Schwab Advisor Services, Goldman Sachs Custody Solutions),
  reporting providers (Addepar, Black Diamond, Envestnet, Orion, Tamarac) and 30+ fund
  administrators, plus DTCC AIP reporting. In May 2026 CAIS launched a remote Model
  Context Protocol (MCP) server as part of its "Alts Engine" strategy, exposing fund,
  holdings, education and identity data to AI agents over OAuth 2.1.'
image: https://www.caisgroup.com/favicon.ico
url: https://raw.githubusercontent.com/api-evangelist/cais/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
specificationVersion: '0.20'
created: '2026-08-01'
modified: '2026-08-01'
tags:
- Company
- Alternative Investments
- Wealth Management
- Financial Services
- Fintech
- Private Markets
- Asset Management
- Structured Products
- Investment Platform
- Artificial Intelligence
apis:
- aid: cais:cais-mcp-server
  name: CAIS MCP Server
  description: >-
    CAIS operates a remote Model Context Protocol server at https://mcp.caisgroup.com/mcp,
    announced 2026-05-19 as the first surface of the company's "Alts Engine" strategy and
    initially available to a select group of advisors within the CAIS network. It lets an
    agent query fund data, evaluate manager performance and surface portfolio insights from
    inside an advisor's existing workspace. The endpoint is protected by OAuth 2.1 with
    RFC 9728 protected-resource metadata, dynamic client registration (RFC 7591) and PKCE
    S256; twelve scopes are advertised across four service domains (caisiq, funds, iam, ips).
    tools/list is auth-gated — an anonymous JSON-RPC call returns HTTP 401 invalid_token —
    so the live tool schemas require an authenticated CAIS advisor client.
  humanURL: https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence
  baseURL: https://mcp.caisgroup.com/mcp
  tags:
  - MCP
  - Alternative Investments
  - Artificial Intelligence
  properties:
  - type: MCPServer
    url: mcp/cais-mcp.yml
  - type: OAuthScopes
    url: scopes/cais-scopes.yml
  - type: Authentication
    url: authentication/cais-authentication.yml
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: DomainSecurity
  url: security/cais-domain-security.yml
- type: MCPServer
  url: mcp/cais-mcp.yml
- type: WellKnown
  url: well-known/cais-well-known.yml
- type: Authentication
  url: authentication/cais-authentication.yml
- type: OAuthScopes
  url: scopes/cais-scopes.yml
- type: Conformance
  url: conformance/cais-conformance.yml
- type: Conventions
  url: conventions/cais-conventions.yml
- type: ErrorCatalog
  url: errors/cais-problem-types.yml
- type: LLMsTxt
  url: llms/cais-llms.txt
- type: Website
  url: https://www.caisgroup.com/
- type: SecondaryMarket
  url: https://forgeglobal.com/cais_stock/
- type: DeveloperPortal
  url: https://www.caisgroup.com/financial-advisor/how-we-partner/integrations
- type: Documentation
  url: https://www.caisgroup.com/financial-advisor/cais-platform/cais-solutions
- type: Support
  url: https://www.caisgroup.com/contact
- type: Blog
  url: https://www.caisgroup.com/insights
- type: SignUp
  url: https://www.caisgroup.com/sign-up
- type: Login
  url: https://members.caisgroup.com
- type: TermsOfService
  url: https://www.caisgroup.com/legal/terms-of-use
- type: PrivacyPolicy
  url: https://www.caisgroup.com/legal/privacy-policy
- type: Accessibility
  url: https://www.caisgroup.com/legal/accessibility-commitment
- type: BusinessContinuity
  url: https://www.caisgroup.com/legal/business-continuity-plan
- type: Press
  url: https://www.caisgroup.com/our-company/press
- type: Podcast
  url: https://www.caisgroup.com/podcast
- type: CaseStudies
  url: https://www.caisgroup.com/case-studies
- type: Careers
  url: https://www.caisgroup.com/our-company/careers
- type: LinkedIn
  url: https://www.linkedin.com/company/cais
- type: Integrations
  url: https://www.caisgroup.com/financial-advisor/how-we-partner/integrations
x-enrichment:
  date: '2026-08-01'
  status: enriched
  artifacts_added: 12
  pass: local-v1