# CAIS > CAIS (Capital Integration Systems LLC) operates the leading alternative investment > platform for independent wealth management, connecting 65,000+ financial advisors at > 2,500+ firms — overseeing roughly $8.5 trillion in end-client assets — with private > equity, private credit, hedge fund, real estate, infrastructure, structured note and > precious-metals strategies from third-party asset managers and bank issuers. Founded > 2009 by Matt Brown; headquartered in New York with offices in Austin, London and Red > Bank, NJ. The company's only public machine-readable API surface is a remote Model > Context Protocol (MCP) server, launched May 2026 as the first interface layer of its > "Alts Engine" strategy. There is no public OpenAPI, no developer portal, no SDKs and > no public sandbox; the MCP endpoint is OAuth-gated and initially limited to a select > group of advisors in the CAIS network. This file was GENERATED by the API Evangelist enrichment pipeline from the CAIS public surface and live probes on 2026-08-01. CAIS does not publish an llms.txt of its own (https://www.caisgroup.com/llms.txt returns 404). ## APIs - [CAIS MCP Server](https://mcp.caisgroup.com/mcp): Remote Model Context Protocol server. JSON-RPC 2.0 over HTTP. OAuth 2.1 authorization-code + PKCE S256 with RFC 7591 dynamic client registration. `tools/list` is auth-gated (anonymous calls return 401 `invalid_token`), so the tool catalogue is not public. - [Announcement](https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence): "CAIS integrates with Anthropic's Claude to give advisors instant access to alternative investment intelligence" (2026-05-19). ## Discovery documents - [OAuth Protected Resource metadata](https://mcp.caisgroup.com/.well-known/oauth-protected-resource): RFC 9728. Declares the resource, the authorization server, and 12 supported scopes. - [OAuth Authorization Server metadata](https://mcp.caisgroup.com/.well-known/oauth-authorization-server): RFC 8414. authorize / token / register / revoke endpoints, PKCE S256. - [OpenID Connect Discovery (member platform)](https://login.caisgroup.com/.well-known/openid-configuration): Auth0 tenant on the CAIS custom domain, backing members.caisgroup.com. - [JWKS](https://login.caisgroup.com/.well-known/jwks.json) ## OAuth scopes Read scopes: `openid`, `caisiq:courses:list`, `caisiq:reporting:read`, `funds:holdings:read`, `funds:products:admin-read`, `funds:products:advisor-read`, `iam:firms:read`, `iam:teams:read`, `iam:users:read`, `ips:profiles:read`. Write scopes: `funds:orders:create`, `ips:contacts:write`. ## Products - [CAIS Platform for Financial Advisors](https://www.caisgroup.com/financial-advisor/cais-platform): Marketplace access to alternative and structured investments. - [CAIS Platform for Home Office](https://www.caisgroup.com/home-office/cais-platform): Enterprise deployment for RIAs, aggregators and broker-dealers. - [CAIS Solutions](https://www.caisgroup.com/financial-advisor/cais-platform/cais-solutions): SaaS trade and post-trade operating layer for alternatives sourced on and off the CAIS marketplace — digital sub docs, AML/KYC, DocuSign, CRM import. - [Capital Markets](https://www.caisgroup.com/financial-advisor/cais-platform/capital-markets): Structured notes and syndicate offerings. - [Asset Manager](https://www.caisgroup.com/asset-manager): Distribution surface for fund managers. - [Available on CAIS](https://www.caisgroup.com/available-on-cais): Managers and funds on the platform. - CAIS IQ — advisor education; Compass — portfolio construction; CAISey — AI assistant. (No standalone public URLs.) ## Integrations - [Integrations overview](https://www.caisgroup.com/financial-advisor/how-we-partner/integrations) - Custodians: Fidelity, BNY Pershing, Schwab Advisor Services, Goldman Sachs Custody Solutions. - Reporting: Addepar, Black Diamond (SS&C), Envestnet, Orion, Tamarac. - Fund administrators: BNY, SEI, SS&C, State Street, UMB Fund Services, and 30+ providing automated data feeds. - Industry protocol: DTCC Alternative Investment Products (AIP) reporting. ## Company - [Home](https://www.caisgroup.com/) - [Our Company](https://www.caisgroup.com/our-company) - [Leadership](https://www.caisgroup.com/our-company/leadership) - [Press](https://www.caisgroup.com/our-company/press) - [Careers](https://www.caisgroup.com/our-company/careers) - [Insights](https://www.caisgroup.com/insights) - [Podcast](https://www.caisgroup.com/podcast) - [Case Studies](https://www.caisgroup.com/case-studies) - [Contact](https://www.caisgroup.com/contact) - [Sign up](https://www.caisgroup.com/sign-up) - [Member log in](https://members.caisgroup.com) ## Legal - [Terms of Use](https://www.caisgroup.com/legal/terms-of-use) - [Privacy Policy](https://www.caisgroup.com/legal/privacy-policy) - [Business Continuity Plan](https://www.caisgroup.com/legal/business-continuity-plan) - [Accessibility Commitment](https://www.caisgroup.com/legal/accessibility-commitment) - [Legal index](https://www.caisgroup.com/legal) ## Not published (probed 2026-08-01) - No OpenAPI/Swagger. `api.`, `developer.`, `developers.`, `docs.`, `apidocs.caisgroup.com` are all NXDOMAIN; `/openapi.json`, `/swagger.json`, `/api-docs` 404 on every live host. - No AsyncAPI and no documented webhook or event surface. - No A2A agent card at `/.well-known/agent-card.json` or `/.well-known/agent.json` on any host. - No `security.txt`, no bug-bounty or vulnerability-disclosure page, no trust center, no public SOC 2 / ISO 27001 claim. - No status page (`status.caisgroup.com` NXDOMAIN), no changelog, no versioning or deprecation policy. - No first-party SDKs on npm, PyPI or elsewhere; no public GitHub organization. - No public Postman collection, no sandbox, no CLI.