by Ezra Group · Cherry Hill, NJ
Built as part of a broader identity and permissions layer called Chrysalis, this is intended as a proof of concept for a wider AI operating layer across the firm's tech stack. The same approach could extend to other platforms with usable APIs (Orion, Tamarac, Bloomberg, Stratify, Zox) and eventually stitch data across multiple systems into a single natural-language query and unified report.
An MCP (Model Context Protocol) server that connects AI chat interfaces like Claude or ChatGPT directly to Black Diamond, letting users query portfolio data in plain English instead of navigating the platform's UI. Ask something like "show me performance for the Taylor household" or "how many accounts do we have" and the server routes the query through Black Diamond's API, pulls the data, and returns it in the chat.
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