01 · Turn the connector on in Floom
Enable it under Settings → Integrations → Claude. Nothing reaches Claude until it’s on.
AI & MCP · Query and act through AI tools
Work with your fund through AI.
Connect Claude and other supported AI tools to Floom to query, analyze and update your fund’s records.
Claude · Floom Portfolioconnector · illustrative ·
You
What did we invest in Tessellate Robotics, and what does our Series A preference look like?
floom_query_ledger · positions · Fund II · Tessellate Robotics1 position
floom_ask_document · Restated Charter · “liquidation preference”2 quotes · p. 7
Claude
Fund II invested $4,500,000 for 1,500,000 Series A Preferred shares on 14 Mar 2023 Position · Fund II. The position is marked at $6.75M as of 30 Jun 2026 Q2 valuation report. The Series A has a 1x non-participating preference, junior to the Series B and pari passu with the Seed Restated Charter · p. 7.
Position · Fund IISeries A Preferred
- Shares
- 1,500,000
- Cost
- $4,500,000
- Fair value
- $6,750,000
- As of
- 30 Jun 2026
Restated Charter.pdf · p. 7 cited · page 7
…the holders of Series A Preferred and Seed Preferred shall be entitled to receive, pari passu, an amount per share equal to one times the applicable Original Issue Price…
Interactive · replay the answer, hover a citation
The same record, now in your AI tools.
Your AI tools, connected to the record.
Compatible AI tools get Floom’s data and actions, limited to what your account can access.
- Server
- Floom Portfolio
- Address
https://api.floom.vc/mcp- Tools
- Nine that read, eight that write
Ask about the investment. Follow the evidence.
Positions, transactions, metrics and documents, with the fund, period and source in view.
- Read
- Show Fund II’s Q3 activity with sources.
Use the records behind the question.
Analysis built on investment records and documents, with assumptions kept visible.
- Analyze
- Compare our proceeds at $25M, $60M and $150M.
How to connect.
Four steps, once. Each person signs in with their own Floom account, and Claude sees only your organization’s data.
02 · Add Floom as a custom connector
Paste the Floom connector URL in Claude’s Settings → Connectors.
Claude · SettingsConnectors
Add custom connectorremote MCP server
- Name
- Floom
- URL
- https://api.floom.vc/mcp
CancelAdd
Floomcustom connector · https://api.floom.vc/mcp
Added. Connect it to sign in with your Floom account.
Connect
Custom connectors are available on paid Claude plans (Pro, Team, or Enterprise). Team and Enterprise admins may need to allow custom connectors first.
Interactive · add the connector
03 · Sign in with your Floom account
Use your normal Floom login and 2-factor step, then approve.
04 · Ask away
Ask in plain language. Claude answers from live Floom numbers and shows each figure’s source.
ClaudeFloom connected ·
You
What did Quarry Health report for Q3 revenue?
floom_query_metrics · value · Quarry Health · Revenue · Q3 20261 value
Claude
$3.18M, up 11% on Q2, from the Q3 board deck Board deck Q3 2026 · p. 4.
You
Which companies haven’t reported this quarter?
floom_query_metrics · coverage · Fund II · Q3 20268 companies
Claude
Lumen Ledger, Brightwater Bio and Polar Freight have not reported Q3 2026; Polar Freight has had two reminders.
Interactive · replay the chat
Read-only by default: writes are opt-in.
The connector only reads until your Floom admin allows changes, per person and per data type.
- Read
- Look up companies, metrics and documents, by any fiscal period, over time and across cohorts.
- Write
- Metrics, investments, documents and company records. Every change is logged, attributed and reversible; deletes need in-chat confirmation.
Your data stays yours.
- Your admin decides.
- Nothing flows to Claude until an admin enables the connector for your organization.
- Scoped to you.
- Your own Floom login, so Claude sees only your organization, with your existing permissions.
- Revoke anytime.
- An admin can disconnect one person or the whole org in a click. Access tokens are short-lived.
- Fully audited.
- Every request, and every change, is recorded in Floom’s connector activity log.
Integrations · ClaudeEnabled by partner@example.com
Connected users3 connections2 connections
- partner@example.comlast used just now
- analyst@example.comlast used 2 hours ago
- intern@example.comlast used 3 days ago ·
intern@example.com has lost Claude access to Floom.
Revoke this connection?
intern@example.com will lose Claude access to Floom within the hour.
CancelRevoke
Disable the Claude connector?
New connections will be blocked and all existing connections revoked.
CancelDisable
The Claude connector is off for Larkspur Ventures. Nothing reaches Claude until an admin enables it again.
View activityDisable connector
Interactive · revoke a connection, or disable the connector
Supported clients
Every client reaches the same fund data; actions follow your account, permissions and enabled tools.
Claude AvailableRead investments and documents, analyze, create and edit supported records.
Read the setup guide
ChatGPT AvailableRead investments and documents, analyze, create and edit supported records.
Ask us about access
Excel AvailableInsert supported tables, refresh data, review and apply supported updates.
Explore Floom for Excel
Floom AvailableEvery product workflow, with the full record.
See the four products
Questions
A protocol that lets compatible AI applications connect to Floom’s tools and data.
AI creates and edits records through the tools and permissions enabled for each account. How a change is reviewed depends on the action.
Access follows the connected account, organization permissions and enabled tools.
The supported clients above show each one’s status and the actions it offers.
Custom connectors need a paid Claude plan, and on Team or Enterprise plans an admin may need to allow them.
See a question become useful work.
Questions? Email support@floom.vc and we’ll help you get connected.
