The Vertalo MCP server turns SEC-registered transfer agency into tools your software and AI agents call directly — issue and configure assets, record ownership, tokenize and transfer, and attach the compliance results your providers produce. Vertalo stays the record of truth. Your agent does the work.
Model Context Protocol (MCP) lets an authorized AI agent discover what a system can do, then carry it out. Instead of another bespoke API integration, any MCP-aware client — Claude, ChatGPT, Codex, Cursor, Grok, or the agent your team builds — works against the same published tools. Robinhood runs agentic trading on it in production. Vertalo runs transfer agency on it.
The agent queries the MCP server to learn which tools exist, what inputs they take, and what role it holds. No custom docs needed.
The agent calls tools by name with validated inputs. The server handles auth, schema enforcement, chain interaction, and writes to the record.
Every state-changing action writes a delegation record. Regulated approvals stay behind a human gate. The routine path automates; judgment stays yours.
Tools arrive organized by role, so your agent gets exactly the operations its role allows.
Configure assets, rounds, tranches, and allocations. Issue and service digital and tokenized securities, issuance to redemption.
Onboard investors, attach KYC, accreditation, and signed documents to the record, and move positions through approved workflows.
Read authoritative positions and restrictions; record trades and settlement events against the golden source.
Reconcile custody positions to the registered record; connect settlement and reporting hooks.
An agent asks for the data it wants or supplies the inputs to write. For blockchain actions — token deployment, minting — it supplies the inputs and the server handles the chain.
Routine reads and drafts run on their own. Regulated approvals — issuance and transfer, including clawback and redemption — wait for a person. By design.
Retail agentic products push agent risk onto the user. A regulated record can't. Every action against the Vertalo record is:
The agent authenticates with issued keys, discovers its delegated role, and can only call that role's tools. Bound to a role and an account.
The input schema is the contract. An agent can't ask for a field that doesn't exist, so failed integrations fall away.
Every state-changing call writes a delegation record: which human authorized which agent to take which action. Machine-readable supervision for a registered TA.
Issuance and transfer, including clawback and redemption, stay behind a person where review is required. The routine path automates; judgment stays human.
Point any MCP-aware client at the Vertalo sandbox endpoint and go.
Endpoint: agent.vertalo.com/mcp (proposed)
Settings → Connectors → Add custom connector → paste the endpoint
claude mcp add vertalo --transport http [ENDPOINT]
Settings → Apps → Create app → paste the endpoint
Settings → MCP servers → Streamable HTTP → paste the endpoint
Settings → Tools & MCPs → Connect → paste the endpoint
Any MCP-compatible client works. Endpoint: [ENDPOINT]
Write access opens by contract and role as the tool surface moves to production. Let's scope a pilot on one of your assets.
Tell us a bit about your use case and we'll send credentials to connect your agent.
Tell us about your use case — we'll follow up within one business day.
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