Integration

Cobalt Portfolio Monitoring integration

Cobalt (by FactSet) is a portfolio monitoring platform for private equity and venture fund managers. Manage portfolios, funds, portfolio companies and add-ons, deals and cash flows; read performance figures (IRR, TVPI, DPI, NAV) and valuation bridges; manage KPIs (basic metrics, metric sets and values in the new metric system, and the old metric system routes), scenarios, calculated metrics, metric aliases, custom fields and their values, charts of accounts, value groups and written investment updates. Webhooks are configured by admins in the Cobalt Admin Console and are not exposed here, nor is the API status check. Many writes take a list and create or update several records in one call. API access is for Cobalt customers: the key comes from Cobalt API support ([email protected]) and its permissions decide what each call may do. Rate limit: 100 requests per 120-second window unless a tool says otherwise. Authentication is the key sent raw in the Authorization header.

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When this happens, do that in Cobalt Portfolio Monitoring.Built from the 118 Cobalt Portfolio Monitoring tools below, on the connection you add once.

What you can do with Cobalt Portfolio Monitoring

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Cashflow, 6 operations

create_cashflowCreate cashflowPOSTCreates one cash flow on a fund. A gross cash flow needs deal_uid; a net cash flow must not have one. date is a Unix timestamp.
delete_cashflowDelete cashflowDELETEDeletes one cash flow by uid. Deletes for real.
get_cashflowGet cashflowGETReturns one cash flow by uid: fund, deal, amount, date, type, aggregation type, classification and investment currency amount.
list_cashflowsList cashflowsGETLists the cash flows of exactly one of: a deal, a fund, a portfolio, or several of one kind (comma-separated uids), each with amount, date, type and classification.
update_cashflowUpdate cashflowPUTUpdates one cash flow by uid. The vendor marks fund_uid, amount, date, aggregation_type and classification_uid required: read it with get_cashflow first and send them back.
update_cashflowsUpdate cashflowsPUTUpdates several cash flows at once; each item carries its uid and its full set of fields. fund_uid, deal_uid and aggregation_type cannot be changed. Changes the records for real.

Custom field value, 6 operations

create_custom_field_valueCreate custom field valuePOSTSets a custom field value on exactly one deal, company, fund or cash flow. Rich text values cannot be created through the API.
delete_custom_field_valueDelete custom field valueDELETEDeletes one custom field value by uid. Deletes for real.
get_custom_field_valueGet custom field valueGETReturns one custom field value by uid, with its field, entity, date, value and option labels.
list_custom_field_valuesList custom field valuesGETLists custom field values attached to the given entities and custom fields (comma-separated uids), optionally as of a date.
update_custom_field_valueUpdate custom field valuePUTUpdates one custom field value (its value and, for dated fields, its date). Rich text values cannot be updated through the API.
update_custom_field_valuesUpdate custom field valuesPUTUpdates several custom field values at once; each item carries its uid. Rich text values cannot be updated through the API.

Deal, 6 operations

create_dealCreate dealPOSTCreates one deal: a fund's investment round in a company, with currency, acquisition and exit dates (Unix timestamps) and commitment.
delete_dealDelete dealDELETEDeletes one deal by uid. Deletes for real.
delete_dealsDelete dealsDELETEDeletes the deals whose uids are given (comma-separated). Deletes for real.
get_dealGet dealGETReturns one deal by uid: company, fund, round name, currency, acquisition and exit dates and commitment.
list_dealsList dealsGETLists deals (a fund's investment round in a company), filtered by portfolio, fund, company or deal uids; all deals when no filter is given. Pages with limit and offset.
update_dealsUpdate dealsPUTUpdates one or more deals; each item carries its uid and only the fields to change.

Association, 5 operations

create_metric_alias_associationCreate metric alias associationPOSTAssociates a metric alias with one company metric: pass exactly one of basic_metric_uid or calculated_metric_uid. Needs an account migrated to the new metric system and admin access.
delete_metric_alias_associationDelete metric alias associationDELETEDeletes one metric alias association by uid. Deletes for real. Needs an account migrated to the new metric system and admin access.
get_metric_alias_associationGet metric alias associationGETReturns one metric alias association by uid. Needs an account migrated to the new metric system.
list_metric_alias_associationsList metric alias associationsGETLists the company metrics associated with one metric alias. Pages with limit and offset. Needs an account migrated to the new metric system.
update_metric_alias_associationUpdate metric alias associationPUTPoints one metric alias association at another metric: pass exactly one of basic_metric_uid or calculated_metric_uid. Needs an account migrated to the new metric system and admin access.

Basic metric, 5 operations

create_basic_metricsCreate basic metricsPOSTCreates one or more basic metrics for a company. A point-in-time metric cannot have a TTM frequency. Needs an account migrated to the new metric system.
delete_basic_metricsDelete basic metricsDELETEDeletes the basic metrics whose uids are given, together with their metric sets and alias associations. Deletes for real. Needs an account migrated to the new metric system.
get_basic_metricGet basic metricGETReturns one basic metric by uid: company, name, description, format, value type and whether it holds data. Needs an account migrated to the new metric system.
list_basic_metricsList basic metricsGETLists basic metrics (KPIs scoped to one company or add-on), with format and value type, optionally for one company. Pages with limit and offset. Needs an account migrated to the new metric system.
update_basic_metricsUpdate basic metricsPUTUpdates one or more basic metrics; value_type and format can only change while the metric holds no data. Needs an account migrated to the new metric system.

Cashflows meta, 5 operations

create_cashflow_typesCreate cashflow typesPOSTCreates one or more custom cash flow types.
delete_cashflow_typesDelete cashflow typesDELETEDeletes the custom cash flow types whose uids are given in type_uids (system types cannot be deleted). Deletes for real.
get_cashflow_typeGet cashflow typeGETReturns one cash flow type by uid, with its recallable and non-capital flags.
list_cashflow_typesList cashflow typesGETLists the cash flow types (system defined and custom), with recallable and non-capital flags.
update_cashflow_typesUpdate cashflow typesPUTUpdates one or more custom cash flow types; each item carries its uid and every field marked required (cf_type, name, non_capital, recallable), current values included.

Company, 5 operations

create_companyCreate companyPOSTCreates a portfolio company. Pass either all fiscal parameters (fiscal_year_end and fiscal_q1 to fiscal_q4) or none.
delete_companyDelete companyDELETEDeletes one portfolio company by uid. Deletes for real.
get_companyGet companyGETReturns one portfolio company by uid: name, currency and fiscal quarter configuration.
list_companiesList companiesGETLists the portfolio companies, with name, currency and fiscal quarter configuration. Pages with limit and offset.
update_companyUpdate companyPUTUpdates one portfolio company; send only the fields to change. Pass either all fiscal parameters or none.

Custom field, 5 operations

create_custom_fieldCreate custom fieldPOSTCreates a custom field. With default_cashflow=true the field_type must be 8 (single option) and has_date must be false.
delete_custom_fieldDelete custom fieldDELETEDeletes one custom field by uid. Deletes for real.
get_custom_fieldGet custom fieldGETReturns one custom field by uid, with type, defaults and options.
list_custom_fieldsList custom fieldsGETLists the custom fields, with type, whether they are dated, which entity types they apply to by default and their options.
update_custom_fieldUpdate custom fieldPUTUpdates one custom field. A default_<entity> flag cannot be set to false while values exist for that entity type.

Fund, 5 operations

create_fundCreate fundPOSTCreates a fund with a name, currency and commitment.
delete_fundDelete fundDELETEDeletes one fund by uid. Deletes for real.
get_fundGet fundGETReturns one fund by uid: name, currency, commitment, vintage year and last update.
list_fundsList fundsGETLists funds, optionally those of one portfolio, with commitment, currency and vintage year. Pages with limit and offset.
update_fundUpdate fundPUTUpdates one fund; send only the fields to change.

Investment update type, 5 operations

create_investment_update_typeCreate investment update typePOSTCreates an investment update type with a name and a color.
delete_investment_update_typesDelete investment update typesDELETEDeletes investment update types by uid (one uid, or several comma-separated). Deletes for real.
get_investment_update_typeGet investment update typeGETReturns one investment update type by uid.
list_investment_update_typesList investment update typesGETLists the investment update types used to label investment updates, with color and usage count.
update_investment_update_typesUpdate investment update typesPUTUpdates one or more investment update types; each item carries its uid, name and color, current values included for what does not change.

Investment update value, 5 operations

create_investment_updatesCreate investment updatesPOSTCreates one or more investment updates (written notes on companies). Rich text is not supported.
delete_investment_updatesDelete investment updatesDELETEDeletes investment updates by uid (one uid, or several comma-separated). Deletes for real.
get_investment_updateGet investment updateGETReturns one investment update by uid: company, type, title, text, author and dates.
list_investment_updatesList investment updatesGETLists investment updates (written notes on companies), filtered by companies and types, optionally as of a date, with title, text and author.
update_investment_updatesUpdate investment updatesPUTUpdates one or more investment updates; each item carries its uid, title, text, type_uid and as_of_date, current values included for what does not change.

Metric scenario, 5 operations

create_metric_scenarioCreate metric scenarioPOSTCreates a metric scenario. Needs an account migrated to the new metric system.
delete_metric_scenarioDelete metric scenarioDELETEDeletes one metric scenario; deleting the default one needs new_default_scenario_uid. Deletes for real. Needs an account migrated to the new metric system.
get_metric_scenarioGet metric scenarioGETReturns one metric scenario by uid, with whether it is in use. Needs an account migrated to the new metric system.
list_metric_scenariosList metric scenariosGETLists metric scenarios with their default and forward-looking flags. Pages with limit and offset. Needs an account migrated to the new metric system.
update_metric_scenarioUpdate metric scenarioPUTUpdates one metric scenario; send only the fields to change. Needs an account migrated to the new metric system.

Portfolio, 5 operations

create_portfolioCreate portfolioPOSTCreates a portfolio with a name and its fund uids.
delete_portfolioDelete portfolioDELETEDeletes one portfolio by uid. Deletes for real.
get_portfolioGet portfolioGETReturns one portfolio by uid, with its fund uids.
list_portfoliosList portfoliosGETLists portfolios (groups of funds) with their fund uids. Pages with limit and offset.
update_portfolioUpdate portfolioPUTRenames one portfolio. Its funds cannot be changed: delete and re-create the portfolio for that.

Value, 5 operations

create_legacy_metric_valueCreate legacy metric valuePOSTCreates one metric value (a dated number) in a metric set of the old system; on a migrated account only for deal metrics.
delete_legacy_metric_valueDelete legacy metric valueDELETEDeletes one metric value of the old system; on a migrated account only deal metric values. Deletes for real.
list_legacy_metric_valuesList legacy metric valuesGETLists the values of one or more metric sets of the old system (pass metric_set_uid or metric_set_uids). Rate limit 300 per window. Old metric system: on a migrated account only deal metrics are served.
update_legacy_metric_valueUpdate legacy metric valuePUTUpdates the value of one metric value of the old system; on a migrated account only deal metric values.
update_legacy_metric_valuesUpdate legacy metric valuesPUTUpdates several metric values of the old system at once; each item carries its uid. On a migrated account only deal metric values.

Add on company, 4 operations

create_add_on_companiesCreate add on companiesPOSTCreates one or more add-on companies under their parent portfolio companies, all in one request.
delete_add_on_companiesDelete add on companiesDELETEDeletes the add-on companies whose uids are given (comma-separated). Deletes for real.
list_add_on_companiesList add on companiesGETLists the add-on companies (investments that are subsidiaries of a parent investment), with name, currency, parent company and acquisition date. Pages with limit and offset.
update_add_on_companiesUpdate add on companiesPUTUpdates one or more add-on companies; each item carries its uid and only the fields to change.

Basic metric set, 4 operations

create_basic_metric_setsCreate basic metric setsPOSTCreates one or more basic metric sets, each tying a basic metric to a scenario with a frequency and base currency. Needs an account migrated to the new metric system.
delete_basic_metric_setsDelete basic metric setsDELETEDeletes the basic metric sets whose uids are given (comma-separated). Deletes for real. Needs an account migrated to the new metric system.
list_basic_metric_setsList basic metric setsGETLists basic metric sets (a basic metric under one scenario, with frequency and currency), filtered by company or basic metric. Pages with limit and offset. Needs an account migrated to the new metric system.
update_basic_metric_setsUpdate basic metric setsPUTUpdates one or more basic metric sets; frequency can only change while the set holds no data. Needs an account migrated to the new metric system.

Basic metric value, 4 operations

create_basic_metric_valuesCreate basic metric valuesPOSTCreates one or more basic metric values (a dated value in a basic metric set). Needs an account migrated to the new metric system.
delete_basic_metric_valuesDelete basic metric valuesDELETEDeletes the basic metric values whose uids are given (comma-separated). Deletes for real. Needs an account migrated to the new metric system.
list_basic_metric_valuesList basic metric valuesGETLists the values of the given basic metric sets (comma-separated uids), each with date, value and as-of date. Pages with limit and offset. Needs an account migrated to the new metric system.
update_basic_metric_valuesUpdate basic metric valuesPUTUpdates one or more basic metric values; each item carries its uid and the fields to change. Needs an account migrated to the new metric system.

Metric alias, 4 operations

create_metric_aliasesCreate metric aliasesPOSTCreates one or more metric aliases. Needs an account migrated to the new metric system and admin access.
delete_metric_aliasesDelete metric aliasesDELETEDeletes the metric aliases whose uids are given (comma-separated). Deletes for real. Needs an account migrated to the new metric system and admin access.
list_metric_aliasesList metric aliasesGETLists metric aliases (one name shared by equivalent metrics across companies). Pages with limit and offset. Needs an account migrated to the new metric system.
update_metric_aliasesUpdate metric aliasesPUTUpdates one or more metric aliases. Needs an account migrated to the new metric system and admin access.

Scenario, 4 operations

create_legacy_scenarioCreate legacy scenarioPOSTCreates a metric scenario in the old metric system.
delete_legacy_scenarioDelete legacy scenarioDELETEDeletes one metric scenario of the old metric system. Deletes for real.
list_legacy_scenariosList legacy scenariosGETLists the metric scenarios of the old metric system. Pages with limit and offset.
update_legacy_scenarioUpdate legacy scenarioPUTUpdates one metric scenario of the old metric system; send only the fields to change.

Set, 4 operations

create_legacy_metric_setCreate legacy metric setPOSTCreates a metric set in the old system for a company or a deal (pass one); a deal set always uses the default scenario.
delete_legacy_metric_setDelete legacy metric setDELETEDeletes one metric set of the old system; on a migrated account only deal sets can be deleted. Deletes for real.
list_legacy_metric_setsList legacy metric setsGETLists metric sets of the old system, filtered by company, deal, scenario or metric (company_uid and company_uids not together). Pages with limit and offset.
update_legacy_metric_setUpdate legacy metric setPUTUpdates one metric set of the old system; on a migrated account only deal sets can be updated.

Metric, 3 operations

create_legacy_metricCreate legacy metricPOSTCreates a company metric in the old metric system. A month time frame needs a monthly frequency, a quarter one a quarterly frequency.
delete_legacy_metricDelete legacy metricDELETEDeletes one metric of the old metric system. Deletes for real.
list_legacy_metricsList legacy metricsGETLists the metrics of the old metric system, with format, frequency and time frame. Pages with limit and offset. Old metric system: on a migrated account only deal metrics are served.

Calculation mapping, 2 operations

create_calculation_mappingsCreate calculation mappingsPOSTCreates one or more calculation mappings; either all are created or none. Fields that do not apply to a mapping's calculation_type are rejected.
list_calculation_mappingsList calculation mappingsGETLists the calculation mappings, which define which cash flow classifications feed each calculation (IRR, paid-in, distributed, NAV, TVPI, DPI, RVPI...).

External fund, 2 operations

get_external_fundGet external fundGETReturns one external fund by uid, with its investor name.
list_external_fundsList external fundsGETLists the external investor funds linked to your account, with investor name. Pages with limit and offset.

Value group, 2 operations

create_value_groupsCreate value groupsPOSTCreates one or more value groups; either all are created or none.
list_value_groupsList value groupsGETLists value groups: named, colored groups of base metrics, calculated metrics and custom fields used in the Cobalt UI.

Bulk, 1 operation

get_calculated_values_bulkGet calculated values bulkGETReturns the same performance figures as get_calculated_values for several entities at once: pass exactly one of deal_uids, fund_uids, portfolio_uids or company_uids (comma-separated).

Calculated value, 1 operation

get_calculated_valuesGet calculated valuesGETReturns performance figures (IRR, TVPI, DPI, RVPI, NAV, paid-in, distributed, unfunded, commitment) for exactly one deal, fund or portfolio, optionally as of a date.

Chart of account, 1 operation

get_chart_of_accountsGet chart of accountsGETReturns the chart of accounts of one company: its accounts with name, type, parent, totals and attached scenarios. Needs an account migrated to the new metric system.

Currency, 1 operation

list_currenciesList currenciesGETLists the currencies Cobalt supports, with symbol and name.

Delete, 1 operation

delete_cashflowsDelete cashflowsPOSTDeletes several cash flows at once by uid. Deletes for real.

Disable, 1 operation

disable_chart_of_accountsDisable chart of accountsPOSTDisables the chart of accounts of one company. action try (the default) disables it only if possible, migrate turns its metrics into KPIs, delete deletes all its metrics for real. Needs an account migrated to the new metric system.

External investor, 1 operation

list_external_investorsList external investorsGETLists external investors with their funds and deal counts.

Get global, 1 operation

get_global_calculated_metric_valuesGet global calculated metric valuesPOSTReads (changes nothing) the values of global calculated metrics, those shared by several companies, for metric and company pairs over a timeframe and scenario.

Get scoped, 1 operation

get_scoped_calculated_metric_valuesGet scoped calculated metric valuesPOSTReads (changes nothing) the values of entity calculated metrics, those that belong to one company, over a timeframe and scenario.

Initialize, 1 operation

initialize_charts_of_accountsInitialize charts of accountsPOSTCopies a chart of accounts onto each target company from source_company_uid; without a source, companies with KPIs get an empty chart, others the system template. Needs an account migrated to the new metric system.

List, 1 operation

list_calculated_metricsList calculated metricsPOSTReads (changes nothing) the global and entity calculated metrics defined for the given companies.

Valuation bridge, 1 operation

get_valuation_bridgeGet valuation bridgeGETReturns the valuation bridge of exactly one deal or fund: value growth attributed to revenue growth, margin improvement, multiple expansion, debt paydown, add-on and platform expansion.

Use Cobalt Portfolio Monitoring from Claude Code, Cursor or Codex

Connect Cobalt Portfolio Monitoring in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Cobalt Portfolio Monitoring operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Cobalt Portfolio Monitoring

Create your workspace
Sign up free. Nothing to install.
Connect Cobalt Portfolio Monitoring once
Add your Cobalt Portfolio Monitoring connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.