FINBOURNE unlocks compliant agentic AI for the investment industry - powered by MCP

London, 24 June 2025 – FINBOURNE Technology, the cloud-native data and investment management platform, today announces a new integration with Anthropic’s Claude, leveraging the Model Context Protocol (MCP) – the open standard for connecting AI systems to enterprise tools and data launched last November. FINBOURNE now enables secure, permission-aware AI agents to access live investment data, automate workflows, and take real-time action across complex financial operations – all within the boundaries of enterprise-grade control, compliance, and auditability.

From siloed AI to secure, real-time collaboration

Traditional AI architectures – built around data warehouses and retrieval-based models – have absorbed massive investment across the industry, yet consistently fail to deliver timely or actionable insights. These legacy systems suffer from stale data, fragmented context, rigid integrations, limited ability to trigger actions, and poor scalability. In highly regulated investment environments, they have proven costly, complex, and ultimately inadequate for real-world AI adoption.

What Claude brings: intelligent, agentic AI collaboration

Claude is a top-tier AI assistant developed by Anthropic that combines powerful reasoning with safety-focused design. Leveraging advanced large language models like Opus 4 and Sonnet 4, Claude can not only query information but also reason over data and execute multi-step workflows – and can now access the power of FINBOURNE’s capabilities without compromising its security, permissions and auditability.

What FINBOURNE offers: a uniquely modern, API-first data and operations platform

FINBOURNE was architected from the ground up with real-time, live data operations in mind. Every core data entity – from legal entities and transactions to holdings and positions – is accessible through a unified API layer, and now MCP too, alongside critical functions such as P&L calculation, chart of accounts, and trial balance generation. Its virtualization and workflow engine connects internal systems and external sources (counterparties, custodians, Salesforce, Snowflake…) to orchestrate complex business processes in real time.

This architecture provides the fine-grained entitlements, secure operational APIs, and live data access that AI agents require to operate with full context and compliance.

What this integration unlocks: secure, intelligent automation across investment operations

By combining Claude’s seamless MCP support and FINBOURNE’s comprehensive APIs, enterprises can unlock powerful new use cases, such as:

• Calculating real-time performance and risk metrics
• Automating multi-step workflows spanning multiple systems
• Executing actions with full data lineage and entitlements

– all while maintaining enterprise-grade governance, compliance, and security.

Built for openness, governance, and scale

“MCP is driving a groundbreaking shift in how large language models interact with enterprise tools,” said Tom McHugh, CEO and co-Founder, FINBOURNE. “This transformation unlocks enormous potential for secure human-AI collaboration – where agentic AI respects and operates within your existing controls, just like a trusted member of your team. These opportunities can only be fully realized by companies built on the right architecture, openness, and security principles. We’re excited to help shape what’s possible in this new era.”

“FINBOURNE’s One to Watch award reflects its ability to connect powerful models to live operational data without compromising compliance,” said Sid Dash, Chief Researcher at Chartis. “Its innovative platform brings trustworthy, agentic AI into real-world financial operations – with the governance, interoperability, and data integrity that regulated environments demand.”

See it in action

FINBOURNE will showcase these new capabilities at FundForum Monaco, the world’s largest asset and wealth management event, this week. Attendees can join live presentations from Thomas McHugh or stop by the FINBOURNE booth for hands-on demos of Claude-powered workflows running securely on live operational data.

About FINBOURNE Technology

FINBOURNE is reshaping investment management for the modern data era. Our cloud-native platform connects data, workflows, and insights across the investment lifecycle – from enterprise data management to investment operations and fund servicing. Built for performance, scale, and transparency, we help the world’s leading financial institutions grow revenue, cut costs, and manage risk with confidence.

Trusted by global leaders including Fidelity International, London Stock Exchange Group, Baillie Gifford, and Northern Trust, FINBOURNE operates across the UK, Europe, North America, Asia, and Australia.

About Chartis Research

Chartis Research is a leading provider of research and analysis on the global risk technology market. Known for its rigorous methodology and deep domain expertise, Chartis publishes the annual RiskTech100 and BuySide50 rankings-benchmarking the most impactful vendors in areas like investment lifecycle management, risk analytics, and financial technology. A mention in Chartis signals credibility with buyers and influencers across the financial sector.

Media Contact:

Laura Morrison, finbourne@aspectusgroup.com