CAIS

CAIS (Capital Integration Systems LLC) is a New York-headquartered fintech company operating the leading alternative investment platform for independent wealth management. Founded in 2009 by Matt Brown, CAIS connects financial advisors with a curated menu of private equity, private credit, hedge fund, real estate, infrastructure, structured note and precious metals strategies from third-party asset managers and bank issuers, and pairs the marketplace with CAIS Solutions (a SaaS trade and post-trade operating layer for RIAs, aggregators and independent broker-dealers), CAIS IQ (advisor education), Compass (portfolio construction) and CAISey (an AI assistant). The platform serves 2,500+ wealth management firms and 65,000+ advisors overseeing roughly $8.5 trillion in end-client assets, with technology integrations into major custodians (Fidelity, BNY Pershing, Schwab Advisor Services, Goldman Sachs Custody Solutions), reporting providers (Addepar, Black Diamond, Envestnet, Orion, Tamarac) and 30+ fund administrators, plus DTCC AIP reporting. In May 2026 CAIS launched a remote Model Context Protocol (MCP) server as part of its "Alts Engine" strategy, exposing fund, holdings, education and identity data to AI agents over OAuth 2.1.

CAIS publishes 1 API on the APIs.io network. Tagged areas include Company, Alternative Investments, Wealth Management, Financial Services, and Fintech.

CAIS’s developer surface includes authentication, documentation, support, engineering blog, signup flow, and 21 more developer resources.

🌐 Visit website 📡 Source on GitHub
25.7/100 emerging ▬ flat Agent 27/100 agent aware Full breakdown ↓
scored 2026-08-05 · rubric v0.9.1
1 APIs 1 MCP Servers
CompanyAlternative InvestmentsWealth ManagementFinancial ServicesFintechPrivate MarketsAsset ManagementStructured ProductsInvestment PlatformArtificial Intelligence

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-08-05 · rubric v0.9.1
Composite quality — 25.7/100 · emerging
Contract Quality 0.0 / 25
Developer Ergonomics 8.7 / 20
Commercial Clarity 6.8 / 20
Operational Transparency 0.0 / 13
Governance 1.5 / 12
Discoverability 8.7 / 10
Agent readiness — 27/100 · agent aware
Machine-Readable Contract 0 / 18
Agentic Access Contract 0 / 10
MCP Server 12 / 12
Machine-Readable Auth 10 / 10
Idempotency 0 / 9
Stable Error Semantics 8 / 8
Request/Response Examples 0 / 7
Rate-Limit Signaling 0 / 7
Typed Event Surface 0 / 6
Agent Skills 0 / 5
Well-Known Catalog 4 / 4
Consent & Bot Identity 0 / 3
A2A Agent Card 0 / 8
Dry-Run / Simulate Mode 0 / 4
Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/cais: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

APIs 1

Individual APIs this provider publishes, each with its own machine-readable definition.

CAIS MCP Server

CAIS operates a remote Model Context Protocol server at https://mcp.caisgroup.com/mcp, announced 2026-05-19 as the first surface of the company's "Alts Engine" strategy and init...

MCP Servers 1

Model Context Protocol servers that expose these APIs to AI agents.

cais-mcp.yml

MCP SERVER

Security Posture 2

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Cais Authentication

oauth2/openIdConnect · 2 schemes

SECURITY

Cais Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Cais Scopes

12 scopes · authorizationCode

12 scopes

SCOPES

Resources

Get Started 3

Portal, sign-up, and the first successful call

DeveloperPortal
DeveloperPortal
 SignUp
SignUp
 Login
Login

Documentation 1

Reference material describing how the API behaves

Documentation
Documentation

Agent Surfaces 3

MCP servers, agent skills, and machine-readable catalogs

MCPServer
MCPServer
 WellKnown
WellKnown
 LLMsTxt
LLMsTxt

Design & Contract 3

Pagination, idempotency, versioning, errors, and events

Conformance
Conformance
 Conventions
Conventions
 ErrorCatalog
ErrorCatalog

Access & Security 3

Authentication, authorization, and security posture

DomainSecurity
DomainSecurity
 Authentication
Authentication
 OAuthScopes
OAuthScopes

Operate 1

Status, limits, changes, and where to get help

Support
Support

Commercial 2

Pricing, plans, and the legal terms of use

TermsOfService
TermsOfService
 PrivacyPolicy
PrivacyPolicy

Company 5

The organization behind the API

Website
Website
 Blog
Blog
 Press
Press
 Careers
Careers
 LinkedIn
LinkedIn

Other 5

Properties that don't map to a standard resource type

SecondaryMarket
SecondaryMarket
 Accessibility
Accessibility
 BusinessContinuity
BusinessContinuity
 Podcast
Podcast
 CaseStudies
CaseStudies

Source (apis.yml)

apis.yml Raw ↑ 
aid: cais
name: CAIS
description: CAIS (Capital Integration Systems LLC) is a New York-headquartered fintech company operating the leading alternative
  investment platform for independent wealth management. Founded in 2009 by Matt Brown, CAIS connects financial advisors with
  a curated menu of private equity, private credit, hedge fund, real estate, infrastructure, structured note and precious
  metals strategies from third-party asset managers and bank issuers, and pairs the marketplace with CAIS Solutions (a SaaS
  trade and post-trade operating layer for RIAs, aggregators and independent broker-dealers), CAIS IQ (advisor education),
  Compass (portfolio construction) and CAISey (an AI assistant). The platform serves 2,500+ wealth management firms and 65,000+
  advisors overseeing roughly $8.5 trillion in end-client assets, with technology integrations into major custodians (Fidelity,
  BNY Pershing, Schwab Advisor Services, Goldman Sachs Custody Solutions), reporting providers (Addepar, Black Diamond, Envestnet,
  Orion, Tamarac) and 30+ fund administrators, plus DTCC AIP reporting. In May 2026 CAIS launched a remote Model Context Protocol
  (MCP) server as part of its "Alts Engine" strategy, exposing fund, holdings, education and identity data to AI agents over
  OAuth 2.1.
image: https://www.caisgroup.com/favicon.ico
url: https://raw.githubusercontent.com/api-evangelist/cais/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
specificationVersion: '0.20'
created: '2026-08-01'
modified: '2026-08-01'
tags:
- Company
- Alternative Investments
- Wealth Management
- Financial Services
- Fintech
- Private Markets
- Asset Management
- Structured Products
- Investment Platform
- Artificial Intelligence
apis:
- aid: cais:cais-mcp-server
  name: CAIS MCP Server
  description: CAIS operates a remote Model Context Protocol server at https://mcp.caisgroup.com/mcp, announced 2026-05-19
    as the first surface of the company's "Alts Engine" strategy and initially available to a select group of advisors within
    the CAIS network. It lets an agent query fund data, evaluate manager performance and surface portfolio insights from inside
    an advisor's existing workspace. The endpoint is protected by OAuth 2.1 with RFC 9728 protected-resource metadata, dynamic
    client registration (RFC 7591) and PKCE S256; twelve scopes are advertised across four service domains (caisiq, funds,
    iam, ips). tools/list is auth-gated — an anonymous JSON-RPC call returns HTTP 401 invalid_token — so the live tool schemas
    require an authenticated CAIS advisor client.
  humanURL: https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence
  baseURL: https://mcp.caisgroup.com/mcp
  tags:
  - MCP
  - Alternative Investments
  - Artificial Intelligence
  properties:
  - type: MCPServer
    url: mcp/cais-mcp.yml
  - type: OAuthScopes
    url: scopes/cais-scopes.yml
  - type: Authentication
    url: authentication/cais-authentication.yml
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: DomainSecurity
  url: security/cais-domain-security.yml
- type: MCPServer
  url: mcp/cais-mcp.yml
- type: WellKnown
  url: well-known/cais-well-known.yml
- type: Authentication
  url: authentication/cais-authentication.yml
- type: OAuthScopes
  url: scopes/cais-scopes.yml
- type: Conformance
  url: conformance/cais-conformance.yml
- type: Conventions
  url: conventions/cais-conventions.yml
- type: ErrorCatalog
  url: errors/cais-problem-types.yml
- type: LLMsTxt
  url: llms/cais-llms.txt
- type: Website
  url: https://www.caisgroup.com/
- type: SecondaryMarket
  url: https://forgeglobal.com/cais_stock/
- type: DeveloperPortal
  url: https://www.caisgroup.com/financial-advisor/how-we-partner/integrations
- type: Documentation
  url: https://www.caisgroup.com/financial-advisor/cais-platform/cais-solutions
- type: Support
  url: https://www.caisgroup.com/contact
- type: Blog
  url: https://www.caisgroup.com/insights
- type: SignUp
  url: https://www.caisgroup.com/sign-up
- type: Login
  url: https://members.caisgroup.com
- type: TermsOfService
  url: https://www.caisgroup.com/legal/terms-of-use
- type: PrivacyPolicy
  url: https://www.caisgroup.com/legal/privacy-policy
- type: Accessibility
  url: https://www.caisgroup.com/legal/accessibility-commitment
- type: BusinessContinuity
  url: https://www.caisgroup.com/legal/business-continuity-plan
- type: Press
  url: https://www.caisgroup.com/our-company/press
- type: Podcast
  url: https://www.caisgroup.com/podcast
- type: CaseStudies
  url: https://www.caisgroup.com/case-studies
- type: Careers
  url: https://www.caisgroup.com/our-company/careers
- type: LinkedIn
  url: https://www.linkedin.com/company/cais
- type: Integrations
  url: https://www.caisgroup.com/financial-advisor/how-we-partner/integrations
x-enrichment:
  date: '2026-08-01'
  status: enriched
  artifacts_added: 12
  pass: local-v1