What Is the Osmosis Analyst MCP?
The Osmosis Analyst is a hosted MCP (Model Context Protocol) server that connects your AI agent directly to Osmosis. Once connected, you can ask your agent about institutional allocators — pension funds, endowments, sovereign funds, and more — and it pulls answers straight from the Osmosis dataset.
It surfaces the same intelligence that powers osmosis.fm: allocator profiles, board and investment meetings, personnel moves, board rosters, consultant activity, and strategy signals across asset classes like private credit, real estate, and infrastructure.
What you can ask
- Find and profile allocators — pension funds, endowments, sovereign wealth funds, and more.
- Pull board rosters and personnel moves — who sits on a board, plus recent hires, departures, and role changes.
- Review recent meetings — board and investment-committee meetings, with analysis.
- Track strategy signals and consultants — allocator activity and consultant mentions across asset classes.
This MCP exposes the Analyst’s data tools. The full Osmosis Analyst at osmosis.fm unlocks pro features the raw tools can’t: a proactive auto-analyst that surfaces signals for you, source-citation browsing that traces every answer back to its document, and guided research journeys like meeting briefs and strategy recaps. Explore the full Analyst →
What Is the Osmosis Analyst MCP?
The Osmosis Analyst is a hosted MCP (Model Context Protocol) server that connects your AI agent directly to Osmosis. Once connected, you can ask your agent about institutional allocators — pension funds, endowments, sovereign funds, and more — and it pulls answers straight from the Osmosis dataset.
It surfaces the same intelligence that powers osmosis.fm: allocator profiles, board and investment meetings, personnel moves, board rosters, consultant activity, and strategy signals across asset classes like private credit, real estate, and infrastructure.
What you can ask
- Find and profile allocators — pension funds, endowments, sovereign wealth funds, and more.
- Pull board rosters and personnel moves — who sits on a board, plus recent hires, departures, and role changes.
- Review recent meetings — board and investment-committee meetings, with analysis.
- Track strategy signals and consultants — allocator activity and consultant mentions across asset classes.
This MCP exposes the Analyst’s data tools. The full Osmosis Analyst at osmosis.fm unlocks pro features the raw tools can’t: a proactive auto-analyst that surfaces signals for you, source-citation browsing that traces every answer back to its document, and guided research journeys like meeting briefs and strategy recaps. Explore the full Analyst →
Before You Begin
You’ll need a few things in place before connecting:
- An Osmosis account — sign in with the same email and password you use at osmosis.fm, or use Sign in with Google on the account tied to Osmosis.
- A supported client — Claude Desktop or claude.ai (any plan, including Free), ChatGPT (a paid plan), or Microsoft 365 Copilot (a per-user Copilot license or pay-as-you-go access). Claude Code also works if you prefer the command line.
- The Analyst’s server URL, below — only needed for ChatGPT or if you add the Analyst to Claude by hand. In Claude you can simply pick it from the Connectors Directory, and in Microsoft 365 Copilot you add it from the agent store.
Server URL
https://mcp.osmosis.fm/mcp/tools
Before You Begin
You’ll need a few things in place before connecting:
- An Osmosis account — sign in with the same email and password you use at osmosis.fm, or use Sign in with Google on the account tied to Osmosis.
- A supported client — Claude Desktop or claude.ai (any plan, including Free), ChatGPT (a paid plan), or Microsoft 365 Copilot (a per-user Copilot license or pay-as-you-go access). Claude Code also works if you prefer the command line.
- The Analyst’s server URL, below — only needed for ChatGPT or if you add the Analyst to Claude by hand. In Claude you can simply pick it from the Connectors Directory, and in Microsoft 365 Copilot you add it from the agent store.
Server URL
https://mcp.osmosis.fm/mcp/toolsConnect with Claude (Recommended)
The Osmosis Analyst is listed in the Claude Connectors Directory, so connecting takes two clicks — no URL to paste and no command line. Open the Discover tab under Connectors, search for it, click Connect, sign in once with your Osmosis account, and it’s available in every chat on claude.ai, in Claude Desktop, in the Claude mobile apps, and in Claude Code.
1. Add the Osmosis Analyst from the directory
Open Connectors
In Claude Desktop or on claude.ai, open Customize and select Connectors. (From a chat, you can also click the + in the message box and choose Manage connectors.)
Browse the directory
Switch to the Discover tab. Type Osmosis into the Search connectors box — the Osmosis Analyst card appears with a Community badge.
Connect and sign in
Open the Osmosis Analyst listing and click Connect. Your browser opens the Osmosis sign-in page — sign in with your Osmosis email and password, or use Sign in with Google. Once you approve, the connector shows as connected.
Alternative: add it as a custom connector
If you can’t use the directory — for example, your organization restricts it — you can add the Analyst by URL instead. In Customize → Connectors, click Add, choose Add custom connector, name it Osmosis Analyst, and paste the server URL https://mcp.osmosis.fm/mcp/tools (the path must be exact). Leave the Advanced settings OAuth fields blank, click Add, then Connect and sign in as above. Note that on the Free plan you can configure only one custom connector, and on Team and Enterprise plans only an Owner can add one — the directory route has neither restriction.
2. Authorize the tools
Each tool the Analyst exposes needs your permission before Claude can use it. In Customize → Connectors, select Osmosis Analyst to open its Tool permissions. Set the dropdown to Always allow so Claude can query Osmosis without confirming every call — or set each tool individually to allow, ask each time, or deny.
3. Use it in a chat
That’s it — Claude calls the Analyst automatically when a question needs allocator data. To confirm it’s active in a chat, open the search and tools menu in the message box and check that Osmosis Analyst is toggled on. Ask in plain language — see Example prompts.
Alternative: Claude Code
If you work in the terminal, Claude Code reaches the same server. There’s nothing to install. Directory connectors work across every Claude product, so once you’ve connected the Osmosis Analyst on claude.ai — or your organization’s Owner has enabled it for everyone — it’s available in Claude Code automatically whenever you’re signed in with your Claude account.
Connect the Analyst in claude.ai first
Add the Osmosis Analyst from the Connectors Directory by following the steps above, or confirm your organization’s Owner has already enabled it for your workspace.
Run /mcp in Claude Code
Type /mcp. The Osmosis Analyst appears in the list marked as coming from claude.ai. If it needs sign-in, select it and choose Authenticate. Connectors you’ve never signed in to may be tucked behind a Show unused connectors row at the end of the claude.ai section.
claude mcp add. A server you add in Claude Code takes precedence over a claude.ai connector pointing at the same URL — /mcp then lists the claude.ai connector as hidden, and your local copy sidesteps any tool permissions your Owner set org-wide.Only if you can’t use claude.ai connectors at all (for example, you authenticate Claude Code with an API key), register the server yourself. Use --scope user so it’s available across all your projects, then run /mcp, select osmosis-tools, and choose Authenticate to sign in through your browser.
claude mcp add --transport http --scope user osmosis-tools https://mcp.osmosis.fm/mcp/toolsANTHROPIC_API_KEY, ANTHROPIC_AUTH_TOKEN, apiKeyHelper, or a third-party provider such as Amazon Bedrock or Google Cloud is the active auth method — even if you ran /login earlier. Run /status to check which method is active.
Run /mcp at any time to see the Analyst’s connection status and which permission applies to each of its tools. If you registered the server yourself, claude mcp list also shows it, and its tools appear as mcp__osmosis-tools__find_allocator, mcp__osmosis-tools__brief_allocator, and so on.
The Osmosis Analyst is listed in the Claude Connectors Directory, which serves claude.ai, Claude Desktop, mobile, and Claude Code from one catalog. Connect it once and it follows you across all of them. If you added it by URL before it was listed, that connection keeps working — it just shows under Custom in your Connectors list.
Connect with Claude (Recommended)
The Osmosis Analyst is listed in the Claude Connectors Directory, so connecting takes two clicks — no URL to paste and no command line. Open the Discover tab under Connectors, search for it, click Connect, sign in once with your Osmosis account, and it’s available in every chat on claude.ai, in Claude Desktop, in the Claude mobile apps, and in Claude Code.
1. Add the Osmosis Analyst from the directory
Open Connectors
In Claude Desktop or on claude.ai, open Customize and select Connectors. (From a chat, you can also click the + in the message box and choose Manage connectors.)
Browse the directory
Switch to the Discover tab. Type Osmosis into the Search connectors box — the Osmosis Analyst card appears with a Community badge.
Connect and sign in
Open the Osmosis Analyst listing and click Connect. Your browser opens the Osmosis sign-in page — sign in with your Osmosis email and password, or use Sign in with Google. Once you approve, the connector shows as connected.
Alternative: add it as a custom connector
If you can’t use the directory — for example, your organization restricts it — you can add the Analyst by URL instead. In Customize → Connectors, click Add, choose Add custom connector, name it Osmosis Analyst, and paste the server URL https://mcp.osmosis.fm/mcp/tools (the path must be exact). Leave the Advanced settings OAuth fields blank, click Add, then Connect and sign in as above. Note that on the Free plan you can configure only one custom connector, and on Team and Enterprise plans only an Owner can add one — the directory route has neither restriction.
2. Authorize the tools
Each tool the Analyst exposes needs your permission before Claude can use it. In Customize → Connectors, select Osmosis Analyst to open its Tool permissions. Set the dropdown to Always allow so Claude can query Osmosis without confirming every call — or set each tool individually to allow, ask each time, or deny.
3. Use it in a chat
That’s it — Claude calls the Analyst automatically when a question needs allocator data. To confirm it’s active in a chat, open the search and tools menu in the message box and check that Osmosis Analyst is toggled on. Ask in plain language — see Example prompts.
Alternative: Claude Code
If you work in the terminal, Claude Code reaches the same server. There’s nothing to install. Directory connectors work across every Claude product, so once you’ve connected the Osmosis Analyst on claude.ai — or your organization’s Owner has enabled it for everyone — it’s available in Claude Code automatically whenever you’re signed in with your Claude account.
Connect the Analyst in claude.ai first
Add the Osmosis Analyst from the Connectors Directory by following the steps above, or confirm your organization’s Owner has already enabled it for your workspace.
Run /mcp in Claude Code
Type /mcp. The Osmosis Analyst appears in the list marked as coming from claude.ai. If it needs sign-in, select it and choose Authenticate. Connectors you’ve never signed in to may be tucked behind a Show unused connectors row at the end of the claude.ai section.
claude mcp add. A server you add in Claude Code takes precedence over a claude.ai connector pointing at the same URL — /mcp then lists the claude.ai connector as hidden, and your local copy sidesteps any tool permissions your Owner set org-wide.Only if you can’t use claude.ai connectors at all (for example, you authenticate Claude Code with an API key), register the server yourself. Use --scope user so it’s available across all your projects, then run /mcp, select osmosis-tools, and choose Authenticate to sign in through your browser.
claude mcp add --transport http --scope user osmosis-tools https://mcp.osmosis.fm/mcp/toolsANTHROPIC_API_KEY, ANTHROPIC_AUTH_TOKEN, apiKeyHelper, or a third-party provider such as Amazon Bedrock or Google Cloud is the active auth method — even if you ran /login earlier. Run /status to check which method is active.Run /mcp at any time to see the Analyst’s connection status and which permission applies to each of its tools. If you registered the server yourself, claude mcp list also shows it, and its tools appear as mcp__osmosis-tools__find_allocator, mcp__osmosis-tools__brief_allocator, and so on.
The Osmosis Analyst is listed in the Claude Connectors Directory, which serves claude.ai, Claude Desktop, mobile, and Claude Code from one catalog. Connect it once and it follows you across all of them. If you added it by URL before it was listed, that connection keeps working — it just shows under Custom in your Connectors list.
Connect with ChatGPT
ChatGPT calls MCP servers through its Apps feature (older accounts may still call it Connectors).
1. Turn on Developer Mode
Open Settings
On chatgpt.com, click your profile picture (top right) and open Settings.
Enable Developer Mode
Go to Apps (older accounts: Connectors), open Advanced settings, and switch Developer mode on. Accept the security notice.
2. Add the Osmosis connector
Create a custom connector
Back in Apps, click Add custom connector (or Create).
Enter the details
Name it Osmosis Analyst, paste the MCP server URL https://mcp.osmosis.fm/mcp/tools (the path must be exact), and set Authentication to OAuth.
Authorize
Confirm you trust the app and click Create. A window opens to the Osmosis sign-in page — sign in to finish connecting. (If nothing happens, allow pop-ups from chatgpt.com and retry.)
3. Use it in a chat
Open the tools menu
In a chat, click the + in the message box, then More, then Developer mode.
Enable Osmosis
Toggle the Osmosis Analyst app on for this conversation. The input border turns orange to show it’s active.
ChatGPT recently renamed Connectors to Apps — older accounts may still show the Connectors label.
Connect with ChatGPT
ChatGPT calls MCP servers through its Apps feature (older accounts may still call it Connectors).
1. Turn on Developer Mode
Open Settings
On chatgpt.com, click your profile picture (top right) and open Settings.
Enable Developer Mode
Go to Apps (older accounts: Connectors), open Advanced settings, and switch Developer mode on. Accept the security notice.
2. Add the Osmosis connector
Create a custom connector
Back in Apps, click Add custom connector (or Create).
Enter the details
Name it Osmosis Analyst, paste the MCP server URL https://mcp.osmosis.fm/mcp/tools (the path must be exact), and set Authentication to OAuth.
Authorize
Confirm you trust the app and click Create. A window opens to the Osmosis sign-in page — sign in to finish connecting. (If nothing happens, allow pop-ups from chatgpt.com and retry.)
3. Use it in a chat
Open the tools menu
In a chat, click the + in the message box, then More, then Developer mode.
Enable Osmosis
Toggle the Osmosis Analyst app on for this conversation. The input border turns orange to show it’s active.
ChatGPT recently renamed Connectors to Apps — older accounts may still show the Connectors label.
Connect with Microsoft 365 Copilot
The Osmosis Analyst is published in the Microsoft 365 agent store — see the Microsoft Marketplace listing — so there’s no file to upload and nothing for your IT team to configure. Find it in the agent store inside Microsoft 365 Copilot Chat, click Add, sign in once with your Osmosis account, and it’s available wherever you use Copilot Chat: in Teams, on m365.cloud.microsoft/chat, and in the Microsoft 365 Copilot app.
1. Add the Osmosis Analyst from the agent store
Open Copilot Chat
Open Microsoft 365 Copilot Chat — in Teams, on m365.cloud.microsoft/chat, or in the Microsoft 365 Copilot app.
Browse the agent store
Select Agents, then All agents to open the agent store. Search for Osmosis Analyst. (You can also start from the Marketplace listing and click Get it now.)
Add the agent
Open the Osmosis Analyst listing and click Add. The agent opens in Copilot Chat and stays in your Agents list from then on.
2. Sign in to Osmosis
The first time you ask a question that needs Osmosis data, Copilot shows a Sign in to Osmosis Analyst card. Select it, sign in with your Osmosis email and password (or Sign in with Google), and approve. Copilot remembers the session, so you won’t need to sign in again for a while.
3. Use it in a chat
That’s it — Copilot calls the Analyst automatically when a question needs allocator data. Ask in plain language and it answers from live Osmosis data. Copilot may show a short confirmation before it runs a tool the first time — confirm to continue. See Example prompts for ideas.
Already using the version your admin uploaded?
Before the store listing, Osmosis sent the agent as a package your Microsoft 365 admin uploaded as a custom app — it shows your own organization as the publisher. That route is retired. Ask your admin to enable the store version under Agents → All agents in the admin center and then remove the old custom upload, so you get updates automatically. You’ll sign in to Osmosis once more the first time you use the store version.
The Osmosis Analyst is listed in the Microsoft 365 agent store (Microsoft Marketplace). Install it from the store and it works in Copilot Chat across Teams, the web, and the Microsoft 365 Copilot app; some organizations require admin approval first. You sign in with your Osmosis account just like the other clients.
Connect with Microsoft 365 Copilot
The Osmosis Analyst is published in the Microsoft 365 agent store — see the Microsoft Marketplace listing — so there’s no file to upload and nothing for your IT team to configure. Find it in the agent store inside Microsoft 365 Copilot Chat, click Add, sign in once with your Osmosis account, and it’s available wherever you use Copilot Chat: in Teams, on m365.cloud.microsoft/chat, and in the Microsoft 365 Copilot app.
1. Add the Osmosis Analyst from the agent store
Open Copilot Chat
Open Microsoft 365 Copilot Chat — in Teams, on m365.cloud.microsoft/chat, or in the Microsoft 365 Copilot app.
Browse the agent store
Select Agents, then All agents to open the agent store. Search for Osmosis Analyst. (You can also start from the Marketplace listing and click Get it now.)
Add the agent
Open the Osmosis Analyst listing and click Add. The agent opens in Copilot Chat and stays in your Agents list from then on.
2. Sign in to Osmosis
The first time you ask a question that needs Osmosis data, Copilot shows a Sign in to Osmosis Analyst card. Select it, sign in with your Osmosis email and password (or Sign in with Google), and approve. Copilot remembers the session, so you won’t need to sign in again for a while.
3. Use it in a chat
That’s it — Copilot calls the Analyst automatically when a question needs allocator data. Ask in plain language and it answers from live Osmosis data. Copilot may show a short confirmation before it runs a tool the first time — confirm to continue. See Example prompts for ideas.
Already using the version your admin uploaded?
Before the store listing, Osmosis sent the agent as a package your Microsoft 365 admin uploaded as a custom app — it shows your own organization as the publisher. That route is retired. Ask your admin to enable the store version under Agents → All agents in the admin center and then remove the old custom upload, so you get updates automatically. You’ll sign in to Osmosis once more the first time you use the store version.
The Osmosis Analyst is listed in the Microsoft 365 agent store (Microsoft Marketplace). Install it from the store and it works in Copilot Chat across Teams, the web, and the Microsoft 365 Copilot app; some organizations require admin approval first. You sign in with your Osmosis account just like the other clients.
Example Prompts
Once connected, just ask in plain language. A few to try:
- “Brief me on CalPERS.”
- “Which allocators are active in private credit right now?”
- “Compare Texas TRS and CalSTRS.”
- “List recent board meetings for CalSTRS.”
- “Who sits on the board of the New York State Common Retirement Fund?”
- “Show me recent personnel moves across the allocators you track.”
- “Which consultants have been most active in real estate lately?”
Example Prompts
Once connected, just ask in plain language. A few to try:
- “Brief me on CalPERS.”
- “Which allocators are active in private credit right now?”
- “Compare Texas TRS and CalSTRS.”
- “List recent board meetings for CalSTRS.”
- “Who sits on the board of the New York State Common Retirement Fund?”
- “Show me recent personnel moves across the allocators you track.”
- “Which consultants have been most active in real estate lately?”
Troubleshooting
- Sign-in expired / connection stopped working — Your Osmosis sign-in persists for up to a week and normally refreshes on its own; you should rarely need to sign in again. If a client gets stuck, re-run its authenticate step (Claude Desktop: Customize → Connectors, then reconnect the Osmosis Analyst; Claude Code: open
/mcp, select the server, and choose Authenticate; ChatGPT: reconnect the connector under Settings → Apps). - Claude doesn’t call the tools — In Claude Desktop, check Customize → Connectors shows the Osmosis Analyst as connected, that its Tool permissions aren’t set to deny, and that it’s toggled on in the chat’s search and tools menu.
- Can’t find the Osmosis Analyst in the directory — Make sure you’re on the Discover tab (not Yours, which lists only what you’ve already connected) and search for “Osmosis”. On a Team plan you may see Request instead of Connect — click it and ask your admin to approve it under Organization settings → Connectors. If the directory isn’t available to you, use the custom connector route.
- Two Osmosis Analyst entries in Connectors — You added it by URL before it was in the directory and then connected it from the directory too. Remove the one listed under Custom and keep the directory connector; you may be asked to sign in again.
- Claude Code doesn’t show the server — Run
/statusand confirm you’re signed in with your Claude account. claude.ai connectors aren’t loaded whenANTHROPIC_API_KEY,ANTHROPIC_AUTH_TOKEN,apiKeyHelper, or a provider like Amazon Bedrock or Google Cloud is the active auth method — unset it and run/login. Also check the Show unused connectors row at the end of the claude.ai section in/mcp. - Claude Code shows the connector as hidden — You’ve added the server locally and have it as a claude.ai connector at the same URL; the local one wins. Run
claude mcp remove osmosis-toolsto use the claude.ai connector and its tool permissions. - ChatGPT doesn’t call the tools — Confirm Developer Mode is on, the Osmosis Analyst app is toggled on via + → More → Developer mode in that chat, and you’re on the web (not mobile). You can refresh the tool list on the connector’s settings page.
- ChatGPT sign-in window never opens — Allow pop-ups from chatgpt.com and try again.
- Can’t find the Osmosis Analyst in Microsoft 365 Copilot, or it never asks you to sign in — In Copilot Chat, open Agents → All agents and search for “Osmosis Analyst”, then click Add. If it isn’t listed or you can only request it, your organization restricts store agents — ask your Microsoft 365 admin to allow it under Agents → All agents in the admin center (requests appear on the Requests tab). Also confirm you have Microsoft 365 Copilot access. Once it’s added, open the agent in a new chat and ask a data question to trigger the sign-in card.
- Two Osmosis Analyst agents in Copilot — One is the older copy your admin uploaded as a custom app (it shows your organization as the publisher); the other is the store version from Osmosis Technologies. Use the store version and ask your admin to remove the old upload.
- Still stuck? — Reach out to your Osmosis representative and we’ll help get you connected.
There are no API keys to manage — every client authenticates through your browser with your Osmosis account.
Troubleshooting
- Sign-in expired / connection stopped working — Your Osmosis sign-in persists for up to a week and normally refreshes on its own; you should rarely need to sign in again. If a client gets stuck, re-run its authenticate step (Claude Desktop: Customize → Connectors, then reconnect the Osmosis Analyst; Claude Code: open
/mcp, select the server, and choose Authenticate; ChatGPT: reconnect the connector under Settings → Apps). - Claude doesn’t call the tools — In Claude Desktop, check Customize → Connectors shows the Osmosis Analyst as connected, that its Tool permissions aren’t set to deny, and that it’s toggled on in the chat’s search and tools menu.
- Can’t find the Osmosis Analyst in the directory — Make sure you’re on the Discover tab (not Yours, which lists only what you’ve already connected) and search for “Osmosis”. On a Team plan you may see Request instead of Connect — click it and ask your admin to approve it under Organization settings → Connectors. If the directory isn’t available to you, use the custom connector route.
- Two Osmosis Analyst entries in Connectors — You added it by URL before it was in the directory and then connected it from the directory too. Remove the one listed under Custom and keep the directory connector; you may be asked to sign in again.
- Claude Code doesn’t show the server — Run
/statusand confirm you’re signed in with your Claude account. claude.ai connectors aren’t loaded whenANTHROPIC_API_KEY,ANTHROPIC_AUTH_TOKEN,apiKeyHelper, or a provider like Amazon Bedrock or Google Cloud is the active auth method — unset it and run/login. Also check the Show unused connectors row at the end of the claude.ai section in/mcp. - Claude Code shows the connector as hidden — You’ve added the server locally and have it as a claude.ai connector at the same URL; the local one wins. Run
claude mcp remove osmosis-toolsto use the claude.ai connector and its tool permissions. - ChatGPT doesn’t call the tools — Confirm Developer Mode is on, the Osmosis Analyst app is toggled on via + → More → Developer mode in that chat, and you’re on the web (not mobile). You can refresh the tool list on the connector’s settings page.
- ChatGPT sign-in window never opens — Allow pop-ups from chatgpt.com and try again.
- Can’t find the Osmosis Analyst in Microsoft 365 Copilot, or it never asks you to sign in — In Copilot Chat, open Agents → All agents and search for “Osmosis Analyst”, then click Add. If it isn’t listed or you can only request it, your organization restricts store agents — ask your Microsoft 365 admin to allow it under Agents → All agents in the admin center (requests appear on the Requests tab). Also confirm you have Microsoft 365 Copilot access. Once it’s added, open the agent in a new chat and ask a data question to trigger the sign-in card.
- Two Osmosis Analyst agents in Copilot — One is the older copy your admin uploaded as a custom app (it shows your organization as the publisher); the other is the store version from Osmosis Technologies. Use the store version and ask your admin to remove the old upload.
- Still stuck? — Reach out to your Osmosis representative and we’ll help get you connected.
There are no API keys to manage — every client authenticates through your browser with your Osmosis account.