Build a Future-Proof Tech Stack with Aleta’s API and MCP
Aleta's open API and two-way MCP layer allow your wealth data to flow securely between systems. Whether you're integrating CRM and ERP tools, connecting AI assistants such as Claude, ChatGPT, Grok, or Gemini, or building bespoke workflows for your analysts, Aleta's open infrastructure gives you full command of your data, without compromising security or usability.
How Does the Aleta API Enable Secure Integration?
Aleta’s API provides a secure, enterprise-grade integration layer built for family offices that want full control over their data flows. It’s the same API our frontend uses which means you get access to the exact same real-time data engine that powers Aleta itself.
- Fully documented, developer-friendly interface with permission-based access.
- Real-time synchronization with internal tools like CRMs, ERPs, or analytics engines.
- JSON-based data output ready for immediate use with no need for cleanup or transformation.
- Enables automated actions, alerts, and custom logic within your tech ecosystem.
- Built with the same encryption and security standards that protect Aleta’s core platform.
+$100Bn
in monitored assets
+50%
time saved in quarterly reporting
+20 years
of securing family office data
How One MFO Built an AI-Ready Tech Stack with Aleta
The clearest proof of an open architecture is what a client builds on it. In this case study, we sit down with the visionaries at Dreamers Collective multi-family office to explore how they're disrupting traditional family office management.
By moving away from "walled garden" legacy software, they've implemented Aleta for a purpose-built, API-first infrastructure designed specifically for the AI era. The results:
- Reduced manual data processing time by 85-90%, allowing the team to shift their focus from data entry to strategic analysis and alpha generation.
- Structured, machine-readable JSON data serving as a "headless data engine" feeding a secure environment for advanced AI automation.
- Autonomous AI agents performing real-time liquidity reporting and complex "what-if" stress test scenarios.
How Does Aleta's MCP Layer Power AI Agents?
MCP is the open standard that connects AI assistants to your data. Aleta's MCP layer sits on top of the open API and is two-way: your AI agents can read reconciled wealth data and, with your approval, act on it.
- Works with the AI assistants you already use, including Claude, ChatGPT, Perplexity, and Gemini.
- Permissioned by design: an agent sees the data you can see, and nothing more.
- Two-way access, so agents can also prepare work in the platform, like extracting capital call notices and staging the postings for your approval.
- Built on daily reconciled data, so agents query verified figures.
New to MCP? Read the plain-language guide.
Schedule a demo to see how Aleta simplifies even the most sophisticated portfolios with clean and intuitive design in an award-winning platform so you can operate with confidence.
Open Architecture That Future-Proofs Your Family Office
Aleta’s open architecture gives your family office more than access – it gives you control. Our Data Cube, API, and MCP give family offices full ownership of their data and the freedom to shape their reporting ecosystem.
- API access ensures clean, consolidated data can flow anywhere it’s needed.
- Integrate seamlessly and securely with third-party tools through our publicly documented API.
- Avoid lock-in by using Aleta as a flexible component of your broader tech stack.
- Connect data across reporting, accounting, private markets, CRM, and BI tools.
- Build with confidence knowing Aleta supports current and future systems alike.
Three Ways to Get Data Out of Aleta
Access Route | Built For | Typical User |
|---|---|---|
Open API | Feeding GL, tax, CRM, BI, and AI infrastructure | Developers and IT partners |
MCP layer | Two-way, permissioned access for AI agents | AI assistants directed by office staff |
Data Cube | Custom analysis in Excel, Power BI, or Tableau, no code | Analysts and power users |
Frequently Asked Questions About Our API and MCP
Who typically uses Aleta’s API and MCP?
Who typically uses Aleta’s API and MCP?
Tech-forward family offices with in-house developers use Aleta's API to connect the platform with CRMs, accounting platforms, and custom tools. The MCP adds value when layering in AI or structured automation.
How are the API and MCP different from the Data Cube?
How are the API and MCP different from the Data Cube?
The API is for system-to-system communication. It’s how you embed Aleta data into your own tools or infrastructure. You use it when you want to automate, integrate, or build additional layers on top of Aleta. The Data Cube, on the other hand, is designed for power users who want to analyze live data in Excel or Power BI without any coding. The rule of thumb: integrations and data pipelines use the API, ad hoc analysis and custom BI reporting use the Data Cube, and AI agents use the MCP layer.
Is the API secure?
Is the API secure?
Yes. The API is encrypted, permission-controlled, and governed by the same enterprise-grade security framework that protects the Aleta platform, which is SOC 2 Type II certified.
Can we start with Aleta’s native tools and add the API later?
Can we start with Aleta’s native tools and add the API later?
Absolutely. Most clients begin with Aleta’s native dashboards. The API and MCP are add-ons for those who want to go further by integrating, automating, or innovating on top.
Where can I learn more about Aleta's API and MCP?
Where can I learn more about Aleta's API and MCP?
Visit docs.aleta.io for technical documentation. For plain-language guides, read MCP: What It Is and Why It Matters for Family Offices and Real Prompts You Can Steal in our knowledge hub, or contact us for a walkthrough tailored to your setup.
What is the difference between an API and MCP?
What is the difference between an API and MCP?
An API is an interface that lets one software system request data from another. MCP (Model Context Protocol) is an open protocol that sits on top of an API and gives AI agents structured, permissioned access to data. Aleta offers both: the open API makes the data portable, and the MCP layer lets AI agents work with it securely.
Can a family office use Claude, ChatGPT, Perplexity, Grok, or Gemini with its wealth data?
Can a family office use Claude, ChatGPT, Perplexity, Grok, or Gemini with its wealth data?
Yes. Connect the assistant to Aleta through the MCP layer and it can answer questions about positions, liquidity, and performance in plain language, always within your permissions. Real Prompts You Can Steal shows 11 real prompts and the answers they returned.