API, MCP & Integrations

Your data, always accessible, always yours

Prebuilt integrations, a documented API and MCP, all working from the same investor record.

Connect to the tools you already use

Three ways to connect

Each one works from the same investor record your team uses every day.

Ready-made integrations

Built and maintained by Caruso. Our implementation team switches them on and sets them up with you.

Connect via the API

Your developers or technology partner connect your existing solutions to the Caruso Admin API, with webhooks to keep them current.

MCP

Beta

Connect ChatGPT, Claude, Claude Code or Copilot to your Caruso data. Read-only, one organisation per connection, and approved by your admin.

What Caruso connects to

Filter by the job each connection does for your team.

Integration

Via the API

Via the API

Via the API

Via the API

Via the API

MCP

MCP

MCP

How the Caruso API works

An API is a secure, documented way for two systems to exchange data, so nobody has to copy it across by hand. With Caruso, your asset management software, general ledger or data warehouse can read investor and fund data, and create or update records, with the same permissions as the person who set up the connection. Webhooks work the other way. Caruso tells your systems the moment a holding, distribution or redemption changes, so they never work from yesterday’s numbers.

Common use cases

Three common ways to put Caruso connections to work.

Wrap platform orders, straight into Caruso

Orders arrive through Calastone and land against the right unit class, with their status sent back to the platform. Your team reviews orders instead of keying them.

Learn more

A Calastone order for $50,000.00 marked as accepted

A data warehouse refreshed every morning

One manager’s data team resyncs holdings and transactions from Caruso into its own warehouse each morning, then builds board and investor reporting on top.

A completed morning sync of holdings, transactions and a board pack dataset to a data warehouse

Marketing lists that stay current

Through the API, investor data syncs to HubSpot as it changes, so a list of everyone holding a fund is current before the next update goes out.

A HubSpot fund holders list of 1,284 contacts, synced just now

Security built into every connection

ISO 27001 certified

Independently audited every year.

Encrypted

256-bit encryption in transit and at rest, hosted on AWS in your required region.

Permission-aware

An API key can only do what its owner can do in Caruso, and only in your organisation.

Signed and recorded

Webhooks are signed so you can verify them, and every change is recorded in the audit log.

Read about data security

If you have questions, we have answers

Yes. The Caruso Admin API is a documented GraphQL API. It covers investors, accounts, funds, unit classes, holdings, transactions, distributions and more, and lets you read data and create or update records with the same permissions as the person who owns the API key.

No. The Caruso Admin API is a documented GraphQL API.

Investor data syncs to HubSpot through the API, so a list of everyone holding a fund stays current as holdings change.

Yes. Accounting systems connect via the API, including Xero, Rillet, Campfire and QuickBooks.

Talk with the Caruso team about a sandbox before you connect a production system.

Connections are ISO 27001 certified, encrypted in transit and at rest, permission-aware, and webhooks are signed. Every change is recorded in the audit log.

Yes, through MCP. Connections are read-only, one organisation per connection, and approved by your admin. MCP is in beta.

Yes. Your developers or technology partner can connect existing solutions to the Caruso Admin API, with webhooks to keep them current.

Save time. Impress investors. Grow AUM.

Your data, always accessible, always yours

Three ways to connect

What Caruso connects to

How the Caruso API works

Security built into every connection

Does Caruso have an API?

Is it a REST API?

Does Caruso integrate with HubSpot?

Can we connect our accounting system?

Is there a sandbox to test in?

How is the API secured?

Can we connect AI tools like ChatGPT or Claude?

We build software for fund managers. Can we integrate?

Save time. Impress investors. Grow AUM.

Your data, always accessible, always yours

What Caruso connects to

Security built into every connection

Does Caruso have an API?

Is it a REST API?

Does Caruso integrate with HubSpot?

Can we connect our accounting system?

Is there a sandbox to test in?

How is the API secured?

Can we connect AI tools like ChatGPT or Claude?

We build software for fund managers. Can we integrate?