If your advisor reports to you through Black Diamond, your AI assistant can't read that portfolio directly, because there is no official Black Diamond MCP server as of this writing. But that doesn't mean your AI has to stay blind to your money. Truthifi connects the underlying bank, brokerage, and card accounts you hold, the same accounts your Black Diamond-using advisor is reporting on, and makes that real household data visible to any MCP-capable assistant. Black Diamond serves your advisor's practice. Truthifi is the bridge that lets your own AI see your side of the picture.

What Black Diamond does

Black Diamond, an SS&C product, is a portfolio management and reporting platform built for registered investment advisors and wealth management firms. It's the system many advisory practices use to aggregate client holdings, generate performance reports, run rebalancing, and manage billing, all from the advisor's side of the relationship. It is a B2B platform. You, as the end client, typically see Black Diamond's output in the form of a client portal or a PDF report your advisor sends you. You don't log into Black Diamond the way you'd log into your bank or brokerage account.

That distinction matters for what an AI assistant can and can't do with it.

Does Black Diamond have an MCP server or API?

There is no official Black Diamond MCP server as of this writing. Black Diamond is not a consumer-facing account you connect directly, and nothing in the current public record indicates SS&C has published a Model Context Protocol server for it. Should that ever change, we'll revise this page accordingly.

Because Black Diamond is an advisor-side platform rather than a consumer account, Truthifi does not connect to Black Diamond directly. Instead, Truthifi reads the underlying bank, brokerage, and card accounts that make up your household's actual holdings, the same accounts your advisor's Black Diamond reporting is built from. That's the practical path to AI visibility today: not through Black Diamond, but through the accounts underneath it.

Setting up AI visibility into your Black Diamond-reported accounts

1. Create a free Truthifi account. Sign up and start from the dashboard.

2. Link the accounts your advisor reports on. Connect your bank, brokerage, and other household accounts, the same holdings that show up in your Black Diamond-generated statements.

3. Let Truthifi reconcile and organize the data. Truthifi applies its own data-quality checks so what your AI reads back is accurate, not a raw, unreconciled feed.

4. Connect your AI assistant to Truthifi via MCP. Once connected, your AI assistant can use Truthifi's MCP tools to read the accounts you've shared with it, according to the per-assistant permissions you set.

5. Authorize the connection. Approve access using the Authorize button, not a generic "allow" prompt.

6. Ask your AI about your real numbers. Your assistant can now reason over the household accounts behind your advisor's Black Diamond reporting.

What you can ask your AI once it's connected

Once your accounts are linked, an investor whose advisor reports through Black Diamond can ask an AI assistant things like:

• "What's my total household exposure to large-cap tech, across every account, not just what's in my advisor's report?"

• "Compare my linked brokerage balances to what my last Black Diamond statement showed."

• "Which of my accounts are not part of my advisor's managed portfolio?"

• "Show me my full household cash position across all linked accounts."

Black Diamond's reporting tells you what your advisor is managing. Your AI, through Truthifi, can tell you what your advisor isn't seeing, the accounts outside that managed relationship.

With & Without Truthifi

Without Truthifi: Your AI assistant has no way to read your Black Diamond-reported holdings, because Black Diamond is an advisor-side system with no consumer MCP server. You're limited to whatever your advisor's portal or PDF report shows you, manually, and only for the accounts your advisor actually manages.

With Truthifi: Your AI assistant can read the real bank, brokerage, and card accounts behind that reporting, including accounts your advisor doesn't manage at all. That gives you (and your AI) a household-wide view that no single advisor platform, Black Diamond included, is built to show.

How Truthifi can help

Truthifi doesn't attempt to connect to Black Diamond on your behalf. Black Diamond isn't a consumer account Truthifi aggregates, and claiming otherwise would overstate what's possible. What Truthifi does instead is read-only access to the household accounts you actually hold, your banks, brokerages, and cards, reconciled and organized so an AI assistant can reason over them accurately. For a household working with a Black Diamond-using advisor, that means your AI can see the accounts you connect to your own Truthifi login, not just the slice your advisor's platform manages. One caveat worth noting: Truthifi is not an investment adviser and doesn't give investment, tax or legal advice.

FAQ

Does Black Diamond have an official MCP server? No. There is no official Black Diamond MCP server as of this writing.

Can I connect my Black Diamond account to an AI assistant through Truthifi? Not directly. Black Diamond is a B2B platform your advisor uses, not a consumer account you log into. Truthifi instead connects the underlying bank, brokerage, and card accounts your household holds, giving your AI visibility into the same holdings Black Diamond reports on, without connecting to Black Diamond itself.

Why can't Truthifi connect to Black Diamond directly? Because Black Diamond isn't a consumer-facing account Truthifi aggregates. It's a reporting and portfolio management system built for advisory firms. Truthifi reaches your real holdings by linking the bank and brokerage accounts behind that reporting.

Will my AI see everything my advisor sees in Black Diamond? Your AI will see the accounts you link to Truthifi, which can include accounts your advisor manages and accounts they don't. That's often a broader household view than any single advisor platform shows.

Is my data read-only? Yes, for bank and brokerage accounts linked through Truthifi, access is read-only.

Read next

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