Features by connector
Pick a connector to see exactly what Claude can read and write — and filter by plan tier to see which capabilities are included in Solo or unlock at Team+. Every tool is a slice of real work you can hand off in plain English and review before it lands in the system of record.
Your private-markets portfolio, answerable in plain English
Juniper Square is a private-markets investor portal with no public LP API. This connector reads its internal GraphQL API the same way the portal does — through your own signed-in session — so Claude can list your fund positions (commitment, contributions, distributions, NAV, IRR/DPI/TVPI), pull your cash-flow history, and break down your allocation. Read-only; encrypted session; scoped to you.
Your whole portfolio, answerable
Ask Claude to pull every fund position with its commitment, unfunded, contributions, distributions, and current value — without exporting spreadsheets from the portal fund by fund.
Performance without the math
IRR (including 1/3/5/10-year), DPI, RVPI, TVPI, and cash-on-cash come back per fund and portfolio-wide, alongside the dated cash-flow series behind them.
Your session, encrypted — nothing to install
No admin, no API key, no IT ticket. You connect with your own Juniper Square session; it's stored encrypted and used only to read your own investments.
Plan tiers gate capability areas, not API access scope. For pricing, see the Pricing page.
Capabilities
0 workflow areas in Team plan+. Click any capability to expand its “what you can ask” examples and the underlying tool names. Use the sidebar to jump.
Limits and roadmap
What the Juniper Squareconnector can't do today, and why. We update this when things change.
Not in the vendor's API
Capabilities the vendor handles through admin UI or internal endpoints rather than the documented public API.
- No public investor API. Juniper Square doesn't publish an LP API. The connector uses the same internal GraphQL endpoint the portal calls, authenticated with your session — so coverage tracks what the portal exposes.
On the roadmap
Technically possible but not yet prioritised. Email product@cohesive360.com if any of these would change your decision to roll out.
- Documents (statements, K-1s, notices). Document listing + download is a later phase. Phase 0.1 focuses on the numbers: positions, cash flows, allocation.
- Any write / transaction. The connector is read-only by design — it never transacts or changes anything in Juniper Square.
Safeguards built into the connector
Defensive behaviours we put in the client because the underlying systems don't.
Read-only
Claude can read your investments, cash flows, and allocation — it cannot move money, change instructions, or write anything back to Juniper Square.
Session encrypted at rest
Your session cookie is encrypted in the vault (AES-256-GCM, per-user) and used only to read your own portfolio — the same data you see when you sign in.
Scoped to you
Claude sees exactly what your own login sees — your positions in your arena. Nothing about other investors, and nothing you can't already see.
Full audit trail
Every tool call is logged with the tool name and outcome, so there's a record of what Claude read and when.
What Juniper Square via Cohesive360 is not
Honest boundaries — what Claude through this connector cannot guarantee.
Cohesive360 is a facilitation channel between Claude (Anthropic) and your Juniper Squaretenant. Claude's responses are Anthropic's output; the underlying data is the vendor's system of record. We transport requests and responses; we do not generate, review, or validate Claude's output, and we do not operate the vendor's API.
Claude can be wrong. It can misread a record, misinterpret a date, draft against the wrong matter, or summarise incorrectly. Treat every draft as a draft — review it before you accept it, particularly anything that affects a deadline, a client communication, or a matter already in motion.
The vendor can be unavailable. The API can rate-limit, return errors, or reject requests for reasons specific to your tenant configuration. When that happens, Claude will tell you — but we have no control over when or why the vendor refuses a call.