Dynamo Software MCP | Api Key Dynamo Software connector for AI agents

Tools your investment management agent reaches for on Dynamo Software, scoped per user.

CALL ANY TOOL

List deals and funds, retrieve financials, create notes, and track investor activities.

dynamo_deals_list

List deals

List Dynamo deals with stage, fund, and date filters.

Parameters

Name

Type

Required

Description

stage

string

Optional

Deal stage filter

fund_id

string

Optional

Fund ID filter

limit

integer

Optional

Max deals to return

dynamo_deal_get

Get deal

dynamo_funds_list

List funds

dynamo_contacts_list

List contacts

dynamo_notes_create

Create note

dynamo_activities_list

List activities

Build your Agent

Drop the toolkit in, point it at the user, and your investment management agent can use Dynamo Software from the first run.

Copied

import { ScalekitClient } from "@scalekit-sdk/node";
import { DynamicStructuredTool } from "@langchain/core/tools";
import { createReactAgent } from "@langchain/langgraph/prebuilt";
import { z } from "zod";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["dynamo"], toolNames: ["dynamo_deals_list", "dynamo_deal_get", "dynamo_funds_list"] },
  pageSize: 100,
});

const lcTools = tools.map((t) => new DynamicStructuredTool({
  name: t.tool.definition.name,
  description: t.tool.definition.description,
  schema: z.object({}).passthrough(),
  func: async (args) => {
    const { data } = await sk.tools.executeTool({
      toolName: t.tool.definition.name,
      identifier: "user_123",
      params: args,
    });
    return JSON.stringify(data);
  },
}));

const agent = createReactAgent({ llm, tools: lcTools });

Copied

import { ScalekitClient } from "@scalekit-sdk/node";
import OpenAI from "openai";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["dynamo"], toolNames: ["dynamo_deals_list", "dynamo_deal_get", "dynamo_funds_list"] },
  pageSize: 100,
});

const llmTools = tools.map((t) => ({
  type: "function",
  function: {
    name: t.tool.definition.name,
    description: t.tool.definition.description,
    parameters: t.tool.definition.input_schema,
  },
}));

const resp = await openai.responses.create({
  model: "gpt-4o", input: prompt, tools: llmTools,
});

import { ScalekitClient } from "@scalekit-sdk/node";
import Anthropic from "@anthropic-ai/sdk";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["dynamo"], toolNames: ["dynamo_deals_list", "dynamo_deal_get", "dynamo_funds_list"] },
  pageSize: 100,
});

const llmTools = tools.map((t) => ({
  name: t.tool.definition.name,
  description: t.tool.definition.description,
  input_schema: t.tool.definition.input_schema,
}));

const msg = await anthropic.messages.create({
  model: "claude-sonnet-4-6", max_tokens: 1024,
  tools: llmTools,
  messages: [{ role: "user", content: prompt }],
});

Copied

import { Agent } from "@google/adk/agents";
import {
  MCPToolset, StreamableHTTPConnectionParams,
} from "@google/adk/tools/mcp";

const toolset = new MCPToolset({
  connectionParams: new StreamableHTTPConnectionParams({
    url: "https://mcp.scalekit.com/dynamo",
    headers: { Authorization: `Bearer ${userScopedToken}` },
  }),
});

const agent = new Agent({
  name: "agent", model: "gemini-2.0-flash",
  tools: await toolset.getTools(),
});

Try these prompts

Paste any prompt into your agent to start using Dynamo Software.

Search & recall

Copy the prompt

Copied

List all deals in [stage] stage.

Copy the prompt

Copied

Show me deals for fund [fund name].

Copy the prompt

Copied

Find contacts at [company name].

Copy the prompt

Copied

Get deal details for [deal name].

Action & notes

Copy the prompt

Copied

Add a note to deal [id]: [content].

Copy the prompt

Copied

Log a call with [contact] on deal [id].

Copy the prompt

Copied

Create a meeting note for fund [name].

Copy the prompt

Copied

Update stage on deal [id] to [stage].

Portfolio & reporting

Copy the prompt

Copied

Which deals close this quarter?

Copy the prompt

Copied

List funds with AUM over $100M.

Copy the prompt

Copied

Show deals with no activity in 30+ days.

Copy the prompt

Copied

Total pipeline value by stage.

SEE HOW AUTH WORKS

Users authorize Dynamo Software once. Their credentials stay vaulted, every call is checked, and every action is logged.

Authorize

Your user connects

Dynamo Software

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

Store

Their

Dynamo Software

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

Resolve

When your agent calls a

Dynamo Software

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

Audit

Every

Dynamo Software

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

Same per-user auth pattern across other investment management agents and MCP connectors. Working code, live demos, fork what fits.

GTM

CRM AI agent

Log calls, update opportunity stages, and surface stalled deals across HubSpot or Salesforce. No manual data entry.

HubSpot

Salesforce

View agent

SALES

Deal intelligence agent

Combine Gong, Attio, and Slack signals to surface deal risks and next-best actions. Updated after every call.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

Other connector libraries treat auth as a demo afterthought. Scalekit starts with user identity, scope enforcement, and audit.

01.

Deal data surfaced without fund-level scope

A shared Dynamo API key looks fine in a demo. In production, every deal lookup and fund query is attributed to a service account. Fund-level visibility rules collapse. Scalekit resolves the user's key so deal access reflects the right analyst role.

// shared API key
key = "dynamo_shared_xxx"
audit → bot_service_account
fund_filter → broken

// scalekit · per-user
key = resolve(user_id)
audit → user_abc
scope → enforced ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

Dynamo Software today. Others tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

On this page

Tool and actions Framework Compatibility Starter Prompt Auth Lifecycle Try Other Agents Why Scalekit

Frequently Asked Questions

Does the agent access Dynamo Software as the user or as a shared key?

As the user. Each workspace member authorizes once and Scalekit resolves their credential at request time. Audit logs attribute every action to that user, not a shared service account.

Where is the Dynamo Software api key stored?

Can I limit what the agent is allowed to do in Dynamo Software?

What happens when a user revokes Dynamo Software access?

Does the agent respect deal-level visibility rules for junior analysts?

Start in your coding agent

Up and running in one command

Install the Scalekit skill in your editor of choice. Connector, auth, tools, prompt, all wired up

Claude Code REPL

Copy Copied

/plugin marketplace add scalekit-inc/claude-code-authstack
/plugin install agentkit@scalekit-auth-stack

Cursor Code REPL

Copy Copied

# ~/.cursor/mcp.json
{
""mcpServers"": {
""dynamo"": {
""url"": ""https://mcp.scalekit.com/dynamo"",
""headers"": { ""Authorization"": ""Bearer $SCALEKIT_TOKEN"" }
}
}
}

Codex Code REPL

Copy Copied

# ~/.codex/config.toml
[mcp_servers.dynamo]
url = ""https://mcp.scalekit.com/dynamo""
auth_env = ""SCALEKIT_TOKEN""

Copilot Code REPL

Copy Copied

# .vscode/mcp.json
{
""servers"": {
""dynamo"": {
""url"": ""https://mcp.scalekit.com/dynamo"",
""type"": ""http""
}
}
}