Dynamo Software

Live

API KEY

CRM

Accounting & Finance

Every deal, fund, and investor relationship your team manages lives in Dynamo. Dynamo Software MCP gives your agent authenticated access to deal flow and portfolio data scoped to the user who authorized it.

  • Acts as the user: Access and write actions stay tied to the Dynamo Software account that authorized the agent.
  • Credentials stay vaulted: AES-256, resolved at request time, never in LLM context.
  • Scoped before every call: User permissions enforced. 90-day audit trail.
Dynamo Software
agent · Acme Q3
Run
Which deals in our pipeline are past their next review date and need updates?
S
dynamo_deals_list
87ms
Investment management agent
6 deals overdue for review. Acme Fund III ($85M, 18d past), Globex Ventures ($42M, 12d), Initech Capital ($67M, 9d), Stark Growth ($23M, 21d), Umbrella PE ($105M, 7d), Wayne ($33M, 14d).
Sources: 6 deals, active pipeline, review overdue
dynamomcp
6 deals
18:29
Message Claude...

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_bulk_delete
Delete bulk
Delete multiple entities in Dynamo Software using bulk import.
Parameters
Name
Type
Required
Description
entityName
string
Required
The name of the Dynamo entity whose records will be deleted (e.g., 'contact', 'activity').
items
array
Required
A required array of entity objects to delete. Each object should contain '_id' or the internal ID property for the entity.
dynamo_bulk_upsert
Upsert bulk
dynamo_create_document
Create Document
dynamo_decrypt_property
Decrypt Property
dynamo_entity_by_id
Entity By Id
dynamo_entity_delete
Delete entity
dynamo_entity_extended_schema
Entity Extended Schema
dynamo_entity_properties
Entity Properties
dynamo_entity_put
Entity Put
dynamo_entity_schema
Entity Schema
dynamo_entity_total
Entity Total
dynamo_entity_update_by_id
Entity Update By Id
dynamo_entity_upsert
Upsert entity
dynamo_get_document_by_id
Get Document By Id
dynamo_get_document_extended_schema
Get Document Extended Schema
dynamo_get_document_properties
Get Document Properties
dynamo_get_document_schema
Get Document Schema
dynamo_get_document_upload_restrictions
Get Document Upload Restrictions
dynamo_get_documents
Get Documents
dynamo_get_documents_total
Get Documents Total
dynamo_get_entities
Get Entities
dynamo_get_entity_items
Get Entity Items
dynamo_get_entity_schema
Get Entity Schema
dynamo_reset_api_key
Reset Api Key
dynamo_search
Search
dynamo_update_document
Update Document
dynamo_upsert_document
Upsert Document
dynamo_view_get
Get view
dynamo_view_post
Post view
dynamo_view_sql
View Sql

For more tools, view docs.

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.
Python · LlamaIndex
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 });
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 }],
});
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.
1
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
2
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
3
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
4
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.
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
FAQs
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
/plugin marketplace add scalekit-inc/claude-code-authstack
/plugin install agentkit@scalekit-auth-stack
Cursor Code REPL
# ~/.cursor/mcp.json
{
""mcpServers"": {
""dynamo"": {
""url"": ""https://mcp.scalekit.com/dynamo"",
""headers"": { ""Authorization"": ""Bearer $SCALEKIT_TOKEN"" }
}
}
}
Codex Code REPL
# ~/.codex/config.toml
[mcp_servers.dynamo]
url = ""https://mcp.scalekit.com/dynamo""
auth_env = ""SCALEKIT_TOKEN""
Copilot Code REPL
# .vscode/mcp.json
{
""servers"": {
""dynamo"": {
""url"": ""https://mcp.scalekit.com/dynamo"",
""type"": ""http""
}
}
}