Your fund data lives in Orca. Your thinking happens in Claude. Now they’re the same place.
Orca’s MCP connector brings your Fund Management System straight into Claude. Once connected, you can ask plain-language questions about your fund - capital call status, LP distributions, portfolio positions, KPIs, reporting data - and get answers pulled live from your FMS, right inside Claude. No exports. No copy-pasting. No context-switching. Here’s how to set it up in just a few minutes.
What You’ll Need Before You Start
Just two things:
- Claude, open in your browser or the desktop app, with custom connectors available.
- Your Orca account, signed in at https://fms.orcainc.com.
One important note: keep both Claude and Orca FMS open - and stay signed in to Orca - throughout the setup. The final connection step relies on that active session.
Step 1: Create Your OAuth Client in Orca
First, you’ll generate your own secure connector credentials in Orca FMS. Your Client ID and Secret are created in your personal account settings and are shown only once, so keep them handy until setup is complete.
- In Orca FMS, click your avatar in the top-right corner, then select Account settings.
- Scroll down to My OAuth clients and click Create new client. Don’t see this option? Ask your Orca admin to grant you connector-creation access.
- Give your client a Name (for example, “Claude”) and click Create. This name appears in your Orca account and on the approval screen in Step 3 – it’s separate from the name you’ll give the connector in Claude.
- A window titled “Paste these into Claude” will appear with three values: Remote MCP server URL, OAuth Client ID and OAuth Client Secret. Use the Copy button next to each one when you need it in Step 2.
Important: keep this window open until you’ve finished connecting in Step 3. Once you click Done, your Client Secret can’t be shown again.
Step 2: Add Orca as a Custom Connector in Claude
Open Claude in a new browser tab or in the desktop app, and keep the Orca window from Step 1 open so you can copy your credentials across.
- In the left sidebar, click Customize (the briefcase icon).
- Open the Connectors tab (1), then click Add in the top-right corner (2).
- In the Add custom connector window, fill in two fields and click Continue:
- Name: Orca – this is how the connector will appear in your Claude connectors list.
- Remote MCP server URL: paste the URL from your Orca window.
- On the next screen, leave Authentication set to Always required. Under OAuth client, choose Use your own OAuth client to reveal the credential fields. (Skip the other OAuth options – Orca uses the client you created in Step 1.)
- Paste your OAuth Client ID into the first field and your OAuth Client Secret into the second. Leave the remaining settings as they are, then scroll down and click Add.
- Claude will open the Orca connector page. You may see a note saying “You started connecting but didn’t finish” – that’s expected. Click Connect, and you’ll be taken to Orca FMS to approve access.
The Orca connector is now set up in Claude. One step to go: securely linking it to your live Orca account.
Step 3: Connect to Orca
- On the Orca approval screen, review the requested access and click Allow. You’ll be taken back to Claude, and your connector is ready to use.
Closed the connector page before clicking Connect? No problem – go to Customize → Connectors, select Orca from the list and click Connect.
In case something goes wrong:
- Check that you’re signed in to Orca FMS at https://fms.orcainc.com in your default browser. Refresh the page to be sure.
- Click Connect again.
- Still not working after two attempts? Reach out to us at helpdesk@orcainc.com.
Step 4: Start Asking Questions
With the connection in place, Claude has read access to your Orca data. Open a new chat and ask a question in plain language, for example:
- “List the funds in my organization.”
- “Show me the status of our most recent capital call.”
Claude pulls the answers from your live Orca data and returns them in context – so you can analyze, compare and build on them without ever leaving the chat.
Troubleshooting
| Issue | Why it happens | How to fix it |
|---|---|---|
| The “Add” button is missing in Connectors | Your Claude version may be out of date, or custom connectors are turned off for your workspace | Update Claude, or check with your Claude workspace admin. In older versions, look under Settings → Connectors → Add custom connector. |
| “Create new client” isn’t available in Orca | Your Orca user doesn’t have connector-creation access yet | Ask your Orca admin to grant you access |
| The connection never completes | You’re not signed in to Orca in your default browser | Sign in at fms.orcainc.com, then click Connect again |
| “Invalid client” or sign-in error | The Client ID or Secret is incorrect, or the client was deleted | Your Secret is shown only once. If it’s lost, go to Account settings → My OAuth clients, delete the old client, create a new one and enter the new values in Claude. |
| The connector is added, but Claude returns no data | The connection step (Step 3) wasn’t completed | Find Orca in your Claude connectors list and click Connect |
| Connected, but requests fail | Your session has expired or access was revoked | In Claude, click Disconnect on Orca, then Connect again |
| Connected, but only some data appears | Your Orca user only has access to certain funds or organizations | Ask your Orca admin to extend your access |
Need a Hand?
We’re here to help. Contact your Orca account admin or reach the team directly at helpdesk@orcainc.com if:
- The connection keeps failing, even after creating a new OAuth client.
- Claude’s screens look noticeably different from this guide – let us know and we’ll update it.
