Agora Opens Up: Connect your data to the AI and systems your firm runs on. Explore the launch

Build on your Agora data. Connect it to

Ask a question, connect a system, or bring your whole stack in: Agora meets your team where it already works.

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WHATEVER YOUR NEED, WE HAVE THE RIGHT FIT

Agora opens up, on every surface.

Five ways in and out of Agora, each built for a different job. Jump straight to the one you need.

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Microsoft Copilot
Gmail
Gemini
Google_Calendar
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tems
ZOHO
Slack
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Google-sheet
Claude
ChatGPT

“I need an answer to my investor's question, right now.”

“I need my software to pull data from Agora automatically.”

“I need my other systems to keep feeding Agora with data.”

“I need Agora data and reports in my inbox.”

“I need help doing the work, not just fetching data.”

MCPAgora Pro

Real-time Agora-based answers, in your AI tools.

Ask Agora, right where
you work

Connect the AI tools your team already uses to live Agora data, and get answers grounded in your real numbers, not a stale export.

CompliantAgora permissions apply
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how it works?

Three simple steps

STEP 1

Connect securely

Enable the connection in your chosen AI tool using clear, step-by-step instructions.

STEP 2

Ask your question

Ask your AI tool anything about your Agora data, right in the chat you already work in.

STEP 3

Get an instant answer

Your AI tool answers immediately, straight from Agora, read-only and fully permissioned.

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APIAgora Pro

Your data leaves Agora on its own schedule

No prompt, no chat window: each of these runs system to system, on a schedule, job-by-job, with a defined field-level mapping.

Keep your CRM current

Keep your CRM current

• Leads, contacts, profiles and orgs sync out on schedule
• Filtered by type, status, or tag - pull only what changed
• Your CRM's own ID rides along on every record

Transactional data to accounting

Transactional data to accounting

• Distributions, capital calls, and fees flow straight into your GL
• Lands straight in your accounting system, no manual re-entry
• Matches your accounting system's existing structure

Centralized business intelligence

Centralized business intelligence

• Fund and portfolio data joins across your systems
• One consolidated view, no manual reconciliation
• Replaces manual exports across every tool you run

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Bring your data in.

Your investor data doesn’t start in Agora – it might live in a CRM, your fund administrator, or a system like Yardi or AppFolio.

Agora Connect brings it in and keeps it current – no export-reformat-upload cycle every time something changes, no technical resources needed on your end.

Agora Connect already made sure the data's there.

MCP answers questions about data that's already in Agora. Connect is how data from your other tools gets into Agora.

Agora Connect

Agora Connect handles the complexity for you.

API moves data in real time, but needs dev resources most firms don't have. Connect matches your data to Agora's model, then checks it against your records.

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From live Agora data to wherever your team already looks.

Scheduled reports
Scheduled reports

Delivered on the cadence your team runs on,
ready before the meeting starts.

Scheduled reports
Alerts
Alerts

Trigger-based, fires the moment something needs attention –
a capital call sitting overdue, a raise that’s stalled.

Alerts
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BUILT TO CONNECT EVERYTHING

Work across your stack, stay open beyond it - 
your AI work surface.

Cortex connects to the systems your team already runs on, so everything moves forward in one place, in context. Act across your tools to get things done: draft, analyze, and run processes that touch Agora and the rest of your stack, all without leaving your screen.

MCP and API give you access to Agora data. Cortex is where it all comes together.

WHAT CAN BE ACHIEVED

One system, working across everything

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Bring all your tools together

App-body

Connect Agora to the apps your team already uses in seconds, so every team's work lands in one place and stays aligned.

Automate every workflow

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Sync between Agora and the platforms you run - routine updates fire on their own, manual work disappears.

Drive results with full visibility

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A real-time, cross-platform view that keeps data aligned and your team empowered, turning insights into decisions.

A closer look at MCP + API

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Built for trust

Your Agora permissions stay intact, every time.

Every connection runs through Agora’s existing governance layer, with the same rules and no new blind spots.

01

Every fund walled off

No cross-fund visibility beyond what your firm's own permissions already allow.

02

Permissions mirrored to your firm

Nobody sees anything through a connection they couldn't already see by logging in.

03

Every action logged and reviewable

Activity is tracked and available for your firm to audit, on every surface.

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Frequently
asked questions

Have more questions?
Write to us at info@agorareal.com

What's the difference between Agora Connect, API, and MCP?

MCP lets a person ask Agora a question directly, from the AI tool they already use, no setup beyond connecting your account.
API keeps your own systems current with what’s in Agora automatically, but it’s built for developers: you’ll need a dev team to build and maintain the integration.
Agora Connect gets you the same kind of automatic sync without any of that. Agora’s own team handles the field mapping and validation for you.

Does this replace my reporting or BI tools?

For most firms, no. Agora’s own reporting and business intelligence solutions already liveswhere your data is. When you do need data to leave Agora on a schedule, that’s exactly what the export and alert tools above are for.

How does this help us avoid data silos?

Every surface on this page keeps your systems talking to each other automatically.
Agora Connect pulls data in, API pushes it back out, and MCP puts it in front of whoever’s asking. Nothing sits stuck in one system waiting for someone to move it by hand.

How does this reduce manual work for my team?

Scheduled reports, triggered alerts, and automatic data integrations mean the updates that used to take someone re-exporting a spreadsheet now happen on their own, on a schedule you set once

Are there additional costs?

Most of what’s on this page is included in the Agora Pro plan. A few advanced options, like Agora Connect, may be priced separately depending on your firm’s needs. Reach out to your Agora contact for what’s included at your tier.

Is my data safe when I connect an AI tool?

Yes. Your data stays inside your firm’s own tenant, never pooled with another customer’s. Every connection is scoped to your firm’s existing permissions, every action is logged, and nothing is accessible that wouldn’t already be visible inside Agora.

Will our data be used to train AI models?

No. Your firm’s data is never used to train any underlying model. Cortex uses a multi-model gateway to answer questions and do work, it doesn’t feed customer data back into model training.

Who can use the Agora MCP?

Anyone at your firm with an Agora Pro account and an AI tool that supports MCP.

What can't I do with MCP yet?

MCP currently gives you read access to your Agora data. Write access is on the roadmap. However, that option already lives natively inside Cortex, built with the right permissions and audit trail.

Which AI tools are compatible with MCP?

Claude, ChatGPT, Gemini, Microsoft Copilot – whatever tool you currently with.

How do I get started with Agora's MCP?

Enable the connection in your chosen AI tool, then complete the step by step instructions. Full setup steps are in our technical documentation.

Does the Agora MCP respect my account permissions?

Yes, every MCP request runs through the same permissions you already have in Agora, so you never see more through an AI tool than you’d see logging in directly.

Where can developers learn more about Agora’s MCP and API options?

Our developer documentation covers setup and available endpoints in full.

Agora’s open. See what that could
mean for your team.