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Date Published

March 18, 2026

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Preparing for board meetings can take hours when important data lives across files and systems. With Standard Metrics MCP and Claude connectors to Google Calendar and Notion, investors can reduce that preparation to minutes. Claude will automate checking your calendar for upcoming meetings, synthesize performance data in Standard Metrics, and update the right notes section in Notion.

 

 

Automate your portfolio reporting

Find out how you can:

  • Collect a higher volume of accurate data
  • Analyze a robust, auditable data set
  • Deliver insights that drive fund performance