SS&C Black Diamond
Generally AvailableAfter OAuth2 authorization an agent can ask the Black Diamond data warehouse for client, account, holdings and performance data, discover and invoke platform tools, and search help documentation.
- Portfolio Reporting
- Rebalancing
- Wealth Management
- Authentication
- OAuth 2.0
- Hosting
- Vendor-hosted endpoint
- Required scopes
- 2
How it works
Every agent request passes through Ferentin policy before it reaches SS&C Black Diamond.
- AI agentAsks for something
- Ferentin policies
- OAuth 2.0 consent
- Permission aware access
- Audit logging
- SS&C Black Diamond MCP serverAuthorized connection
- Governed resultMasked, logged, returned
What you can do with SS&C Black Diamond
- Blackdiamond ask data warehouse
- Blackdiamond get navigation links
- Blackdiamond get user context
- Blackdiamond invoke tool
- Blackdiamond search help documentation
- Blackdiamond search tools
Permissions requested
The OAuth 2.0 scopes SS&C Black Diamond asks you to approve when you connect.
| Scope | Access |
|---|---|
| mcp_api | Not rated |
| offline_access | Not rated |
Before you connect
- Access to a Black Diamond account through SS&C is required.
- Dynamic Client Registration is NOT available: login.bdreporting.com's authorization-server metadata advertises no registration_endpoint (verified 2026-09-20). Credential inheritance is therefore REQUIRE_TENANT.
- Request the 'mcp_api' scope — it is the resource scope named by the protected-resource metadata, and it is not in the authorization server's own scopes_supported list.
- Add 'offline_access' for refresh tokens.
2 more technical notes
- SS&C support contact for MCP access: BlackDiamondMCPsupport@sscinc.com.
- The tool catalog is intentionally small (a data-warehouse question tool plus tool search/invoke); the reachable surface is much broader than the tool count suggests, so scope your policy to the data, not the tool list.
About SS&C Black Diamond
SS&C Black Diamond is a wealth platform for portfolio reporting, performance measurement, billing and rebalancing used by RIAs.
Frequently asked about SS&C Black Diamond
- What can AI agents do with SS&C Black Diamond through Ferentin?
- Through Ferentin, agents can use SS&C Black Diamond for blackdiamond ask data warehouse, blackdiamond get navigation links, blackdiamond get user context, blackdiamond invoke tool, blackdiamond search help documentation and blackdiamond search tools. Every call is checked against your Ferentin policies first.
- How is SS&C Black Diamond access secured?
- Requests through the SS&C Black Diamond integration are covered by OAuth 2.0 consent, permission aware access and audit logging. These controls are applied by Ferentin, not by SS&C Black Diamond, so they hold across every connected agent.
- What permissions does the SS&C Black Diamond integration require?
- The SS&C Black Diamond integration requests 2 OAuth 2.0 scopes: mcp_api; offline_access
- How do I connect SS&C Black Diamond to Ferentin?
- Open the Ferentin admin console, add SS&C Black Diamond as a new connection and authenticate with OAuth 2.0. You then choose which permissions and which tools your agents may use, and the connection goes live for everyone covered by your policies.
- Is the SS&C Black Diamond integration generally available?
- Yes. The SS&C Black Diamond integration is generally available on Ferentin, including the free tier.
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