Technical Teams

The AI context platform your team builds on

Metal structures everything your firm knows and serves it to any AI through an open API and native MCP — so your engineers, data, and AI teams build faster on a foundation you control.

Don’t rip and replace your stack. Build on it.

Metal doesn’t replace the AI your team already uses — it makes it know your firm. We sit between your systems of record and the tools your team works in, and we build alongside you: the hard parts of becoming AI-ready are ours.

Extensible by Design

A fully open API and a native MCP server.

Every object in your Context Graph is reachable through a documented API and a native Model Context Protocol server. Wire Metal into Claude, ChatGPT, Copilot, or your own agents — no new platform to learn, just the context your firm already has.

Connect via MCP

Developer Surface

Documented REST API

API

Native MCP server

MCP

Webhooks & event streams

Events

Workflow Engine

Event & schedule triggers

Trigger

Composable steps & agents

Steps

Human-in-the-loop review

Review

Automate the repeatable work, your way.

Compose triggers, steps, and agents into workflows that match how your firm actually operates — stage by stage. Keep humans in the loop where judgment matters, and version every change.

The context platform for everything your firm wants to build.

Metal structures your files and systems of record into a queryable Context Graph — resolved, deduplicated, and permission-aware. Point your own models and experiments at it and ship AI features on a foundation that already knows your firm.

Context Graph

Structured deal objects

Graph

Grounded retrieval

Retrieval

Bring your own model

BYOM

Do the work once — not on every prompt.

When context is structured upfront, every query is a lookup — not a re-derivation. Fewer tool calls, fewer tokens, and consistent answers at the scale your team runs.

Fewer tool calls

Context is resolved before the prompt, so agents stop re-crawling raw files on every chat.

Lower token cost

The hard work is amortized across the firm — not re-paid in every analyst’s conversation.

Consistent & traceable

Every answer lands on the same reconciled source of truth, with provenance back to the document.

Enterprise control, by default.

Metal respects the boundaries your firm already has — and gives your platform team the controls to prove it.

Granular permissioning

Inherits and enforces your existing source-system permissions, so every user and agent only ever sees what they should.

Data controls & isolation

Logically isolated per firm, encrypted in transit and at rest, never trained on, and fully exportable and deletable on exit.

Admin & governance

SSO, role-based access, and audit logs give admins one place to manage access and answer who-saw-what.

A team beside yours, start to finish.

Your effort is small and front-loaded. The hard parts are ours.

We do the heavy lifting

We connect your sources, clean the duplicates and stale records, and structure the mess — so your team doesn’t have to.

You stay in control

Read-only connections, your permissions, your model choices. Metal is infrastructure you configure, not a black box you hand over.

Built alongside your team

From first connection to firm-wide rollout, we partner with your engineers and AI leads — first answers in days, full value in weeks.

SOC 2

+ ISO 27001, independently audited

0

training on your data — ever

MCP

native — works with any AI client

30–60

days to full value

Join top firms redefining private capital with AI

Join top firms redefining
private capital with AI

Join top firms redefining private capital with AI