Overview

dv01 MCP brings dv01 data and analytics into your preferred AI tools. Through a single connection, you can ask questions in plain English to analyze collateral, loan performance and run cashflow waterfall projections, with access governed by your existing dv01 permissions and licensing.

Connect to dv01 MCP

Connect your preferred AI tool using the instructions below, then sign in with your dv01 account. Available tools and data depend on your organization’s licensing and your account permissions.

MCP server URL

https://mcp.dv01app.com/mcp

Claude


Via marketplace 

  1. Open Customize → Plugins → Discover.

  2. Search for dv01 MCP, select it, and click Add.

  3. Follow the connection prompts and sign in with your dv01 account.

Via connectors

  1. Open Customize → Connectors.

  2. Find dv01 MCP and select Connect.

  3. Follow the prompts to sign in with your dv01 account.

If dv01 MCP isn’t listed, select Add custom connector and enter:

https://mcp.dv01app.com/mcp

On Team and Enterprise plans, an administrator may need to add the connector first.


Claude Code

Run:

claude mcp add --transport http dv01-mcp https://mcp.dv01app.com/mcp

Then enter /mcp in Claude Code, select dv01 MCP, and follow the authentication prompts. See Claude Code’s MCP guide.


ChatGPT and Codex


ChatGPT desktop

  1. Open Settings → MCP servers and select Add server.

  2. Enter dv01-mcp as the name, choose Streamable HTTP, and enter the MCP server URL.

https://mcp.dv01app.com/mcp

  1. Save the server and select Restart.

  2. Select Authenticate and sign in with your dv01 account.


ChatGPT web

  1. Open Plugins in ChatGPT.

  2. Click + → Add custom MCP server.

  3. Enter dv01 MCP as the name and this server URL:

https://mcp.dv01app.com/mcp

  1. Choose OAuth authentication and follow the prompts to create the plugin.

  2. Install the plugin, then sign in with your dv01 account when prompted.

Your workspace administrator may need to allow custom MCP connections.



Codex CLI

Run:

codex mcp add dv01-mcp --url https://mcp.dv01app.com/mcp

If authentication doesn’t start automatically, run:

codex mcp login dv01-mcp

Sign in with your dv01 account. To check your configuration, run:

codex mcp list

ChatGPT desktop and Codex clients share MCP configuration when they use the same host. See OpenAI’s MCP setup guide.


GitHub Copilot


VS Code

Add the server through the Command Palette:

  1. Open the Command Palette with Cmd+Shift+P on macOS or Ctrl+Shift+P on Windows/Linux.

  2. Run MCP: Add Server and choose HTTP.

  3. Enter the MCP server URL above and name it dv01-mcp.

  4. Choose the user/global configuration to make it available across projects.

Alternatively, add it from a terminal:

code --add-mcp '{"name":"dv01-mcp","type":"http","url":"https://mcp.dv01app.com/mcp"}'

After adding the server:

  1. Run MCP: List Servers from the Command Palette, select dv01-mcp, and start it if needed.

  2. Approve the authentication and browser prompts, then sign in with your dv01 account.

  3. Open Copilot Chat and select Agent mode.

See VS Code’s MCP setup guide.


Copilot CLI

Use the latest version of Copilot CLI, then run:

copilot mcp add --transport http dv01-mcp https://mcp.dv01app.com/mcp

Follow the sign-in prompts when they appear. Enter /mcp inside Copilot CLI to check the connection or manage authentication. See GitHub’s CLI setup guide.


GitHub Copilot desktop

  1. Open Customize → MCP and choose the option to add a custom server.

  2. Enter dv01-mcp as the name, choose HTTP, and enter the MCP server URL above.

  3. Save the server and start a new chat.

  4. Sign in with your dv01 account when prompted.

Servers configured through Copilot CLI are also available in the desktop app. See GitHub’s desktop customization guide.


Copilot access requirements

  • For Business and Enterprise accounts, an administrator must enable the MCP servers in Copilot policy. Personal plans, including Free, aren’t governed by that policy. See GitHub’s access requirements.

  • Copilot’s cloud agent on GitHub.com doesn’t currently support remote MCP servers that require OAuth, so it can’t connect to dv01 through this sign-in flow. See GitHub’s cloud agent limitations.


OpenCode


These instructions require OpenCode V2 or later. Check your version:

opencode --version

If needed, follow the V2 migration guide.

Add dv01 MCP:

opencode mcp add dv01-mcp --url https://mcp.dv01app.com/mcp

Check the connection:

opencode mcp list

If the server needs authentication, open OpenCode, run /mcps, select dv01-mcp, and sign in with your dv01 account.

Add --global to the setup command if you want the connection available across projects. See OpenCode’s MCP setup guide.


Feedback and support

Contact your dv01 representative or use the dv01 support portal for questions, feedback, or connection issues.

If sign-in fails with an Unknown client error, contact dv01 for help registering your AI client.