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PEI Enterprise Data Solutions - Connect PEI Data MCP to your AI assistant

Query PEI’s governed private markets data directly from Claude or ChatGPT. Ask in plain English, and the assistant turns it into a safe, read-only query against the approved PEI data shares.

See seven simple workflows

Overview - /What you're connecting

This connector lets your AI app run read-only queries against PEI’s governed data shares in Databricks. It exposes one query tool per asset-class share:


Private Equity Private Credit Private Real Estate Private Infrastructure Secondaries Private Farmland & Forestry All Private Market Asset Classes

🔒 You’ll only see the query tools your PEI access entitles you to, and every query is read-only. The connector cannot change, add, or delete any data.

Things you can ask

Prompt“How many funds are in the private equity share?”

Prompt“List the columns available in the infrastructure fund table.”

Prompt“Show me the 10 largest commitments across all private market asset classes.”

How it works - /Before you start

What you'll need

A PEI account
A PEI account with data-share access (the PEI MCP team grants this).

An app
Claude (web or desktop), ChatGPT, or a developer tool like Claude Code / Cursor.

The connection URL
You’ll paste this into the app. Shown opposite.

/PEI Data MCP connection URL

https://pei-fastmcp-sql.pei-services.com/mcp

This is the only thing you paste. There is no API key or secret to enter.

How signing in works

You never type a password into Claude or ChatGPT, and you never need an API key. The connection uses standard OAuth, the same “Sign in with…” flow you’ve used across the web:

  1. You give the app a name and paste the connection URL, then click Connect.
  2. A browser window opens on the secure PEI sign-in page.
  3. You sign in with your PEI account and click Approve.
  4. You’re sent back to the app, now connected. It stays connected, so you won’t need to repeat this each time.

🔒 Your access is tied to your own PEI identity, and every request is logged for auditing. You only ever see the data your PEI account is entitled to.

Connect it: pick your app

  • Claude (web & desktop)
  • ChatGPT
  • Claude code (CLI)
  • Cursor / IDEs
  • Copilot (web)

Claude (web & desktop)

Works the same on claude.ai (web) and the Claude desktop app.

  1. Open Settings → Connectors
    (you can also go straight to claude.ai/settings/connectors).
  2. Click + Add custom connector.
  3. In Name, type something you’ll recognise, for example PEI SQL Data.
  4. In Remote MCP server URL, paste
    https://pei-fastmcp-sql.pei-services.com/mcp
    Leave Advanced settings (OAuth Client ID / Secret) empty.
  5. Click Add.
  6. Back in the list, click Connect on your new connector. A browser window opens. Sign in with your PEI account and click Approve / Allow. You’ll be returned to Claude, and it shows as Connected.
  7. In any chat, click the + (or the connectors / tools icon) below the message box and make sure this connector is switched on for the conversation.

Claude’s Add custom connector dialog. You only fill in Name and Remote MCP server URL. Leave the Advanced OAuth fields blank.

💡Team / Enterprise workspaces: if you don’t see Add custom connector, a workspace Owner may need to add it once at the organisation level; after that you just click Connect and sign in.

ChatGPT

Custom MCP connectors in ChatGPT live behind Developer mode and work in the web app. Available on Plus, Pro, Business, Enterprise and Edu plans (Business / Enterprise / Edu need an admin to enable connectors first).

  1. Open Settings → Apps & Connectors.
  2. Go to Advanced settings and turn on Developer mode.
  3. Back in Apps & Connectors, click Create. The New App dialog opens (shown below).
  4. Fill it in:
    • Name: PEI SQL Data (Icon and Description are optional)
    • Connection: keep Server URL selected, and paste
      https://pei-fastmcp-sql.pei-services.com/mcp
    • Authentication: choose OAuth
      You can leave Advanced OAuth settings alone; they’re discovered automatically.
  5. Tick “I understand and want to continue”, then click Create.
  6. The OAuth sign-in appears the first time you use the connector in a chat: ChatGPT opens the PEI sign-in page. Log in, approve, and you’re set.

https://pei-fastmcp-sql.pei-services.com/mcp

💡 Developer mode is a beta feature, and ChatGPT warns that custom MCP servers carry risk, which is expected. This one is an official PEI service, so it’s safe to continue.

Claude code (CLI)

For technical users working in the terminal.

Add the server (run once):
claude mcp add –transport http pei-sql-data https://pei-fastmcp-sql.pei-services.com/mcp

Then start Claude Code, run /mcp, and follow the browser sign-in prompt. Tokens are stored securely and refreshed automatically. To sign in without opening a session (Claude Code 2.1.186+):
claude mcp login pei-sql-data

💡 If you ever get stuck re-signing-in repeatedly, pin the scopes in .mcp.json by adding "oauth": { "scopes": "offline_access" } to this server’s entry.

Cursor / IDEs

For technical users in Cursor (and similar MCP-aware IDEs).

Add this to ~/.cursor/mcp.json (global) or .cursor/mcp.json (per-project):

{
    "mcpServers": {
        "pei-sql-data": {
            "url": "https://pei-fastmcp-sql.pei-services.com/mcp"
        }
    }
}

Open Cursor Settings → Tools & MCP, enable the server, and Cursor launches a browser OAuth flow. Sign in with your PEI account and approve.

💡 VS Code and other MCP clients use the same idea: a remote server entry with a url and a browser-based sign-in.

Microsoft Copilot

Connecting PEI Data MCP to Microsoft Copilot takes three stages. Stages 1 and 2 are one-off setup steps for your organisation and may need your IT team – you will need Global Administrator or AI Administrator permissions in Microsoft 365. Stage 3 is completed by each user.

 

Stage 1: Register the OAuth client

Complete this in the Teams Developer Portal. You may need to contact your IT team.

  1. Go to the Teams Developer Portal at dev.teams.microsoft.com.
  2. Open Tools → OAuth client registration.
  3. Click New OAuth client registration.
  4. Enter the following details:
    • Registration name: PEI Data MCP (this is the name that appears in your Copilot gallery)
    • Base URL: https://pei-fastmcp-sql.pei-services.com/
    • Restrict usage by organization: select Any Teams app
    • Client ID and Client secret: contact PEI MCP services to receive these
    • Authorization endpoint: https://pei-fastmcp-sql.pei-services.com/authorize
    • Token endpoint: https://pei-fastmcp-sql.pei-services.com/token
    • Refresh endpoint: https://pei-fastmcp-sql.pei-services.com/token
    • Scope: openid, profile, email, offline_access
  5. Select Enable Proof Key for Code Exchange (PKCE).
  6. Under Client password authentication method, select Request body parameters.
  7. Click Save, then copy the Registration ID shown in the list of connections. You will need it in Stage 2.

 

Stage 2: Add the connector in Microsoft 365

Complete this in the Microsoft 365 admin center. You may need to contact your IT team.

  1. Go to the Microsoft 365 admin center at admin.microsoft.com and confirm you have permission to update Copilot (Global Administrator or AI Administrator).
  2. Open Copilot → Connectors.
  3. Scroll down to Created by your org, then click Add next to Create new connector.
  4. In the panel that opens, select Connect to MCP server.
  5. Enter the following details:
    • Display name: PEI Data MCP (this is the name that appears in your Copilot gallery)
    • Description: PEI Data MCP
    • MCP endpoint URL: https://pei-fastmcp-sql.pei-services.com/mcp
    • Developer name: PEI Group
    • Website URL: https://pei.group
    • Privacy policy URL: https://www.pei.group/privacy-policy/
    • Terms of use URL: https://www.pei.group/terms-and-conditions/
    • Authentication type: select OAuth 2.0
  6. In Reference ID, paste the Registration ID you copied in Stage 1.
  7. When prompted, sign in to PEI Data MCP with the login credentials provided to you and complete the login.

 

Stage 3: Connect from Copilot (web and desktop)

Each user completes this once.

  1. Sign in to the Microsoft Copilot web app.
  2. Open your profile settings (the cog icon at the bottom left) and select Sources.
  3. Find PEI Data MCP and click Connect.
  4. When prompted, sign in with your PEI Data MCP credentials.

Once connected on the web, PEI Data MCP is also available in the Copilot desktop app.

Using it

Ask your data question in plain English. The assistant picks the right asset-class tool, writes the SQL for you, runs it, and explains the result. The first time it runs a query, some apps ask you to allow the tool, so just click allow.

Prompt - “Using the private equity data, what are the five most recent funds and their sizes?”

Good to know

Read-only

Only lookups are allowed, never edits.

Scoped to your access

A connector set up for one asset class can’t read another.

Naming

Tables follow data_share_<env>.<asset_class>.<table>, e.g. data_share_prod.private_equity.fund, but you can just ask in plain English and let the assistant handle it.

Troubleshooting

The connector won't connect / sign-in fails
I connected, but I don't see any query tools
A query was rejected or returned nothing
Can I use this in ChatGPT?
Who can I contact if I need support?
The connector won't connect / sign-in fails

The connector won't connect / sign-in fails

Sign in with your PEI account. If a browser pop-up was blocked, allow pop-ups and click Connect again. If it still fails, remove and re-add the connector, checking the URL matches exactly.

I connected, but I don't see any query tools

I connected, but I don't see any query tools

Your PEI account may not have data-share access yet, or it’s scoped to shares you’re not entitled to. Contact the PEI MCP team and we’ll review your entitlements.

A query was rejected or returned nothing

A query was rejected or returned nothing

Make sure you’re asking about an asset class you have access to. The connector only allows read-only lookups, so requests to change data will always be refused. Try rephrasing, e.g. “list the tables in the private equity share” first.

Can I use this in ChatGPT?

Can I use this in ChatGPT?

Yes. Enable Developer mode first (see the ChatGPT tab above). It works in the ChatGPT web app.

Who can I contact if I need support?

Who can I contact if I need support?

Please contact us at subscriptions@peimedia.com