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Live 70 Actions

Ontra MCP Server
for AI Agents

Connect your AI agent to StackOne's Ontra MCP server and give it 70 MCP tools out of the box. Auth, tool execution, and security all managed.

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Ontra MCP Server
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70 Agent Actions

Create, read, update, and delete across Ontra — and extend your agent's capabilities with custom actions.

Authentication

Agent Tool Authentication

Per-user OAuth in one call. Your Ontra MCP server gets session-scoped tokens with zero credentials stored on your infra.

Agent Auth →

Security

Agent Protection

Every Ontra tool response scanned for prompt injection in milliseconds — 88.7% accuracy, all running on CPU.

Prompt Injection Defense →

Performance

Max Agent Context. Min Cost.

Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Ontra call.

Tools Discovery →

What is the Ontra MCP Server?

A Ontra MCP server lets AI agents read and write Ontra data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's Ontra MCP server ships with 70 pre-built actions, fully extensible via the Connector Builder — plus managed authentication, prompt injection defense, observability, and agent execution runtime. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.

All Ontra MCP Tools

Every action from Ontra's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.

Accounts

  • List Accounts

    Retrieves a paginated list of accounts.

  • Get Account

    Retrieves a single account by id.

Contractual Relationships

  • Create Contractual Relationship

    Creates a new contractual relationship.

  • List Contractual Relationships

    Retrieves a paginated list of all contractual relationships.

  • Get Contractual Relationship

    Retrieves a single contractual relationship by id.

  • Update Contractual Relationship

    Updates an contractual relationship.

  • Delete Contractual Relationship

    Deletes a single contractual relationships by id.

Entitys

  • Create Entity

    Creates a new entity, e.g. a Fund in Insight.

  • Get Entity

    Retrieves a single entity by id.

  • Update Entity

    Updates an entity.

  • Delete Entity

    Deletes a single entity by id.

Entity Registrations

  • Create Entity Registration

    Creates a new Entity Registration.

  • List Entity Registrations

    Retrieves a paginated list of entity registrations.

  • Get Entity Registration

    Retrieves a single entity registration by id.

  • Update Entity Registration

    Updates an entity registration.

  • Delete Entity Registration

    Deletes a single entity registration by id.

External Entitys

  • Create External Entity

    Creates a new external entity, e.g. a Legal Entity Name in Insight.

  • Get External Entity

    Retrieves a single external entity by id.

  • Update External Entity

    Updates an external entity.

  • Delete External Entity

    Deletes a single external entity by id.

Ownership Relationships

  • Create Ownership Relationship

    Creates a new ownership relationship.

  • List Ownership Relationships

    Retrieves a paginated list of all ownership relationships.

  • Get Ownership Relationship

    Retrieves a single ownership relationship by id.

  • Update Ownership Relationship

    Updates an ownership relationship.

  • Delete Ownership Relationship

    Deletes a single ownership relationships by id.

Persons

  • Create Person

    Creates a new person.

  • Get Person

    Retrieves a single person entity by id.

  • Update Person

    Updates a person.

  • Delete Person

    Deletes a single person by id.

Tags

  • Create Tag

    Creates a new Tag.

  • List Tags

    Retrieves a paginated list of tags.

  • Get Tag

    Retrieves a single tag by id.

  • Update Tag

    Updates a tag.

Tax Identifiers

  • Create Tax Identifier

    Creates a new Tax Identifier.

  • List Tax Identifiers

    Retrieves a paginated list of tax identifiers.

  • Get Tax Identifier

    Retrieves a single tax identifier by id.

  • Update Tax Identifier

    Updates a tax identifier.

  • Delete Tax Identifier

    Deletes a single tax identifier by id.

Other (32)

  • Get Contractual Relationship Counterparty

    Retrieves the contractual relationship's counterparty.

  • Get Contractual Relationship Party

    Retrieves the contractual relationship's party.

  • Get Contractual Relationship Relationship Type

    Retrieves the contractual relationship's relationship type.

  • List Contractual Relationship Types

    Retrieves a paginated list of all contractual relationship types.

  • List Currencies

    Retrieves a paginated list of currencies.

  • List Entities

    Retrieves a paginated list of entities, e.g. a list of Funds in Insight.

  • Get Entity Currency

    Retrieves the entity's default currency.

  • Get Entity Entity Type

    Retrieves the entity's type, e.g. Limited Liability Company.

  • List Entity Holding Relationships

    Retrieves the entity's holdings.

  • Get Entity Jurisdiction

    Retrieves the entity's jurisdiction.

  • List Entity Owner Relationships

    Retrieves the entity's owners.

  • List Purposes For Entity

    Retrieves the entity's purposes, e.g. General Partner, Co-investment Vehicle, etc.

  • List Registrations For Entity

    Retrieves the entity's registrations.

  • List Entity Tax Identifiers

    Retrieves the entity's tax identifiers.

  • Get Entity Tax Treatment

    Retrieves the entity's tax treatment.

  • List Entity Types

    Retrieves a paginated list of entity types.

  • List Entity Purposes

    Retrieves a paginated list of entity purposes.

  • List External Entities

    Retrieves a paginated list of external entities, e.g. a list of Legal Entity Names in Insight.

  • List External Entity Holding Relationships

    Retrieves the external entity's holdings.

  • Get External Entity Jurisdiction

    Retrieves the external entity's jurisdiction.

  • List Jurisdictions

    Retrieves a paginated list of jurisdictions.

  • Get Ownership Relationship Currency

    Retrieves the ownership relationship's currency.

  • Get Ownership Relationship Holding

    Retrieves the ownership relationship's holding.

  • Get Ownership Relationship Owner

    Retrieves the ownership relationship's owner.

  • Get Ownership Relationship Relationship Type

    Retrieves the ownership relationship's relationship type.

  • List Ownership Relationship Types

    Retrieves a paginated list of all ownership relationship types.

  • List People

    Retrieves a paginated list of person entities.

  • List Person Holding Relationships

    Retrieves the person's holdings.

  • List Registered Agents

    Retrieves a paginated list of registered agents.

  • List Registration Authorities

    Retrieves a paginated list of registration authorities.

  • List Tax Identifier Types

    Retrieves a paginated list of tax identifier types.

  • List Tax Treatments

    Retrieves a paginated list of tax treatments.

Set Up Your Ontra MCP Server in Minutes

One endpoint. Any framework. Your agent is talking to Ontra in under 10 lines of code.

Agent Frameworks

Claude Desktop
{
  "mcpServers": {
    "stackone": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://api.stackone.com/mcp?x-account-id=<account_id>",
        "--header",
        "Authorization: Basic <YOUR_BASE64_TOKEN>"
      ]
    }
  }
}

Ontra MCP Server FAQ

Does StackOne have a Ontra MCP server?
Yes. StackOne offers a hosted Ontra MCP server with 70 pre-built actions, and every action is tested and QA'd by StackOne. Connect it to Claude, Cursor, and any other MCP client, or to any agent framework through the AI Action SDK. It ships with managed agent authentication, prompt injection defense, and tool discovery with server-side execution that preserve your agent's context window and keep reasoning performance.
Ontra MCP server vs direct API integration — what's the difference?
A Ontra MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software — backend code calling Ontra. A Ontra MCP server is for AI agents — MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI — discovering and calling Ontra at runtime. StackOne provides both.
How does Ontra authentication work for AI agents?
Ontra authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK — you get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own Ontra account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via origin_owner_id.
Are Ontra MCP tools vulnerable to prompt injection?
Yes — Ontra MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content — documents, messages, tickets, records, or free-text fields — is a potential vector. StackOne Defender scans every tool response before it enters the agent's context — regex patterns in ~1ms, then a MiniLM classifier in ~4ms. 88.7% accuracy, CPU-only.
What is the context bloat of a Ontra agent and how do I avoid it?
Context bloat happens when Ontra tool schemas and API responses eat your Ontra agent's memory, preventing it from reasoning effectively. A single Ontra query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery and Code Mode reduce context bloat — loading only relevant tools per query and keeping raw responses out of the agent's context.
Can I limit which actions my Ontra agent can access?
Yes — you can limit which actions your Ontra agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.
Can I create custom agent actions for my Ontra MCP server?
Yes — you can create custom agent actions for your Ontra MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research Ontra's API, generate production-ready connector YAML, test against the live API, and validate before you ship.
When should I NOT use a Ontra MCP server?
Skip a Ontra MCP server if your integration is purely software-to-software — direct Ontra API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call Ontra actions at runtime.
What AI frameworks and AI clients does the StackOne Ontra MCP server support?
The StackOne Ontra MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.

Put your AI agents to work

All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.