Ask in your own assistant
Connect Claude, ChatGPT, or any MCP-capable AI to Pulse. Ask about scores, flags, and trends; log decisions from a conversation. Ask Pulse usage simply uses your plan's AI allowance.
MCPno extra subscription
Pulse Connect
Your Pulse data. Your tools. One secure key.
Pulse Connect brings your health scores, KPI trends, diagnostic flags, and decision log into the AI assistants and dashboards you already use — with bank-grade key control and audit trails.
One-time key reveal Instant revoke Every call audited
Your assistant · fortis-pulse Connected
Which pillar dropped this quarter — and why?
Transformation — 78 → 40 over two periods. Initiative pipeline stalled: 3 of 7 Q3 projects slipped beyond their window. Here's the quarter at a glance:
Operations97
Results99
Transformation40
6 pillars · read via your API key · just now
Pulse Connect · API key
fpk_••••••••••••••••
Read-onlyMCPREST
Two endpoints, everything scoped: https://mcp.fortispulse.com /api/connect/v1
What You Can Do
One key. Three ways to use it.
From a single question in your assistant to firm-wide reporting — everything runs through the same scoped key.
Build dashboards & integrations
A clean, versioned REST API feeds Power BI, Excel, and custom software with scores, KPIs, flags, and decisions. Read-only by default.
REST/api/connect/v1
Manage engagements at firm scale
Advisory firms use one key to read their entire client portfolio — every engagement's scores and flags — powering firm reporting and (coming soon) firm-side agents.
Firm keysfirm administrators
How It Works
Connected in three steps.
1
Create a key
Settings → API Keys. Name it, pick its permissions — read-only preset by default. The key is shown once; store it safely.
Shown once2
Connect your tool
Add the key to your AI assistant's MCP config or your integration's Authorization header. That's it.
One config block3
Ask, read, log
Questions get answered from your real data; dashboards refresh; decisions land in your decision log with a full audit trail.
AuditedSecurity & Control
Bank-grade key control, built in.
Every key is scoped, audited, and yours to revoke — the portal's access rules apply to Connect exactly.
Keys hashed (SHA-256)
The full key is displayed exactly once — then only its hash is stored.
Per-capability scopes
A key sees only what you scope it to. Read-only is the default preset.
Per-key rate limits
Rate limits protect your account from runaway scripts and loops.
Revoke instantly
One click — and it takes effect on the very next request.
Every call audited
What, when, from which key — logged. No data payloads stored.
Access follows your account
If your plan lapses or your firm is suspended, keys pause exactly like the portal.
Availability & Plans
Included where advisory already lives.
Pulse Connect is included for Partner and Executive plans. Our platform team can enable it for others — just ask. Firm keys are available to firm administrators.
Ask Pulse usage through Connect draws on your organization's existing AI allowance — no separate subscription, no new invoice line.
Create your key in Settings
FAQ
Questions, answered.
Any that support remote MCP servers — Claude, ChatGPT, and others — plus any tool that can call a REST API with a Bearer key.
Only what you scope it to. Client keys see your organization's data — and scores/flags only for periods your advisory analysis has been published, exactly like your portal. Firm keys see the firm's client workspaces.
Revoke it and create a new one — the old one stops working immediately.
No — it uses the AI allowance already included in your plan.
Yes — firm administrators create portfolio keys in firm settings; suspensions pause them automatically. Firm API Keys — Portfolio Data Access
More how-tos in the help center: Connect Pulse to Your AI Tools
Open Pulse to Your World
Open Pulse to your world.
The advisory platform that opens up — your scores, KPIs, flags, and decisions, everywhere you work.
Included for Partner & Executive plans · Firm keys for firm administrators