APIs and Integrations | Juniper Square

Headless GPX

Headless GPX brings GPX to any MCP-compatible AI client. Our developer API enables custom integration. Pre-built connectors keep your team's tools in sync—HubSpot, Preqin, Outlook, DocuSign, Yardi, and more.

Real-time access to fund data, investor data, and operations workflows—for the systems, teams, and AI agents that need it.

Bring Juniper Square together with the tools your team already runs on—CRMs, data sources, AI clients—through pre-built integrations or custom builds on our developer API.

More data in Juniper Square means richer context for JunieAI, GPX Agents, and any AI agent you run in Claude, ChatGPT, Copilot, or other MCP-compatible clients.

Pre-built connectors sync data between Juniper Square and your CRM, marketing tools, document signing, accounting systems, and more—without custom code.

• Move data between Juniper Square and your other tools—no custom code, no manual exports.
• Centralize fund, investor, and operational data from your tools into Juniper Square—the system of record your team works from.
• When integrations sync data into Juniper Square, JunieAI and every AI agent gain richer context—through the same Headless GPX surface.
• Connect Claude, Microsoft Copilot, ChatGPT, or any MCP-compatible client to Juniper Square—fully auditable, governed by your existing permissions.
• Sync HubSpot marketing campaigns and new leads with Juniper Square's CRM.
• Bring Preqin's private markets data into Juniper Square—enriched contacts, current intelligence.
• Investor profiles and activity logging in your Outlook inbox through the Juniper Square add-in.
• E-signature for investor onboarding and subscriptions—DocuSign integrated into Juniper Square's workflow.
• Sync Transaction Detail Reports between Juniper Square and Yardi IM—investor management and fund accounting, connected.
• Reconcile investor distributions and payments between Juniper Square and Yardi Voyager—automatically.
• Initiate check payments directly from Juniper Square with Lob.

What does the API and Headless GPX cover today, and what's on the roadmap?

Our developer API offers broad read and write coverage across GPX—investor data, fund accounting, payments, compliance, and reporting. Headless GPX brings that same platform into MCP-compatible AI clients, starting today with the IR workflows GPs run daily: investor relationships, prospects, positions, subscriptions, capital calls, and tearsheet generation. CFO data in AI clients, agent-driven write actions, and a headless LP Portal are on the near-term roadmap.

What are the top use cases for the API and Headless GPX?

• API: custom integrations to your stack—sync investor and fund data into Salesforce or another CRM, push reporting into Snowflake or your data warehouse, build custom portals or internal tools on Juniper Square data, or connect to your ERP and accounting systems.
• Headless GPX: AI-native workflows—investor tearsheets, fundraising pipeline reports, and personalized investor emails generated from your team's AI client of choice.

What technical resources does a team need to get started?

For Headless GPX: most teams get started by connecting an MCP-compatible AI client (Claude, Microsoft Copilot, ChatGPT, or others) with their Juniper Square credentials—no engineering required for the IR workflows that ship at launch. For custom integrations on our developer API: typically a 2–4 week developer-led engagement. Our team helps with both.

Juniper Square delivers the connected technology, unified data, fund administration expertise, and AI built natively for private markets that GPs need to fundraise efficiently, streamline operations, and improve the investor experience.