Transfer agency your agents can operate.
The Vertalo MCP Server turns regulated transfer agency into tools an authorized AI agent — or your own software — calls directly: issue and configure assets, record ownership, tokenize and transfer, with every action delegated, scoped, and on the record.
Built on the Model Context Protocol, the open standard for agentic software. Your backend connects with Vertalo-issued credentials, using the MCP client library of your choice.
Integration used to be the price of admission.
Every issuer, broker-dealer, and platform that wanted a transfer agent's capabilities paid for them twice — once in fees, once in months of point-to-point integration. The Model Context Protocol removes the second price.
MCP lets an authorized agent discover what a system can do, then do it. Your backend connects to one endpoint, reads the published tools, and goes to work. No SDK to learn. No integration project to staff. The capability is the interface.
Vertalo has spent eight years building the regulated machinery — an SEC-registered transfer agency, a shared ledger of record, multi-chain tokenization. The MCP server is that machinery's front door, opened to the way software is being built now.
The institutional layer for AI finance.
Robinhood lets your agent trade. Vertalo lets it issue, record, and transfer — on the regulated record itself. Read & write capable, in production.
Four roles. One register.
Tools are organized the way the market is. Your agent authenticates with credentials you were issued, discovers the role you delegated to it, and can call that role's tools — nothing else.
Run the offering.
Create and configure assets and rounds. Keep the cap table. Allocate, distribute, message investors, and take a security through its tokenization lifecycle.
Move investors through.
Submit investors against live offering data, track confirmations, and manage onboarding without waiting on anyone's inbox.
Settle to the record.
Move settled trades onto the register of record the moment they're confirmed — not at the end of a reconciliation cycle.
Reconcile against truth.
Check holdings against the golden source directly, instead of yesterday's export.
Agentic — and on the record.
"An AI touched the securities register" should be the most auditable event in your stack, not the least. We designed the MCP server the way a registered transfer agent has to: we're accountable for the register either way.
Delegation records on every write.
Every state-changing call records which person authorized which agent to take which action, under which role. Machine-readable supervision, not a log file you hope exists.
Role-scoped access.
An agent holding issuer credentials can't see broker-dealer tools, let alone call them. Scope is enforced at the server, not requested politely in a prompt.
Humans confirm register changes.
Read-only tools are annotated safe to explore. Tools that mint, burn, transfer, or allocate require explicit confirmation from the person in the loop.
Credentials you control.
OAuth credentials issued per tenant and scoped to the role you delegate. Revoke them and the agent is off.
One prompt. One afternoon. A working platform.
This August we handed a test client's plain-language brief to an AI agent that had nothing but Vertalo MCP credentials. About three hours later it had built a branded issuer, investor, and broker-dealer portal — cap table, documents, distributions, onboarding, tokenization lifecycle — verified end-to-end and deployed to the client's own cloud account.
The client signed before the demo was even public.
The portal is theirs. The register stays with us.
That's the model: you own your product and your customer experience; Vertalo runs the regulated system of record underneath it. No Vertalo code ever crosses the wire — only data.
Be our client — or run on our technology.
Vertalo meets you where you are: as your transfer agent, behind your transfer agent, or as the platform inside your own infrastructure.
Primary Transfer Agent
Vertalo is the SEC-registered transfer agent of record, running the full digital-securities lifecycle for your issuers — issuance to redemption.
Sub-Transfer Agent
Vertalo operates behind your existing transfer-agent relationship, adding digital and tokenization capability to your book without disrupting it.
The technology behind your TA
Deploy the Vertalo platform inside your own cloud and security perimeter. Your developers build on our Shared Ledger as a single Golden Source — and you keep the client relationship and the regulatory standing.
Hosted in Vertalo's cloud for rapid development, or fully inside your security perimeter for production. Many clients use both.
A front door is only as good as the house.
The MCP server isn't a product bolted on. It fronts the same typed GraphQL API — one endpoint over a shared ledger — that has run Vertalo's transfer agency and multi-chain tokenization (the Vertalo Securities Protocol) in production since 2018. Agents get discovery and conversation; your production systems still get the deterministic, versioned API underneath. Run it hosted by Vertalo, dedicated, or in your own cloud.
From sandbox to signed, in four steps.
Request sandbox access
A click-through agreement, a tenant seeded with demo data, credentials on screen. Free for six weeks — long enough to build something real.
Connect your agent
From a backend you control, point your agent at the sandbox endpoint with the credentials we issue. It discovers your role and its tools on its own.
Build
Start from our recipe and starter prompt. A working portal is an afternoon, not a quarter — and everything you build is yours to keep.
Go to production
Contract, real intake, holder migration, production credentials. Your sandbox work carries over; your prior transfer agent's records come with you.
Have a tokenization question? Ask it here.
One assistant for the whole site — tap a question to open it, or use the button in the corner any time.
Chain-Enabled.
Where securities regulation meets tokenization and transfer agency — research and analysis from the team at Vertalo.
What "Not Synthetics" means for tokenized securities
The intersection of RWA, AI, and the SEC's January 2026 statement.
TechnicalAptos & the Vertalo Securities Protocol
Why Move and the Aptos architecture advance institutional digital-asset infrastructure.
How-toTransforming a cap table to offer ATS liquidity
A practical guide from traditional book-entry to digital.
Coinbase Ventures 
Wavemaker Genesis Naples Technology Ventures Sputnik ATX Goren Holm Ventures Hampstead Park Capital CFC Capital Holdings Novablock Capital Your next integration is a conversation.
Sandbox access is open. Bring your agent, your brand, and what you want to build — we'll bring the register.