APIS AND INTEGRATIONS: Extend your fund operating system
Build apps and agents directly connected to your fund and investor data with Juniper Square’s API and MCP, or use pre-built integrations to get data flowing across all your systems.
Connectivity for every workflow
Automatically log CRM data
Link Microsoft Outlook or Google Workspace to automatically log relevant emails and events. Add Preqin or Nasdaq eVestment Market Lens via Capital Intelligence for a richer view.
Bring accounting information into your portal
Send investor statements to Juniper Square via SFTP and GL-level transaction data via API or direct integration with Investran.
Keep custom-built apps up-to-date
Keep Juniper Square in sync with Salesforce or other third-party platforms with our REST APIs and webhooks.
Build connected agents
Give agents access to fund and investor data and workflows by connecting to Juniper Square’s MCP server, part of our commitment to going Headless.
API INFRASTRUCTURE: Programmable fund operations for developers and agents
Real-time reads and writes
Send and receive data from Juniper Square’s GPX OS in real time, all through our REST APIs and webhooks built in alignment with OpenAPI specifications.
Build with confidence
Juniper Square’s APIs maintain the highest security standards with flexible credential scoping, encryption in transit and at rest, and SOC 2 Type II-compliant infrastructure.
Export to your data warehouse
Pull your investor and fund data straight into your own warehouse or BI tool as part of your enterprise data strategy.
INTEGRATIONS: Connect to the tools your team already uses
Pre-built connectors extend Juniper Square’s capabilities without custom code.
Outlook
Connect your Exchange server to sync emails and events with your contacts, or use Juniper Square’s Outlook plugin.
Google Workspace
Bring your Gmail and Google Calendar data into Juniper Square’s CRM to see investor activity in one place.
Claude
Add the Juniper Square plugin directly from within the Claude Marketplace.
Nasdaq eVestment Market Lens
Search Market Lens data, enrich your contacts, and get alerts when contacts move with Juniper Square’s Capital Intelligence.
Investran
Bring your GL data directly into Juniper Square’s Investor Portal, or use it to create configurable investor reporting.
Okta and Microsoft Entra ID
Let your team sign in to Juniper Square with the Okta or Microsoft Entra ID (formerly Azure AD) credentials they already use, through single sign-on (SSO).
HubSpot
Sync HubSpot marketing campaigns and new leads with Juniper Square's CRM.
Preqin
Bring Preqin's private markets data into Juniper Square to enrich your investor contacts.
Juniper Square is now Headless
Agentic workflows can’t happen when your systems of record are behind a walled garden. Juniper Square is committed to making its data and workflows accessible to agents as well as humans. This Headless commitment, announced in May 2026, is the first among private markets-focused technology companies.
Get your data flowing
Juniper Square’s APIs and Integrations make it simple to connect your investor and fund data to the rest of your ecosystem. Learn more about connecting your data and exposing it to external agents.
FAQs
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Juniper Square’s APIs offer broad read and write coverage across your data in Juniper Square: investors, transactions, accounting, compliance, reporting, and more.
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Juniper Square provides technical support to all clients interested in building against our API. Reach out to us to learn more.
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SOC 1 Type II and SOC 2 Type II attestations, along with ISO 27001, GDPR, and CCPA certifications, keep your data secure.
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We are actively expanding our list of direct integrations. Please reach out to us directly to discuss integration options.