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Integrations

Connect the tools that power your raise, and use Capitaly from any MCP client.

Capitaly connects to the tools your raise runs on.

Email and calendar

Connect Gmail so Mira can track investor conversations, and Google Calendar so Pia can schedule investor meetings and calls. Manage these under Settings, Integrations.

Documents

Connect Google Drive and SharePoint, or upload directly. Capitaly ingests your documents and builds a retrieval index, so you can ask questions and get sourced answers from your own files.

Slack

Slack is connected by default, so your whole team can talk through the raise and act on investor updates right where you already work.

MCP server

Capitaly exposes an MCP endpoint so any MCP client, such as Claude, can use Capitaly's tools on your data: investors, contacts, pipeline, tasks, documents, preferences, and memory. It signs in with your account using OAuth.

REST API

Developers can call the REST API directly. Browse the interactive reference at /api/docs.