The Capitaly MCP server
Connect Claude, Cursor, and any MCP client to your raise. Scoped to your account with OAuth: ask about your investors, pipeline, and deal room documents in plain language, your agent does the rest.
Connect from any MCP client
30+ apps and IDEs speak MCP. Connect once with OAuth, then run your raise from wherever you work, scoped to your own data.
Claude
ChatGPT
Cursor
Windsurf
VS Code
Zed
Cline
Continue
Warp
Raycast
JetBrains
GooseWhat your agent can do
One connection turns your AI client into a Capitaly operator.
Ask in plain language
Query your investors, pipeline, and deal room from your editor or chat, no dashboards, no exports.
Your CRM, in context
Pull investor records, contacts, and fit scores so your agent answers with the people who actually matter to your raise.
Deal room on demand
Read and reason over the documents in your data room, decks, memos, and diligence files, without leaving the chat.
OAuth secured and scoped
Every client signs in with OAuth and only ever reaches your own data. Same per user security as the Capitaly dashboard.
What the tools mean for you
The MCP exposes your CRM, pipeline, tasks, documents, and memory. Here is what that unlocks.
Know every investor in seconds
CRM tools surface the right investors, their fit, and your full history with them, so your agent always knows who to talk to next.
Move the round forward
Pipeline and task tools let your agent advance deals, log next steps, and keep your raise on track without manual updates.
Turn documents into answers
Deal room and document tools let your agent read decks, memos, and diligence files and answer questions grounded in them.
Run better outreach
With your CRM and pipeline in context, your agent drafts intros, follow ups, and updates that fit each investor.
Memory that compounds
Memory and preference tools let your agent recall context across sessions and adapt to how you run your raise.
Add one config entry
Add the Capitaly server to your MCP client config and sign in once. The MCP authenticates against your Capitaly account with OAuth, so your agent only ever sees data you can access. Then ask things like “which investors should I follow up with this week?” or “summarize what is in the data room for this round.”
The endpoint lives at https://capitaly.vc/api/mcp.
{
"mcpServers": {
"capitaly": {
"type": "http",
"url": "https://capitaly.vc/api/mcp"
}
}
}Frequently asked questions
What is the Capitaly MCP server?
It is a Model Context Protocol (MCP) server at /api/mcp that lets any MCP compatible AI client, Claude, Cursor, VS Code, and others, securely read and act on your Capitaly data: your investor CRM, pipeline and tasks, deal room documents, and your memory and preferences.
Which AI clients can connect?
Any client that speaks MCP, including Claude (desktop and Code), Cursor, Windsurf, and VS Code. Add the Capitaly server to the client config and your agent can run your raise in natural language.
Is my data safe?
Yes. You connect with OAuth from your MCP client, no keys to copy or store, and every request is scoped to your own account. You control which client is connected and can revoke access at any time.
Do I need to write code?
No. Connecting is a one time config entry. After that you ask questions in plain language and the agent calls the right tools for you.