Connect AI to Your Fundraising — CAPLINK MCP Server
Use Claude, Cursor, or any Model Context Protocol client to query your live investor pipeline, CRM contacts, data room documents and activity, Q&A threads and messages — directly from your AI workspace.
What is the CAPLINK MCP Server?
MCP (Model Context Protocol) is an open standard that lets AI assistants like Claude connect to external data sources. It defines a secure, structured way for AI clients to request live data from servers you control — so your AI tools work with your real fundraising context, not stale exports.
CAPLINK's MCP Server exposes your live investor, CRM and data room data so you can ask your AI questions like "Which investors opened my documents last week?" or "Which data room questions are still unanswered?" — without ever copy-pasting data into a chat window.
1. Add the connector
Paste one URL into Claude, Cursor or Windsurf — no config file, no API key.
2. Log in and approve
OAuth 2.1 with PKCE. You log in to CAPLINK, approve access, and your plan entitlement is checked.
3. AI reads your live data
Your AI assistant queries scoped, real-time CAPLINK data, with every call logged.
Real-Time Data Your AI Can Query
The CAPLINK MCP Server exposes a fixed set of tools per role. Each one is scoped server-side to your own account and to the data rooms you already have access to — an AI client can never reach further than you can.
Investor Database
Founders
Search 14,000+ verified investors by name, investor type, focus areas (AI, Fintech, Climate, Healthcare, SaaS…), funding stages, and regions. Results include ticket range, location, website and LinkedIn.
"Which VCs invest in B2B SaaS at Series A in Western Europe?"Startup Discovery
Investors
Search the startup profiles visible to you and pull up the ones you have favorited. Detail views follow the same connection rules as the platform — full profiles open once a connection is accepted.
"Show me the climate-tech startups I favorited last month."CRM & Pipeline
Founders · Investors
Read your own CRM entries with pipeline stage, company, contact email, last contact date, deal size, tags, and the intro-call / pitch / term-sheet-received flags. Filter by pipeline stage.
"Which contacts are in the Due Diligence stage right now?"Data Room Documents
Founders · Investors · Advisors
List the data rooms you own or have access to, browse their files and folders, and see what was added recently — always respecting folder-level restrictions.
"What was added to the data room in the last two weeks?"Document Content
Founders · Investors · Advisors
Pull the extracted text of a data room document you are allowed to open, so your AI can summarise or cross-reference it without you downloading anything.
"Summarise the shareholders agreement in the data room."Data Room Access & Activity
Founders
See which investors and advisors have access to a data room, what an individual viewer opened or downloaded, and the most recent activity across all viewers.
"Which investor has viewed my documents most often without replying?"Data Room Q&A
Founders · Investors · Advisors
List Q&A questions across the data rooms you can see, open a single thread with all its answers, and — for founders — pull aggregate stats on open, answered and oldest questions.
"Which data room questions are still unanswered, oldest first?"Q&A Writing (with confirmation)
Founders · Investors · Advisors
Draft an answer or a follow-up comment from your AI client. Drafts are staged and shown back to you first — nothing is posted until you explicitly confirm it.
"Draft an answer to the question about our churn rate."Messages
Founders · Investors · Advisors
Read recent messages from your CAPLINK inbox, optionally unread only. Scoped strictly to conversations you are part of.
"What did I miss in my CAPLINK inbox this week?"Alerts
Investors
Create metric threshold alerts on a startup you follow, and subscribe to data room alerts so you hear about new documents and answers as they land.
"Alert me when this startup's ARR passes €1M."Tools by Role
Your CAPLINK role decides which tools your AI client sees. Platform admins can switch individual tools off per role, so the exact list your client receives is always the current, permitted one.
Founders
Everything around raising: investor discovery, your own pipeline, and full visibility into your data room.
search_investorsget_investor_favoritesget_crm_contactsget_messageslist_dataroomslist_dataroom_filesget_document_contentget_dataroom_accessget_investor_dataroom_activitylist_recent_dataroom_activitylist_qa_questionsget_qa_questionqa_statspost_qa_answerpost_qa_followupconfirm_qa_write
Investors
Deal flow and diligence: startup discovery, your deal pipeline, and the data rooms shared with you.
search_startupsget_startup_favoritesget_crm_contactsget_messageslist_dataroomslist_dataroom_fileslist_recent_dataroom_filesget_document_contentlist_qa_questionsget_qa_questionpost_qa_followupconfirm_qa_writecreate_startup_alertsubscribe_dataroom_alerts
Advisors
Engagement-scoped access: the data rooms and Q&A threads your advisor engagements grant you, nothing else.
get_messageslist_dataroomslist_dataroom_filesget_document_contentlist_qa_questionsget_qa_questionpost_qa_answerpost_qa_followupconfirm_qa_write
Connect in 3 Steps
Step 1 — Add CAPLINK as a connector
In Claude, go to Settings → Connectors → Add custom connector and paste the CAPLINK server URL. The same URL works for every user — there is nothing personal in it, and no API key to copy.
https://mcp-auth.caplink.capitalStep 2 — Log in and approve access
Click Connect. CAPLINK runs an OAuth 2.1 flow with PKCE: you log in, see exactly which data the connection covers, and approve it. Your plan entitlement is verified on that request and on every request afterwards — MCP access is included in every paid plan.
Step 3 — Start querying
Ask Claude: "Which investors viewed my data room this week?" or "Which data room questions are still open?"
Clients without OAuth support
For MCP clients that can't handle remote OAuth connectors, a legacy API key is available under Profile → MCP Server → "Legacy API Key (advanced)". That tab also shows your personal endpoint URL. Regenerating the key immediately invalidates the previous one.
{
"mcpServers": {
"caplink": {
"url": "https://fbutdvhswzsbuwvuvvrc.supabase.co/functions/v1/mcp-server/<endpoint-token>",
"apiKey": "YOUR_API_KEY"
}
}
}Some clients read this configuration from a file instead — the OAuth setup above is the equivalent single-URL entry:
{
"mcpServers": {
"caplink": {
"url": "https://mcp-auth.caplink.capital"
}
}
}How Access Is Controlled
Account-Scoped Queries
Every query runs server-side with an explicit filter on your user ID, plus data room and advisor-engagement access checks — the same rules that decide what you see in the app. No cross-account reads.
Per-Role Tool Allowlists
Each role only ever sees the tools defined for it, and platform admins can switch individual tools off per role. The check runs on both tools/list and tools/call, so a disabled tool can't be invoked by name either.
Paid-Plan Entitlement Check
Every single request re-checks module access via user_has_module_access('mcp_server'). Lose the entitlement and the endpoint stops answering immediately — no cached grant, no grace period.
Query Rate Limits
Global limits apply to every MCP client: 100 queries per hour, 1,000 per day, and 50 results per query. Exceeding them returns 429 until the window rolls over.
Full Audit Trail
Every call is written to the MCP usage log with the tool name, result count, client label, timestamp and a masked IP (/24 only). Connected clients appear as sessions you can revoke individually or all at once.
Credentials You Control
OAuth is the default and issues a scoped token tied to your login. Legacy API keys are stored only as a SHA-256 hash — CAPLINK never keeps the key itself, and regenerating invalidates the old one instantly.
Frequently Asked Questions
Start Connecting Your AI to Your Fundraising Data
MCP Server access is included in every paid CAPLINK plan — for founders, investors and advisors alike.