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, cap table data, data room access logs, and pitch deck analytics — 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 fundraising, investor, and company data so you can ask your AI questions like "Which investors opened my pitch deck last week?" or "What's my current fundraising pipeline status?" — without ever copy-pasting data into a chat window.
1. Connect Claude / Cursor
Add CAPLINK to your MCP client config in seconds.
2. Authenticate
CAPLINK MCP Server authenticates via mcp_credentials + mcp_sessions.
3. AI reads your live data
Your AI assistant queries scoped, real-time CAPLINK data.
Real-Time Data Your AI Can Query
The CAPLINK MCP Server exposes structured, permission-controlled access to the following data domains — all scoped to your account via Row Level Security.
Investor Database
Query 14,000+ verified investors by type (VC, Business Angel, Family Office, Corporate VC, PE/Buy-Out, Incubator), ticket size (equity_min_ticket / equity_max_ticket), focus areas (AI, Fintech, Climate, Healthcare, SaaS…), funding rounds, regions, and countries.
"Which VCs in Germany invest between €500k–€2M in B2B SaaS at Series A?"Investor CRM & Pipeline
Access your live CRM contacts with pipeline stages (Initial Contact → Term Sheet → Closed), intro call status, pitch status, term sheet received flag, lead investor flag, deal sizes, individual deadlines (LOI, term sheet, binding offer), and decline reasons.
"Which investors are currently in the 'DD' stage with a term sheet deadline this month?"Active Fundraising Rounds
Read your fundraising process data: round type, target amount, current amount, pre-money valuation, stage (planning/live/signed/closed), start date, target close date, LOI deadline, stealth mode status.
"What's my current Series A fundraising progress vs. target?"Virtual Data Room
Query which investors have been granted data room access, their access status, consent logs with timestamps and IP addresses, folder-level permissions (dataroom_folder_access), Q&A threads (dataroom_questions / dataroom_answers), and bulk download job status.
"Which investors accepted the NDA and accessed the data room in the last 7 days?"Pitch Deck Analytics
Access per-file view counts, download counts, per-investor tracking (view_count, download_count), page-level view events, and pitch deck watermark settings. Know exactly who viewed which slide and when.
"Which investor viewed my pitch deck the most times but hasn't replied?"Cap Table & Equity
Query stakeholders, share classes, funding round history, convertible notes, ESOP option grants, 409A valuations, secondary transactions, pro-rata rights, and scenario modeling data.
"What would my dilution look like after a €5M Series A at €20M pre-money?"Investor Updates
Access sent investor update history, recipient lists, recipient groups, and templates. Track which investors received which updates.
"Draft a follow-up for investors who received the Q1 update but haven't engaged since."Mass Outreach Campaigns
Query campaign status (draft/sending/completed), per-message delivery stats (sent, opened, clicked, replied, bounced), personalization AI flags, follow-up counts, and retry status.
"Which investors from my last campaign opened the email but didn't reply?"Website Visitor Intelligence
Access enriched visitor sessions showing which investors visited your public profile, matched investor IDs, page views with timestamps, and session durations.
"Which investors visited my pitch page today without logging in?"Access Control & Usage Logs
All MCP access is authenticated via mcp_credentials and tracked in mcp_usage_log and mcp_sessions. Query limits are enforced via mcp_query_limits. Full audit trail of every AI query made against your data.
"Show me all queries my AI assistant made to my investor data this week."Built for Founders Raising Capital
Real-time Pipeline Clarity
Ask your AI which investors are stuck, who needs a follow-up, and what your close probability looks like.
Pitch Deck Intelligence
Know instantly which investor has seen your deck 5 times without responding — so you follow up at the right moment.
AI-Drafted Investor Updates
Connect Claude to your metrics and outreach history to draft personalized investor updates in seconds.
Built for Investors Managing Deal Flow
Portfolio Screening
Query startup profiles, funding stages, focus areas, and metrics via natural language.
Data Room Due Diligence
Ask AI to summarize data room Q&A threads, flag missing documents, and cross-reference company profiles.
LP Reporting Automation
Connect your investor data to generate LP update drafts with portfolio KPIs and deal status.
Connect in 3 Steps
Step 1 — Generate your MCP API key
Go to Settings → MCP Integration (Pro) → Generate Token. The token authenticates against the
mcp_credentialstable scoped to your user.Step 2 — Add to Claude / Cursor config
{ "mcpServers": { "caplink": { "url": "https://caplink.capital/mcp", "apiKey": "YOUR_MCP_TOKEN" } } }Step 3 — Start querying
Ask Claude: "Show me my top 5 investors by pitch deck views" or "Which investors haven't responded in 14 days?"
Enterprise-Grade Security
Row Level Security
All queries are scoped to your account — no cross-user data leakage. Enforced at the Postgres RLS layer.
Query Rate Limits
Per-user query limits enforced via the mcp_query_limits table. Prevents abuse and ensures fair usage.
Full Audit Trail
Every MCP query is logged in mcp_usage_log with timestamp, query type, and session ID.
Encrypted Credentials
MCP credentials stored in mcp_credentials with session tokens in mcp_sessions. Tokens are never exposed in logs.
Frequently Asked Questions
Start Connecting Your AI to Your Fundraising Data
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