investor-relations-mcp
A FastMCP server for tracking your seed raise investor pipeline from Claude Code. Syncs from Obsidian vault CRM files, generates meeting prep documents, tracks interactions, and monitors follow-up compliance.
Built for founders raising a seed round who want to manage their pipeline conversationally without switching to a separate CRM.
Tools
| Tool | What it does |
|---|
investor_search | Search pipeline by name, stage, priority, or days since last contact |
investor_profile | Full investor profile + complete interaction history |
investor_prep | Meeting prep doc: portfolio fit, top 3 objections + rebuttals, stage-appropriate agenda |
investor_update | Update stage, log interactions, add investor-specific objections |
investor_analytics | Pipeline health: stage breakdown, committed count, follow-up compliance |
investor_sync | Re-sync from vault CRM markdown files |
Install
Open Claude Code, paste:
/plugin marketplace add adelaidasofia/investor-relations-mcp
/plugin install investor-relations-mcp@investor-relations-mcp
Then fill in pitch_config.yaml with your company's pitch positioning and global objections (drives the investor_prep tool), set INVESTOR_MCP_VAULT_CRM to your CRM folder, restart Claude Code, and run:
"Run investor_sync"
"Show me my investor pipeline"
"Prep me for my meeting with [name]"
Legacy install
pip install fastmcp pyyaml python-frontmatter
-
Clone:
git clone https://github.com/adelaidasofia/investor-relations-mcp.git
cd investor-relations-mcp
-
Fill in pitch_config.yaml with your company's pitch positioning and global objections. This is what drives the investor_prep tool.
-
Set environment variables:
export INVESTOR_MCP_VAULT_CRM="~/vault/CRM/"
-
Register with Claude Code:
claude mcp add investor-relations -s user -- python3 /path/to/investor-relations-mcp/server.py
-
Restart Claude Code, then sync your CRM:
"Run investor_sync"
"Show me my investor pipeline"
"Prep me for my meeting with [name]"
CRM file format
The server reads Obsidian markdown files where relationship: investor in the frontmatter:
---
relationship: investor
company: Acme Ventures
role: Partner
email: [email protected]
location: New York
priority: high
next_step: Follow up after pitch deck revision
---
Bio paragraph goes here.
## Timeline
- 2026-03-15 — Met at TechCrunch NYC event
- 2026-03-22 — Sent intro email with one-pager
- 2026-04-01 — Zoom call, strong interest in the model
pitch_config.yaml
This file configures your pitch positioning and global objection rebuttals:
company_name: "Your Company"
raise_amount: "$500K"
raise_description: "seed round"
pitch_positioning:
market: "Your market description..."
model: "How you make money..."
traction: "Your best proof point..."
ask: "Use of funds + runway..."
never_say: "Framings to avoid..."
global_objections:
- - "The market is too small"
- "Your rebuttal..."
Environment variables
| Variable | Default | Description |
|---|
INVESTOR_MCP_DB | ./investors.db | SQLite database path |
INVESTOR_MCP_VAULT_CRM | ~/vault/CRM/ | Folder with investor CRM files |
Pipeline stages
not_contacted → outreach_sent → response_received → meeting_scheduled → pitched → decision_pending → committed / passed
