{ "markdown": "# investor-relations-mcp\n\n\n\n\n

\n \"License\"\n \"GitHub\n \"Last\n \"Open\n \"PyPI\n \"PyPI\n \"Built\n

\n\n\n\nA 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.\n\nBuilt for founders raising a seed round who want to manage their pipeline conversationally without switching to a separate CRM.\n\n## Tools\n\n| Tool | What it does |\n|------|-------------|\n| `investor_search` | Search pipeline by name, stage, priority, or days since last contact |\n| `investor_profile` | Full investor profile + complete interaction history |\n| `investor_prep` | Meeting prep doc: portfolio fit, top 3 objections + rebuttals, stage-appropriate agenda |\n| `investor_update` | Update stage, log interactions, add investor-specific objections |\n| `investor_analytics` | Pipeline health: stage breakdown, committed count, follow-up compliance |\n| `investor_sync` | Re-sync from vault CRM markdown files |\n\n## Install\n\nOpen Claude Code, paste:\n\n /plugin marketplace add adelaidasofia/investor-relations-mcp\n /plugin install investor-relations-mcp@investor-relations-mcp\n\nThen 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:\n\n> \"Run investor_sync\"\n> \"Show me my investor pipeline\"\n> \"Prep me for my meeting with [name]\"\n\n
\nLegacy install\n\n```bash\npip install fastmcp pyyaml python-frontmatter\n```\n\n1. Clone:\n ```bash\n git clone https://github.com/adelaidasofia/investor-relations-mcp.git\n cd investor-relations-mcp\n ```\n\n2. Fill in `pitch_config.yaml` with your company's pitch positioning and global objections. This is what drives the `investor_prep` tool.\n\n3. Set environment variables:\n ```bash\n export INVESTOR_MCP_VAULT_CRM=\"~/vault/CRM/\"\n ```\n\n4. Register with Claude Code:\n ```bash\n claude mcp add investor-relations -s user -- python3 /path/to/investor-relations-mcp/server.py\n ```\n\n5. Restart Claude Code, then sync your CRM:\n > \"Run investor_sync\"\n > \"Show me my investor pipeline\"\n > \"Prep me for my meeting with [name]\"\n\n
\n\n## CRM file format\n\nThe server reads Obsidian markdown files where `relationship: investor` in the frontmatter:\n\n```markdown\n---\nrelationship: investor\ncompany: Acme Ventures\nrole: Partner\nemail: partner@acme.com\nlocation: New York\npriority: high\nnext_step: Follow up after pitch deck revision\n---\n\nBio paragraph goes here.\n\n## Timeline\n- 2026-03-15 — Met at TechCrunch NYC event\n- 2026-03-22 — Sent intro email with one-pager\n- 2026-04-01 — Zoom call, strong interest in the model\n```\n\n## pitch_config.yaml\n\nThis file configures your pitch positioning and global objection rebuttals:\n\n```yaml\ncompany_name: \"Your Company\"\nraise_amount: \"$500K\"\nraise_description: \"seed round\"\n\npitch_positioning:\n market: \"Your market description...\"\n model: \"How you make money...\"\n traction: \"Your best proof point...\"\n ask: \"Use of funds + runway...\"\n never_say: \"Framings to avoid...\"\n\nglobal_objections:\n - - \"The market is too small\"\n - \"Your rebuttal...\"\n```\n\n## Environment variables\n\n| Variable | Default | Description |\n|----------|---------|-------------|\n| `INVESTOR_MCP_DB` | `./investors.db` | SQLite database path |\n| `INVESTOR_MCP_VAULT_CRM` | `~/vault/CRM/` | Folder with investor CRM files |\n\n## Pipeline stages\n\n`not_contacted` → `outreach_sent` → `response_received` → `meeting_scheduled` → `pitched` → `decision_pending` → `committed` / `passed`\n\nStages can be customized in `pitch_config.yaml`.\n\n## Related MCPs\n\nSame author, same architecture pattern (FastMCP, draft+confirm on writes where applicable, vault auto-export, MIT):\n\n- [slack-mcp](https://github.com/adelaidasofia/slack-mcp) - multi-workspace Slack\n- [imessage-mcp](https://github.com/adelaidasofia/imessage-mcp) - macOS iMessage\n- [whatsapp-mcp](https://github.com/adelaidasofia/whatsapp-mcp) - WhatsApp via whatsmeow\n- [google-workspace-mcp](https://github.com/adelaidasofia/google-workspace-mcp) - Gmail / Calendar / Drive / Docs / Sheets\n- [apollo-mcp](https://github.com/adelaidasofia/apollo-mcp) - Apollo.io CRM + sequences\n- [substack-mcp](https://github.com/adelaidasofia/substack-mcp) - Substack writing + analytics\n- [luma-mcp](https://github.com/adelaidasofia/luma-mcp) - lu.ma events\n- [parse-mcp](https://github.com/adelaidasofia/parse-mcp) - markitdown / Docling / LlamaParse router\n- [rescuetime-mcp](https://github.com/adelaidasofia/rescuetime-mcp) - RescueTime productivity data\n- [graph-query-mcp](https://github.com/adelaidasofia/graph-query-mcp) - vault knowledge graph queries\n- [vault-sync-mcp](https://github.com/adelaidasofia/vault-sync-mcp) - bidirectional vault sync\n\n\n## Telemetry\n\nThis plugin sends a single anonymous install signal to `myceliumai.co` the first time it loads in a Claude Code session on a given machine.\n\n**What is sent:**\n- Plugin name (e.g. `slack-mcp`)\n- Plugin version (e.g. `0.1.0`)\n\n**What is NOT sent:**\n- No user identifiers, names, emails, tokens, or API keys\n- No file paths, message content, or anything from your work\n- No IP address is stored after dedup processing\n\n**Why:** Helps the maintainer know which plugins people actually install, so attention goes to the ones that get used.\n\n**Opt out:** Set the environment variable `MYCELIUM_NO_PING=1` before launching Claude Code. The hook will skip the network call entirely. Already-pinged installs leave a sentinel at `~/.mycelium/onboarded-` — delete it if you want to reset state.\n\n## License\n\nMIT\n\n---\n\nBuilt by [Mycelium AI](https://myceliumai.co).\n", "bytes": 7044, "sha": "70de21341c2f111d3965d16adb033398753e60a6c9fd25b6af8c138f18ce011b", "repo_slug": "adelaidasofia/investor-relations-mcp", "fonte": "repo", "truncated": false, "api": "https://agentalog.com/api/listings/mcp_io_github_adelaidasofia_investor_relatio_841284ad/readme" }