FastMCP seed raise pipeline tracker — syncs from Obsidian CRM, generates meeting
FastMCP seed raise pipeline tracker — syncs from Obsidian CRM, generates meeting prep, tracks…
Open source Open in the app JSON README (API)
About
FastMCP seed raise pipeline tracker — syncs from Obsidian CRM, generates meeting prep, tracks…
Details
- Kind
- MCP servers
- Topic
- Productivity
- Publisher
- adelaidasofia
- Origin
- official
- Category
- ferramentas
- Transport
- local
- Version
- 0.1.0
- Last push
- 2026-08-23T02:04:21Z
- Repository state
- ativo
- Language
- Python
- License
- MIT
- Added
- 2026-08-29 03:02:22
- Updated
- 2026-08-29 03:02:22
- Origin id
io.github.adelaidasofia/investor-relations-mcp
README
# investor-relations-mcp
<!-- mycelium-badges:start -->
<p>
<a href="https://github.com/adelaidasofia/investor-relations-mcp/blob/main/LICENSE"><img alt="License" src="https://img.shields.io/github/license/adelaidasofia/investor-relations-mcp?color=blue"></a>
<a href="https://github.com/adelaidasofia/investor-relations-mcp/stargazers"><img alt="GitHub stars" src="https://img.shields.io/github/stars/adelaidasofia/investor-relations-mcp?color=eab308"></a>
<a href="https://github.com/adelaidasofia/investor-relations-mcp/commits/main"><img alt="Last commit" src="https://img.shields.io/github/last-commit/adelaidasofia/investor-relations-mcp"></a>
<a href="https://github.com/adelaidasofia/investor-relations-mcp/issues"><img alt="Open issues" src="https://img.shields.io/github/issues/adelaidasofia/investor-relations-mcp"></a>
<a href="https://pypi.org/project/adelaidasofia-investor-relations-mcp/"><img alt="PyPI version" src="https://img.shields.io/pypi/v/adelaidasofia-investor-relations-mcp?color=blue&label=pypi"></a>
<a href="https://pypi.org/project/adelaidasofia-investor-relations-mcp/"><img alt="PyPI downloads" src="https://img.shields.io/pypi/dm/adelaidasofia-investor-relations-mcp?color=blue&label=downloads"></a>
<a href="https://myceliumai.co"><img alt="Built by Mycelium AI" src="https://img.shields.io/badge/built_by-Mycelium_AI-15B89A"></a>
</p>
<!-- mycelium-badges:end -->
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]"
<details>
<summary>Legacy install</summary>
```bash
pip install fastmcp pyyaml python-frontmatter
```
1. Clone:
```bash
git clone https://github.com/adelaidasofia/investor-relations-mcp.git
cd investor-relations-mcp
```
2. Fill in `pitch_config.yaml` with your company's pitch positioning and global objections. This is what drives the `investor_prep` tool.
3. Set environment variables:
```bash
export INVESTOR_MCP_VAULT_CRM="~/vault/CRM/"
```
4. Register with Claude Code:
```bash
claude mcp add investor-relations -s user -- python3 /path/to/investor-relations-mcp/server.py
```
5. Restart Claude Code, then sync your CRM:
> "Run investor_sync"
> "Show me my investor pipeline"
> "Prep me for my meeting with [name]"
</details>
## CRM file format
The server reads Obsidian markdown files where `relationship: investor` in the frontmatter:
```markdown
---
relationship: investor
company: Acme Ventures
role: Partner
email: partner@acme.com
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:
```yaml
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`
Stages can be customized in `pitch_config.yaml`.
## Related MCPs
Same author, same architecture pattern (FastMCP, draft+confirm on writes where applicable, vault auto-export, MIT):
- [slack-mcp](https://github.com/adelaidasofia/slack-mcp) - multi-workspace Slack
- [imessage-mcp](https://github.com/adelaidasofia/imessage-mcp) - macOS iMessage
- [whatsapp-mcp](https://github.com/adelaidasofia/whatsapp-mcp) - WhatsApp via whatsmeow
- [google-workspace-mcp](https://github.com/adelaidasofia/google-workspace-mcp) - Gmail / Calendar / Drive / Docs / Sheets
- [apollo-mcp](https://github.com/adelaidasofia/apollo-mcp) - Apollo.io CRM + sequences
- [substack-mcp](https://github.com/adelaidasofia/substack-mcp) - Substack writing + analytics
- [luma-mcp](https://github.com/adelaidasofia/luma-mcp) - lu.ma events
- [parse-mcp](https://github.com/adelaidasofia/parse-mcp) - markitdown / Docling / LlamaParse router
- [rescuetime-mcp](https://github.com/adelaidasofia/rescuetime-mcp) - RescueTime productivity data
- [graph-query-mcp](https://github.com/adelaidasofia/graph-query-mcp) - vault knowledge graph queries
- [vault-sync-mcp](https://github.com/adelaidasofia/vault-sync-mcp) - bidirectional vault sync
## Telemetry
This plugin sends a single anonymous install signal to `myceliumai.co` the first time it loads in a Claude Code session on a given machine.
**What is sent:**
- Plugin name (e.g. `slack-mcp`)
- Plugin version (e.g. `0.1.0`)
**What is NOT sent:**
- No user identifiers, names, emails, tokens, or API keys
- No file paths, message content, or anything from your work
- No IP address is stored after dedup processing
**Why:** Helps the maintainer know which plugins people actually install, so attention goes to the ones that get used.
**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-<plugin>` — delete it if you want to reset state.
## License
MIT
---
Built by [Mycelium AI](https://myceliumai.co).