PitchBook MCP Server

Official PitchBook Premium MCP connector. Access private capital market data on companies, deals, funds, and investors from inside AI agents.

Finance by PitchBook (a Morningstar company) OAuth2 active

Connect (Remote Server) Docs

Overview

PitchBook Premium Connector is the official, vendor-hosted MCP server that exposes PitchBook's private capital market intelligence to AI clients like Claude, ChatGPT, and Perplexity. It provides read-only access to PitchBook's research dataset, including roughly 8.5 million private company profiles, 2.8 million deal records, 597,000 investor profiles, and 154,000 fund records, plus financing histories, valuations, cap tables, team rosters, and deal participants.

Through the MCP connector, an AI agent can perform entity searches across companies, deals, investors, and funds, retrieve detailed firmographic and financial data on specific entities, and chain queries to build research workflows (for example, mapping a company's investors and then pulling each investor's portfolio). The integration is targeted at investors, advisors, bankers, corp dev teams, and other financial professionals who already license PitchBook and want to use its data inside conversational AI tools rather than the PitchBook web UI.

The connector is provider-hosted at a public MCP URL and authenticates via PitchBook SSO, so there is no self-hosted code to install. Access requires an active PitchBook license (seat-based, unlimited, or trial) and a compatible AI client subscription, such as a Claude Pro/Max/Teams/Enterprise plan when used through Claude.

Tools

Tool	Description
`search_companies`	Search PitchBook's database of private and public companies by name, sector, geography, or other firmographic filters.
`get_company`	Retrieve a full company profile including description, ownership structure, financing history, team, and investors.
`get_financials`	Pull financial statements and metrics for a company where PitchBook has coverage.
`search_deals`	Find deals and transactions (VC rounds, PE buyouts, M&A) with filters for type, date, geography, and participants.
`search_investors`	Locate investors and funds, including VCs, PE firms, and LPs, and surface their portfolio and fund information.

Setup Guide

Prerequisites

An active PitchBook license (seat-based, unlimited, or trial) with SSO enabled
A compatible AI client. For Claude, a Pro, Max, Teams, or Enterprise plan is required
Admin permission on your AI workspace if adding the connector at the org level

Option 1: Install in Claude via the Connector Gallery

Open Claude and go to the Connectors directory, or use the direct link: https://claude.com/connectors/pitchbook
Click "Use in Claude" on the PitchBook Premium tile
Sign in with your PitchBook SSO credentials when prompted

Option 2: Add as a Custom Remote MCP Connector

For Claude, go to Admin settings, then Connectors, then "Add custom connector". For other MCP clients that support remote servers, point them at the URL below.

Server URL: https://premium.mcp.pitchbook.com/mcp
Name: PitchBook Premium (or any label you prefer)
Auth: complete the SSO flow with your PitchBook account

Generic MCP client config

For MCP clients that read a JSON config for remote servers:

{
  "mcpServers": {
    "pitchbook": {
      "url": "https://premium.mcp.pitchbook.com/mcp"
    }
  }
}

The client will then walk you through the SSO authorization flow on first use. There is no API key to paste; access is gated by your PitchBook entitlement.

Tip

PitchBook recommends prefixing prompts with "Use PitchBook data to..." so the model routes the query through the connector rather than answering from general knowledge.

Use Cases

Build a funding timeline for a target company, including round sizes, valuations, and lead investors, without leaving the chat
Run competitive benchmarking by pulling financials and valuations for a peer set in the same sector
Map an investor's portfolio and stage focus to qualify them for outbound fundraising or partnership outreach
Identify likely acquirers for an M&A target by analyzing historical exit multiples and acquisition patterns in the space
Chain queries: pull a company's investor list, then fetch each investor's top portfolio companies for relationship mapping

Example Prompts

"Use PitchBook data to summarize Anthropic's full financing history with round sizes, post-money valuations, and lead investors."
"Find the top 20 Series B fintech deals in the US over the last 12 months and list the lead investors."
"Use PitchBook to compare revenue, headcount, and last-round valuation for Ramp, Brex, and Mercury."
"Pull Andreessen Horowitz's portfolio of AI infrastructure companies funded since 2024 and group them by stage."
"Identify Instacart's investors, then list each investor's three largest portfolio companies."

Pros

Official, vendor-maintained connector from PitchBook with direct support and SLA-grade reliability
Broad data coverage: millions of company, deal, investor, and fund records that are not freely available on the open web
Remote, hosted MCP server with SSO auth, so no local install, no API keys to rotate, and no infrastructure to run
Works across major MCP clients including Claude (web, desktop, mobile, Code, API), and is also offered through ChatGPT and Perplexity integrations

Limitations

Requires a paid PitchBook license; the connector is useless without active entitlement
Read-only. There are no write tools for tagging companies, saving searches, or syncing back to PitchBook
Closed source and provider-hosted, so the exact tool surface and rate limits are not publicly documented in a repo; you depend on PitchBook for updates

Alternatives

Crunchbase API or Crunchbase-based community MCP servers for lighter private market data
Apollo.io or ZoomInfo MCP integrations for firmographic and contact data on private companies
Public filings sources such as SEC EDGAR MCP servers for US public company and M&A research