investor-relations-mcp

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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>

pip install fastmcp pyyaml python-frontmatter

1. Clone:

   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:

   export INVESTOR_MCP_VAULT_CRM="~/vault/CRM/"
   

4. Register with Claude Code:

   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:

---
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:

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 - multi-workspace Slack
• imessage-mcp - macOS iMessage
• whatsapp-mcp - WhatsApp via whatsmeow
• google-workspace-mcp - Gmail / Calendar / Drive / Docs / Sheets
• apollo-mcp - Apollo.io CRM + sequences
• substack-mcp - Substack writing + analytics
• luma-mcp - lu.ma events
• parse-mcp - markitdown / Docling / LlamaParse router
• rescuetime-mcp - RescueTime productivity data
• graph-query-mcp - vault knowledge graph queries
• 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

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Built by Mycelium AI.