Investor Relations

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Seed raise pipeline tracker that syncs from Obsidian CRM vault and generates investor meeting prep.

Описание

Seed raise pipeline tracker that syncs from Obsidian CRM vault and generates investor meeting prep.

README

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/"

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

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

Built by Mycelium AI.

from github.com/adelaidasofia/investor-relations-mcp

Установка Investor Relations

У этого сервера нет опубликованного пакета — он собирается из исходников. Открой репозиторий и следуй инструкции в README.

▸ github.com/adelaidasofia/investor-relations-mcp

FAQ