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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.
| 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 |
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 git clone https://github.com/adelaidasofia/investor-relations-mcp.git
cd investor-relations-mcppitch_config.yaml with your company's pitch positioning and global objections. This is what drives the investor_prep tool. export INVESTOR_MCP_VAULT_CRM="~/vault/CRM/" claude mcp add investor-relations -s user -- python3 /path/to/investor-relations-mcp/server.py"Run investor_sync" "Show me my investor pipeline" "Prep me for my meeting with [name]"
</details>
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 modelThis 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..."| Variable | Default | Description |
|---|---|---|
INVESTOR_MCP_DB | ./investors.db | SQLite database path |
INVESTOR_MCP_VAULT_CRM | ~/vault/CRM/ | Folder with investor CRM files |
not_contacted → outreach_sent → response_received → meeting_scheduled → pitched → decision_pending → committed / passed
Stages can be customized in pitch_config.yaml.
Same author, same architecture pattern (FastMCP, draft+confirm on writes where applicable, vault auto-export, MIT):
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:
slack-mcp)0.1.0)What is NOT sent:
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.
MIT
Built by Mycelium AI.
~30 seconds. Free. No account. Every finding cites a rule and a line of evidence.