Is Investor Relations free?

Yes, Investor Relations is free to use.

How do I install Investor Relations?

Investor Relations is a local plugin. Install it using the provided package and add the generated configuration snippet to your AI app's MCP config file. Then restart your AI app.

Is Investor Relations safe to use?

Investor Relations was flagged by MCP Marketplace's security scan, scoring 4.2/10 (high risk). It has 4 high or critical findings to review. Review the security report on this page carefully before installing it.

What credentials does Investor Relations need?

Investor Relations requires the following credentials or environment variables: VAULT_CRM_PATH. You can find setup instructions on the server detail page.

What AI apps work with Investor Relations?

Investor Relations uses the Model Context Protocol (MCP) and works with any MCP-compatible AI app, including Claude, ChatGPT / Codex, Gemini, Copilot, Cursor, and more.

Back to Browse

Investor Relations MCP Server

by Adelaidasofia

Developer ToolsUse Caution4.2MCP RegistryLocal

Free

Server data from the Official MCP Registry

FastMCP seed raise pipeline tracker — syncs from Obsidian CRM, generates meeting prep, tracks…

About

FastMCP seed raise pipeline tracker — syncs from Obsidian CRM, generates meeting prep, tracks…

Security Report

4.2

Use Caution4.2High Risk

This MCP server is well-structured with appropriate authentication patterns for its use case (local file-based CRM). The code demonstrates good security practices for handling user data, with proper input validation and parameterized SQL queries preventing injection attacks. One telemetry ping is sent on first install with minimal data (plugin name/version only), which is disclosed and opt-out capable. Permissions are reasonable for a developer tool that needs file I/O and local database access. Supply chain analysis found 5 known vulnerabilities in dependencies (1 critical, 3 high severity).

4 files analyzed · 11 issues found

Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.

Permissions Required

This plugin requests these system permissions. Most are normal for its category.

File System Read

Reads files on your machine. Normal for tools that analyze or process local data.

File System Write

Writes or modifies files on your machine. Check that this is expected for the tool.

env_vars

Check that this permission is expected for this type of plugin.

HTTP Network Access

Connects to external APIs or services over the internet.

database

Check that this permission is expected for this type of plugin.

What You'll Need

Set these up before or after installing:

Absolute path to your CRM/ folder in the Obsidian vaultOptional

Environment variable: VAULT_CRM_PATH

How to Install

Add this to your MCP configuration file:

{
  "mcpServers": {
    "io-github-adelaidasofia-investor-relations-mcp": {
      "env": {
        "VAULT_CRM_PATH": "your-vault-crm-path-here"
      },
      "args": [
        "-y",
        "github:adelaidasofia/investor-relations-mcp"
      ],
      "command": "npx"
    }
  }
}

Documentation

View on GitHub

From the project's GitHub README.

investor-relations-mcp

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]"

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: 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

Built by Mycelium AI.

Reviews

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Investor Relations MCP Server

About

Security Report

Findings (11)Action required

Permissions Required

What You'll Need

How to Install

Documentation

investor-relations-mcp

Tools

Install

CRM file format

pitch_config.yaml

Environment variables

Pipeline stages

Related MCPs

Telemetry

License

Reviews

No reviews yet

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