FastMCP seed raise pipeline tracker — syncs from Obsidian CRM, generates meeting
Built for founders running a seed raise who track investors in Obsidian markdown files. Syncs from a vault CRM folder where each investor is a markdown file with frontmatter (stage, priority, contact info) and a timeline of interactions. Exposes six tools: search the pipeline by stage or recency, pull full profiles with interaction history, generate meeting prep docs with objection rebuttals based on a pitch_config.yaml you maintain, log new interactions and stage changes, get pipeline analytics (stage breakdown, follow-up compliance), and re-sync from the vault. The prep tool is the hook here: it cross-references your pitch positioning against investor-specific notes to surface portfolio fit and rebuttals. Saves you from alt-tabbing to a separate CRM when you need to prep for a call or check who needs follow-up.
- tools
- 6
- auth
- Required
- transport
- STDIO
- env var
- 1
- last updated
- May 20, 2026
Tools
6 toolsPublic tool metadata for what this MCP can expose to an agent.
investor_searchSearch pipeline by name, stage, priority, or days since last contact
Search pipeline by name, stage, priority, or days since last contact
No parameter schema in public metadata yet.
investor_profileFull investor profile + complete interaction history
Full investor profile + complete interaction history
No parameter schema in public metadata yet.
investor_prepMeeting prep doc: portfolio fit, top 3 objections + rebuttals, stage-appropriate agenda
Meeting prep doc: portfolio fit, top 3 objections + rebuttals, stage-appropriate agenda
No parameter schema in public metadata yet.
investor_updateUpdate stage, log interactions, add investor-specific objections
Update stage, log interactions, add investor-specific objections
No parameter schema in public metadata yet.
investor_analyticsPipeline health: stage breakdown, committed count, follow-up compliance
Pipeline health: stage breakdown, committed count, follow-up compliance
No parameter schema in public metadata yet.
investor_syncRe-sync from vault CRM markdown files
Re-sync from vault CRM markdown files
No parameter schema in public metadata yet.
Sponsors
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VAULT_CRM_PATH*Absolute path to your CRM/ folder in the Obsidian vault
Readme
Details
- Repository
- github.com/adelaidasofia/investor-relations-mcp
- Categories
- Sales & Marketing, Documents & Knowledge, Automation & Workflows, Finance & Commerce
- Package
https://github.com/adelaidasofia/investor-relations-mcp/releases/download/v0.1.0/investor-relations-mcp.mcpb- Transport
- STDIO
- Auth
- Required
- Registry
- MCP registry, active
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