FastMCP seed raise pipeline tracker — syncs from Obsidian CRM, generates meeting prep, tracks…
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]"
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/"
Register with Claude Code:
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]"
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
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..."
| 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.
This listing does not have a supported local package template. Use the maintainer’s documentation for its hosted endpoint, authentication, and client-specific setup. No install command has been inferred.
https://github.com/adelaidasofia/investor-relations-mcp/releases/download/v0.1.0/investor-relations-mcp.mcpbotherFastMCP seed raise pipeline tracker — syncs from Obsidian CRM, generates meeting works with any MCP-compatible client. Copy the config snippet from the Configuration section above and add it to the file shown for your client, then restart the application.
~/Library/Application Support/Claude/claude_desktop_config.jsonRestart Claude Desktop completely for changes to take effect.~/.cursor/mcp.jsonRestart Cursor for changes to take effect..vscode/mcp.jsonReload VS Code window for changes to take effect.~/.codeium/windsurf/mcp_config.jsonRestart Windsurf for changes to take effect..mcp.jsonSave at the project root, then start Claude Code in that project and review the MCP server approval prompt. Keep real credentials out of shared files.