YedaBase

Reliability

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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "yedabase": {
      "type": "http",
      "url": "https://yedabase.com/mcp"
    }
  }
}

21 tools

• search_investors

  Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per firm) with structured filters and keywords together. Returns the true total, matching firms with location, domains…

• get_investor

  Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision-makers with contacts (under the contacts-restricted rule), philanthropy, news, past and upcoming events, sources and…

• get_angles

  Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping domains). These are possible angles, not known relationships.

• list_fields

  Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restricted contacts.

• count_investors

  Counts matching firms and breaks them down by one to three dimensions, e.g. how many family offices in Texas by primary domain. Returns the total and, per dimension, the values with their counts (top 40 values). Useful for how many, breakdown, distribution and coverage…

• compare_investors

  Returns the comparable fields of 2 to 5 firms in one call: category, type, location, primary and secondary domains, stage, check size, AUM as stored, year founded, team size, giant flag, wealth origin and family name (family offices), philanthropy causes, decision-maker count…

• get_person

  One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule.

• get_list

  One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status.

• my_notes

  Notes in this workspace that the user is allowed to read (their own, shared with them, or workspace-wide), optionally for one firm. Each note returns its id, author, date and text. Note text is written by workspace members.

• my_lists

  The user's lists/mandates (name, description, tags, item count).

• yb_hello

  Session opener for YedaBase (also YB or Yeda): the greeting line, where the person stands (tier, seat, lists, notes, due items), the one recommended next step and which playbook to read. Useful at the start of a conversation, when the user greets YedaBase, or asks where they…

• list_playbooks

  The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title and description; get_playbook returns each one in full. The method for a multi-step task (shortlist, research, way in…

• get_playbook

  One playbook as markdown, by name (yb-start | yb-match-enrich | yb-shortlist | yb-research | yb-way-in | yb-reach-out | yb-pipeline). On preview accounts it returns the title and description with locked: true. The method for a multi-step task (shortlist, research, way in, reach…

• get_resource

  The same content as the MCP resources, inline: index (hashed firm index, CSV), adv-cache (public SEC Form ADV extract, CSV), vocabulary (field definitions, module tests and fit terms, JSON) and help (the help library, markdown). CSV comes in pages of 2,000 rows with the header…

• get_help

  One topic from the YedaBase help library (sending limits, LinkedIn, sign-in, connecting each AI client, seats and billing, the export pool, daily caps, contacts-restricted countries, lists and notes, playbooks, Match & Enrich, corrections and removal, data dates, cancellation…

• yeda_status

  Where this person stands: access level (preview or full), seat, workspace, onboarding notes done or missing and the YedaBase folder path, lists and sizes, notes count, the last Match & Enrich list, the workspace export pool, calls used today, data and index as-of dates, the last…

• save_to_list

  Add firms to one of the user's workspace lists by name, creating the list when it does not exist (create_if_missing, default true). Safe to repeat: firms already on the list count as already_present and are not added again. At most 500 firm ids per call. Returns list_id, added…

• add_note

  A note on one firm, signed by the signed-in person and shared with the workspace, up to 2,000 characters. A "[YB] <skill> | <date> | status=<value> | …" line also sets that firm's status line on the user's lists. Meant for the workspace's own research on the firm, not for rows…

• workspace_note

  Read (text omitted) or replace (text given) one workspace note with a fixed name: about-us, connectors, events, team (shared by the workspace); voice, yb-preferences, send-log (per person). Up to 8,000 characters. Other names are refused.

• export_list

  A list's firms in the 66-column export shape plus suggested_route, route_evidence and route_next_action, 200 rows per page as JSON. Page 1 debits the workspace export pool once for the whole list; later pages of the same export the same day debit nothing. Up to 300 contacts per…

• unlock_investor

  Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts it toward the account's 10 preview records; a firm already opened counts nothing. Returns the record and the number of…

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