Learn Blog Pricing Sign in

The MCP server for angel investors.

Connect Claude, ChatGPT, Cursor or any MCP client to Signed. Then ask about your portfolio, or tell it what changed.

Server address

https://mcp.signed.com

Works with Claude, ChatGPT, Claude Code, Cursor and any other client that speaks MCP. Sign in with OAuth, or bring a personal access token. Only after the investor directory? The public server needs no account at all.

Claude connected to Signed signed mcp

How's my portfolio doing this year?

  • get_portfolio

Up 24.3% this year: $1.06M across 28 positions, $412K of it realized. IRR22.4% TVPI2.18x DPI0.41x

One address. Sign in, and ask.

Give your client the address and it hands you to Signed to sign in. Nothing to install. If you'd rather hold the credential yourself, a personal access token works everywhere a sign-in doesn't.

  1. Open Settings → Connectors in claude.ai or Claude Desktop and choose Add custom connector. One added in either shows up in both.

  2. Name it Signed and paste the address.

    https://mcp.signed.com

  3. Click Connect. Signed asks you to sign in and approve the connection, then hands you back to Claude.

Disconnect any time from Settings → Connections in Signed. Revoking a connection or a token there stops it at once.

39 tools. Every corner of the portfolio.

Your assistant sees what you see on Signed: performance, cash flows, marks, updates, QSBS clocks, the pipeline, your notes and the people around each deal. It starts with search when it doesn't know where to look.

Tools marked writes, edits or deletes change your account.

Anywhere

  • search Companies, pitches, people, notes and documents in one query
  • whoami The account the client is connected as

Portfolio

  • get_portfolio Value, invested, realized, MOIC, DPI and IRR
  • get_portfolio_history Value, invested and realized over time
  • list_entities Personal accounts, LLCs, trusts and funds
  • list_tags Your tags, with a count of companies on each

Companies

  • list_companies Every position, with its aggregates
  • search_companies Find one by name, domain or entity
  • get_company One company, with your history in it
  • update_company Edit a deal's stage, round or details edits
  • list_marks Rounds, secondaries and revaluations
  • list_metrics ARR, cash and burn as founders report them
  • list_updates Investor updates, read and summarized

Money and tax

  • list_transactions Buys, SAFEs, sells and distributions
  • create_transaction Log an investment or a distribution writes
  • list_qsbs_lots Section 1202 clocks, soonest first
  • list_pro_rata_rights Where you can follow on, and on what

Deals

  • list_pitches The pipeline, triage first
  • create_pitch Add a deal you've been pitched writes
  • get_pitch_analysis The AI read on a deck
  • list_pipeline_activity What moved, and when

Notes and documents

  • list_notes Your notes on companies, pitches and people
  • create_note Jot one down, in markdown writes
  • delete_note Remove one of your own notes deletes
  • list_documents A company's or pitch's data room
  • upload_document File a memo or a PDF in a data room writes
  • delete_document Remove a file you put there deletes

People

  • list_people Founders, co-investors and intro sources
  • get_person One person, with their companies
  • get_user A public Signed investor profile
  • list_follows Investors you follow
  • list_followers Investors following you

Investor directory

  • search_investors Public investors by keyword, sector or check size
  • list_investors Browse the directory, most complete profiles first
  • get_investor One investor's public profile and pitch form
  • list_investor_followers Who follows an investor
  • list_investor_following Who an investor follows
  • list_sectors Sectors, with how many investors list each
  • list_check_sizes Check sizes, with how many write each

Just the directory? No account needed.

The investor directory tools above are also served on their own, with no sign-in and no token, at a second address on this host. It reads only what signed.com/investors shows anyone, and nothing else: no portfolio, no pipeline, no notes. Good for founders looking for investors, and for agents that never need an account.

Directory address

https://mcp.signed.com/investors

Tools and reference

Ask it. Or put it to work.

Your assistant keeps the books as well as reading them. Tell it about a wire, a deal or a meeting in a sentence, and the record lands in Signed the way it would if you'd typed it in yourself.

  1. Log the $25K I wired to Kettle yesterday.

    create_transaction A buy lands on the position, and your cost basis, ownership and returns move with it.

  2. Add Naptime Labs to my pipeline. Seed, $3M at a $15M cap.

    create_pitch The deal shows up in triage with its round filled in.

  3. Move Deploycast to diligence, and note that I'm waiting on the data room.

    update_companycreate_note The pitch changes stage and the note sits on it, dated today.

  4. File this memo in the LGTM Labs data room.

    upload_document The document is stored with the company and searchable from then on.

On every plan. Including Free.

Signed tracks your angel investments: the marks, the returns, the updates, the deals you passed on and the tax year. The MCP server comes with the account.

Start free More about Signed