MCP SERVER

Connect Edda to any AI platform

Edda’s MCP server securely integrates with Claude, ChatGPT, Gemini, Copilot and any other platform offering MCP.

Securely connecting to top AI providers

Use Cases

Automate with Edda’s MCP

Interact with your investment database and manage your workflow in natural language.

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Generate reports with your investment data

Turn live Edda data into reports and exportable documents through natural language prompts.

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Automate work with scheduled prompts

Use scheduled AI prompts to monitor portfolios, send updates, and deliver recurring insights.

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Get precise insights with full context

Use queries to uncover answers from on your Edda data, complete with relevant context.

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Generate investment memos

Use company and Dealflow data to generate investment memos to accelerate decision making.

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Add metrics, notes & tasks from AI platforms

Update Edda directly from AI platforms by creating metrics, notes, comments, and tasks.

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Manage companies in natural language

Create and update companies, custom fields, owners, stages, sources, and documents by chat.

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Seamlessly conduct investment operations

Create and update investments, exits, dividends, valuations, cap tables, and investment operations.

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Easily create & update contacts

Create, update, connect, and manage contacts directly from your preferred AI platform.

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Discover Edda’s apps, compatible with MCP

Centralize your entire investment process on one platform

Dealflow

Capture opportunities, streamline your deal management.

Dealflow app preview
Discover Dealflow

Portfolio

Unify your investments and give your team a single source of truth.

Portfolio app preview
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Contacts

Keep your contact data alongside your deals and investments.

Contacts app preview
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Frequently Asked Questions

What is MCP?

MCP (Model Context Protocol) is an open standard that connects AI assistants to external tools and business data. For venture capital (VC) and private equity (PE) firms, Edda MCP connects AI assistants to investment CRM data, enabling investors to query dealflow, portfolio companies, and contacts in natural language and streamline investment workflows.

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Which platforms work with Edda MCP?

Edda’s MCP server works with Claude, ChatGPT, Gemini, Copilot and any other AI platform that supports MCP.

How does MCP connect to Edda?

Edda’s MCP server gives your AI platform secure access to your Edda workspace, so you can query and manage your investment data in natural language from the AI assistant you already use.

How does Edda protect my data?

All data is secured and private on Edda. Our platform is built to international information security standards, is GDPR compliant and SOC2 certified, with a 99.99% SLA.

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What are the benefits of MCP for private capital firms?

Investors can generate reports and investment memos, get precise insights with full context, and automate recurring work with scheduled prompts, all from live Edda data and in natural language.

Scale with security

All data is secured and private on Edda. Our platform is built to international information security standards.

GDPR
SOC2
SLA 99,99 %

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