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Caplia MCP Server

@Caplia-Tech

基本信息

分类

AI 与智能体

传输方式

stdio

作者

Caplia-Tech

提交者

Paul Dodd

关于 Caplia MCP Server

Caplia is an MCP server for venture-capital pitch-deck scoring and deal-flow management. AI agents — Claude Desktop, Cursor, ChatGPT, Windsurf, or any MCP client — submit pitch decks, get back CRI (Caplia Readiness Index) quality scores plus thesis-fit scores, list companies in t

#venture-capital#vc#pitch-deck#scoring#deal-flow#investor#fundraising#thesis#data-room#due-diligence#startup#accelerator#angel

Caplia MCP Server 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "mcpServers": {
    "caplia": {
      "url": "https://mcp.venture.caplia.ai/",
      "headers": {
        "Authorization": "Bearer cap_inv_live_YOUR_KEY_HERE"
      }
    }
  }
}

Caplia MCP Server 工具

13

Search Caplia for companies in the caller's pipeline by name. Returns up to 25 matches with id, name, website, industry, and stage. Use this to find a company before fetching its full profile.

List companies in the caller's pipeline. Supports cursor pagination (`cursor` from the previous response's `next_cursor`) and filtering by `stage` or by named `view`. Use `limit` (default 25, max 100) to bound the page size.

Fetch the full profile of one company by UUID: name, problem statement, industry, stage, website, founders, fundraising round, etc.

Get the CRI score and per-thesis match scores for a company. Returns `{ cri: { score, scored_at, domains }, thesis_matches: [{ thesis_id, thesis_name, match_score, thesis_fit_score, scoring_status }] }` — one entry per investment thesis of the key's team (a team with several theses gets several entries). `match_score` is the headline number shown on the portal's deal card; `thesis_fit_score` is the secondary mandate-fit gauge.

Get traction and key metrics for a company: revenue, growth, headcount, fundraising round milestones, etc.

List all data-room documents attached to a company: pitch decks, financial models, founder updates, term sheets. Each entry has id, name, folder, type, size, and created_at.

Get a 1-hour signed download URL for a specific data-room document. The agent can fetch the bytes directly from the returned URL — file content does not pass through the API.

List the active investment theses of the team this API key belongs to, with their descriptions. Useful for an agent that's reasoning about whether a deal fits a thesis.

List the team's custom properties with their `type` and selectable options. Types: `select` (answer with ONE option label/id), `multi_select` (answer with an ARRAY of option labels/ids — e.g. several award categories), `text` (answer with a freeform string, e.g. an application-form question like "What gives you an unfair advantage?"; options is empty). Properties are configured per team in the Caplia Staff Console, so call this before caplia_submit_deck when you want to tag a submission — pass answers via its `properties` argument using option ids (rename-proof) or labels.

List the team's configured pipeline views (e.g. Deal Flow, My Pipeline, Screening). Each view has a key that can be used as the `view` argument on caplia_list_companies.

Fetch the companies belonging to a named pipeline view (e.g. `deal-flow`, `my-pipeline`).

Poll the status of an async job (typically the result of a deck submission). Returns `{ status, company_id, results, errors }`. Recommended polling cadence: every 3 seconds.

Submit a pitch deck (PDF) to the caller's Caplia pipeline. The deck flows through the same intake pipeline as web uploads and email forwards: text extraction → company shell creation → CRI scoring → thesis matching. Returns `{ job_id, status: "queued", poll_url }` immediately; use `caplia_get_job` with the returned id to watch the company and scores land (typically 30s-2min). Requires a key with the `write` scope.

概览

What is Caplia?

Caplia is an MCP server for venture-capital pitch-deck scoring and deal-flow management. AI agents—Claude Desktop, Cursor, ChatGPT, Windsurf, or any custom MCP client—submit pitch decks, receive CRI quality scores plus thesis-fit scores, list companies in the caller’s pipeline, pull data-room contents, and poll asynchronous jobs. It is built for VC funds, accelerators, angel networks, and corporate-development teams.

How to use Caplia?

Configure Caplia as an MCP server in your client’s JSON configuration, providing the production or sandbox endpoint and a bearer token. For Claude Desktop, add an entry to claude_desktop_config.json with the URL and Authorization header. Tools appear automatically after restart. Use caplia_submit_deck to upload a PDF (max 50 MB) for scoring; other tools list, search, and retrieve company data.

Key features of Caplia

  • 12 tools grouped into read and write scopes
  • CRI (Caplia Readiness Index) 0–100 quality score
  • Thesis-fit score against active investment theses
  • Pipeline views for organizing companies
  • Secure data-room access with signed download URLs
  • Async job polling for deck submissions

Use cases of Caplia

  • Score incoming pitch decks with proprietary CRI and thesis-fit metrics
  • Search and filter your deal pipeline by stage or view
  • Retrieve full company profiles, traction metrics, and data-room documents
  • Evaluate companies against active investment theses

常见问题

1

What is CRI?

CRI (Caplia Readiness Index) is Caplia’s proprietary 0–100 quality score for a company. It summarizes signals across team, market, product, traction, financials, defensibility, and execution, with per-domain breakdowns.

2

How do I get an API key?

Mint a bearer token from the Caplia portal under **Settings → API Keys**. Production keys are prefixed `cap_inv_live_*`; sandbox keys are prefixed `cap_inv_test_*`.

3

What transport does Caplia use?

Caplia uses Streamable HTTP with a single POST endpoint and JSON‑RPC 2.0, protocol version `2024-11-05`.

4

Are there separate environments?

Yes. Production: `https://mcp.venture.caplia.ai/` (keys prefixed `cap_inv_live_*`). Sandbox: `https://mcp-sandbox.venture.caplia.ai/` (keys prefixed `cap_inv_test_*`).

5

What file size limits apply?

Deck submissions via `caplia_submit_deck` are limited to PDFs of maximum 50 MB.

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