Integration · Company data

Connect Claude & ChatGPT to CB Insights

Ask your AI who invested in a company, how its Mosaic score has moved, or which companies match a keyword and country in CB Insights. It can search company profiles, list funding rounds, investments and portfolio exits, read management, revenue and business relationships, generate a Scouting Report and pass questions to ChatCBI.

Connect CB Insights free

Free plan, no credit card. Takes about a minute.

Try asking

“What funding rounds has this company raised, and who invested?”
The AI looks up the organization by its website to get the CB Insights ID, then lists its funding rounds with amounts, dates and investors.
“Find VC-backed companies working on battery recycling.”
It searches company profiles with a keyword and the VC-backed filter and returns the matching companies.
“How has the company's Mosaic score changed over the last two years?”
It reads the Mosaic score history from your chosen start date.

What your AI can do

Company search

Search profiles by keyword, name, website, country, industry, VC backing, funding dates or headcount, or ask a plain-language question.

Funding and investments

List funding rounds, investments made as an investor, portfolio exits and business relationships for any organization.

Scores and reports

Read Mosaic, commercial maturity and exit probability history, revenue by year, outlook and strategy map, and generate Scouting Reports.

“Which exits has this fund had in its portfolio?”
It lists the fund's portfolio exits, such as acquisitions and IPOs.
“Give me a Scouting Report on this startup.”
It generates a Scouting Report summarizing the company. Only active companies are eligible.
“Who is on the management team and board?”
It reads the organization's management team and board members.

17 tools for CB Insights

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

ask_chatcbiChanges dataChat with ChatCBI, CB Insights' AI analyst (beta). Pass your question in `message`; pass the returned `chat_id` to continue the same conversation.
generate_scouting_reportChanges dataGenerate a Scouting Report summarizing an active company by `org_id`. Only active companies are eligible.
get_company_commercial_maturityChanges dataGet the historical commercial maturity scores for an organization by `org_id`, optionally between `start_date` and `end_date`.
get_company_exit_probability_historyChanges dataGet the historical exit probability for an organization by `org_id`, optionally between `start_date` and `end_date`.
get_company_funding_windowChanges dataGet funding window data for an organization by `org_id`.
get_company_management_and_boardChanges dataGet the management team and board members of an organization by `org_id`, optionally filtered by `title_ids`.
get_company_mosaic_historyChanges dataGet the history of an organization's Mosaic scores by `org_id`, optionally from `start_date`.
get_company_outlookChanges dataGet an organization's business outlook by `org_id`, including its Mosaic score.
get_company_revenue_by_yearChanges dataGet an organization's revenue figures by year, by `org_id`.
get_company_strategy_mapChanges dataGet the strategy map for an organization by `org_id`.
list_company_business_relationshipsChanges dataList an organization's business relationships with other organizations, by `org_id`.
list_company_fundingsChanges dataList the funding rounds an organization has raised, by `org_id`, with amounts, dates and investors. Page with `next_page_token`.
list_company_investmentsChanges dataList the investment rounds an organization took part in as an investor, by `org_id`. Page with `next_page_token`.
list_company_portfolio_exitsChanges dataList portfolio exits (acquisitions, IPOs) for an organization by `org_id`.
lookup_organizationsChanges dataFind organizations and their CB Insights IDs by exact `names`, website `urls` or a CB Insights `profile_url`. Use this first to get the `org_id` other tools need.
search_cb_insights_dataChanges dataAsk a plain-language question in `message` and get relevant structured CB Insights data back (companies, deals, markets).
search_companiesChanges dataSearch company profiles with filters in `body`, e.g. `keyword`, `orgNames`, `urls`, `countryIds`, `industryIds`, `vcBacked`, funding date or headcount ranges. Returns profiles with CB Insights organization IDs.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose CB Insights from the app list.
2
Paste your key
Paste your CB Insights API client ID and client secret. API access is part of a CB Insights API subscription. Ask your CB Insights Customer Success Manager (or [email protected]) for the client ID and client secret.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in CB Insights?

The AI can search company profiles and find organizations by name or website, and read funding rounds, investments, portfolio exits, business relationships, management and board, revenue by year, outlook, strategy maps, and Mosaic, commercial maturity and exit probability history. It can also generate Scouting Reports and ask ChatCBI questions.

Does the AI see my CB Insights credentials?

No. Your CB Insights client ID and client secret are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, for example company lookups and funding data without ChatCBI or Scouting Reports. Any tool can require your approval before it runs, and every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own CB Insights API subscription.

How do I get CB Insights API credentials?

API access is part of a CB Insights API subscription. Ask your CB Insights Customer Success Manager, or write to [email protected], for an API client ID and client secret. Then paste both into PipMCP.