Integration · CRM & sales

Connect Claude & ChatGPT to Totem VC

Ask your AI how a portfolio company is doing, what its latest valuation is, or what your team has noted about an LP. It can read portfolio companies with their financials, valuations, cap tables, transactions, deals, notes and news, plus your funds, LPs, deal flow and activity timeline. Your fund data answers in plain language.

Connect Totem VC free

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

Try asking

“What are the latest reported financials for Lumen Robotics?”
The AI finds the company in your portfolio and lists its reported financials.
“How has Lumen's valuation changed over time?”
It reads the company's valuation history.
“Who owns what in Lumen after the last round?”
It lists the company's cap tables.

What your AI can do

Portfolio companies

Read each company's profile, financials, valuations, cap tables, transactions, notes, interactions and news.

Funds and LPs

List funds with their details and figures, and look up LPs with their transactions, notes and interactions.

Deals and activity

See the deal flow pipeline, deals per company, portfolio-wide transactions and valuations, and the activity timeline.

“What have we written about Nordic Capital Partners as an LP?”
It finds the LP and lists the notes and logged interactions with them.
“Give me an overview of Fund II.”
It finds the fund and reads its details and figures.
“What happened in the workspace this week?”
It reads the activity timeline of recent events across Totem.

20 tools for Totem VC

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

get_company_aboutGet the profile (about details) of one portfolio company by `company_id`.
get_fundGet one fund by `fund_id`, including its details and figures.
list_company_captablesList the cap tables of one portfolio company by `company_id`.
list_company_dealsList the deals linked to one company by `company_id`.
list_company_financialsList the reported financials of one portfolio company by `company_id`.
list_company_interactionsList logged interactions with one company by `company_id`.
list_company_newsList news items tracked for one company by `company_id`.
list_company_notesList the notes written about one company by `company_id`.
list_company_transactionsList the investment transactions recorded for one portfolio company by `company_id`.
list_company_valuationsList the valuation history of one portfolio company by `company_id`.
list_dealsList deals in the deal flow pipeline.
list_fundsList the firm's funds. Use it to find a fund's ID.
list_lp_interactionsList logged interactions with one LP by `lp_id`.
list_lp_notesList the notes written about one LP by `lp_id`.
list_lp_transactionsList the transactions recorded for one LP by `lp_id`.
list_lpsList limited partners (LPs). Use it to find an LP's ID.
list_portfolioList the fund's portfolio companies. Use it to find a company's ID before looking up its details, financials or deals.
list_portfolio_transactionsList investment transactions across the whole portfolio.
list_portfolio_valuationsList valuations across the whole portfolio.
list_timelineList the activity timeline of recent events across the workspace.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Totem VC from the app list.
2
Paste your key
Paste your Totem API key. In Totem, go to Integrations > API, generate an API key and copy it.
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 Totem VC?

It can read your portfolio companies with their profile, financials, valuations, cap tables, transactions, deals, interactions, notes and news. It can also list deals, funds, LPs with their transactions, notes and interactions, portfolio-wide transactions and valuations, and the activity timeline. The tools only read data; they do not change anything in Totem.

Does the AI see my Totem VC API key?

No. Your Totem VC API key is encrypted at rest and never shown to the AI. After you save it, it is 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, so you can, for example, leave out LP data or cap tables. All Totem tools only read data, 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 Totem VC account.

Can the AI change data in Totem?

No. The Totem tools in PipMCP only read data: companies, financials, deals, funds, LPs and the timeline. Updates to your records still happen in Totem.