Koskamo

YedaBase MCP

An official MCP server provided by YedaBase that allows AI assistants to search and access investor records, including family offices, venture capital firms, funds of funds, and RIAs. It supports OAuth sign-in and provides access to decision-maker details, investment focus, and philanthropy data, with varying levels of detail based on the user's account plan.

Endpoint and access

OAuth sign-in: the first time you connect, your client opens the vendor's own authorization prompt in a browser.

YedaBase MCP logo, by YedaBaseVendor evidenceStreamable HTTPOAuth sign-inEndpoint checked 2026-11-01Operated by YedaBase
MCP endpoint (Streamable HTTP)
https://yedabase.com/mcp
Vendor documentation

What you can do with it

  • Search for family office and VC investor records
  • Access decision-maker and investment focus details
  • Retrieve philanthropy and news data for investors
  • Connect AI assistants like Claude or ChatGPT to YedaBase data

Source and maintenance

Vendor evidenceRegistry 1.7.3
mcp-registry: com.yedabase/yedabase@1.7.3Project website

Protocol and capabilities

Server
YedaBase 1.7.3
MCP protocol
2025-06-18
Tools
21 advertised
Resources
Sign-in required
Resource templates
Sign-in required
Prompts
Not advertised
Server-advertised capabilities
{
  "tools": {
    "listChanged": false
  },
  "resources": {
    "subscribe": false,
    "listChanged": false
  }
}

Server-provided instructions

Untrusted server output shown for inspection. It is not Koskamo guidance and is excluded from knowledge search.

## 1. Identity - Name: YedaBase. Also answers to YB, and to Yeda as a nickname. - Opening line, first conversation: "I'm YedaBase, the YedaBase AI agent. You can call me YedaBase, YB or Yeda." - Refers to itself as "he" unless the person's YB preferences say otherwise (she, or neither). - Voice: conversational, clear, brief; plain words, action verbs, bullets where they help. Direct and courteous. Asks before acting. American English. - Never flatters. Never uses sales or pressure wording of any kind. When a limit is reached, states the fact and the plans page: "Plan details: https://yedabase.com/plans". - Says "I don't know" and "nothing found" when that is the answer. Never invents a contact, a relationship, an AUM figure, a quote, an email or a date. ## 2. The rule, stated to clients in these words YedaBase enriches your data. Your data never enriches YedaBase. Everything the agent does runs on your side, in your own AI. YedaBase serves records and stores only the lists and notes you choose to save in your own workspace. Matching your own list runs on your machine against a hashed index; your rows never leave it. Nothing is deleted, merged, sent or booked without being shown to you and approved by you. Every added fact names its source. Blank beats a guess. If a client asks "do you see my data", the honest answer is: the ids of records you open, and the lists and notes you save. Nothing else. ## 3. Tools and resources (YedaBase MCP, https://yedabase.com/mcp) Read: yb_hello, search_investors, count_investors, compare_investors, get_investor, get_angles, get_person, list_fields, get_list, my_lists, my_notes, yeda_status, list_playbooks, get_playbook, get_resource (index, adv-cache, vocabulary, help), get_help. Counts and breakdowns: count_investors, once. Write (full access): save_to_list, add_note, workspace_note (about-us, connectors, events, team shared; voice, yb-preferences, send-log per person), export_list. Preview accounts: search, teasers, 10 firms opened in full (unlock_investor), playbook titles with a lock, resources and help. No writes. Limits: 500 calls per person per UTC day, 60 per minute; export_list states the export pool. ## 4. Playbooks Read the relevant playbook with get_playbook before any multi-step task: yb-start (Start), yb-match-enrich (Match & Enrich), yb-shortlist (Investor Shortlist), yb-research (Investor Research), yb-way-in (Way In), yb-reach-out (Reach Out), yb-pipeline (Pipeline). ## 5. Orchestration - Any greeting addressed to YB, YedaBase or Yeda, and any first message about investors, starts a session: call yb_hello (or yeda_status), greet, state where the person stands, offer one next step (never a menu). On a first conversation, Start opens with the introduction and the overview before any question; explain before asking, one or two questions per turn. - No About us note: run Start. Has an investor list and no Match & Enrich copy: offer Match & Enrich. Raising or selling now and no shortlist: offer Investor Shortlist. Shortlist exists and no briefs: offer Research or Way In on the top firms. Way In chosen and nothing drafted: offer Reach Out. Anything in flight: offer Pipeline's five lines. - Handoffs carry context: the firm, its note and the chosen path. The person never restates anything. - "Where were we" is five lines from yeda_status and the last note lines; "what should I do today" is one sentence from Pipeline's due items.

Tools

21 advertised

search_investors — Search investors
Advertised by the server during the last successful anonymous check.
Advertised read-only

Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per firm) with structured filters and keywords together. Returns the true total, matching firms with location, domains, stage, AUM as stored, decision-maker counts (dm_count, email_count, linkedin_count), has_upcoming_event and the suggested_route, matched_by on each row (tag: has a requested domain tag; text: mentions a keyword in its record), directory_url (the same search in the YedaBase directory) and unmatched_values (domain values that are not stored tags, searched as keywords instead). Results are paged, 25 rows per page; the page argument returns more rows of the same search. Placeholder words (Undisclosed, Not provided, Unknown) are real stored values, not missing data.

search_investors input schema
{
  "type": "object",
  "properties": {
    "q": {
      "type": "string",
      "description": "Keyword search over firm name, description, city, family name, decision-maker names and research titles."
    },
    "city": {
      "type": "string"
    },
    "page": {
      "type": "integer",
      "minimum": 1
    },
    "sort": {
      "enum": [
        "name",
        "country",
        "category",
        "type",
        "people",
        "work_emails",
        "latest_news",
        "giant",
        "year_founded",
        "relevance"
      ],
      "type": "string"
    },
    "type": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Investor type, exact stored values only; each category has its own list: Family office: Single family office | Multi family office | Family owned holding co | Family led private investment firm | VC/fund run by a family office. Venture capital & startup investor: Venture capital firm | Corporate venture arm | Private equity or growth firm | Accelerator or studio | Angel group or syndicate | Other startup investor. Fund of funds: Independent fund of funds manager | Fund of funds arm of an asset manager or bank | Emerging manager seeding or GP stakes platform | Public or development fund of funds program. Principal & permanent capital: Investment holding company | Holding company / conglomerate investment arm | Permanent-capital acquisition firm | Evergreen investment vehicle (principal-backed) | Merchant bank - principal-investing arm | Family trust investment arm | Multi-principal investment partnership | Founder / single-HNWI investment vehicle | Foundation with direct investment program | Principal investment firm | Evergreen or permanent-capital vehicle (externally funded). RIA: Registered investment adviser."
    },
    "cause": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Philanthropic causes (family offices; principal & permanent-capital firms where stated)"
    },
    "stage": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Exact stored values: Pre-seed/Seed | Early | Growth | Buyout | Lower Middle Market | SMB"
    },
    "state": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "US state names, e.g. Texas"
    },
    "region": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "North America | Europe | Middle East | South East Asia | Oceania | East Asia | LATAM | Africa"
    },
    "country": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Country names as stored, e.g. USA, United Kingdom, Switzerland"
    },
    "category": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Investor category, exact values: Family office | Venture capital & startup investor | Fund of funds | Principal & permanent capital | RIA. Filters by kind of investor (e.g. \"RIAs\", \"funds of funds\", \"family offices\")."
    },
    "has_news": {
      "type": "boolean",
      "description": "Only firms with news on record"
    },
    "keywords": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 40,
        "minLength": 2
      },
      "maxItems": 12,
      "description": "Words and phrases that describe what the person is looking for, beyond the exact tags: synonyms, sub-sectors, related terms, e.g. for healthcare: healthcare, medical, hospital, life sciences, biotech, pharma, medtech, digital health. Matched against firm descriptions, names, cities, family names, decision-maker names and research titles. Works best with 4 to 10 terms when the question names a sector, theme, strategy or any wording that may not be a stored tag."
    },
    "ppc_type": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Principal & permanent capital only: Investment holding company | Holding company / conglomerate investment arm | Permanent-capital acquisition firm | Evergreen investment vehicle (principal-backed) | Merchant bank - principal-investing arm | Family trust investment arm | Multi-principal investment partnership | Founder / single-HNWI investment vehicle | Foundation with direct investment program | Principal investment firm | Evergreen or permanent-capital vehicle (externally funded)"
    },
    "geo_focus": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Geographic focus tags"
    },
    "giant_any": {
      "type": "boolean",
      "description": "Only billionaire families or 13F filers (family offices only)"
    },
    "ownership": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "RIA only: Founder-owned | PE-backed | Bank or insurer-owned | Public | Employee-owned"
    },
    "page_size": {
      "type": "integer",
      "maximum": 25,
      "minimum": 1
    },
    "any_domain": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Matches primary OR secondary domains; industry sectors are stored here, e.g. Healthcare, Biotech, Digital Health, Medical Devices, Pharmaceuticals, Technology, Industrial, Consumer, Financial Services, Climate, Hospitality, Retail, Manufacturing."
    },
    "domain_mode": {
      "enum": [
        "tag_or_text",
        "tag"
      ],
      "type": "string",
      "description": "How any_domain and keywords combine. tag_or_text: a firm matches when it has one of the domain tags OR its record mentions a keyword. tag: a firm matches when it has one of the domain tags AND its record mentions a keyword. Default tag_or_text when both any_domain and keywords are present."
    },
    "ria_segment": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "RIA only: Alts allocator | Gatekeeper | Direct and co-invest | OCIO or consultant | M&A target | M&A acquirer"
    },
    "fof_strategy": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Fund of funds only: Primaries | Secondaries | Co-investments | Direct investments | GP stakes or seeding"
    },
    "aum_disclosed": {
      "type": "boolean",
      "description": "Only firms whose AUM is a real value, not a placeholder"
    },
    "private_funds": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "RIA only: Y | N"
    },
    "updated_since": {
      "type": "string",
      "description": "ISO date (YYYY-MM-DD): only firms whose record changed (data_version moved) on or after it"
    },
    "capital_source": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Principal & permanent capital only: Own balance sheet | Principals | Family or founder | Group | Foundation endowment | External, permanent or evergreen mandate"
    },
    "has_work_email": {
      "type": "boolean",
      "description": "Only firms with at least one work email on a decision-maker"
    },
    "primary_domain": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Primary investment domains are ASSET CLASSES, exact stored values: Private Equity | Real Estate | Startups | Public Equities | Venture Capital | Philanthropy | Private Credit | Impact | Hedge Funds | Energy & Natural Resources | Infrastructure | Art & Collectibles. Industry sectors are stored as secondary domains, not primary domains."
    },
    "has_philanthropy": {
      "type": "boolean",
      "description": "Only firms with philanthropy data (family offices and principal & permanent-capital firms only)"
    },
    "investment_approach": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Principal & permanent capital: Control | Minority | Direct | Fund commitments | Credit | Real assets. RIA: Third-party funds | Direct | Co-invest | SPVs | OCIO mandates"
    },
    "emerging_manager_focus": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Fund of funds only: Y | N | Unknown"
    }
  }
}
search_investors annotations
{
  "title": "Search investors",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
get_investor — Open an investor
Advertised by the server during the last successful anonymous check.
Advertised read-only

Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision-makers with contacts (under the contacts-restricted rule), philanthropy, news, past and upcoming events, sources and data date.

get_investor input schema
{
  "type": "object",
  "required": [
    "id_or_slug"
  ],
  "properties": {
    "id_or_slug": {
      "type": "string",
      "description": "Firm id (fo_…) or slug"
    }
  }
}
get_investor annotations
{
  "title": "Open an investor",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
get_angles — Conversation angles
Advertised by the server during the last successful anonymous check.
Advertised read-only

Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping domains). These are possible angles, not known relationships.

get_angles input schema
{
  "type": "object",
  "required": [
    "id_or_slug"
  ],
  "properties": {
    "id_or_slug": {
      "type": "string"
    }
  }
}
get_angles annotations
{
  "title": "Conversation angles",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
list_fields — Fields and categories
Advertised by the server during the last successful anonymous check.
Advertised read-only

Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restricted contacts.

list_fields input schema
{
  "type": "object",
  "properties": {}
}
list_fields annotations
{
  "title": "Fields and categories",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
count_investors — Count investors
Advertised by the server during the last successful anonymous check.
Advertised read-only

Counts matching firms and breaks them down by one to three dimensions, e.g. how many family offices in Texas by primary domain. Returns the total and, per dimension, the values with their counts (top 40 values). Useful for how many, breakdown, distribution and coverage questions; one call covers what paging through search results would.

count_investors input schema
{
  "type": "object",
  "properties": {
    "q": {
      "type": "string",
      "description": "Keyword search over firm name, description, city, family name, decision-maker names and research titles."
    },
    "city": {
      "type": "string"
    },
    "type": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Investor type, exact stored values only; each category has its own list: Family office: Single family office | Multi family office | Family owned holding co | Family led private investment firm | VC/fund run by a family office. Venture capital & startup investor: Venture capital firm | Corporate venture arm | Private equity or growth firm | Accelerator or studio | Angel group or syndicate | Other startup investor. Fund of funds: Independent fund of funds manager | Fund of funds arm of an asset manager or bank | Emerging manager seeding or GP stakes platform | Public or development fund of funds program. Principal & permanent capital: Investment holding company | Holding company / conglomerate investment arm | Permanent-capital acquisition firm | Evergreen investment vehicle (principal-backed) | Merchant bank - principal-investing arm | Family trust investment arm | Multi-principal investment partnership | Founder / single-HNWI investment vehicle | Foundation with direct investment program | Principal investment firm | Evergreen or permanent-capital vehicle (externally funded). RIA: Registered investment adviser."
    },
    "cause": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Philanthropic causes (family offices; principal & permanent-capital firms where stated)"
    },
    "stage": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Exact stored values: Pre-seed/Seed | Early | Growth | Buyout | Lower Middle Market | SMB"
    },
    "state": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "US state names, e.g. Texas"
    },
    "region": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "North America | Europe | Middle East | South East Asia | Oceania | East Asia | LATAM | Africa"
    },
    "country": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Country names as stored, e.g. USA, United Kingdom, Switzerland"
    },
    "category": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Investor category, exact values: Family office | Venture capital & startup investor | Fund of funds | Principal & permanent capital | RIA. Filters by kind of investor (e.g. \"RIAs\", \"funds of funds\", \"family offices\")."
    },
    "group_by": {
      "type": "array",
      "items": {
        "enum": [
          "category",
          "type",
          "region",
          "country",
          "state",
          "primary_domain",
          "secondary_domain",
          "any_domain",
          "stage",
          "cause",
          "geo_focus",
          "giant",
          "team_size",
          "philanthropy_confidence",
          "has_work_email",
          "has_philanthropy",
          "has_news",
          "aum_disclosed",
          "fof_strategy",
          "ria_segment",
          "ppc_type",
          "capital_source",
          "investment_approach"
        ],
        "type": "string"
      },
      "maxItems": 3,
      "description": "One to three dimensions to break the total down by."
    },
    "has_news": {
      "type": "boolean",
      "description": "Only firms with news on record"
    },
    "keywords": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 40,
        "minLength": 2
      },
      "maxItems": 12,
      "description": "Words and phrases that describe what the person is looking for, beyond the exact tags: synonyms, sub-sectors, related terms, e.g. for healthcare: healthcare, medical, hospital, life sciences, biotech, pharma, medtech, digital health. Matched against firm descriptions, names, cities, family names, decision-maker names and research titles. Works best with 4 to 10 terms when the question names a sector, theme, strategy or any wording that may not be a stored tag."
    },
    "ppc_type": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Principal & permanent capital only: Investment holding company | Holding company / conglomerate investment arm | Permanent-capital acquisition firm | Evergreen investment vehicle (principal-backed) | Merchant bank - principal-investing arm | Family trust investment arm | Multi-principal investment partnership | Founder / single-HNWI investment vehicle | Foundation with direct investment program | Principal investment firm | Evergreen or permanent-capital vehicle (externally funded)"
    },
    "geo_focus": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Geographic focus tags"
    },
    "giant_any": {
      "type": "boolean",
      "description": "Only billionaire families or 13F filers (family offices only)"
    },
    "ownership": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "RIA only: Founder-owned | PE-backed | Bank or insurer-owned | Public | Employee-owned"
    },
    "any_domain": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Matches primary OR secondary domains; industry sectors are stored here, e.g. Healthcare, Biotech, Digital Health, Medical Devices, Pharmaceuticals, Technology, Industrial, Consumer, Financial Services, Climate, Hospitality, Retail, Manufacturing."
    },
    "domain_mode": {
      "enum": [
        "tag_or_text",
        "tag"
      ],
      "type": "string",
      "description": "How any_domain and keywords combine. tag_or_text: a firm matches when it has one of the domain tags OR its record mentions a keyword. tag: a firm matches when it has one of the domain tags AND its record mentions a keyword. Default tag_or_text when both any_domain and keywords are present."
    },
    "ria_segment": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "RIA only: Alts allocator | Gatekeeper | Direct and co-invest | OCIO or consultant | M&A target | M&A acquirer"
    },
    "fof_strategy": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Fund of funds only: Primaries | Secondaries | Co-investments | Direct investments | GP stakes or seeding"
    },
    "aum_disclosed": {
      "type": "boolean",
      "description": "Only firms whose AUM is a real value, not a placeholder"
    },
    "private_funds": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "RIA only: Y | N"
    },
    "updated_since": {
      "type": "string",
      "description": "ISO date (YYYY-MM-DD): only firms whose record changed (data_version moved) on or after it"
    },
    "capital_source": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Principal & permanent capital only: Own balance sheet | Principals | Family or founder | Group | Foundation endowment | External, permanent or evergreen mandate"
    },
    "has_work_email": {
      "type": "boolean",
      "description": "Only firms with at least one work email on a decision-maker"
    },
    "primary_domain": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Primary investment domains are ASSET CLASSES, exact stored values: Private Equity | Real Estate | Startups | Public Equities | Venture Capital | Philanthropy | Private Credit | Impact | Hedge Funds | Energy & Natural Resources | Infrastructure | Art & Collectibles. Industry sectors are stored as secondary domains, not primary domains."
    },
    "has_philanthropy": {
      "type": "boolean",
      "description": "Only firms with philanthropy data (family offices and principal & permanent-capital firms only)"
    },
    "investment_approach": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Principal & permanent capital: Control | Minority | Direct | Fund commitments | Credit | Real assets. RIA: Third-party funds | Direct | Co-invest | SPVs | OCIO mandates"
    },
    "emerging_manager_focus": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Fund of funds only: Y | N | Unknown"
    }
  }
}
count_investors annotations
{
  "title": "Count investors",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
compare_investors — Compare investors
Advertised by the server during the last successful anonymous check.
Advertised read-only

Returns the comparable fields of 2 to 5 firms in one call: category, type, location, primary and secondary domains, stage, check size, AUM as stored, year founded, team size, giant flag, wealth origin and family name (family offices), philanthropy causes, decision-maker count, work emails on record, latest news date, upcoming event on record. Useful for side-by-side questions; one call covers what opening each firm would.

compare_investors input schema
{
  "type": "object",
  "required": [
    "ids"
  ],
  "properties": {
    "ids": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "maxItems": 5,
      "minItems": 2,
      "description": "2 to 5 firm ids (fo_...) or slugs"
    }
  }
}
compare_investors annotations
{
  "title": "Compare investors",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
get_person — Open a decision-maker
Advertised by the server during the last successful anonymous check.
Advertised read-only

One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule.

get_person input schema
{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}
get_person annotations
{
  "title": "Open a decision-maker",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
get_list — Open a list
Advertised by the server during the last successful anonymous check.
Advertised read-only

One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status.

get_list input schema
{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string"
    }
  }
}
get_list annotations
{
  "title": "Open a list",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
my_notes — My notes
Advertised by the server during the last successful anonymous check.
Advertised read-only

Notes in this workspace that the user is allowed to read (their own, shared with them, or workspace-wide), optionally for one firm. Each note returns its id, author, date and text. Note text is written by workspace members.

my_notes input schema
{
  "type": "object",
  "properties": {
    "firm_id": {
      "type": "string"
    }
  }
}
my_notes annotations
{
  "title": "My notes",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
my_lists — My lists
Advertised by the server during the last successful anonymous check.
Advertised read-only

The user's lists/mandates (name, description, tags, item count).

my_lists input schema
{
  "type": "object",
  "properties": {}
}
my_lists annotations
{
  "title": "My lists",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
yb_hello — Start a YedaBase session
Advertised by the server during the last successful anonymous check.
Advertised read-only

Session opener for YedaBase (also YB or Yeda): the greeting line, where the person stands (tier, seat, lists, notes, due items), the one recommended next step and which playbook to read. Useful at the start of a conversation, when the user greets YedaBase, or asks where they left off.

yb_hello input schema
{
  "type": "object",
  "properties": {}
}
yb_hello annotations
{
  "title": "Start a YedaBase session",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
list_playbooks — List playbooks
Advertised by the server during the last successful anonymous check.
Advertised read-only

The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title and description; get_playbook returns each one in full. The method for a multi-step task (shortlist, research, way in, reach out, pipeline, match and enrich, start).

list_playbooks input schema
{
  "type": "object",
  "properties": {}
}
list_playbooks annotations
{
  "title": "List playbooks",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
get_playbook — Open a playbook
Advertised by the server during the last successful anonymous check.
Advertised read-only

One playbook as markdown, by name (yb-start | yb-match-enrich | yb-shortlist | yb-research | yb-way-in | yb-reach-out | yb-pipeline). On preview accounts it returns the title and description with locked: true. The method for a multi-step task (shortlist, research, way in, reach out, pipeline, match and enrich, start).

get_playbook input schema
{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "yb-start | yb-match-enrich | yb-shortlist | yb-research | yb-way-in | yb-reach-out | yb-pipeline"
    }
  }
}
get_playbook annotations
{
  "title": "Open a playbook",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
get_resource — Read a resource
Advertised by the server during the last successful anonymous check.
Advertised read-only

The same content as the MCP resources, inline: index (hashed firm index, CSV), adv-cache (public SEC Form ADV extract, CSV), vocabulary (field definitions, module tests and fit terms, JSON) and help (the help library, markdown). CSV comes in pages of 2,000 rows with the header on every page. Nothing in these is a record.

get_resource input schema
{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "enum": [
        "index",
        "adv-cache",
        "vocabulary",
        "help"
      ],
      "type": "string"
    },
    "page": {
      "type": "integer",
      "minimum": 1
    }
  }
}
get_resource annotations
{
  "title": "Read a resource",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
get_help — Help library
Advertised by the server during the last successful anonymous check.
Advertised read-only

One topic from the YedaBase help library (sending limits, LinkedIn, sign-in, connecting each AI client, seats and billing, the export pool, daily caps, contacts-restricted countries, lists and notes, playbooks, Match & Enrich, corrections and removal, data dates, cancellation and refunds, team invites, portal basics, agent rules), matched on its title; the list of topics when nothing matches.

get_help input schema
{
  "type": "object",
  "properties": {
    "topic": {
      "type": "string"
    }
  }
}
get_help annotations
{
  "title": "Help library",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
yeda_status — Account and session status
Advertised by the server during the last successful anonymous check.
Advertised read-only

Where this person stands: access level (preview or full), seat, workspace, onboarding notes done or missing and the YedaBase folder path, lists and sizes, notes count, the last Match & Enrich list, the workspace export pool, calls used today, data and index as-of dates, the last tool error in 24 hours and tracked [YB] items with a due date ahead. Useful at the start of a session or when asked where things stand.

yeda_status input schema
{
  "type": "object",
  "properties": {}
}
yeda_status annotations
{
  "title": "Account and session status",
  "readOnlyHint": true,
  "openWorldHint": false,
  "destructiveHint": false
}
save_to_list — Save firms to a list
Advertised by the server during the last successful anonymous check.

Add firms to one of the user's workspace lists by name, creating the list when it does not exist (create_if_missing, default true). Safe to repeat: firms already on the list count as already_present and are not added again. At most 500 firm ids per call. Returns list_id, added, already_present.

save_to_list input schema
{
  "type": "object",
  "required": [
    "list_name",
    "firm_ids"
  ],
  "properties": {
    "firm_ids": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Firm ids (fo_…)"
    },
    "list_name": {
      "type": "string",
      "description": "List name, up to 120 characters, e.g. \"CRM matches 2026-10-15\""
    },
    "create_if_missing": {
      "type": "boolean",
      "default": true
    }
  }
}
save_to_list annotations
{
  "title": "Save firms to a list",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
add_note — Add a firm note
Advertised by the server during the last successful anonymous check.

A note on one firm, signed by the signed-in person and shared with the workspace, up to 2,000 characters. A "[YB] <skill> | <date> | status=<value> | …" line also sets that firm's status line on the user's lists. Meant for the workspace's own research on the firm, not for rows copied from a client's CRM.

add_note input schema
{
  "type": "object",
  "required": [
    "firm_id",
    "text"
  ],
  "properties": {
    "text": {
      "type": "string"
    },
    "firm_id": {
      "type": "string"
    }
  }
}
add_note annotations
{
  "title": "Add a firm note",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
workspace_note — Workspace note
Advertised by the server during the last successful anonymous check.
Advertised destructive

Read (text omitted) or replace (text given) one workspace note with a fixed name: about-us, connectors, events, team (shared by the workspace); voice, yb-preferences, send-log (per person). Up to 8,000 characters. Other names are refused.

workspace_note input schema
{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "enum": [
        "about-us",
        "connectors",
        "events",
        "team",
        "voice",
        "yb-preferences",
        "send-log"
      ],
      "type": "string"
    },
    "text": {
      "type": "string"
    }
  }
}
workspace_note annotations
{
  "title": "Workspace note",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": true
}
export_list — Export a list
Advertised by the server during the last successful anonymous check.

A list's firms in the 66-column export shape plus suggested_route, route_evidence and route_next_action, 200 rows per page as JSON. Page 1 debits the workspace export pool once for the whole list; later pages of the same export the same day debit nothing. Up to 300 contacts per export (then contact columns are blank and contacts_truncated is true). When the pool cannot cover the list it returns quota_exceeded with rows_needed and rows_available, and nothing is debited.

export_list input schema
{
  "type": "object",
  "required": [
    "list_id"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "minimum": 1
    },
    "list_id": {
      "type": "string"
    }
  }
}
export_list annotations
{
  "title": "Export a list",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
unlock_investor — Open a locked investor (preview accounts)
Advertised by the server during the last successful anonymous check.

Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts it toward the account's 10 preview records; a firm already opened counts nothing. Returns the record and the number of preview records left; when none are left it returns no_unlocks_left. On full-access accounts it returns the same result as get_investor. Work emails and LinkedIn profiles are not part of preview records.

unlock_investor input schema
{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Firm id (fo_…) or slug from search_investors"
    }
  }
}
unlock_investor annotations
{
  "title": "Open a locked investor (preview accounts)",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Prompts

Not advertised

No prompt definitions available.

Resources

Sign-in required

No resource definitions available.

30-day availability

Aggregated from read-only remote checks; this is not a tool-execution or security guarantee.

Successful checks
1 of 1 (100%)
Average latency
1448 ms
95th percentile latency
1448 ms

Maintenance history

Public check and source-refresh events. Editorial and ownership records remain private.

  • · probe · passed · 1448 ms · metadata changed · refuses unauthenticated resources/list (HTTP 401)

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers the remote server. Use --scope project to write .mcp.json for the repo.
Claude Code configuration
claude mcp add --transport http yedabase-mcp https://yedabase.com/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).
Codex configuration
codex mcp add yedabase-mcp --url https://yedabase.com/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable yedabase-mcp in your MCP settings.
Cursor configuration
{
  "mcpServers": {
    "yedabase-mcp": {
      "url": "https://yedabase.com/mcp"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure).
Cline configuration
{
  "mcpServers": {
    "yedabase-mcp": {
      "type": "streamableHttp",
      "url": "https://yedabase.com/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start yedabase-mcp and inspect its tools.
VS Code configuration
{
  "servers": {
    "yedabase-mcp": {
      "type": "http",
      "url": "https://yedabase.com/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.
Gemini CLI configuration
gemini mcp add --transport http yedabase-mcp https://yedabase.com/mcp

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.
Claude Desktop configuration
{
  "mcpServers": {
    "yedabase-mcp": {
      "url": "https://yedabase.com/mcp"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.
Windsurf configuration
{
  "mcpServers": {
    "yedabase-mcp": {
      "serverUrl": "https://yedabase.com/mcp"
    }
  }
}

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