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YedaBase

Search investor records and open full profiles

3002 ms

answered our call

State
Answered
Protocol
MCP 2025-06-18
Tools listed
21
Answered
3 of the last 3 calls

How to reach it

  • MCP, HTTPhttps://yedabase.com/mcp

What it can do

ToolWhat it says it does
add_noteA 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…
compare_investorsReturns 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…
count_investorsCounts 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…
export_listA list's firms in the 66-column export shape plus suggested_route, route_evidence and route_next_action, 200 rows per page as JSON. Each page opens its firms: a firm counts once per seat per calendar month toward the allowance of 500 firms a month, and firms already opened this month (in the…
get_anglesConversation 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_helpOne topic from the YedaBase help library (sending limits, LinkedIn, sign-in, connecting each AI client, seats and billing, the monthly allowance of firms opened, daily caps, contacts-restricted countries, lists and notes, playbooks, Match & Enrich, corrections and removal, data dates, cancellation…
get_investorFull 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), website, philanthropy, news, past and upcoming events, sources and data date…
get_listOne of the user's lists with its firms as ids and teasers (name, type, city, country, investment focus, AUM band, one-line description): per firm the status line text (status, status_updated_at), the mandate status and opened_this_month (already opened by this seat this month, so its full record…
get_personOne decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule. The person's firm is opened: Each firm whose full record is returned counts once per seat per calendar month toward the allowance of 500 firms a month (opening it again this month is free); past the…
get_playbookOne 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…
get_resourceThe 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…
list_fieldsInvestor 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_playbooksThe 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…
my_listsThe user's lists/mandates (name, description, tags, item count).
my_notesNotes 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.
save_to_listAdd 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.
search_investorsSearch 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…
unlock_investorPreview 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…
workspace_noteRead (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.
yb_helloSession 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.
yeda_statusWhere 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, firms opened this month (used, allowance, resets_on, per seat or pooled), calls used today, data and…

In its maker's words

Search and open investor records: family offices, VCs, funds of funds, permanent capital, RIAs.

Website
yedabase.com
Publisher
yedabase.com
Listed from
the official MCP Registry as com.yedabase/yedabase
Version
1.7.3, updated 26 Oct 2026
Kinds of work
Search and research, Domains and websites, Documents and files

The domain it lives on

yedabase.com
registered 11 Aug 2026 (3 months ago), at Spaceship, Inc.

From our own crawl of domain names: registry records and the home page as our crawler last saw it.

Every call we made

WhenWhat happenedTime
Answered3002 ms
Answered2496 ms
Answered1013 ms

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