Verity RMS MCP Server
Search Verity RMS notes, meetings, and research from your agent while building investment memos or validate-phase theses.
Overview
com.verityrms/rms-mcp is a MCP server for the Idea phase that lets agents search Verity RMS notes, meetings, and research on your tenant subdomain.
What is this MCP server?
- Tenant-specific streamable-http URL: https://{tenant_name}.verityrms.com/mcp
- Required variable tenant_name (e.g. acmecapital subdomain)
- Verity RMS MCP Server title; version 0.1.0; website verityplatform.com
- AI-powered investment research management: notes, meetings, and research search
- MCP server version 0.1.0
- Per-tenant remote URL pattern with required tenant_name variable
- Website: https://verityplatform.com
What problem does it solve?
Investment notes and meeting history sit in Verity RMS while your agent cannot query them during memo writing.
Who is it for?
Solo PMs, indie funds, and analysts on Verity RMS who want agent-side search over their research repository.
Skip if: Builders without a Verity RMS tenant or anyone needing only public market quotes without RMS content.
What do I get? / Deliverables
With tenant MCP registered, the agent retrieves RMS research artifacts to inform idea and validate decisions in one thread.
- Tenant-scoped MCP connection to Verity RMS
- Agent-retrieved notes, meetings, and research snippets for downstream memos
Recommended MCP Servers
Journey fit
Canonical shelf is Idea → research because RMS content is primarily institutional memory and meeting intelligence used before committing capital or product bets. Research subphase matches querying notes and meetings rather than shipping portfolio software.
How it compares
Tenant-bound research MCP, not a generic notes app skill or brokerage execution integration.
Common Questions / FAQ
Who is com.verityrms/rms-mcp for?
It is for Verity RMS customers who want MCP agents to search their notes, meetings, and research inside their tenant.
When should I use com.verityrms/rms-mcp?
Use it during idea and validate research when drafting memos, prepping meetings, or cross-checking prior diligence in RMS.
How do I add com.verityrms/rms-mcp to my agent?
Configure a streamable-http remote to https://{tenant_name}.verityrms.com/mcp with your tenant subdomain and follow Verity authentication for MCP.