FastMCP Seed Raise Pipeline Tracker — Syncs From Obsidian CRM, Generates Meeting
Track a seed fundraise pipeline from Obsidian CRM and generate investor meeting prep from your coding agent.
Overview
investor-relations-mcp is a MCP server for the Validate phase that syncs Obsidian CRM data for seed raises and generates investor meeting prep.
What is this MCP server?
- Syncs investor pipeline state from an Obsidian vault CRM folder via VAULT_CRM_PATH
- FastMCP stdio transport with packaged .mcpb release (v0.1.0)
- Generates meeting prep from CRM context for seed-stage investor calls
- Tracks raise pipeline stages without leaving Claude Code, Cursor, or Codex
- stdio MCP server—MCP integration, not a standalone agent skill
- Server version 0.1.0 with stdio transport
- Requires VAULT_CRM_PATH pointing at Obsidian CRM folder
What problem does it solve?
Fundraising context lives in Obsidian while your agent cannot see pipeline status or prep you for the next investor call without manual copy-paste.
Who is it for?
Solo founders raising seed who keep investor CRM notes in Obsidian and want MCP-backed prep inside Claude Code or Cursor.
Skip if: Teams on Salesforce or HubSpot-only CRMs, later-stage IR with no Obsidian workflow, or anyone who needs automated wire transfers or legal docs.
What do I get? / Deliverables
Your agent reads the same CRM folder you maintain and outputs meeting-ready investor context tied to your live pipeline.
- Agent-visible seed raise pipeline state sourced from Obsidian CRM
- Investor meeting prep generated from synced CRM context
Recommended MCP Servers
Journey fit
Canonical shelf is validate because seed fundraising is the core job—pipeline status and meeting prep sit between scoping the round and closing capital. Pricing subphase fits raise economics, term discussions, and investor conversations tied to valuation and round structure.
How it compares
Obsidian-linked fundraise MCP, not a general finance API or cap-table SaaS.
Common Questions / FAQ
Who is investor-relations-mcp for?
Indie builders and solo founders tracking seed investors in Obsidian who want pipeline sync and meeting prep from their coding agent.
When should I use investor-relations-mcp?
Use it during an active seed raise or regular investor follow-ups when your CRM lives under an Obsidian vault CRM folder.
How do I add investor-relations-mcp to my agent?
Install the v0.1.0 MCPB from the GitHub release, set VAULT_CRM_PATH to your vault CRM directory, and add the stdio server entry in Claude Code, Cursor, or another MCP client.