# FastMCP seed raise pipeline tracker — syncs from Obsidian CRM, generates meeting

**Category:** 🧠 Knowledge & Memory  
**Repository:** https://github.com/adelaidasofia/investor-relations-mcp  
**Views:** 1  
**Installs:** 0  
**Upvotes:** 0  
**Directory Page:** https://allmcps.com/mcp/fastmcp-seed-raise-pipeline-tracker-syncs-from-obsidian-crm-generates-meeting

## Description
FastMCP seed raise pipeline tracker — syncs from Obsidian CRM, generates meeting prep, tracks…

## Claude Desktop Quick Installation
Heuristic fallback — verify the package name and runner against the repository README before running it. Uses `npx` (confidence: low):

```json
"mcpServers": {
  "fastmcp-seed-raise-pipeline-tracker-syncs-from-obsidian-crm-generates-meeting": {
    "command": "npx",
    "args": ["-y","fastmcp-seed-raise-pipeline-tracker-syncs-from-obsidian-crm-generates-meeting"]
  }
}
```

## Documentation & README

# investor-relations-mcp


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A FastMCP server for tracking your seed raise investor pipeline from Claude Code. Syncs from Obsidian vault CRM files, generates meeting prep documents, tracks interactions, and monitors follow-up compliance.

Built for founders raising a seed round who want to manage their pipeline conversationally without switching to a separate CRM.

## Tools

| Tool | What it does |
|------|-------------|
| `investor_search` | Search pipeline by name, stage, priority, or days since last contact |
| `investor_profile` | Full investor profile + complete interaction history |
| `investor_prep` | Meeting prep doc: portfolio fit, top 3 objections + rebuttals, stage-appropriate agenda |
| `investor_update` | Update stage, log interactions, add investor-specific objections |
| `investor_analytics` | Pipeline health: stage breakdown, committed count, follow-up compliance |
| `investor_sync` | Re-sync from vault CRM markdown files |

## Install

Open Claude Code, paste:

    /plugin marketplace add adelaidasofia/investor-relations-mcp
    /plugin install investor-relations-mcp@investor-relations-mcp

Then fill in `pitch_config.yaml` with your company's pitch positioning and global objections (drives the `investor_prep` tool), set `INVESTOR_MCP_VAULT_CRM` to your CRM folder, restart Claude Code, and run:

> "Run investor_sync"
> "Show me my investor pipeline"
> "Prep me for my meeting with [name]"

<details>
<summary>Legacy install</summary>

```bash
pip install fastmcp pyyaml python-frontmatter
```

1. Clone:
   ```bash
   git clone https://github.com/adelaidasofia/investor-relations-mcp.git
   cd investor-relations-mcp
   ```

2. Fill in `pitch_config.yaml` with your company's pitch positioning and global objections. This is what drives the `investor_prep` tool.

3. Set environment variables:
   ```bash
   export INVESTOR_MCP_VAULT_CRM="~/vault/CRM/"
   ```

4. Register with Claude Code:
   ```bash
   claude mcp add investor-relations -s user -- python3 /path/to/investor-relations-mcp/server.py
   ```

5. Restart Claude Code, then sync your CRM:
   > "Run investor_sync"
   > "Show me my investor pipeline"
   > "Prep me for my meeting with [name]"

</details>

## CRM file format

The server reads Obsidian markdown files where `relationship: investor` in the frontmatter:

```markdown
---
relationship: investor
company: Acme Ventures
role: Partner
email: partner@acme.com
location: New York
priority: high
next_step: Follow up after pitch deck revision
---

Bio paragraph goes here.

## Timeline
- 2026-03-15 — Met at TechCrunch NYC event
- 2026-03-22 — Sent intro email with one-pager
- 2026-04-01 — Zoom call, strong interest in the model
```

## pitch_config.yaml

This file configures your pitch positioning and global objection rebuttals:

```yaml
company_name: "Your Company"
raise_amount: "$500K"
raise_description: "seed round"

pitch_positioning:
  market: "Your market description..."
  model: "How you make money..."
  traction: "Your best proof point..."
  ask: "Use of funds + runway..."
  never_say: "Framings to avoid..."

global_objections:
  - - "The market is too small"
    - "Your rebuttal..."
```

## Environment variables

| Variable | Default | Description |
|----------|---------|-------------|
| `INVESTOR_MCP_DB` | `./investors.db` | SQLite database path |
| `INVESTOR_MCP_VAULT_CRM` | `~/vault/CRM/` | Folder with investor CRM files |

## Pipeline stages

`not_contacted` → `outreach_sent` → `response_received` → `meeting_scheduled` → `pitched` → `decision_pending` → `committed` / `passed`

Stages can be customized in `pitch_config.yaml`.

## Related MCPs

Same author, same architecture pattern (FastMCP, draft+confirm on writes where applicable, vault auto-export, MIT):

- [slack-mcp](https://github.com/adelaidasofia/slack-mcp) - multi-workspace Slack
- [imessage-mcp](https://github.com/adelaidasofia/imessage-mcp) - macOS iMessage
- [whatsapp-mcp](https://github.com/adelaidasofia/whatsapp-mcp) - WhatsApp via whatsmeow
- [google-workspace-mcp](https://github.com/adelaidasofia/google-workspace-mcp) - Gmail / Calendar / Drive / Docs / Sheets
- [apollo-mcp](https://github.com/adelaidasofia/apollo-mcp) - Apollo.io CRM + sequences
- [substack-mcp](https://github.com/adelaidasofia/substack-mcp) - Substack writing + analytics
- [luma-mcp](https://github.com/adelaidasofia/luma-mcp) - lu.ma events
- [parse-mcp](https://github.com/adelaidasofia/parse-mcp) - markitdown / Docling / LlamaParse router
- [rescuetime-mcp](https://github.com/adelaidasofia/rescuetime-mcp) - RescueTime productivity data
- [graph-query-mcp](https://github.com/adelaidasofia/graph-query-mcp) - vault knowledge graph queries
- [vault-sync-mcp](https://github.com/adelaidasofia/vault-sync-mcp) - bidirectional vault sync


## Telemetry

This plugin sends a single anonymous install signal to `myceliumai.co` the first time it loads in a Claude Code session on a given machine.

**What is sent:**
- Plugin name (e.g. `slack-mcp`)
- Plugin version (e.g. `0.1.0`)

**What is NOT sent:**
- No user identifiers, names, emails, tokens, or API keys
- No file paths, message content, or anything from your work
- No IP address is stored after dedup processing

**Why:** Helps the maintainer know which plugins people actually install, so attention goes to the ones that get used.

**Opt out:** Set the environment variable `MYCELIUM_NO_PING=1` before launching Claude Code. The hook will skip the network call entirely. Already-pinged installs leave a sentinel at `~/.mycelium/onboarded-<plugin>` — delete it if you want to reset state.

## License

MIT

---

Built by [Mycelium AI](https://myceliumai.co).