Wokelo MCP Server

Dealmaking research for AI assistants - company intelligence, transaction data, and research deliverables via MCP.

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The problem with AI assistants for dealmaking research

You are likely already using an AI assistant - Claude, ChatGPT, Copilot, or similar. But every one of them shares the same core limitations: training data with a cutoff date, no access to premium sources, a reliance on web search that surfaces the same SEO-optimized headlines everyone else sees, and the need for constant back-and-forth prompting just to get to a usable result.

How Wokelo MCP supercharges your existing tools

Wokelo MCP is built to solve every one of those limitations for dealmaking research - bundled premium subscriptions, a native company and transactions database, zero hallucination, a proprietary news algorithm to surface signals your competitors aren't seeing, and a single query that delivers a finished deliverable without you staying in the loop.

Quickstart

Wokelo MCP is a hosted remote server. No local installation required. Connect using the server URL and authenticate once via browser.

Server URL:

https://mcp.wokelo.ai/mcp

Transport: Streamable HTTP Authentication: OAuth 2.0 with Dynamic Client Registration (browser-based login on first connection)

Claude Desktop (Recommended)

Claude Desktop connects to remote OAuth servers through its built-in Connectors UI:

1. Open Claude Desktop
2. Go to Settings > Connectors
3. Click Add MCP Server
4. Paste the server URL: https://mcp.wokelo.ai/mcp
5. Complete the OAuth login in your browser
6. All 25 Wokelo tools will appear automatically

Note: Remote MCP servers with OAuth authentication are added through the Connectors UI, not through the claude_desktop_config.json file. This is by design in Claude Desktop.

Claude Code

Run the following in your terminal:

claude mcp add --transport http wokelo https://mcp.wokelo.ai/mcp

Then open a Claude Code session and run /mcp to complete the OAuth authentication flow. Your browser will open for sign-in.

Verify: Run /mcp again — wokelo should appear as connected with its tool list.

ChatGPT Web

Availability: Full MCP support is available on ChatGPT web for Business and Enterprise/Edu workspaces. Only admins/owners can publish apps, and developer mode must be enabled before creating a custom MCP app.

1. Confirm developer mode is enabled for your account:
   • For Business, admins/owners can enable it when creating a custom app from Workspace Settings > Apps > Create.
   • For Enterprise/Edu, admins can grant access first, then enabled users can turn it on in Settings > Apps > Advanced Settings.
2. Open Workspace Settings > Apps > Create.
3. Add the app details:
   • Name: Wokelo
   • MCP Server URL: https://mcp.wokelo.ai/mcp
   • Authentication: OAuth
4. Click Create.
5. Complete the OAuth login in your browser when redirected to Wokelo.
6. After authentication, the Wokelo app appears in ChatGPT as a draft/dev app for testing.

Optional: If you want the connector available to the full workspace, publish it from Workspace Settings > Apps after testing.

OpenAI Codex (CLI and IDE extension)

Codex shares MCP configuration between the CLI and the IDE extension via ~/.codex/config.toml.

Step 1 — Add the server (either command or direct file edit):

codex mcp add wokelo --url https://mcp.wokelo.ai/mcp

Or add to ~/.codex/config.toml directly:

[mcp_servers.wokelo]
url = "https://mcp.wokelo.ai/mcp"

Step 2 — Complete OAuth sign-in:

codex mcp login wokelo

This opens your browser for authentication. Codex stores the tokens locally and refreshes them automatically. The codex mcp login command works only for Streamable HTTP servers that advertise OAuth — which Wokelo does.

Verify: Start a Codex session (codex) and run /mcp in the TUI. Confirm wokelo lists its tools. The IDE extension reflects the same configuration automatically.

Cursor

Cursor 1.0+ supports OAuth and Streamable HTTP natively:

1. Go to Cursor > Settings > Cursor Settings > MCP
2. Click Add MCP Server
3. Paste the server URL: https://mcp.wokelo.ai/mcp
4. Complete the OAuth login when prompted
5. Click the refresh icon in the MCP panel if the tool list doesn't appear immediately

Microsoft Copilot Studio

Copilot Studio has a built-in MCP onboarding wizard that handles OAuth 2.0 with Dynamic Client Registration (DCR) — which Wokelo supports — so no Swagger file or custom connector is required.

1. Open your agent in Copilot Studio → go to the Tools page
2. Select Add a tool → New tool → Model Context Protocol
3. In the onboarding wizard, fill in:
   • Server name: Wokelo
   • Server description: Dealmaking research — company intelligence, transactions, and research deliverables
   • Server URL: https://mcp.wokelo.ai/mcp
4. Under Authentication, select OAuth 2.0
5. For the OAuth type, select Dynamic discovery
6. Click Create, then Next
7. On the Add tool dialog, select Create a new connection → complete the browser sign-in
8. Click Add to agent

The agent orchestrator uses the server description to decide when to call Wokelo tools, so keep the description clear and specific.

Note: Generative Orchestration must be enabled on the agent for MCP tools to be invoked. Copilot Studio dropped SSE support in August 2025; Streamable HTTP (what Wokelo uses) is the supported transport.

VS Code / GitHub Copilot

VS Code supports remote MCP servers over Streamable HTTP and can add them through the built-in guided flow:

1. Open the Command Palette and run MCP: Add Server
2. Choose whether to add the server to your Workspace or your User profile
3. Enter the server name: wokelo
4. Select HTTP as the server type
5. Enter the server URL: https://mcp.wokelo.ai/mcp
6. Save the configuration and start the server when prompted
7. If VS Code asks you to trust the server configuration, confirm trust
8. Complete the OAuth sign-in in your browser when VS Code prompts for authentication
9. Open Copilot Chat, switch to Agent mode, and use the tools picker / Configure Tools to confirm the Wokelo tools are available

If you prefer to manage the config directly, add this to .vscode/mcp.json or your user mcp.json:

{
  "servers": {
    "wokelo": {
      "type": "http",
      "url": "https://mcp.wokelo.ai/mcp"
    }
  }
}

After saving the file, start the server from the editor CodeLens or via MCP: List Servers.

GitHub Copilot CLI

1. Install GitHub Copilot CLI globally. With npm:

npm install -g @github/copilot

2. Start the CLI:

copilot

3. Sign in to GitHub by running:

/login

You can also authenticate from the terminal with copilot login.

4. In the interactive Copilot CLI session, run:

/mcp add

5. Fill in the form with:
   • Server Name: wokelo
   • Server Type: HTTP or SSE
   • URL: https://mcp.wokelo.ai/mcp
   • Tools: *
6. Press Ctrl+S to save the configuration
7. Complete the Wokelo OAuth login in your browser when prompted

Verify: Run /mcp show wokelo

Perplexity (Pro / Enterprise)

Custom remote connectors are available to paid Perplexity users and support OAuth 2.0 with Dynamic Client Registration natively.