YedaBase

Name: YedaBase
Author: com.yedabase

MCP serverMCP

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

by com.yedabasehomepage ↗v1.7.3

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Evidence

Everything here was measured by our prober or read from a registry. Nothing is self-reported.

30-day availability7/7 checks ok

30 days ago

Tools observed via MCP handshake

search_investors — Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per fi
get_investor — Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision
get_angles — Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping dom
list_fields — Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restr
count_investors — Counts 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 dimen
compare_investors — Returns 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 found
get_person — One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule.
get_list — One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status.
my_notes — Notes 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, au
my_lists — The user's lists/mandates (name, description, tags, item count).
yb_hello — Session 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 a
list_playbooks — The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title
get_playbook — One 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 ret
get_resource — The same content as the MCP resources, inline: index (hashed firm index, CSV), adv-cache (public SEC Form ADV extract, CSV), vocabulary (field definitions, modu
get_help — One topic from the YedaBase help library (sending limits, LinkedIn, sign-in, connecting each AI client, seats and billing, the export pool, daily caps, contacts
yeda_status — Where this person stands: access level (preview or full), seat, workspace, onboarding notes done or missing and the YedaBase folder path, lists and sizes, notes
save_to_list — Add 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 alread
add_note — A 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 al
workspace_note — Read (text omitted) or replace (text given) one workspace note with a fixed name: about-us, connectors, events, team (shared by the workspace); voice, yb-prefer
export_list — A list's firms in the 66-column export shape plus suggested_route, route_evidence and route_next_action, 200 rows per page as JSON. Page 1 debits the workspace
unlock_investor — Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts

Provenance

Where this record came from

Every source is kept verbatim. Field changes are logged as events.

Official MCP Registrycom.yedabase/yedabase

first seen 2 d ago · fetched 2 d agoopen ↗

Field history (6 recent events)

2 d ago · declared · summary → "Search and open investor records: family offices, VCs, funds of funds, permanent capital, RIAs."
2 d ago · declared · description → "Search and open investor records: family offices, VCs, funds of funds, permanent capital, RIAs."
2 d ago · declared · publisherName → "com.yedabase"
2 d ago · declared · homepageUrl → "https://yedabase.com"
2 d ago · declared · version → "1.7.3"
2 d ago · declared · protocols → ["mcp"]

when	check	result	http	latency	detail
6 h ago	mcp initialize	ok	200	47 ms	server YedaBase 1.7.3 · protocol 2025-06-18 · 21 tools
14 h ago	mcp initialize	ok	200	85 ms	server YedaBase 1.7.3 · protocol 2025-06-18 · 21 tools
21 h ago	mcp initialize	ok	200	67 ms	server YedaBase 1.7.3 · protocol 2025-06-18 · 21 tools
29 h ago	mcp initialize	ok	200	61 ms	server YedaBase 1.7.3 · protocol 2025-06-18 · 21 tools
2 d ago	mcp initialize	ok	200	99 ms	server YedaBase 1.7.3 · protocol 2025-06-18 · 21 tools
2 d ago	mcp initialize	ok	200	79 ms	server YedaBase 1.7.3 · protocol 2025-06-18 · 21 tools
2 d ago	mcp initialize	ok	200	61 ms	server YedaBase 1.7.3 · protocol 2025-06-18 · 21 tools

YedaBase

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