{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_4pp53mzn98gb","handle":"yedabase","url":"https://wellknown.network/agents/yedabase","links":{"self":"https://wellknown.network/agents/yedabase/record.json","html":"https://wellknown.network/agents/yedabase","markdown":"https://wellknown.network/agents/yedabase/record.md","api":"https://wellknown.network/api/v1/agents/yedabase","status":"https://wellknown.network/api/v1/agents/yedabase/status","claim":"https://wellknown.network/agents/yedabase/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/yedabase/claim.json","badge":"https://wellknown.network/agents/yedabase/badge.svg","openapi":"https://wellknown.network/openapi.json","history":"https://wellknown.network/api/v1/agents/yedabase/history","tools":"https://wellknown.network/api/v1/agents/yedabase/tools"},"ard":{"identifier":"urn:air:yedabase.com:server:yedabase","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"YedaBase","summary":"Search and open investor records: family offices, VCs, funds of funds, permanent capital, RIAs.","description":"Search and open investor records: family offices, VCs, funds of funds, permanent capital, RIAs.","publisher":{"name":"com.yedabase","url":null},"homepage":"https://yedabase.com","repository":null,"version":"1.7.3","license":null,"protocols":["mcp"],"tags":[],"pricing":null,"endpoints":[{"url":"https://yedabase.com/mcp","type":"mcp_streamable_http","auth":null,"probeable":true}],"skills":null,"tools":null,"extra":{"updatedAt":"2026-10-26T11:52:00.381479Z","publishedAt":"2026-10-26T11:52:00.381479Z","registryName":"com.yedabase/yedabase"},"attribution":{"kind":"mcp_registry","name":"mcp_registry","summary":"mcp_registry","version":"mcp_registry","description":"mcp_registry","homepageUrl":"mcp_registry","publisherName":"mcp_registry"}},"derived":{"capabilities":[{"slug":"content.social","name":"Social Media","confidence":0.525,"provenance":"derived"},{"slug":"data.database","name":"Databases","confidence":0.525,"provenance":"derived"},{"slug":"dev.ci-cd","name":"CI/CD & Deploy","confidence":0.525,"provenance":"derived"},{"slug":"productivity.crm","name":"CRM & Sales","confidence":0.525,"provenance":"derived"}],"categories":["content","data","dev","productivity"],"language":"en"},"observed":{"status":"live","statusReason":"Responded 2m ago.","lastOkAt":"2026-10-31T05:28:11.460Z","lastProbedAt":"2026-10-31T05:28:11.460Z","statusComputedAt":"2026-10-31T05:30:02.207Z","reliability30d":{"probes":8,"successRate":1,"p50Ms":64,"basis":"service","measures":{"availability":"availability","latency":"response time","tools":"tool surface observed","summary":"Checks reached the service itself."},"checks":{"total":8,"ok":8,"authBoundaryOk":0,"serviceOk":8,"note":"Counted from the observation rows for the window, checks of the server only (HTTP, A2A card, MCP initialize). ok = authBoundaryOk + serviceOk. `probes` is the sum of daily rollups and includes registry checks, so it can differ from `total`."}},"latestObservations":[{"at":"2026-10-31T05:28:11.460Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":56,"error":null,"detail":{"tools":[{"name":"search_investors","description":"Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per fi"},{"name":"get_investor","description":"Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision"},{"name":"get_angles","description":"Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping dom"},{"name":"list_fields","description":"Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restr"},{"name":"count_investors","description":"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"},{"name":"compare_investors","description":"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"},{"name":"get_person","description":"One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule."},{"name":"get_list","description":"One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status."},{"name":"my_notes","description":"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"},{"name":"my_lists","description":"The user's lists/mandates (name, description, tags, item count)."},{"name":"yb_hello","description":"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"},{"name":"list_playbooks","description":"The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title "},{"name":"get_playbook","description":"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"},{"name":"get_resource","description":"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"},{"name":"get_help","description":"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"},{"name":"yeda_status","description":"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"},{"name":"save_to_list","description":"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"},{"name":"add_note","description":"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"},{"name":"workspace_note","description":"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"},{"name":"export_list","description":"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 "},{"name":"unlock_investor","description":"Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts "}],"toolCount":21,"toolsHash":"65fc1a86765c2ff52b61d2a11fd378f35012200decf36bbc57bda602bb6ad0d2","serverName":"YedaBase","capabilities":["tools","resources"],"serverVersion":"1.7.3","protocolVersion":"2025-06-18"}},{"at":"2026-10-30T22:26:27.857Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":47,"error":null,"detail":{"tools":[{"name":"search_investors","description":"Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per fi"},{"name":"get_investor","description":"Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision"},{"name":"get_angles","description":"Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping dom"},{"name":"list_fields","description":"Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restr"},{"name":"count_investors","description":"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"},{"name":"compare_investors","description":"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"},{"name":"get_person","description":"One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule."},{"name":"get_list","description":"One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status."},{"name":"my_notes","description":"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"},{"name":"my_lists","description":"The user's lists/mandates (name, description, tags, item count)."},{"name":"yb_hello","description":"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"},{"name":"list_playbooks","description":"The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title "},{"name":"get_playbook","description":"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"},{"name":"get_resource","description":"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"},{"name":"get_help","description":"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"},{"name":"yeda_status","description":"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"},{"name":"save_to_list","description":"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"},{"name":"add_note","description":"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"},{"name":"workspace_note","description":"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"},{"name":"export_list","description":"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 "},{"name":"unlock_investor","description":"Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts "}],"toolCount":21,"toolsHash":"65fc1a86765c2ff52b61d2a11fd378f35012200decf36bbc57bda602bb6ad0d2","serverName":"YedaBase","capabilities":["tools","resources"],"serverVersion":"1.7.3","protocolVersion":"2025-06-18"}},{"at":"2026-10-30T14:27:54.651Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":85,"error":null,"detail":{"tools":[{"name":"search_investors","description":"Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per fi"},{"name":"get_investor","description":"Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision"},{"name":"get_angles","description":"Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping dom"},{"name":"list_fields","description":"Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restr"},{"name":"count_investors","description":"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"},{"name":"compare_investors","description":"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"},{"name":"get_person","description":"One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule."},{"name":"get_list","description":"One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status."},{"name":"my_notes","description":"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"},{"name":"my_lists","description":"The user's lists/mandates (name, description, tags, item count)."},{"name":"yb_hello","description":"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"},{"name":"list_playbooks","description":"The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title "},{"name":"get_playbook","description":"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"},{"name":"get_resource","description":"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"},{"name":"get_help","description":"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"},{"name":"yeda_status","description":"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"},{"name":"save_to_list","description":"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"},{"name":"add_note","description":"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"},{"name":"workspace_note","description":"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"},{"name":"export_list","description":"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 "},{"name":"unlock_investor","description":"Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts "}],"toolCount":21,"toolsHash":"65fc1a86765c2ff52b61d2a11fd378f35012200decf36bbc57bda602bb6ad0d2","serverName":"YedaBase","capabilities":["tools","resources"],"serverVersion":"1.7.3","protocolVersion":"2025-06-18"}},{"at":"2026-10-30T07:21:25.983Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":67,"error":null,"detail":{"tools":[{"name":"search_investors","description":"Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per fi"},{"name":"get_investor","description":"Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision"},{"name":"get_angles","description":"Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping dom"},{"name":"list_fields","description":"Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restr"},{"name":"count_investors","description":"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"},{"name":"compare_investors","description":"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"},{"name":"get_person","description":"One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule."},{"name":"get_list","description":"One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status."},{"name":"my_notes","description":"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"},{"name":"my_lists","description":"The user's lists/mandates (name, description, tags, item count)."},{"name":"yb_hello","description":"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"},{"name":"list_playbooks","description":"The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title "},{"name":"get_playbook","description":"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"},{"name":"get_resource","description":"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"},{"name":"get_help","description":"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"},{"name":"yeda_status","description":"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"},{"name":"save_to_list","description":"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"},{"name":"add_note","description":"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"},{"name":"workspace_note","description":"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"},{"name":"export_list","description":"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 "},{"name":"unlock_investor","description":"Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts "}],"toolCount":21,"toolsHash":"65fc1a86765c2ff52b61d2a11fd378f35012200decf36bbc57bda602bb6ad0d2","serverName":"YedaBase","capabilities":["tools","resources"],"serverVersion":"1.7.3","protocolVersion":"2025-06-18"}},{"at":"2026-10-29T23:22:40.508Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":61,"error":null,"detail":{"tools":[{"name":"search_investors","description":"Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per fi"},{"name":"get_investor","description":"Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision"},{"name":"get_angles","description":"Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping dom"},{"name":"list_fields","description":"Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restr"},{"name":"count_investors","description":"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"},{"name":"compare_investors","description":"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"},{"name":"get_person","description":"One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule."},{"name":"get_list","description":"One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status."},{"name":"my_notes","description":"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"},{"name":"my_lists","description":"The user's lists/mandates (name, description, tags, item count)."},{"name":"yb_hello","description":"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"},{"name":"list_playbooks","description":"The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title "},{"name":"get_playbook","description":"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"},{"name":"get_resource","description":"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"},{"name":"get_help","description":"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"},{"name":"yeda_status","description":"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"},{"name":"save_to_list","description":"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"},{"name":"add_note","description":"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"},{"name":"workspace_note","description":"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"},{"name":"export_list","description":"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 "},{"name":"unlock_investor","description":"Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts "}],"toolCount":21,"toolsHash":"65fc1a86765c2ff52b61d2a11fd378f35012200decf36bbc57bda602bb6ad0d2","serverName":"YedaBase","capabilities":["tools","resources"],"serverVersion":"1.7.3","protocolVersion":"2025-06-18"}},{"at":"2026-10-29T16:25:11.555Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":99,"error":null,"detail":{"tools":[{"name":"search_investors","description":"Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per fi"},{"name":"get_investor","description":"Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision"},{"name":"get_angles","description":"Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping dom"},{"name":"list_fields","description":"Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restr"},{"name":"count_investors","description":"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"},{"name":"compare_investors","description":"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"},{"name":"get_person","description":"One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule."},{"name":"get_list","description":"One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status."},{"name":"my_notes","description":"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"},{"name":"my_lists","description":"The user's lists/mandates (name, description, tags, item count)."},{"name":"yb_hello","description":"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"},{"name":"list_playbooks","description":"The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title "},{"name":"get_playbook","description":"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"},{"name":"get_resource","description":"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"},{"name":"get_help","description":"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"},{"name":"yeda_status","description":"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"},{"name":"save_to_list","description":"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"},{"name":"add_note","description":"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"},{"name":"workspace_note","description":"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"},{"name":"export_list","description":"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 "},{"name":"unlock_investor","description":"Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts "}],"toolCount":21,"toolsHash":"65fc1a86765c2ff52b61d2a11fd378f35012200decf36bbc57bda602bb6ad0d2","serverName":"YedaBase","capabilities":["tools","resources"],"serverVersion":"1.7.3","protocolVersion":"2025-06-18"}},{"at":"2026-10-29T08:25:08.278Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":79,"error":null,"detail":{"tools":[{"name":"search_investors","description":"Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per fi"},{"name":"get_investor","description":"Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision"},{"name":"get_angles","description":"Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping dom"},{"name":"list_fields","description":"Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restr"},{"name":"count_investors","description":"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"},{"name":"compare_investors","description":"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"},{"name":"get_person","description":"One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule."},{"name":"get_list","description":"One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status."},{"name":"my_notes","description":"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"},{"name":"my_lists","description":"The user's lists/mandates (name, description, tags, item count)."},{"name":"yb_hello","description":"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"},{"name":"list_playbooks","description":"The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title "},{"name":"get_playbook","description":"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"},{"name":"get_resource","description":"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"},{"name":"get_help","description":"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"},{"name":"yeda_status","description":"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"},{"name":"save_to_list","description":"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"},{"name":"add_note","description":"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"},{"name":"workspace_note","description":"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"},{"name":"export_list","description":"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 "},{"name":"unlock_investor","description":"Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts "}],"toolCount":21,"toolsHash":"65fc1a86765c2ff52b61d2a11fd378f35012200decf36bbc57bda602bb6ad0d2","serverName":"YedaBase","capabilities":["tools","resources"],"serverVersion":"1.7.3","protocolVersion":"2025-06-18"}},{"at":"2026-10-29T01:29:42.713Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":61,"error":null,"detail":{"tools":[{"name":"search_investors","description":"Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per fi"},{"name":"get_investor","description":"Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision"},{"name":"get_angles","description":"Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping dom"},{"name":"list_fields","description":"Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restr"},{"name":"count_investors","description":"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"},{"name":"compare_investors","description":"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"},{"name":"get_person","description":"One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule."},{"name":"get_list","description":"One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status."},{"name":"my_notes","description":"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"},{"name":"my_lists","description":"The user's lists/mandates (name, description, tags, item count)."},{"name":"yb_hello","description":"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"},{"name":"list_playbooks","description":"The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title "},{"name":"get_playbook","description":"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"},{"name":"get_resource","description":"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"},{"name":"get_help","description":"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"},{"name":"yeda_status","description":"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"},{"name":"save_to_list","description":"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"},{"name":"add_note","description":"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"},{"name":"workspace_note","description":"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"},{"name":"export_list","description":"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 "},{"name":"unlock_investor","description":"Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts "}],"toolCount":21,"toolsHash":"65fc1a86765c2ff52b61d2a11fd378f35012200decf36bbc57bda602bb6ad0d2","serverName":"YedaBase","capabilities":["tools","resources"],"serverVersion":"1.7.3","protocolVersion":"2025-06-18"}}],"tools":[{"name":"search_investors","description":"Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per fi"},{"name":"get_investor","description":"Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision"},{"name":"get_angles","description":"Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping dom"},{"name":"list_fields","description":"Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restr"},{"name":"count_investors","description":"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"},{"name":"compare_investors","description":"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"},{"name":"get_person","description":"One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule."},{"name":"get_list","description":"One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status."},{"name":"my_notes","description":"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"},{"name":"my_lists","description":"The user's lists/mandates (name, description, tags, item count)."},{"name":"yb_hello","description":"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"},{"name":"list_playbooks","description":"The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title "},{"name":"get_playbook","description":"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"},{"name":"get_resource","description":"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"},{"name":"get_help","description":"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"},{"name":"yeda_status","description":"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"},{"name":"save_to_list","description":"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"},{"name":"add_note","description":"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"},{"name":"workspace_note","description":"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"},{"name":"export_list","description":"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 "},{"name":"unlock_investor","description":"Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts "}],"package":null,"toolSurface":{"id":"ts_9f4x38pamz5c","endpointId":"ep_j2vfw7n6pm43","hash":"65fc1a86765c2ff52b61d2a11fd378f35012200decf36bbc57bda602bb6ad0d2","toolCount":21,"serverName":"YedaBase","serverVersion":"1.7.3","protocolVersion":"2025-06-18","firstSeenAt":"2026-10-29T01:29:42.720Z","lastSeenAt":"2026-10-31T05:28:11.461Z","observations":8,"toolNames":["search_investors","get_investor","get_angles","list_fields","count_investors","compare_investors","get_person","get_list","my_notes","my_lists","yb_hello","list_playbooks","get_playbook","get_resource","get_help","yeda_status","save_to_list","add_note","workspace_note","export_list","unlock_investor"],"distinctSurfaces":1},"endpointFacts":[]},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"mcp_registry","key":"com.yedabase/yedabase","url":"https://registry.modelcontextprotocol.io/v0/servers/com.yedabase%2Fyedabase","firstSeenAt":"2026-10-29T00:22:29.919Z","fetchedAt":"2026-10-29T00:22:29.919Z","normalizedAt":"2026-10-29T00:22:29.919Z"}]},"firstSeenAt":"2026-10-29T00:22:29.919Z","updatedAt":"2026-10-30T22:30:07.296Z"}