Run your round from your AI assistant
Funding Banker is a remote MCP server. Connect the assistant you already use and it can search the investor directory, keep your pipeline current, and log what happened — in your account, as you.
14 of the 23 firms you marked good accept cold applications, and 4 of those lead at seed. Northwind Capital is the closest fit on ticket band and stage.
I've opened an application to Northwind and logged today's email against it. Want me to do the same for the other three?
Four steps, and no key to copy
The whole point of connecting through the protocol rather than a token is that you approve an assistant the way you approve any app, and you can take that approval back the same way.
- 01 · Add the serverIn your assistant, add Funding Banker as a remote MCP server. The address is the same for every account, and you'll find it — with the steps for your specific client — on the Connect page once you've signed in.
- 02 · Approve it onceYour assistant sends you here. You sign in the way you always do, see which assistant is asking and what it wants access to, and approve or decline.
- 03 · It gets its own credentialApproving hands that one assistant a credential of its own, scoped to your account. Nothing for you to copy, store, or rotate — and nothing that can leak out of a chat log.
- 04 · Then just askFrom that point it works your round inside the conversation you're already having. No further setup, and no second place to keep your fundraising data.
The whole founder surface, read and write
A connected assistant reaches the same data the app does, through the same rules. Nothing is exposed to it that isn't already yours.
- Your projects and every round under them
- The investor directory, with the same filters and fit logic the app uses
- Your applications, their status history, and the conversations logged against them
- Your suitability marks and your private notes on each firm
- Your pitch decks and the curated resource library
- Record a new application to an investor
- Move an application forward to its next status
- Log a conversation against an application
- Save a note on an investor
- Mark an investor as suitable — or not — for a round
Every write is declared as a write, which is what makes your assistant confirm before it makes one. Nothing can be deleted through the connection at all.
Built so an assistant can be thorough without being wasteful
Finding investors through an assistant happens in two steps, on purpose. A search returns compact rows — the firm's name, whether it fits your round's country, industry and stage, whether it takes cold applications, whether it leads — and is cheap to call and to page through. Opening a full profile is the expensive step, and it counts against your monthly allowance.
- Your assistant ranks on the search results first, then opens only the firms that survive that ranking
- Re-opening an investor you have already seen costs you nothing
- The server remembers what each assistant has opened, so a new conversation picks up where the last one stopped instead of starting the directory over
You are giving an assistant your access
That is worth being precise about, because it is your fundraise on the other side of the connection.
- It acts as youA connected assistant sees exactly what you see and can do exactly what you can do — no more. Everything it records appears in your account as if you had typed it in yourself.
- Revoke whenever you wantEvery assistant you've connected is listed in your profile, and disconnecting one takes effect on its next request. Approving an assistant is not a decision you're stuck with.
- No outreach, no investor emailsThere is no tool that sends anything to an investor. Funding Banker doesn't expose investor email addresses in the app, and it doesn't expose them here either. Your assistant records the outreach you did; it never does the outreach.
- Tied to your subscriptionConnecting requires an active subscription, and the check runs again on every request — so access follows your subscription automatically. There is no separate charge and no second account.
Before you connect one
What is MCP?
The Model Context Protocol is the open standard AI assistants use to connect to outside tools and data. Funding Banker implements the server half of it, which is what lets an assistant you already use work directly with your fundraising data instead of you copying things back and forth.
Do I need an API key?
No. Connecting goes through a standard OAuth approval: your assistant sends you to Funding Banker, you sign in and approve it, and it receives its own credential. There is no key or token for you to copy anywhere, and nothing secret ends up pasted into a config file or a chat.
Which assistants can connect?
Any MCP-compatible client. Claude, ChatGPT, Cursor and Claude Code are the ones founders ask for most, and the Connect page in the app carries setup steps for each of them plus a general path for everything else. Some clients keep custom connectors behind a setting or a paid plan of their own — where that is true, the Connect page says so.
Is it included in my subscription?
Yes, at no extra charge. It does require an active subscription: the check runs when you approve an assistant and again on every request it makes, so if your subscription lapses the connection simply stops working until it's active again.
Can my assistant email investors for me?
No. There is no tool that sends anything to anyone. Funding Banker deliberately doesn't expose investor email addresses, and that holds for a connected assistant exactly as it holds in the app. What an assistant can do is record the outreach you made and keep the log straight.
Can I disconnect an assistant later?
Yes. Connected assistants are listed in your profile and you can revoke any of them at any time. Revocation takes effect on that assistant's next request, and reconnecting later is the same one-click approval as the first time.
Your fundraise, in the assistant you already talk to.
Included in the subscription, alongside the directory, the tracker, and everything else — monthly or yearly.