# Pitchly MCP for AI Agents AI Agent Connect

> Pitchly lets you manage professional services experience data directly through your AI client. It handles your deal records, professional bios, and tombstone data, making it easy to pull specific credentials or update workspace metadata without leaving your chat interface. It turns your firm's history into usable content for pitches.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_rIplRR1xUs8sKDHr7mMXoR6zKry1Y6wcnYjA6DbC/ai-agent-connect
- **Tags:** experience-data, professional-services, content-automation, data-tables, pitch-materials

## Description

Pitchly lets you manage professional services experience data directly through your AI client. Connect your account to take full control of your organizational experience and content orchestration through natural conversation. This integration allows you to retrieve workspace metadata, manage custom data tables, and update critical records like deals, bios, and tombstones directly from your chat interface. You can list managed workspaces and retrieve detailed table structures to ensure your data foundation is always synchronized. The connection lets you query, create, and update records across custom tables with detailed profile metadata directly from the AI interface to maintain high-fidelity business intelligence. You can search through complex data sets for specific deals, professional bios, or tombstone data via natural language to drive better research efficiency. You can also automate the creation of new records and manage organizational metadata using simple commands. Track system responses and manage workspace health to ensure your experience management is always optimized. Since Vinkius hosts this connection, you can plug it into any compatible client and start querying your firm's history in plain English. It takes the friction out of content orchestration by making sure your AI always has the right facts at its fingertips. This means you can stop hunting through messy spreadsheets and start pulling the exact credentials you need for a pitch in seconds. It turns your firm's history into a searchable library that your agent can actually use to help you win more business.

## Tools

### create_record
Add a new entry to any of your Pitchly tables. This lets you quickly log new deals or projects as they happen.

### delete_record
Remove a specific record from a table. Use this to keep your database clean and relevant.

### get_record_details
Fetch all information for one specific record. It's the best way to see the full history of a deal or bio.

### get_table_details
See the structure and metadata of a specific table. This helps your AI understand how your data is organized.

### get_workspace_details
Get the configuration details for a Pitchly workspace. Use this to manage high-level organizational settings.

### list_fields
See every field available in a specific table. This helps you know exactly what data points you can query or update.

### list_tables
See all the tables currently in a workspace. Use this to navigate your different data collections easily.

### list_workspaces
See all the workspaces in your Pitchly account. This helps you jump between different firm departments or regions.

### search_records
Find specific records within a table using keywords. This is the fastest way to locate specific deals or bios.

### update_record
Modify the data in an existing record. Use this to keep your firm's experience data current as projects progress.

### list_table_records
Pull a list of all records in a Pitchly table. This is perfect for getting a bird's eye view of your current projects.

## Prompt Examples

**Prompt:** 
```
Find all our tombstone examples for healthcare clients from last year.
```

**Response:** 
```
I've located 12 relevant tombstone records from the last 12 months. Here are the highlights:

| Client | Project Type | Value |
| :--- | :--- | :--- |
| **St. Jude's** | M&A Advisory | $45M |
| **Mayo Clinic** | IT Infrastructure | $12M |
| **Cedars-Sinai** | Regulatory Compliance | $8M |

Would you like me to pull the full project summaries for these?
```

**Prompt:** 
```
Update the lead partner for the 'TechFlow' project to Sarah Chen.
```

**Response:** 
```
I've updated the **TechFlow** project in your Deal Pipeline. The Lead Partner is now set to **Sarah Chen**. Would you like me to notify the team or update the status as well?
```

**Prompt:** 
```
What workspaces do we have active for the consulting division?
```

**Response:** 
```
You have 3 active workspaces for the Consulting Division:

*   **Consulting - North America**
*   **Consulting - EMEA**
*   **Consulting - APAC**

Which one of these would you like to explore?
```

## Capabilities

### Create new records in custom tables
Add new entries to your Pitchly tables to log deals or projects as they happen.

### Delete outdated records
Remove specific records from a table to keep your workspace clean.

### Pull specific record details
Get all information for a single record to see the full history of a deal or bio.

### View table structures
See the metadata and structure of any table to help your AI understand your data.

### List all table fields
See every field available in a table so you know exactly what data points you can query.

### Retrieve all table records
Pull a full list of records from a Pitchly table for a bird's eye view of your projects.

### Search records by keyword
Find specific deals, bios, or tombstone data using natural language search.

### Update existing records
Modify the data in an existing record to keep your firm's experience data current.

### List all workspaces
See all workspaces in your account to jump between different firm departments or regions.

### Get workspace metadata
Fetch configuration details for a specific workspace to manage high-level settings.

## Use Cases

### Building a pitch deck
A BD manager asks the agent to find all retail tombstone data. The agent uses search_records and list_table_records to gather the info.

### Updating team bios
A marketing lead wants to update three new certifications. They ask the agent to use update_record on the specific bios.

### Auditing workspace health
A knowledge manager asks for a list of all workspaces. The agent uses list_workspaces to show the current setup.

### Logging a new deal
An account executive tells the agent about a new deal. The agent uses create_record to add it to the pipeline.

## Benefits

- Stop hunting through spreadsheets by using search_records to find specific tombstone data for pitches.
- Keep your firm's bios current by using update_record to modify team credentials in real-time.
- Build faster pitch materials by using list_table_records to pull project histories instantly.
- Maintain data integrity by using get_table_details and list_fields to ensure your AI understands your schema.
- Automate data entry for new projects by using create_record to log opportunities as they come in.
- Get a clear view of your firm's structure by using list_workspaces to jump between different business units.

## How It Works

The bottom line is you get a natural language interface for your firm's entire experience database.

1. Subscribe to the Pitchly MCP on Vinkius.
2. Add your Bearer Token from the Pitchly developer settings.
3. Ask your AI client to list your workspaces or search for specific deals.

## Frequently Asked Questions

**Can I use Pitchly MCP to build pitch decks faster?**
Yes, it helps you find deal history and tombstone data instantly. Your AI agent can pull these credentials and organize them into a format you can use for your pitch materials.

**Does Pitchly MCP work with my current CRM?**
This is specifically for Pitchly experience data, but it can work alongside your CRM. You can use it to manage your firm's specialized experience records while your CRM handles other tasks.

**Can my AI agent update team bios automatically?**
Yes, you can ask the agent to update specific records. It can modify bios, project statuses, and other professional metadata within your Pitchly workspace.

**How do I get my firm's deal data into my AI client?**
By connecting this Connector, your AI client gains a direct line to your Pitchly account. You can then query, list, and search your deal data using natural language.

**Can I use Pitchly MCP to search for specific projects?**
Yes, you can search records across your tables using natural language. Your agent can find specific deals or projects based on keywords you provide.

**Is Pitchly MCP good for managing large amounts of tombstone data?**
Yes, it is designed for that exact purpose. It allows your agent to query through complex datasets to find specific tombstone information for your clients.

**Can my AI automatically find a specific deal record by its ID?**
Yes! Use the `get_record` tool with the Table ID and Record ID. Your agent will respond with the complete metadata for the entry, including all custom field values in seconds.

**How do I find my Pitchly API Key?**
Log in to your Pitchly account, navigate to **Settings** or your **Developer Dashboard**, and you will find your unique secret API key there. You may need organization admin privileges to see it.

**Does this work with custom tables?**
Absolutely. This integration dynamically lists all tables available in your workspaces, allowing the AI to interact with any custom schema you've created for deals, bios, or projects.