How to Use the CB Insights MCP in Claude

Q: How do I configure CB Insights on Claude Desktop?

Open your claudedesktopconfig.json file and add the MCP configuration under the mcpServers block. Restart the app, and you will see the hammer icon indicating the 13 tools are ready.

Q: Can I query CB Insights using natural language in Claude Desktop?

Yes, the chatcbi tool lets you ask open-ended market intelligence questions directly through your agent. It translates your prompts into structured queries to fetch accurate private market data.

Q: How does this server help with market research?

It lets your agent search organizations with listorganizations and pull deep profiles via getorganization. You skip the manual copy-pasting and go straight to analyzing market trends.

Pull CB Insights private market data directly into Claude Desktop to analyze venture rounds, investor portfolios, and competitor tables.

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Connect CB Insights MCP to Claude Desktop

Create your Vinkius account to connect CB Insights to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup CB Insights with Claude Desktop

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Spot funding trends inside Claude Desktop

`list_deals` pulls the latest venture rounds straight into your chat interface. Your agent runs these queries to build real-time funding lists without making you export CSVs or open browser tabs. You can drill down into specific transactions using `get_deal` to pull valuation metrics, investor lists, and round details. Claude matches this data with your local project files to build instant pitch decks or investment memos.

Map startup competitors with this MCP Server

`get_org_competitors` extracts direct rivals and market alternatives for any company in the database. Your agent processes these lists to highlight market overlaps and technology shifts. Feed these lists into `list_industries` or `list_organizations` to map out whole sectors. You get a clear picture of who is winning a market segment before you write a line of code or build a financial model.

Audit investor portfolios in Claude

`get_investor_portfolio` reveals exactly where venture firms are putting their money. Your agent scans these portfolios to identify active co-investors and investment cadences. Use `get_investor` to check firm details and pairing it with `list_deals_by_org` to trace historical backing. It takes seconds to figure out if a VC is a good fit for your startup's cap table.

Setup guide

Set up CB Insights MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The CB Insights MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the CB Insights MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under cb-insights-mcp.

json

{
  "mcpServers": {
    "cb-insights-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by CB Insights. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

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Common questions about CB Insights MCP in Claude Desktop

Open your `claude_desktop_config.json` file and add the MCP configuration under the mcpServers block. Restart the app, and you will see the hammer icon indicating the 13 tools are ready.

Yes, the `chat_cbi` tool lets you ask open-ended market intelligence questions directly through your agent. It translates your prompts into structured queries to fetch accurate private market data.

Yes, you can add it as a custom connector in your claude.ai settings. Paste the remote MCP server URL provided by Vinkius, authenticate, and run queries from any browser.

It lets your agent search organizations with `list_organizations` and pull deep profiles via `get_organization`. You skip the manual copy-pasting and go straight to analyzing market trends.

Vinkius runs this server in a zero-trust, ephemeral V8 sandbox. Your API keys and specific search queries for private deal data are never saved to disk or shared with third parties.

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