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CB Insights MCP Server for CrewAIGive CrewAI instant access to 13 tools to Chat Cbi, Check Cbi Status, Get Deal, and more

Built by Vinkius GDPR 13 Tools Framework

Connect your CrewAI agents to CB Insights through Vinkius, pass the Edge URL in the `mcps` parameter and every CB Insights tool is auto-discovered at runtime. No credentials to manage, no infrastructure to maintain.

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The CB Insights app connector for CrewAI is a standout in the Industry Titans category — giving your AI agent 13 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

python
from crewai import Agent, Task, Crew

agent = Agent(
    role="CB Insights Specialist",
    goal="Help users interact with CB Insights effectively",
    backstory=(
        "You are an expert at leveraging CB Insights tools "
        "for automation and data analysis."
    ),
    # Your Vinkius token. get it at cloud.vinkius.com
    mcps=["https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"],
)

task = Task(
    description=(
        "Explore all available tools in CB Insights "
        "and summarize their capabilities."
    ),
    agent=agent,
    expected_output=(
        "A detailed summary of 13 available tools "
        "and what they can do."
    ),
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)
CB Insights
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About CB Insights MCP Server

Connect your CB Insights enterprise account to any AI agent and take full control of your market intelligence workflows through natural conversation.

When paired with CrewAI, CB Insights becomes a first-class tool in your multi-agent workflows. Each agent in the crew can call CB Insights tools autonomously, one agent queries data, another analyzes results, a third compiles reports, all orchestrated through Vinkius with zero configuration overhead.

What you can do

  • Organization Research — Search companies by name and retrieve full profiles including industry classification, employee count, and headquarters
  • Funding Intelligence — Track the complete funding history of any organization, from Seed rounds to IPO, with amounts and lead investors
  • Competitive Mapping — Identify direct competitors for any company based on market positioning and funding patterns
  • Deal Tracking — Browse recent investment deals across the market or filter by specific organizations
  • Investor Profiling — Explore investor profiles, fund strategies, and their full portfolio of backed companies
  • AI-Powered Q&A — Ask natural language questions about markets, trends, and technologies and get data-backed answers

The CB Insights MCP Server exposes 13 tools through the Vinkius. Connect it to CrewAI in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 13 CB Insights tools available for CrewAI

When CrewAI connects to CB Insights through Vinkius, your AI agent gets direct access to every tool listed below — spanning market-intelligence, venture-capital, company-research, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

chat_cbi

CB Insights AI chat

check_cbi_status

Verify connectivity

get_deal

Get deal details

get_investor

Get investor details

get_investor_portfolio

Get investor portfolio

get_org_competitors

Get competitors

get_org_funding

Get organization funding

get_organization

Get organization details

list_deals

List recent deals

list_deals_by_org

List deals by organization

list_industries

List industries

list_investors

List investors

list_organizations

Search organizations

Connect CB Insights to CrewAI via MCP

Follow these steps to wire CB Insights into CrewAI. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Install CrewAI

Run pip install crewai
02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com
03

Customize the agent

Adjust the role, goal, and backstory to fit your use case
04

Run the crew

Run python crew.py. CrewAI auto-discovers 13 tools from CB Insights

Why Use CrewAI with the CB Insights MCP Server

CrewAI Multi-Agent Orchestration Framework provides unique advantages when paired with CB Insights through the Model Context Protocol.

01

Multi-agent collaboration lets you decompose complex workflows into specialized roles, one agent researches, another analyzes, a third generates reports, each with access to MCP tools

02

CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the `mcps` parameter and agents auto-discover every available tool at runtime

03

Built-in task delegation and shared memory mean agents can pass context between steps without manual state management, enabling multi-hop reasoning across tool calls

04

Sequential and hierarchical crew patterns map naturally to real-world workflows: enumerate subdomains → analyze DNS history → check WHOIS records → compile findings into actionable reports

CB Insights + CrewAI Use Cases

Practical scenarios where CrewAI combined with the CB Insights MCP Server delivers measurable value.

01

Automated multi-step research: a reconnaissance agent queries CB Insights for raw data, then a second analyst agent cross-references findings and flags anomalies. all without human handoff

02

Scheduled intelligence reports: set up a crew that periodically queries CB Insights, analyzes trends over time, and generates executive briefings in markdown or PDF format

03

Multi-source enrichment pipelines: chain CB Insights tools with other MCP servers in the same crew, letting agents correlate data across multiple providers in a single workflow

04

Compliance and audit automation: a compliance agent queries CB Insights against predefined policy rules, generates deviation reports, and routes findings to the appropriate team

Example Prompts for CB Insights in CrewAI

Ready-to-use prompts you can give your CrewAI agent to start working with CB Insights immediately.

01

"Search for the company OpenAI and show me its full funding history."

02

"Who are the top competitors of Anthropic in the AI space?"

03

"Show me the full portfolio of Sequoia Capital and highlight their AI investments."

Troubleshooting CB Insights MCP Server with CrewAI

Common issues when connecting CB Insights to CrewAI through the Vinkius, and how to resolve them.

01

MCP tools not discovered

Ensure the Edge URL is correct. CrewAI connects lazily when the crew starts. check console output.
02

Agent not using tools

Make the task description specific. Instead of "do something", say "Use the available tools to list contacts".
03

Timeout errors

CrewAI has a 10s connection timeout by default. Ensure your network can reach the Edge URL.
04

Rate limiting or 429 errors

Vinkius enforces per-token rate limits. Check your subscription tier and request quota in the dashboard. Upgrade if you need higher throughput.

CB Insights + CrewAI FAQ

Common questions about integrating CB Insights MCP Server with CrewAI.

01

How does CrewAI discover and connect to MCP tools?

CrewAI connects to MCP servers lazily. when the crew starts, each agent resolves its MCP URLs and fetches the tool catalog via the standard tools/list method. This means tools are always fresh and reflect the server's current capabilities. No tool schemas need to be hardcoded.
02

Can different agents in the same crew use different MCP servers?

Yes. Each agent has its own mcps list, so you can assign specific servers to specific roles. For example, a reconnaissance agent might use a domain intelligence server while an analysis agent uses a vulnerability database server.
03

What happens when an MCP tool call fails during a crew run?

CrewAI wraps tool failures as context for the agent. The LLM receives the error message and can decide to retry with different parameters, fall back to a different tool, or mark the task as partially complete. This resilience is critical for production workflows.
04

Can CrewAI agents call multiple MCP tools in parallel?

CrewAI agents execute tool calls sequentially within a single reasoning step. However, you can run multiple agents in parallel using process=Process.parallel, each calling different MCP tools concurrently. This is ideal for workflows where separate data sources need to be queried simultaneously.
05

Can I run CrewAI crews on a schedule (cron)?

Yes. CrewAI crews are standard Python scripts, so you can invoke them via cron, Airflow, Celery, or any task scheduler. The crew.kickoff() method runs synchronously by default, making it straightforward to integrate into existing pipelines.