Bring Market Intelligence
to Claude Desktop
Learn how to connect CB Insights to Claude Desktop and start using 13 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the 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.
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
How it works
1. Subscribe to this server
2. Enter your CB Insights Client ID and Client Secret (provisioned by your account manager)
3. Start querying market intelligence from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Venture Capitalists — instantly screen deal flow, check competitor landscapes, and validate funding histories without switching tools
- Corporate Strategy Teams — monitor market movements, track emerging competitors, and assess investment opportunities through conversational AI
- Founders & Entrepreneurs — research investors, understand competitive dynamics, and prepare for fundraising rounds with comprehensive data
Built-in capabilities (13)
CB Insights AI chat
Verify connectivity
Get deal details
Get investor details
Get investor portfolio
Get competitors
Get organization funding
Get organization details
List recent deals
List deals by organization
List industries
List investors
Search organizations
Why Claude Desktop?
Claude Desktop is the definitive way to connect CB Insights to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 13 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network
CB Insights in Claude Desktop
CB Insights and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect CB Insights to Claude Desktop through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for CB Insights in Claude Desktop
The CB Insights 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. All 13 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Claude Desktop only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
CB Insights for Claude Desktop
Every tool call from Claude Desktop to the CB Insights MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can my AI agent retrieve the full funding history of a specific company just by providing the Organization ID?
Yes! Use the get_org_funding tool with the Organization ID. Your agent will return every funding round — Seed, Series A through D, and IPO — including amounts raised, lead investors, round dates, and post-money valuations.
How do I map out the competitive landscape for a target company?
Simply ask the agent to run get_org_competitors with the Organization ID. It will return direct competitors ranked by market positioning, funding similarity, and industry overlap, giving you an instant competitive analysis.
Does the integration allow modifying data or creating entries in CB Insights?
No. All 13 tools are strictly read-only query operations — searching organizations, tracking funding, analyzing competitors, and exploring investors. The only write operation is chat_cbi, which sends a question to the AI engine. No destructive actions exist, ensuring your data remains secure.
How does Claude Desktop discover MCP tools?
When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.
What happens if the MCP server is temporarily unavailable?
Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.
Can I connect multiple MCP servers simultaneously?
Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.
Is there a limit on the number of tools per server?
Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.
Does Claude Desktop support Streamable HTTP transport?
Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.
Server not appearing after restart
Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).
Authentication error
Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.
Tools not showing in chat
Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.