Bring Experience Data
to Claude Desktop
Learn how to connect Pitchly to Claude Desktop and start using 11 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Pitchly MCP Server?
Connect your Pitchly account to any AI agent and take full control of your organizational experience and content orchestration through natural conversation. Pitchly is the data management platform of choice for professional services firms, and this integration allows you to retrieve workspace metadata, manage custom data tables, and update critical records (deals, bios, tombstones) directly from your chat interface.
What you can do
- Workspace & Table Orchestration — List all managed workspaces and retrieve detailed table structures programmatically to ensure your data foundation is always synchronized.
- Record Lifecycle Management — Query, create, and update records across custom tables with detailed profile metadata directly from the AI interface to maintain high-fidelity business intelligence.
- Content Discovery Intelligence — Search through complex data sets for specific deals, professional bios, or tombstone data via natural language to drive better research efficiency.
- Data Ingestion Control — Automate the creation of new records and manage organizational metadata using simple AI commands.
- Operational Monitoring — Track system responses and manage workspace health to ensure your experience management is always optimized.
How it works
1. Subscribe to this server
2. Enter your Pitchly API Key (Bearer Token) from your developer settings
3. Start managing your professional experience data from Claude, Cursor, or any MCP-compatible client
No more manual spreadsheet updates or searching through disparate databases. Your AI acts as a dedicated experience manager or data coordinator.
Who is this for?
- Professional Services Firms — quickly retrieve deal summaries and monitor team experience without switching apps.
- Marketing & BD Teams — automate the retrieval of tombstone data and track professional bios via natural conversation.
- Knowledge Managers — streamline the retrieval of organizational metadata and monitor data health directly within the chat.
Built-in capabilities (11)
Add a new record to a table
Delete a record from a table
Get details of a specific record
Get details of a specific table
Get details of a specific workspace
List all fields in a table
List records in a Pitchly table
List tables in a workspace
List all Pitchly workspaces
Search records within a table
Update an existing record
Why Claude Desktop?
Claude Desktop is the definitive way to connect Pitchly to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 11 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
Pitchly in Claude Desktop
Pitchly and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Pitchly 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 Pitchly in Claude Desktop
The Pitchly 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 11 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
Pitchly for Claude Desktop
Every tool call from Claude Desktop to the Pitchly 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 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.
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.