Bring Market Intelligence
to LlamaIndex
Learn how to connect CB Insights to LlamaIndex 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 LlamaIndex?
LlamaIndex agents combine CB Insights tool responses with indexed documents for comprehensive, grounded answers. Connect 13 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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Data-first architecture: LlamaIndex agents combine CB Insights tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain CB Insights tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query CB Insights, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what CB Insights tools were called, what data was returned, and how it influenced the final answer
CB Insights in LlamaIndex
CB Insights and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect CB Insights to LlamaIndex 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 LlamaIndex
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 LlamaIndex 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 LlamaIndex
Every tool call from LlamaIndex 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 LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query CB Insights tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
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Install: pip install llama-index-tools-mcp