• DATA
  • CONTEXT
  • DRAFTS
  • REVIEW

How to retrieve project credentials with your AI

Connect Pitchly to your AI client once. From there, you can pull specific deal details or industry expertise directly from your tables to build responses.

Ask AI about this page

Short answer

How can I get deal summaries from Pitchly using AI?

Your AI client uses the Pitchly MCP to scan your tables and pull specific record details. You'll get exact industry experience and deal summaries ready for your RFP drafts.

The outcomes.

Where your data lands.

The AI moves data from Pitchly into your active workspace.

DATA

Extracted deal summaries

The AI pulls specific text from your Pitchly records. You get clean summaries of past projects to use in new proposals.

CONTEXT

Industry experience matches

The AI finds records that match specific industry requirements. This gives you the proof you need for RFPs.

DRAFTS

RFP response content

The AI organizes the retrieved data into structured text. You can then paste this directly into your response documents.

REVIEW

Human verification needed

The AI presents the findings for you to check. You decide if the retrieved credentials are accurate enough for the final submission.

The workflow

What your AI does when you ask for data.

The AI handles the heavy lifting of searching and reading your Pitchly database.

  1. Locate the right data

    The AI identifies which tables in your Pitchly account contain the project information you need.

    list_tables

  2. Find specific deals

    The AI searches through your records to find the exact industry experience or project type you requested.

    search_records

  3. Pull deep details

    Once the right record is found, the AI reads the full content of that specific entry.

    get_record_details

  4. Summarize for use

    The AI uses the retrieved data to answer your question or draft a specific section of an RFP.

    get_record_details

Try it

Copy these to start.

Use these prompts to begin interacting with your Pitchly data.

Starting points

These are opening lines. Swap out the bracketed text with your actual Pitchly table names or industry terms.

Pitchly Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_rIplRR1xUs8sKDHr7mMXoR6zKry1Y6wcnYjA6DbC/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Pitchly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pitchly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rIplRR1xUs8sKDHr7mMXoR6zKry1Y6wcnYjA6DbC/mcp"
    }
  }
}
Copy into chat04

  • Search my Pitchly tables for any deals involving healthcare clients.

  • Find the summary for the 'Global Tech Expansion' project in my Pitchly records.

  • List all the tables in my Pitchly account so I know what data is available.

  • Get the full details for the record with ID 98765 in my Pitchly database.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Pitchly once, then ask.

Follow the link to connect your account. Your credentials stay encrypted, and you can immediately start asking your AI about your Pitchly data.

Connect Pitchly to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit my Pitchly records?

    No. The AI can only read and search your data using the available tools.

  • 02

    Can I ask the AI to create new deals in Pitchly?

    No. This MCP is designed for retrieving and searching existing information.

  • 03

    Does the AI see all my Pitchly data?

    The AI only accesses the specific tables and records it needs to answer your specific request.

  • 04

    How does the AI find the right project?

    It uses search functions to match your keywords against the text in your Pitchly records.

  • 05

    Will the AI automatically submit my RFP?

    No. The AI provides the content, but you are responsible for reviewing and submitting any final documents.

  • More questions about Pitchly? See everything the Pitchly Connector can do

Connect Pitchly to Claude, Cursor, ChatGPT & more