PitchBook Premium

Search PitchBook's private-capital database — companies, deals, funds, investors, people.

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What the PitchBook Premium connector does

The PitchBook MCP server connects PitchBook's private-capital database — 8.5 million private companies, 2.8 million deals, 597,000 investors and 154,000 funds — to Claude and other AI platforms. Anthropic's directory lists 16 tools, every one a read. Access needs an existing PitchBook licence and SSO, and is capped at 300 tool calls a day.

Verified connector

Listed by Anthropic as a partner connector in its Connectors Directory.

Connection checked by Agentman on .

Anthropic states this reflects the level of review a connector received, not a security audit.

PitchBook Premium tools (16)

  • pitchbook_search
  • pitchbook_get_profile
  • pitchbook_get_company_deals
  • pitchbook_get_company_investors
  • pitchbook_get_company_financials
  • pitchbook_get_deal_participants
  • pitchbook_get_deal_cap_table
  • pitchbook_get_investor_funds
  • pitchbook_get_investor_investments
  • pitchbook_get_fund_lp_commitments
  • pitchbook_get_team_members
  • pitchbook_get_news_analysis
  • pitchbook_get_call_transcripts_analysis
  • pitchbook_get_private_market_reports_analysis
  • pitchbook_get_public_market_reports_analysis
  • pitchbook_get_help_center_analysis

Tool names from Anthropic's directory listing. This server requires sign-in, so we could not read tool descriptions or parameter schemas.

Limits

  • 150 tool calls per hour and 300 per day. PitchBook's published caps, counted per call rather than per conversation. No Retry-After behaviour, 429 semantics or cap-exhaustion message is documented, and no tool reports remaining quota.
  • No application scopes exist. The RFC 9728 descriptor and the authorization server metadata both advertise exactly three scopes — openid, offline_access and claudeai. Two are identity and refresh; the third names a client, not a capability. There is no scope boundary between a company lookup and an LP commitment list, which is the boundary a reviewer of this dataset would most want. PitchBook states access is "tied to each user's permissions", so narrowing happens in its own entitlement model, invisibly to the consent screen.
  • The integration excludes some third-party data. Anthropic's tutorial states it "excludes some proprietary 3rd-party data included in the PitchBook platform" without naming which, so a figure present in the web platform can be absent here.
  • Five of the 16 tools are undocumented. The four research-corpus tools and pitchbook_get_help_center_analysis appear in Anthropic's directory but in neither vendor capability list. Their coverage, recency and result limits are unpublished.
  • We could not read tool schemas or safety annotations. The endpoint returned 401 to an anonymous request, so no parameter-level detail, result-size limit or annotation is published here.
  • The public terms prohibit AI use in words that cover this connector. Section 4.3's "in conjunction with any machine learning... or other artificial intelligence computer or software program" has no published MCP carve-out; Section 23's generative-AI terms cover only PitchBook's own Conversational Search tool. Check your order form.
  • Termination obliges you to purge stored Content, including anything cached into embeddings or a vector store, under Section 9.2 read with the Section 4 survival clause.
  • Anti-scraping and volume clauses constrain heavy agent use. Section 4.3 forbids using any "bot, spider, data mining, computer code or any other device, program, tool, algorithm, process or methodology to systematically access... any portion of the Content", and Section 3.3 forbids compiling "more than an insubstantial portion of the PitchBook database". An agent looping over thousands of companies sits closer to those lines than a human clicking — though the 300-a-day cap limits how far it can get.
  • Data accuracy is disclaimed outright. Section 10.2 states PitchBook "has not and cannot make any guarantee that the Content is an accurate reflection of real-world facts", and Section 13.2 states nothing in the Content constitutes investment advice. PitchBook's own guidance is to use the data "as a reference for deal sourcing, due diligence, and deal execution, rather than as the sole source of information". Both disclaimers travel with whatever the agent writes.
  • The main help centre is login-gated. help.pitchbook.com, which Anthropic's directory nominates as documentation, redirects every route to a Salesforce SAML sign-in. The public mirror at pitchbook.com/help carries the connector articles cited here; the two hosts are not interchangeable.
  • No prompts or resources could be enumerated. Anthropic's directory records no prompt names, and the authentication gate prevented us from reading the server's declared capabilities.

Frequently asked questions

How many PitchBook queries can an agent make per day?

Three hundred, with a ceiling of 150 in any 60-minute window. PitchBook publishes both figures as tool calls rather than conversations, so one question that checks a company, its investors and its deals spends three. That is the number to plan around, because the connector's own relationship-mapping use case chains four hops.

Do I need a PitchBook subscription to use the MCP server?

Yes, plus a paid Claude plan. PitchBook states you need a seat-based, unlimited, or trial PitchBook licence and single sign-on credentials, and a Pro, Max, Teams or Enterprise Claude subscription. The endpoint returned an authentication challenge to an anonymous request on 2026-08-22, so there is no unauthenticated access.

Can the PitchBook connector change anything in my account?

No. All 16 tool names begin with search or get, none carries a create, update, delete or export verb, and Anthropic's directory records the connector's permissions as Read. No tool takes a method or action argument that could forward to a wider API, so the read-only reading survives the dispatcher check.

Does PitchBook's licence allow feeding its data to an AI model?

Its public terms of use prohibit it in broad language that the connector's existence must override. Section 4.3 says subscribers will not use the Content in conjunction with any machine learning, neural network, deep learning, predictive analytics or other artificial intelligence program. No published carve-out reconciles that clause with the connector.

What happens to stored PitchBook data when the subscription ends?

You must delete it. Section 9.2 of PitchBook's terms of use requires that on termination you promptly expunge any Content in your possession, and Section 4 survives termination. If an agent pipeline has cached PitchBook data into a vector store or embeddings, that obligation reaches those copies too.

Does the connector return personal information about individuals?

Yes, about people who are not your customers. PitchBook's privacy policy states it collects business professionals' names, addresses, phone numbers, employers, job titles, investment details, biographical information, gender and educational history, and may publish photos. The connector reads team members and their histories across companies.

What OAuth permissions does the PitchBook MCP server request?

Three, and none is an application permission. The server's RFC 9728 descriptor advertised openid, offline_access and claudeai on 2026-08-22. The first two are identity and refresh scopes; claudeai names a client rather than a capability. Narrowing happens in PitchBook's own per-user entitlements, not at the consent screen.

Should I set the PitchBook connector to always allow?

PitchBook recommends it and the tools are all reads, but weigh it against the daily cap. Every call is metered against 150 an hour and 300 a day, and an approval prompt is the only thing that shows an agent spending that budget on a multi-hop chain. Nothing in the surface reports remaining quota.

What data does the PitchBook connector not include?

Some licensed third-party content. Anthropic's tutorial states the integration excludes some proprietary third-party data included in the PitchBook platform, without naming which. A figure visible in the web platform may therefore be missing through the connector, so absence in a response is not evidence of absence in PitchBook.

Sources

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