PitchBook Premium
Search PitchBook's private-capital database — companies, deals, funds, investors and people — from an AI agent. 16 read-only tools, capped at 150 calls an hour and 300 a day. OAuth via SSO, no application scopes, and a licence that repays reading.
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.
Connect PitchBook Premium via MCP
https://premium.mcp.pitchbook.com/mcpWorks in any MCP-compatible client. In Agentman Studio it is one click — no config file to edit.
PitchBook Premium Tools & Capabilities (16)
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-Afterbehaviour, 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_accessandclaudeai. 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_analysisappear 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 Their coverage, recency and result limits are unpublished.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 atpitchbook.com/helpcarries 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
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.
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.
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.
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.
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.
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.
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.
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.
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
- PitchBook help, "PitchBook Premium Connector for Claude by Anthropic" (retrieved 2026-08-22). Source for licence prerequisites, the owner-enablement step, the connection steps and the "Always allow" recommendation. · retrieved 2026-08-22
- PitchBook help, "Getting started with PitchBook Premium Connector" (retrieved 2026-08-22). Source for the 150-per-hour and 300-per-day limits and the eleven partner platforms. · retrieved 2026-08-22
- Claude Academy, "Using PitchBook for investment research" (retrieved 2026-08-22). Source for the dataset sizes, the five capability groups, the third-party-data exclusion and the custom-connector setup path. · retrieved 2026-08-22
- PitchBook Terms of Use (retrieved 2026-08-22). Sections 3.2, 3.3, 4.3, 4.6, 4.9, 4.10, 9.2, 10.2, 13.2 and 23 are quoted or cited above. · retrieved 2026-08-22
- PitchBook Privacy Policy, last updated 14 July 2026 (retrieved 2026-08-22). Source for the "business professionals" record contents and the California data broker disclosure. · retrieved 2026-08-22
- PitchBook MCP documentation on the gated help host, probed and not readable (probed 2026-08-22; redirects to Salesforce SAML sign-in) · retrieved 2026-08-22
- Live OAuth posture check: anonymous
initializereturned HTTP 401 with a Bearer challenge; RFC 9728 metadata athttps://premium.mcp.pitchbook.com/.well-known/oauth-protected-resource/mcp; authorization server metadata athttps://premium.mcp.pitchbook.com/.well-known/oauth-authorization-server(2026-08-22) · retrieved 2026-08-22 - Anthropic Connectors Directory entry — , read from our directory snapshot dated 2026-08-16 · retrieved 2026-08-16
- Morningstar personal data request route, cited by PitchBook's privacy policy as
morningstar.com/request-data— that URL redirects to (retrieved 2026-08-22) · retrieved 2026-08-22 - PitchBook support — <mailto:support@pitchbook.com> · Privacy enquiries — <mailto:privacyenquiries@morningstar.com>
Use in Agentman
Connect once and your agents call these tools on their own — on a schedule, in a workflow, with nobody at the keyboard.
Open in Agentman StudioServer Info
- Category
- Finance
- Developer
- PitchBook Premium
- Tools
- 16
- Domain
- premium.mcp.pitchbook.com
Using Claude Desktop or another MCP client? Setup docs — the connection URL above works anywhere.