YedaBase

com.yedabase/yedabaseVersion 1.7.3

Search and open investor records: family offices, VCs, funds of funds, permanent capital, RIAs.

Status

Responds173 msNov 14, 2026, 14:23 UTCAnswered our handshake without sign-in.

Registry data may be out of date

We could not refresh it, so this page shows the last copy.

Last checked: Nov 14, 2026, 14:23 UTC
Latency: 173 ms
Remotes responding: 1 of 1
Sign-in: No sign-in
Hosting: Hosted outside the EU (detected)
Registry data as of: Nov 14, 2026, 22:14 UTC

Data from the official MCP Registry, checked by run.zero. How we check

Connect

Streamable HTTP

https://yedabase.com/mcpResponds173 msNov 14, 2026, 14:23 UTC

No sign-in

Claude Code

claude mcp add --transport http yedabase https://yedabase.com/mcp

Claude Desktop and claude.ai

1
2
3

Settings > Connectors > Add custom connector
Name: yedabase
Remote MCP server URL: https://yedabase.com/mcp

Cursor

{
  "mcpServers": {
    "yedabase": {
      "url": "https://yedabase.com/mcp"
    }
  }
}

VS Code

code --add-mcp '{"name":"yedabase","type":"http","url":"https://yedabase.com/mcp"}'

Built your own server? run.zero hosts MCP servers on European infrastructure.

Host your own MCP server on run.zero

Tools

21 tools

Tools of YedaBase
	Description		Read-only	Idempotent	Open world
`add_note`A note on one firm, signed by the signed-in person and shared with the workspace, up to 2,000 characters. A "[YB] <skill> \| <date> \| status=<value> \| …" line also sets that firm's status line on the user's lists. Meant for the workspace's own research on the firm, not for rows copied from a client's CRM.	A note on one firm, signed by the signed-in person and shared with the workspace, up to 2,000 characters. A "[YB] <skill> \| <date> \| status=<value> \| …" line also sets that firm's status line on the user's lists. Meant for the workspace's own research on the firm, not for rows copied from a client's CRM.	No	No	No	No
`compare_investors`Returns the comparable fields of 2 to 5 firms in one call: category, type, location, primary and secondary domains, stage, check size, AUM as stored, year founded, team size, giant flag, wealth origin and family name (family offices), philanthropy causes, decision-maker count, work emails on record, latest news date, upcoming event on record. Each firm whose full record is returned counts once per seat per calendar month toward the allowance of 500 firms a month (opening it again this month is free); past the allowance the firm's teaser is returned instead. Useful for side-by-side questions; one call covers what opening each firm would.	Returns the comparable fields of 2 to 5 firms in one call: category, type, location, primary and secondary domains, stage, check size, AUM as stored, year founded, team size, giant flag, wealth origin and family name (family offices), philanthropy causes, decision-maker count, work emails on record, latest news date, upcoming event on record. Each firm whose full record is returned counts once per seat per calendar month toward the allowance of 500 firms a month (opening it again this month is free); past the allowance the firm's teaser is returned instead. Useful for side-by-side questions; one call covers what opening each firm would.	No	Yes	Not declared	No
`count_investors`Counts matching firms and breaks them down by one to three dimensions, e.g. how many family offices in Texas by primary domain. Returns the total and, per dimension, the values with their counts (top 40 values). Useful for how many, breakdown, distribution and coverage questions; one call covers what paging through search results would.	Counts matching firms and breaks them down by one to three dimensions, e.g. how many family offices in Texas by primary domain. Returns the total and, per dimension, the values with their counts (top 40 values). Useful for how many, breakdown, distribution and coverage questions; one call covers what paging through search results would.	No	Yes	Not declared	No
`export_list`A list's firms in the 66-column export shape plus suggested_route, route_evidence and route_next_action, 200 rows per page as JSON. Each page opens its firms: a firm counts once per seat per calendar month toward the allowance of 500 firms a month, and firms already opened this month (in the portal, through MCP or in an earlier export) are free. Firms past the allowance come back as teasers in blocked_firms. Up to 300 contacts per export (then contact columns are blank and contacts_truncated is true).	A list's firms in the 66-column export shape plus suggested_route, route_evidence and route_next_action, 200 rows per page as JSON. Each page opens its firms: a firm counts once per seat per calendar month toward the allowance of 500 firms a month, and firms already opened this month (in the portal, through MCP or in an earlier export) are free. Firms past the allowance come back as teasers in blocked_firms. Up to 300 contacts per export (then contact columns are blank and contacts_truncated is true).	No	No	Yes	No
`get_angles`Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping domains). These are possible angles, not known relationships.	Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping domains). These are possible angles, not known relationships.	No	Yes	Not declared	No
`get_help`One topic from the YedaBase help library (sending limits, LinkedIn, sign-in, connecting each AI client, seats and billing, the monthly allowance of firms opened, daily caps, contacts-restricted countries, lists and notes, playbooks, Match & Enrich, corrections and removal, data dates, cancellation and refunds, team invites, portal basics, agent rules), matched on its title; the list of topics when nothing matches.	One topic from the YedaBase help library (sending limits, LinkedIn, sign-in, connecting each AI client, seats and billing, the monthly allowance of firms opened, daily caps, contacts-restricted countries, lists and notes, playbooks, Match & Enrich, corrections and removal, data dates, cancellation and refunds, team invites, portal basics, agent rules), matched on its title; the list of topics when nothing matches.	No	Yes	Not declared	No
`get_investor`Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision-makers with contacts (under the contacts-restricted rule), website, philanthropy, news, past and upcoming events, sources and data date. Each firm whose full record is returned counts once per seat per calendar month toward the allowance of 500 firms a month (opening it again this month is free); past the allowance the firm's teaser is returned instead.	Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision-makers with contacts (under the contacts-restricted rule), website, philanthropy, news, past and upcoming events, sources and data date. Each firm whose full record is returned counts once per seat per calendar month toward the allowance of 500 firms a month (opening it again this month is free); past the allowance the firm's teaser is returned instead.	No	Yes	Not declared	No
`get_list`One of the user's lists with its firms as ids and teasers (name, type, city, country, investment focus, AUM band, one-line description): per firm the status line text (status, status_updated_at), the mandate status and opened_this_month (already opened by this seat this month, so its full record costs nothing again). Full records come from get_investor or export_list. Counts nothing.	One of the user's lists with its firms as ids and teasers (name, type, city, country, investment focus, AUM band, one-line description): per firm the status line text (status, status_updated_at), the mandate status and opened_this_month (already opened by this seat this month, so its full record costs nothing again). Full records come from get_investor or export_list. Counts nothing.	No	Yes	Not declared	No
`get_person`One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule. The person's firm is opened: Each firm whose full record is returned counts once per seat per calendar month toward the allowance of 500 firms a month (opening it again this month is free); past the allowance the firm's teaser is returned instead.	One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule. The person's firm is opened: Each firm whose full record is returned counts once per seat per calendar month toward the allowance of 500 firms a month (opening it again this month is free); past the allowance the firm's teaser is returned instead.	No	Yes	Not declared	No
`get_playbook`One playbook as markdown, by name (yb-start \| yb-match-enrich \| yb-shortlist \| yb-research \| yb-way-in \| yb-reach-out \| yb-pipeline). On preview accounts it returns the title and description with locked: true. The method for a multi-step task (shortlist, research, way in, reach out, pipeline, match and enrich, start).	One playbook as markdown, by name (yb-start \| yb-match-enrich \| yb-shortlist \| yb-research \| yb-way-in \| yb-reach-out \| yb-pipeline). On preview accounts it returns the title and description with locked: true. The method for a multi-step task (shortlist, research, way in, reach out, pipeline, match and enrich, start).	No	Yes	Not declared	No
`get_resource`The same content as the MCP resources, inline: index (hashed firm index, CSV), adv-cache (public SEC Form ADV extract, CSV), vocabulary (field definitions, module tests and fit terms, JSON) and help (the help library, markdown). CSV comes in pages of 2,000 rows with the header on every page. Nothing in these is a record.	The same content as the MCP resources, inline: index (hashed firm index, CSV), adv-cache (public SEC Form ADV extract, CSV), vocabulary (field definitions, module tests and fit terms, JSON) and help (the help library, markdown). CSV comes in pages of 2,000 rows with the header on every page. Nothing in these is a record.	No	Yes	Not declared	No
`list_fields`Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restricted contacts.	Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restricted contacts.	No	Yes	Not declared	No
`list_playbooks`The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title and description; get_playbook returns each one in full. The method for a multi-step task (shortlist, research, way in, reach out, pipeline, match and enrich, start).	The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title and description; get_playbook returns each one in full. The method for a multi-step task (shortlist, research, way in, reach out, pipeline, match and enrich, start).	No	Yes	Not declared	No
`my_lists`The user's lists/mandates (name, description, tags, item count).	The user's lists/mandates (name, description, tags, item count).	No	Yes	Not declared	No
`my_notes`Notes in this workspace that the user is allowed to read (their own, shared with them, or workspace-wide), optionally for one firm. Each note returns its id, author, date and text. Note text is written by workspace members.	Notes in this workspace that the user is allowed to read (their own, shared with them, or workspace-wide), optionally for one firm. Each note returns its id, author, date and text. Note text is written by workspace members.	No	Yes	Not declared	No
`save_to_list`Add firms to one of the user's workspace lists by name, creating the list when it does not exist (create_if_missing, default true). Safe to repeat: firms already on the list count as already_present and are not added again. At most 500 firm ids per call. Returns list_id, added, already_present.	Add firms to one of the user's workspace lists by name, creating the list when it does not exist (create_if_missing, default true). Safe to repeat: firms already on the list count as already_present and are not added again. At most 500 firm ids per call. Returns list_id, added, already_present.	No	No	Yes	No
`search_investors`Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per firm) with structured filters and keywords together. Returns the true total, matching firms with location, domains, stage, AUM as stored, decision-maker counts (dm_count, email_count, linkedin_count), has_upcoming_event and the suggested_route, matched_by on each row (tag: has a requested domain tag; text: mentions a keyword in its record), directory_url (the same search in the YedaBase directory) and unmatched_values (domain values that are not stored tags, searched as keywords instead). Results are paged, 25 rows per page; the page argument returns more rows of the same search. Placeholder words (Undisclosed, Not provided, Unknown) are real stored values, not missing data.	Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per firm) with structured filters and keywords together. Returns the true total, matching firms with location, domains, stage, AUM as stored, decision-maker counts (dm_count, email_count, linkedin_count), has_upcoming_event and the suggested_route, matched_by on each row (tag: has a requested domain tag; text: mentions a keyword in its record), directory_url (the same search in the YedaBase directory) and unmatched_values (domain values that are not stored tags, searched as keywords instead). Results are paged, 25 rows per page; the page argument returns more rows of the same search. Placeholder words (Undisclosed, Not provided, Unknown) are real stored values, not missing data.	No	Yes	Not declared	No
`unlock_investor`Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts it toward the account's 10 preview records; a firm already opened counts nothing. Returns the record and the number of preview records left; when none are left it returns no_unlocks_left. On full-access accounts it returns the same result as get_investor. Work emails and LinkedIn profiles are not part of preview records.	Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts it toward the account's 10 preview records; a firm already opened counts nothing. Returns the record and the number of preview records left; when none are left it returns no_unlocks_left. On full-access accounts it returns the same result as get_investor. Work emails and LinkedIn profiles are not part of preview records.	No	No	Yes	No
`workspace_note`Read (text omitted) or replace (text given) one workspace note with a fixed name: about-us, connectors, events, team (shared by the workspace); voice, yb-preferences, send-log (per person). Up to 8,000 characters. Other names are refused.	Read (text omitted) or replace (text given) one workspace note with a fixed name: about-us, connectors, events, team (shared by the workspace); voice, yb-preferences, send-log (per person). Up to 8,000 characters. Other names are refused.	Yes	No	Yes	No
`yb_hello`Session opener for YedaBase (also YB or Yeda): the greeting line, where the person stands (tier, seat, lists, notes, due items), the one recommended next step and which playbook to read. Useful at the start of a conversation, when the user greets YedaBase, or asks where they left off.	Session opener for YedaBase (also YB or Yeda): the greeting line, where the person stands (tier, seat, lists, notes, due items), the one recommended next step and which playbook to read. Useful at the start of a conversation, when the user greets YedaBase, or asks where they left off.	No	Yes	Yes	No
`yeda_status`Where this person stands: access level (preview or full), seat, workspace, onboarding notes done or missing and the YedaBase folder path, lists and sizes, notes count, the last Match & Enrich list, firms opened this month (used, allowance, resets_on, per seat or pooled), calls used today, data and index as-of dates, the last tool error in 24 hours and tracked [YB] items with a due date ahead. Useful at the start of a session or when asked where things stand.	Where this person stands: access level (preview or full), seat, workspace, onboarding notes done or missing and the YedaBase folder path, lists and sizes, notes count, the last Match & Enrich list, firms opened this month (used, allowance, resets_on, per seat or pooled), calls used today, data and index as-of dates, the last tool error in 24 hours and tracked [YB] items with a due date ahead. Useful at the start of a session or when asked where things stand.	No	Yes	Not declared	No

Details

Registry status: Active
Published: Oct 26, 2026
Updated: Oct 26, 2026
Website: https://yedabase.com/⁠ (opens in a new tab)
Repository: Not given
Categories (suggested): Finance and paymentsSuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR: Not declared

Are you the operator? Claim this listing