The Visible MCP server allows you to connect your AI tool of choice to your Visible account. This workflow is designed to
Fetch Pipelines and Stages
Create Investor records in batches
Attach any supporting text as Notes
Step One: Connect your Visible account to your AI tool of choice.
The Visible MCP server is available for AI solutions that allow for MCP connectors and apps; you will need to have admin or owner permissions to connect to the MCP server.
This specific article will walk through using the Visible MCP server with ChatGPT, but below are the resources that walk through the steps to connect Visible to your AI solution of choice:
Step Two: Once you've connected Visible, you'll be able to select it from the app sources. Then query your AI tool.
Ensure that the Visible app is connected to your chat. Then query your AI tool.
Step Three: With the MCP connection, you can add the investors to a fundraising pipeline, choose the stage, and add any notes.
Ask the AI tool to add the investors to your fundraising pipeline. You can also specify the the stage and add notes.
Step Four: The AI tool will then respond that the requested action has been completed.
You'll receive confirmation from the AI tool that the records have been added to your fundraising pipeline.
Step Five: Navigate to Visible to see the new fundraising records & continue to organize your potential investors as needed.
Go back to Visible and use the data in your fundraising pipeline to advance your fundraise.
Let us know if you have any questions!