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
Read existing investors in your fundraising pipelines
Create investor records in batches, including custom investor properties
Update existing investor records, including stage changes
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 editor permissions to connect to the MCP server.
This specific article will walk through using the Visible MCP server with Claude, but below are the resources that walk through the steps to connect Visible to your AI solution of choice:
Step Two: Read your existing investors.
You can ask your AI tool to surface investors already in your fundraising pipelines, including any custom investor properties you track.
Example prompts:
"Show me every investor in my Series A pipeline that's currently in the Partner Meeting stage."
"List all investors with a check size over $500K."
Step Three: Add new investors to a fundraising pipeline.
With the MCP connection, you can add investors to a fundraising pipeline, choose the stage, populate custom investor properties, and add any notes.
Example prompts:
"Add Acme Capital, Beacon Ventures, and Cypress Partners to my Seed Round pipeline in the Contacted stage."
"Create an investor record for Acme Capital with check size $500K and add them to my Seed Round pipeline."
Step Four: Update existing investor records.
Ask your AI tool to update fields on an existing investor, including their pipeline stage and any custom properties.
Example prompts:
"Move Acme Capital to the Term Sheet stage in my Seed Round pipeline."
"Update the check size on Beacon Ventures to $750K."
Step Five: Navigate to Visible to see the updated fundraising records.
Go back to Visible and use the data in your fundraising pipeline to advance your fundraise.
Let us know if you have any questions!