The Visible MCP server allows you to connect your AI tool of choice to your Visible account, so you can read and update your data through natural-language prompts. Below is a summary of what's currently supported.
Manage Contacts
Read existing contacts, create new contacts, and update contact details, including custom contact properties. Useful for keeping your CRM up to date directly from meeting notes or research workflows.
Manage Investors
Read existing investors, add new investors to your fundraising pipelines, and update investor details, including custom investor properties and pipeline stages.
Manage Notes
Read, create, and update notes attached to your contacts, investors, and portfolio companies. Useful for capturing meeting recaps and follow-ups without leaving your AI tool.
Manage Investor Updates
Founders can connect Visible's MCP server to their AI tool of choice to access and reference historical investor updates directly from their Visible account. They can also draft new updates that match the structure and tone of past ones, with drafts saved back to Visible for final review and sending.
How Founders can use the MCP Server to Manage Investor Updates
Getting connected
To use any of these workflows, you'll first need to connect Visible to your AI tool. You'll need admin or editor permissions to set up the connection.
Let us know if you have any questions!