The Visible MCP server allows you to connect your AI tool of choice to your Visible account. This workflow is designed to:
Read and reference historical investor updates sent from your account
Draft new investor updates based on past content, tone, and structure
Save drafts back to Visible for final review and sending
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: Access your historical investor updates.
You can ask your AI tool to pull previously sent updates from your Visible account. The MCP connection has access to your full update history, so you can reference past content, review what metrics you've shared, or analyze how your messaging has evolved over time.
Example prompts:
"Show me my last three investor updates."
"Pull up my Q4 2025 update and summarize the key wins I shared."
"What metrics have I been reporting on consistently in my monthly updates?"
Step Three: Draft a new investor update.
Ask your AI tool to draft a new update based on the structure and tone of your previous ones. You can provide new information directly in your prompt, or ask the AI to use context from recent updates as a starting point. The AI will save the draft to your Visible account so you can review and edit it before sending.
Example prompts:
"Draft my April investor update using the same structure as my March update. Include these wins: closed two enterprise deals, hired a new VP of Engineering, and hit $1.2M in ARR."
"Create a new investor update draft summarizing this past quarter. Match the tone of my previous updates and include sections for highlights, lowlights, KPIs, and asks."
"Draft a fundraising announcement update to send to my existing investors. Keep it concise and follow the format of my last few updates."
Step Four: Refine the draft with follow-up prompts.
Once a draft is created, you can continue iterating with your AI tool to refine the content before finalizing it in Visible.
Example prompts:
"Make the highlights section more concise."
"Add an ask section requesting intros to Series B investors."
"Rewrite the opening paragraph to sound more conversational."
Step Five: Navigate to Visible to review and send the update.
Go back to Visible to review the draft update created through the MCP connection. From there, you can make final edits, attach any visuals or charts, select your recipient list, and send the update to your investors.
Let us know if you have any questions!