The Visible MCP server allows you to connect your AI tool of choice to your Visible account. This workflow is designed to:
Read existing notes on portfolio companies, founders, and other contacts
Create new notes from AI-generated summaries or your own input
Update notes you've already saved
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 on your Visible workspace to connect to the MCP server.
This 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 existing notes.
Ask your AI tool to pull up existing notes on a portfolio company or contact. This is helpful for prepping for a board meeting, reviewing context before a founder check-in, or refreshing your memory ahead of an LP conversation.
Example prompts:
"Show me all the notes I've added to Acme Inc. in the past 90 days."
"Pull up the most recent note on my founder contact Jane Doe."
"Review my notes across all portfolio companies in our Fund II and summarize common themes from the last quarter."
Step Three: Create new notes.
Ask your AI tool to create a note on a portfolio company or contact. This is especially useful for capturing meeting recaps right after a board meeting, founder one-on-one, or diligence call.
Example prompts:
"Add a note to my contact Jane Doe summarizing our quarterly check-in today."
"Create a note on Acme Inc. with the strategic priorities the founder shared on our call."
"Log a note on Beta Corp summarizing key takeaways from this morning's board meeting."
Step Four: Update existing notes.
Ask your AI tool to update an existing note. Useful when you need to add follow-up items, capture decisions made after the fact, or correct details.
Example prompts:
"Update the most recent note on Acme Inc. to include the intros the founder asked for."
"Add a line to my last note on Jane Doe noting that she requested a warm intro to a potential hire."
Step Five: Navigate to Visible to see the new or updated notes.
Go back to Visible to review the notes created or updated through the MCP connection. From there, your team can reference them alongside the rest of your portfolio data, metrics, and updates.
Let us know if you have any questions!