> ## Documentation Index
> Fetch the complete documentation index at: https://docs.postsig.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Investor

> MCP server tools for portfolio company and fund data

The Investor MCP server exposes tools for working with portfolio companies, their cap tables, transactions, securities, financing rounds, and funds.

**Server URL**

```text theme={null}
https://mcp.postsig.com/investor
```

## Connect

<Tabs>
  <Tab title="Claude">
    The steps are the same in Claude on the web and Claude Desktop.

    <Steps>
      <Step title="Open Connectors">
        In Claude, go to **Customize → Connectors**.
      </Step>

      <Step title="Add a custom connector">
        Click **+**, then **Add custom connector** and enter:

        * **Name:** PostSig Investor
        * **URL:** `https://mcp.postsig.com/investor`
      </Step>

      <Step title="Sign in">
        Click **Add** and complete the OAuth login with your PostSig account.
      </Step>

      <Step title="Use it">
        In a chat, click the **+** button in the message box, choose **Connectors**, and toggle on **PostSig Investor**.
      </Step>
    </Steps>

    <Note>
      On Team and Enterprise plans, an owner must first add the connector under **Organization settings → Connectors**; members then connect to it from **Customize → Connectors**.
    </Note>
  </Tab>

  <Tab title="ChatGPT">
    Custom MCP connectors in ChatGPT require developer mode, available on Plus, Pro, Business, Enterprise, and Edu plans.

    <Steps>
      <Step title="Enable developer mode">
        Go to **Settings → Apps & Connectors → Advanced settings** and toggle on **Developer mode**.
      </Step>

      <Step title="Create the connector">
        Go to **Settings → Connectors**, click **Create**, and enter:

        * **Name:** PostSig Investor
        * **Connector URL:** `https://mcp.postsig.com/investor`
      </Step>

      <Step title="Sign in">
        Click **Create** and complete the OAuth login with your PostSig account.
      </Step>

      <Step title="Use it">
        In a chat, click the **+** button near the message box, select **More**, and choose **PostSig Investor**.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Claude Code">
    Run:

    ```bash theme={null}
    claude mcp add --transport http postsig-investor https://mcp.postsig.com/investor
    ```

    On first use a browser window opens for OAuth login.
  </Tab>
</Tabs>

## Companies

| Tool                       | Description                                                                                                                           |
| -------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| `list_portfolio_companies` | List portfolio companies with rollup metrics — current FMV, MOIC, aggregate cost, FD%, post-money, primary fund, current/entry stage. |
| `get_portfolio_company`    | Full detail for one company by `public_id`.                                                                                           |

## Cap table

| Tool                    | Description                                                                                                                                                              |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| `get_company_cap_table` | Cap-table snapshot — totals (FD, outstanding, implied valuation, share price), common/preferred/option-pool breakdown, and our position (shares, ownership %, voting %). |

## Transactions

| Tool                       | Description                                                                                                                                                                                          |
| -------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `get_company_transactions` | Transaction history — purchases, sales, secondary sales, distributions, exits, conversions. Each row carries date, type, units, amount USD, the fund and security involved, and the financing round. |

## Legal & governance

| Tool                      | Description                                                                                                                          |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------ |
| `get_company_legal_terms` | Legal/governance terms — structured tables overlaid with the latest Aumni-imported snapshot. Mirrors the Legal Terms tab in the app. |
| `get_company_board`       | Board composition — directors and observers with their designating fund.                                                             |

## Securities & rounds

| Tool                           | Description                                                                                                                                            |
| ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| `get_company_securities`       | Securities issued by a company with current terms (where `superseded_date IS NULL`). Each row carries security type, series, and the full terms block. |
| `get_company_financing_rounds` | Financing rounds in chronological order — stage, pre-money / implied valuation, announced / initial close / final close dates, and round currency.     |

## Funds

| Tool         | Description                                                                                                                                                 |
| ------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `list_funds` | List investment funds — name, short name, code, vintage year, currency, target size, committed capital. Use to discover fund ids for filtering other tools. |