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integrations

Meridian MCP

Meridian is the first CRM and system of record for private markets firms that ships with a hosted Model Context Protocol (MCP) server, so your data is accessible to any AI your firm uses.

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Meridian MCP logo surrounded by icons labeled CRM Context, Deal Memo, Research, IC Notes, Scout AI, Reports, and Diligence.
Central user icon linked by arrows to Excel Export, IC Memo, CRM, Claude, and Chat GPT boxes.
the problem

AI is everywhere. But your deal context is nowhere.

Private markets firms are investing in AI, but without a direct connection between the system of record and the AI agent, deal teams are using it in fragments.
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Analysts export deal history to Excel to query it in Claude. Partners paste IC decisions into ChatGPT to draft a memo. The CRMs built for private markets a decade ago were not designed for agents to read from or write to. And the result is that AI is adding complexity, time, and cost.

Simplified abstract human figure made of black curved lines forming an 'M' shape.

What is MCP?

MCP stands for Model Context Protocol. Originally developed by Anthropic, it's an open standard that gives AI models a consistent way to connect to outside software, tools, and data sources. Think of SWIFT in banking: it’s an agreed-upon standard that lets very different institutions' systems talk toeach other without anyone having to build custom systems. MCP plays that same role, but for AI models talking to business software.

the solution

The open garden: What Meridian’s MCP does for your firm

Meridian connects your deal data, relationship history, and enrichment layer to any MCP-enabled AI tool.
Meridian platform at center connecting AI models, workflow tools, data sources, and deal context nodes.

Native MCP endpoint

Claude, ChatGPT, and any MCP-compatible AI agent can query Meridian directly in natural language. It does not require any custom API work, a vendor-specific connector, or a middleware layer. The AI reads your firm's deal history the way an associate would.

Full deal context, not just records

AI agents see your firm’s pipeline, interaction history, IC decisions, and portfolio data together. Context travels with the query, so drafts and recommendations reflect your firm's actual deal flow and institutional memory rather than a thin slice of it.

Open data layer

Meridian is the context layer that remains the single source of truth for your firm's deal activity, and makes that data available to whichever AI tools the firm chooses. Your firm can run Claude for diligence and a different model for LP communications without changing CRMs.

Enterprise controls, built in

Granular privacy settings, data masking for sensitive LP information, and per-agent scopes come with Meridian right out of the box. Every agent action inside Meridian is logged, reviewable, and LP-defensible.

Meridian vs legacy CRMs

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MCP server
Yes
No
Limited
No
Works with any AI agent
Yes
Vendor AI only
Platform only
Vendor AI only
Open data layer
Yes
No
No
No
Cost of AI functionality
Included
Separate license
Tier upgrade
Separate license