Meridian AI MCP

Connect your AI agent to your firm’s Meridian workspace — and ask it anything about your pipeline, relationships, and documents in natural language.

Meridian AI MCP is a remote Model Context Protocol server. The Model Context Protocol is an open standard that lets AI agents securely connect to outside systems. This server connects your AI tool of choice to your Meridian AI CRM, so it can search across your deals, companies, people, meetings, emails, notes, documents, and reports on your behalf.

What is Meridian AI MCP?

Meridian AI is the CRM and deal-management platform built for private markets investment professionals. Meridian AI MCP exposes that workspace to AI agents through a single secure connection. Once connected, your agent can answer questions, pull context, and assemble briefs straight from your live CRM data — no copy-pasting, no exports, no switching tabs.

It works with any MCP-compatible client, including Claude (Desktop and web), ChatGPT, Cursor, and other tools that support remote MCP servers.

Why use Meridian AI MCP?

• One-click, secure sign-in — Connect with your firm’s existing single sign-on (SSO). There are no API keys to generate, store, or rotate.
• Ask in plain language — Query your pipeline the way you’d ask a colleague (“What’s the latest IC decision on Project Atlas?”) instead of clicking through filters.
• Your whole workspace, in one place — Pipeline, relationships, communications, and documents, all through a single connection.
• Semantic search built in — Notes, emails, and document contents are searchable by meaning, not just keywords, so you find the right passage even when you don’t know the exact wording.
• Your permissions are inherited — The AI agent sees exactly what you see in Meridian, scoped to your organization, respecting private meetings, note access, and email visibility rules.

What can you do with Meridian AI MCP?

• Deal & pipeline review — Get the current stage, deal team, KPIs, and latest Investment Committee decision for any opportunity.
• Relationship intelligence — Look up contacts and key people, and see when you last met or emailed them.
• Due-diligence Q&A — Ask what a CIM, IC memo, or report actually says and get answers grounded in the document text.
• Interaction timelines — See every touchpoint with a company, person, or deal in one chronological view.
• Inbox catch-up — Summarize a thread or surface recent correspondence linked to a deal or company.
• Reporting on demand — Turn a saved report into an answer without opening a spreadsheet.
• Company tearsheet — Instantly generate a one-pager summarizing a company, key data points, and all recent and scheduled interactions.
• Pipeline hygiene — Move deals between stages, refresh coverage teams, and add newly sourced targets in the flow of conversation.

Getting Started

Prerequisites

1. A Meridian AI account at your firm. You’ll use the same login you use for the Meridian web app.
2. An MCP-compatible AI client (Claude, ChatGPT, Cursor, or any MCP-compatible AI client).

Connection & authentication

Meridian AI MCP authenticates with OAuth 2.0 and your firm’s single sign-on — the same identity you already use for Meridian. There are no API keys. When your client first connects, you’ll be redirected to a Meridian sign-in page and asked for your work email. Approve the request, and you’re connected.

Server URL

Add Meridian to your client using this server URL:

https://mcp.meridian-ai.com/mcp


Connect Claude (Desktop & web)

Meridian AI is verified by Anthropic and listed in Claude’s connector directory.

Setting up Claude takes two steps: an administrator adds Meridian once for the whole organization, then each user connects and signs in.

Step 1 — Administrator: add the connector (once per organization)

1. In Claude, open Organization settings → Connectors.
2. Click Browse connectors.
3. Find Meridian AI and click Add to your team. Meridian is now available to everyone on your plan.

Step 2 — Each user: connect and authorize

1. In the left navigation pane, open Customize → Connectors.
2. Find the Meridian connector and click Connect to start sign-in.
3. Enter your work email, complete authentication flow, and approve access.
4. The Meridian tools are now available in your chats. Try "Who am I in Meridian?" to confirm.

Supported Tools

These tools read, compose, and — for deals and companies — create and update. The real power comes from combining them in a single prompt. For example, find a deal, pull its interaction timeline, read the relevant passage of its CIM, then log the outcome as a Deal Update, all in one query. The agent chains the calls for you.

Identity

Deals & Pipeline

Companies

Custom Attributes & Filters

People

Meetings & Interactions

Notes

Documents

Emails

Reports

Sample Prompts

Copy-pasteable, end-to-end prompts grouped by what you’re trying to get done.

1. Which deals are currently in diligence, and which have gone stale?
2. What did the Investment Committee decide in the last two weeks, and on which deals?
3. Show me all deals sourced from [specific banker or firm] over the last 12 months.
4. Which deals on my plate have advanced stage in the last quarter?
5. What is the last interaction date with each of our portfolio companies?
6. Which portfolio companies have we not met with in 90+ days?
7. Which "Medium" priority targets have gone cold — no outbound email in 60+ days?
8. What new targets were created this quarter, and who originated them?
9. Which targets have we emailed but never met with in person?
10. Who are the executives across our portfolio companies, and how do I reach them?
11. Which bankers have we engaged with most recently?
12. Show me Industry Experts flagged as key persons we can tap for diligence.
13. Which LPs have we not touched base with in the last 90 days?
14. Show every IC and Pipeline Review session held last quarter, and the deals discussed.
15. What in-person meetings has our team had with anyone at [Company X]?
16. Find every meeting tied to [Deal Y], sorted by date.
17. Pull EBITDA assumptions and revenue projections out of the CIMs for [Deal X].
18. Which CIMs were uploaded in the last 30 days, and by whom?
19. Search across all documents in the "[Q1 Pipeline]" folder for management team commentary.
20. Pull the full email thread with a specific banker covering [Deal Y], plus my own notes on the deal.
21. Summarize which bankers have sourced me deals in the last year
22. Show me a snapshot of my current deal pipeline where I'm on the deal team
23. Give me a list of companies that I've reached out to in the last month that never replied to me
24. What are all the deals that [Investment Bank X] has sourced for us?
25. Who is our team meeting most at [Investment Bank Y] in the last year? Which banker?
26. Show me every interaction with [Company X] over the last 6 months — newest first.
27. Pull the full chronological touchpoint history on [Deal Y] across both meetings and emails in one timeline.
28. Which contacts at [Portfolio Company] have we engaged with in any form this quarter?
29. Compare engagement on [Deal A] vs [Deal B] — how many interactions, who's been on them, and how recent?
30. From our "[Stale Targets]" report tab, which targets haven't been touched in 60+ days?
31. Map our portfolio companies by headquarters as a heatmap so I can see where deal flow is concentrated and where the geographic white space is. Add a short summary of the distribution below the map.
32. Screen all companies for revenue over $100M, EBITDA margin over 25%, and year-over-year headcount growth over 10%. Show revenue, EBITDA, EBITDA margin, headcount growth, and HQ in a table, sorted by EBITDA
33. Find companies that are either above $10B in revenue OR above 30% EBITDA margin, and visualize how the two groups differ.
34. Summarize yesterday's IC session on [Deal X] and record the decision with its rationale.
35. Create a deal for [Company Y] at our first pipeline stage, with me and [colleague] on the team.
36. [Company X] just came in from [banker] — add it as a new target and start a deal for it.
37. Move every deal I own that's cleared diligence into the next stage, and post a Deal Update on each.
38. Refresh the coverage team on [Company X] to [names] and note why in a Company Update.

Rate Limits

Requests are limited per authenticated user (not shared across your firm) using a token-bucket model — a steady sustained rate plus a small burst allowance for short spikes.

If you’re rate-limited:

• The server returns a standard MCP rate-limit error; wait a moment and retry.

Security Best Practices

Authentication

• Identity-bound — Every request runs as you, with the same organization scope and permissions you have in the app. A token issued for one firm can never read another firm’s data.
• Revoke access anytime — Sign out or end the session in your SSO or remove the connector in your AI client.

Writes

• Attributed to you — Every create and update is written as you and recorded in your workspace’s activity history, so you can always see what the AI changed.
• Safe to retry — An identical repeat is recognized and will not create the same record twice.

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Getting Help

• Support: [email protected]
• Can’t connect? Ask your Meridian administrator to confirm that your account is active.