com.yedabase/yedabase

up checked 2026-11-11T07:39:14.010Z

Unclaimed · Unverified

Agent searches it appeared in, last 30 days: 0. Run this server? Claim the listing: verified label, uptime alerts and analytics.

Publisher-provided title

YedaBase

Publisher-provided description

Search and open investor records: family offices, VCs, funds of funds, permanent capital, RIAs.

Summary by lookupd

Searches and retrieves investor records (family offices, VCs, funds, RIAs), compares firms, manages lists and notes.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http yedabase https://yedabase.com/mcp

Codex, remote (streamable-http)

codex mcp add yedabase --url https://yedabase.com/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "yedabase": {
      "url": "https://yedabase.com/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (21 tools)

Publisher-provided text

• search_investors Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per fi
• get_investor Full record of one firm: investor category, overview, inclusion evidence, the category's module columns (FoF strategies, PPC type, RIA segments, CRD…), decision
• get_angles Conversation angles for one firm: other firms that spoke at the same events/podcasts, shared causes, and similar investors (same type + country, overlapping dom
• list_fields Investor categories and their Type lists, field definitions (with the categories each field applies to), allowed values and the rules for placeholders and restr
• count_investors Counts matching firms and breaks them down by one to three dimensions, e.g. how many family offices in Texas by primary domain. Returns the total and, per dimen
• compare_investors Returns the comparable fields of 2 to 5 firms in one call: category, type, location, primary and secondary domains, stage, check size, AUM as stored, year found
• get_person One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule. The person's firm is opened: Each firm whose full record is return
• get_list One of the user's lists with its firms as ids and teasers (name, type, city, country, investment focus, AUM band, one-line description): per firm the status lin
• my_notes Notes in this workspace that the user is allowed to read (their own, shared with them, or workspace-wide), optionally for one firm. Each note returns its id, au
• my_lists The user's lists/mandates (name, description, tags, item count).
• yb_hello Session opener for YedaBase (also YB or Yeda): the greeting line, where the person stands (tier, seat, lists, notes, due items), the one recommended next step a
• list_playbooks The seven YedaBase playbooks (step-by-step methods: Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) with name, title
• get_playbook One playbook as markdown, by name (yb-start | yb-match-enrich | yb-shortlist | yb-research | yb-way-in | yb-reach-out | yb-pipeline). On preview accounts it ret
• get_resource The same content as the MCP resources, inline: index (hashed firm index, CSV), adv-cache (public SEC Form ADV extract, CSV), vocabulary (field definitions, modu
• get_help One topic from the YedaBase help library (sending limits, LinkedIn, sign-in, connecting each AI client, seats and billing, the monthly allowance of firms opened
• yeda_status Where this person stands: access level (preview or full), seat, workspace, onboarding notes done or missing and the YedaBase folder path, lists and sizes, notes
• save_to_list Add firms to one of the user's workspace lists by name, creating the list when it does not exist (create_if_missing, default true). Safe to repeat: firms alread
• add_note A note on one firm, signed by the signed-in person and shared with the workspace, up to 2,000 characters. A "[YB] <skill> | <date> | status=<value> | …" line al
• workspace_note Read (text omitted) or replace (text given) one workspace note with a fixed name: about-us, connectors, events, team (shared by the workspace); voice, yb-prefer
• export_list A list's firms in the 66-column export shape plus suggested_route, route_evidence and route_next_action, 200 rows per page as JSON. Each page opens its firms: a
• unlock_investor Preview accounts only: opens one locked firm's full record (overview, AUM as stored, decision-maker names and positions, philanthropy, news, events) and counts

Details

• Version: 1.7.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 570 ms
• First indexed: 2026-11-01T09:00:16.854Z
• Last seen in registry: 2026-11-01T09:00:16.854Z
• Website: https://yedabase.com

Badge for your README

Shows this live status and links here; updates hourly.

[![lookupd status](https://lookupd.com/badge/com.yedabase/yedabase.svg)](https://lookupd.com/servers/com.yedabase/yedabase)

• 62033 servers
• Last crawl: 2026-11-11T15:38:39.561Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp