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YedaBase

by yedabase.comversion 1.7.3i★ –iRuns in the cloud
Registry namecom.yedabase/yedabase

Install

Overview

Description from the maker (original English)

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

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

  • Connection: Runs in the cloud
  • Transport: Streamable HTTP
  • Category: Search & AI memory

Install

Pick the AI app you use, then copy the settings.

Before you install

You need

Which app do you use?

Pick your app above. We remember it, so next time the button says “Install in …”.

Works in Claude on the web, desktop and mobile:

  1. Open Settings → Connectors
  2. Press Add custom connector
  3. Paste the address below and press Add
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Add2https://…3
https://yedabase.com/mcp

Run this in your terminal

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

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

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

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "yedabase": {
      "type": "http",
      "url": "https://yedabase.com/mcp"
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

ChatGPT connects only to servers on the internet:

  1. Open ChatGPT on the web → Settings → Connectors (Apps)
  2. Press Create or Add (some plans need Developer mode under Advanced first)
  3. Paste the address below, give it a name and save
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Create2https://…3
https://yedabase.com/mcp

Menu names can differ slightly by plan and over time.

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Tool names and descriptions exactly as the server reported them on Nov 7, 2026. The maker wrote them, not us; we show them as plain text.

  • search_investors

    Search the licensed investor database (Family office, Venture capital & startup investor, Fund of funds, Principal & permanent capital, RIA; one category per firm) with structured filters and keywords together. Returns the true total, matching firms with location, domains, stage,

  • 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-makers with contacts (under the contacts-restricted rule), website, philanthropy, news, past and upcoming events, sourc

  • 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 domains). These are possible angles, not known relationships.

  • 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 restricted contacts.

  • 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 dimension, the values with their counts (top 40 values). Useful for how many, breakdown, distribution and coverage questions;

  • 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 founded, team size, giant flag, wealth origin and family name (family offices), philanthropy causes, decision-maker count, wo

  • 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 returned counts once per seat per calendar month toward the allowance of 500 firms a month (opening it again this month is fre

  • 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 line text (status, status_updated_at), the mandate status and opened_this_month (already opened by this seat this month, so

  • 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, author, date and text. Note text is written by workspace members.

  • 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 and which playbook to read. Useful at the start of a conversation, when the user greets YedaBase, or asks where they left

  • 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 and description; get_playbook returns each one in full. The method for a multi-step task (shortlist, research, way in, r

  • 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 returns the title and description with locked: true. The method for a multi-step task (shortlist, research, way in, reach o

  • 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, module tests and fit terms, JSON) and help (the help library, markdown). CSV comes in pages of 2,000 rows with the header on

  • 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, daily caps, contacts-restricted countries, lists and notes, playbooks, Match & Enrich, corrections and removal, data d

  • 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 count, the last Match & Enrich list, firms opened this month (used, allowance, resets_on, per seat or pooled), calls us

  • 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 already on the list count as already_present and are not added again. At most 500 firm ids per call. Returns list_id, added, a

  • 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] | | status= | …" line also sets that firm's status line on the user's lists. Meant for the workspace's own research on the firm, not for rows copied from a client's C

  • 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-preferences, send-log (per person). Up to 8,000 characters. Other names are refused.

  • 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 firm counts once per seat per calendar month toward the allowance of 500 firms a month, and firms already opened this m

  • 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 it toward the account's 10 preview records; a firm already opened counts nothing. Returns the record and the number of p

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 8, 2026

  • ! Caution

    Maker matches the repo

    The registry lists no source repo, so we cannot match the publisher (yedabase.com) to the code

  • … Not checked yet

    Still maintained

    We have not read this repo from GitHub yet

  • … Not checked yet

    Has a licence

    We have not read this repo from GitHub yet

  • ✓ Pass

    Endpoint responds

    Responded in 139 ms (HTTP 200)

  • – Not applicable

    Sign-in with OAuth

    No sign-in needed

  • ✓ Pass

    No hidden instructions in tool descriptions

    Read 21 tool descriptions and found no hidden instructions to the AI

Compared with others in Search & AI memoryi

  • More stars than 0% of the other 5670 servers in this category
  • Published to the registry more recently than 75% of the other 5670 servers in this category
  • Basic checks equal to or better than 39% of the other 5670 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is YedaBase safe?

It passed 2 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.

Is it still maintained?

The GitHub repo last changed –, and the latest version (1.7.3) reached the registry 12 days ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.

What can I use instead?

In the same category: Context7, Codebase Memory, Exa

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Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

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Exa

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README from the maker

No README found in the repo

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