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Wokelo AI MCP Server

from NeilD-NYC

Dealmaking research MCP for AI assistants - company intelligence, transaction data, and research deliverables via MCP.

🔥🔥🔥✓ VerifiedFreeQuick setup
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What is Wokelo MCP?

Wokelo MCP is a Model Context Protocol server that gives your AI assistant — Claude, ChatGPT, or any MCP-compatible client — direct access to Wokelo's dealmaking research stack. Once connected, you can run company enrichment, market maps, M&A screening, news monitoring, and full research workflows in plain language, without leaving chat.

Under the hood, the server is backed by:

  • A proprietary database of 100M+ entity-resolved companies

  • 30+ premium data sources for financials, transactions, filings, reviews, news, and IP

  • Domain-tuned LLMs and pre-built workflows that codify dealmaking methodology

  • An exhaustive transactions database covering global fundraises and M&A

Server URL: https://mcp.wokelo.ai/mcp Auth: OAuth 2.0 Supported clients: Claude (Web, Desktop), ChatGPT (Business, Enterprise)

Who should use this

If you are… What you'll do An analyst, banker, or PE/VC investor Ask your AI assistant for company briefings, deal comps, peer analyses, and bulk enrichment — get verified, source-cited answers in seconds to minutes. A research lead or knowledge manager Codify your firm's research methodology once and run it consistently across the team. A developer or IT admin Stand up the connector for your firm, configure tool permissions, and route Wokelo into agentic workflows.

If you want use-case examples and sample queries before installing, see MCP use cases .

Connect to Claude

Claude Web

From any Claude conversation, open Settings.

Navigate to Connectors → Add Connectors.

  • Name: Wokelo
  • Remote MCP server URL: https://mcp.wokelo.ai/mcp
Click **Add**.

You'll be redirected to Wokelo to log in. Complete authentication, and the Wokelo connector will appear in your Claude connectors list.

Claude Desktop

The flow is identical to Claude Web — open Settings → Connectors → Add Connectors, enter the same URL, and authenticate.

Upload the Skill File in Claude

From Claude's left navigation panel, click Customize.

In the Skills section, click + and upload the Wokelo Skill File.

Connect to ChatGPT

ChatGPT custom apps are available on the Business (Team) and Enterprise plans only. Workspace admins are the only role that can register custom apps.

Go to Settings → Apps → Advanced Settings and enable Developer Mode.

From your workspace settings, go to Apps and click Create.
  • Name: Wokelo
  • MCP Server URL: https://mcp.wokelo.ai/mcp
  • Authentication: OAuth
Click **Create**.

You'll be redirected to Wokelo to log in. Once authenticated, the Wokelo connector is live in your workspace.

Upload the Skill File in ChatGPT

In the left navigation panel, click Skills.

Click New Skill and upload the Wokelo Skill File.

Your first query

Once connected, try one of these to confirm the integration works:

Query What it triggers "Tell me about Stripe — recent news, funding, headcount, and key acquisitions." search_company → get_company_news → submit_company_enrichment "Who are the top 10 LLM observability startups, and what have they raised?" submit_market_map → submit_company_enrichment "Pull employee reviews for Notion and its three closest peers." get_employee_reviews across the peer set "Run a peer comparison on Stripe, Adyen, and Checkout.com." list_workflows → start_workflow (peer comparison)

For a fuller catalog of scenarios with sample prompts and expected outputs, see MCP use cases .

Tool Reference

The Wokelo MCP exposes ~20 tools across four categories. Most casual questions are answered by instant tools in seconds. Async tools submit a job, return a request_id, and your assistant polls until the result is ready.

Instant tools — return in seconds

Tool Purpose Typical use search_company Resolve a company name to a unique permalink Always run first for any named company get_company_news Latest articles on a company, with summaries and publisher metadata "Latest on [company]" get_employee_reviews Glassdoor-style sentiment, culture scores, leadership ratings "What's the culture like at [company]?" get_product_reviews G2-style product reputation and customer feedback "How is [product] reviewed?" list_workflows Catalog of available workflows (including custom firm workflows) Required before triggering any report list_notebooks Past reports generated for the user/firm Find an existing report before re-running list_earnings_calls Available earnings transcripts for a company Required before earnings analysis

Async tools — submit, poll, retrieve

Tool Purpose Typical runtime submit_company_enrichment Structured data on 1–200 companies (firmographics, funding, financials, headcount, acquisitions) 1–5 min (fast sections) / ~15 min (AI sections) submit_industry_enrichment Sector intelligence — market size, trends, M&A, regulations 10–30 min submit_market_map Discover companies in a space; map the competitive landscape 10–20 min submit_target_screening Find M&A acquisition targets for an acquirer 10–20 min submit_buyer_screening Find potential acquirers for a target 10–20 min start_workflow Trigger a structured report or notebook (company research, IC memo, peer comparison, earnings, custom) 20–60 min depending on workflow

Utility tools

Tool Purpose get_request_status Poll the status of an async job get_request_result Retrieve results once status is COMPLETED wait_for_result Convenience wrapper for short jobs (enrichment only — not for market maps, screenings, or industry reports) download_notebook Download a finished report as PDF, DOCX, PPTX, or JSON cancel_request Abort a pending or in-progress job

Tool permissions

Open the Connectors page in Claude (Web or Desktop) and click Configure next to the Wokelo connector. You'll see every tool listed with three permission options:

  • Always allow — runs without prompting

  • Needs approval — asks before each call

  • Blocked — disabled

Permission Tools Why Always allow search_company, get_company_news, get_employee_reviews, get_product_reviews, list_workflows, list_notebooks, list_earnings_calls, get_request_status, get_request_result Fast, read-only, low-credit cost Needs approval submit_company_enrichment, submit_industry_enrichment, submit_market_map, submit_target_screening, submit_buyer_screening, start_workflow, download_notebook Long-running and consume more credits Blocked cancel_request (optional) Block only if you want to prevent accidental cancellation of teammates' jobs

Limits and quotas

Limit Value Notes Companies per enrichment call (fast sections only) 200 Firmographics, funding, headcount, financials, etc. Companies per enrichment call (with AI sections) 20 Drops sharply when slow AI sections are included Companies per peer comparison workflow 5 Hard cap on the websites parameter Concurrent async jobs Plan-dependent Contact your account manager for limits Credit consumption Varies by tool Async report workflows consume the most

If you hit a limit, your assistant will return an error from Wokelo. Re-prompt with a smaller batch or contact your account manager to raise quotas.

Next steps

Sample queries and dealmaking workflows you can run today.

Direct REST API access for custom integrations.

Connect Wokelo with Affinity, Salesforce, DealCloud, and more.

Questions about plans, limits, or onboarding.