CB Insights MCP server

Integrates with CB Insights' ChatCBI platform to provide direct access to market intelligence, company research, funding data, acquisitions, partnerships, and competitive analysis through conversational queries.
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Setup instructions
Provider
CB Insights
Release date
May 28, 2025
Stats
5 stars

The CB Insights MCP Server provides an interface for interacting with ChatCBI LLM through AI Agents, allowing developers to leverage CB Insights' AI capabilities in their applications.

Installation

The CBI MCP Server uses uv for package management. Before setting up the server, make sure you have uv installed on your system.

Environment Configuration

  1. Create a .env file with the following variables:
CBI_CLIENT_ID=your_client_id
CBI_CLIENT_SECRET=your_client_secret
CBI_MCP_PORT=8000
CBI_MCP_TIMEOUT=30

The default port is 8000, but you can modify it by changing the CBI_MCP_PORT value. Similarly, you can adjust the request timeout using the CBI_MCP_TIMEOUT variable.

Authentication Setup

The server uses CB Insights API authentication which requires client credentials. You need to obtain your CBI_CLIENT_ID and CBI_CLIENT_SECRET and add them to your .env file. For more details on CB Insights API authentication, visit the official authentication documentation.

Usage

Integration with Claude Desktop

To use the MCP server with Claude Desktop, you need to update the Claude configuration:

  1. Run the following command to install the server:
mcp install server.py
  1. This will add the following configuration to your claude_desktop_config.json file:
{
  "mcpServers": {
    "cbi-mcp-server": {
      "command": "/path/to/.local/bin/uv",
      "args": [
        "--directory",
        "/path/to/cloned/cbi-mcp-server",
        "run",
        "server.py"
      ]
    }
  }
}

Available Tools

ChatCBI

The server provides the ChatCBI tool which allows you to interact with CB Insights' AI chatbot:

  • Input parameters:

    • message: The message to send to ChatCBI
    • chatID: (optional) The unique ID of an existing ChatCBI session for conversation continuity
  • Returns:

    • chatID: Unique ID of current ChatCBI session
    • message: ChatCBI's response message
    • RelatedContent: Content related to the response
    • Sources: Supporting sources for the response content
    • Suggestions: Suggested prompts for further exploration

For more detailed information about the ChatCBI API, refer to the ChatCBI Documentation.

Debugging

You can use the MCP inspector to test and debug your server:

mcp dev server.py

The inspector provides a useful interface for testing your MCP server's functionality. For more information on using the inspector, visit the MCP Inspector documentation.

How to install this MCP server

For Claude Code

To add this MCP server to Claude Code, run this command in your terminal:

claude mcp add-json "cbi-mcp-server" '{"command":"/path/to/.local/bin/uv","args":["--directory","/path/to/cloned/cbi-mcp-server","run","server.py"]}'

See the official Claude Code MCP documentation for more details.

For Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > Tools & Integrations and click "New MCP Server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

{
    "mcpServers": {
        "cbi-mcp-server": {
            "command": "/path/to/.local/bin/uv",
            "args": [
                "--directory",
                "/path/to/cloned/cbi-mcp-server",
                "run",
                "server.py"
            ]
        }
    }
}

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explicitly ask the agent to use the tool by mentioning the tool name and describing what the function does.

For Claude Desktop

To add this MCP server to Claude Desktop:

1. Find your configuration file:

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json
  • Linux: ~/.config/Claude/claude_desktop_config.json

2. Add this to your configuration file:

{
    "mcpServers": {
        "cbi-mcp-server": {
            "command": "/path/to/.local/bin/uv",
            "args": [
                "--directory",
                "/path/to/cloned/cbi-mcp-server",
                "run",
                "server.py"
            ]
        }
    }
}

3. Restart Claude Desktop for the changes to take effect

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