Integrations
Make Caplia readable by your agents and systems
Caplia makes your company profiles, materials, scores and workflow data readable by the tools your team already uses. Connect through MCP or API, then let approved agents and internal systems work from structured Caplia context.
Bring your own AI
Use Claude, ChatGPT, Cursor or any MCP-compatible agent. Caplia plugs in the same way for all of them.
Read your real data
Agents work with your live Passport, deck, cap table and investor pipeline and database. It will never export or screenshot.
Permission-aware by design
Decide what each agent can see. Revoke access in a click, with every request logged for review.
How it works
Integrate Caplia into your existing workflows
Connect your account, choose what each agent can reach, and let them work with your fundraise in real time.
Connect
One-click setup with any MCP client
Drop the Caplia MCP server URL into Claude, ChatGPT, Cursor or your custom agent and authenticate with your Caplia account. No keys to manage, no tokens to paste. You're ready in under a minute.
Drop-in URL
Add one server URL and your agent is talking to Caplia.
OAuth in seconds
Sign in with your Caplia account, no API keys required.
Claude, ChatGPT, Cursor, Windsurf. If it speaks MCP, it speaks Caplia.
Context
Every part of your fundraise, queryable in plain English
Once connected, agents read your Passport in real time, pitch deck, cap table, data room, investor pipeline and Iris's CRI insights. Ask questions, draft updates and prep for meetings without copy-pasting from twelve places.
Deck, cap table and data room queryable in natural language
Iris insights and Caplia Readiness Index available to any agent
Always live. Agents see your latest numbers
MCP
Plug your Passport into any AI agent
Caplia speaks MCP. The open standard that lets AI agents work with your fundraising data. Connect Claude, ChatGPT or any compatible agent in seconds, and let them read straight from your Passport. No exports, no copy-paste, no scattered files.
Secure by default
Granular permissions decide what each agent can see, with a full audit trail on every request.
Always in sync
Agents pull live data straight from your Passport, so every answer reflects your latest numbers.
API
A headless API for every workflow
Caplia ships as a headless API alongside the visual workspace. Pull Passports, readiness scores and pipeline events into your CRM and let webhooks fire the moment anything changes. Every part of Caplia is programmable and designed bespoke to your needs. View documentation here.
REST + webhooks
Read every Passport, score and event through a versioned REST API. Webhooks fire on every change, so your systems stay in lockstep.
Power any surface
Drop Caplia into your CRM, data warehouse, internal portal or custom dashboard — every endpoint is documented and stable.
FAQ
Questions about MCP and Caplia
How the connection works, what your agent can see, and what stays under your control.
What is MCP?
Which AI agents work with Caplia?
Can I control what an agent can read?
Is my data sent anywhere new?