generated: '2026-08-09' method: searched status: published source: https://api-docs.cbinsights.com/portal/docs/Integrations/cbi-mcp-server/quick-start docs: - https://api-docs.cbinsights.com/portal/docs/Integrations/cbi-mcp-server - https://api-docs.cbinsights.com/portal/docs/Integrations/cbi-mcp-server/quick-start - https://api-docs.cbinsights.com/portal/docs/Integrations/cbi-mcp-server/programmatic-integration - https://www.cbinsights.com/mcp-gallery server: name: CB Insights MCP Server url: https://mcp.cbinsights.com/ transport: streamable-http probe: method: POST tools/list url: https://mcp.cbinsights.com/ http_status: 401 www_authenticate: >- Bearer error="invalid_token", resource_metadata="https://mcp.cbinsights.com/.well-known/oauth-protected-resource" date: '2026-08-09' result: >- A live MCP endpoint that answers the JSON-RPC envelope and challenges for OAuth. GET returns 405 Method Not Allowed; /mcp and /sse sub-paths return 404 — the server is mounted at the host root. Fronted by Envoy with HSTS (max-age=31536000). listings: - client: Claude path: Customize > Connectors > search "CB Insights" - client: ChatGPT path: Apps > search "CB Insights" - client: Perplexity path: Customize > "CB Insights (Self-Licensed)" > Add Connector - client: Microsoft Copilot (Chat) path: Settings > Sources > "CB Insights MCP" - client: Microsoft Copilot (Researcher) path: Sources > search "CB Insights MCP" - client: Microsoft 365 Copilot in Excel path: Copilot > Select Sources > CB Insights - client: Other (Claude Code, Codex, custom) path: "available on request via account manager" admin_gate: >- CB Insights documents that in every listed client the Connect control may be greyed out pending the customer's own IT/admin approval — connection is tenant-governed on the client side, not only on the CB Insights side. auth: methods: - oauth2 oauth2: authorization_server: https://mcp.cbinsights.com/ authorization_endpoint: https://mcp.cbinsights.com/authorize token_endpoint: https://mcp.cbinsights.com/token registration_endpoint: https://mcp.cbinsights.com/register dynamic_client_registration: true grant_types: - authorization_code - refresh_token - client_credentials pkce: S256 scopes_supported: - openid - email - profile discovery: oauth_authorization_server: well-known/cb-insights-mcp-oauth-authorization-server.json oauth_protected_resource: well-known/cb-insights-mcp-oauth-protected-resource.json openid_configuration: well-known/cb-insights-mcp-openid-configuration.json end_user_identity: >- Users sign in with their own CB Insights credentials rather than an API key, so entitlement and credit consumption bind to a seat. tools: live_introspection: gated gated_note: >- POST tools/list returns 401 invalid_token, so the real tool set with inputSchema cannot be read anonymously. CB Insights publishes a "Programmatic Integration" tools-reference page, but it renders the tool list client-side ("Loading tools reference…" is the entire server-rendered body) and the underlying data file is not reachable at any static path — so the tool list is not machine-readable from the public surface either. verification_hint_published: >- CB Insights' own quick-start tells users to verify a connection by asking the model "What CB Insights tools do you have?" — i.e. the published discovery path for the tool list is to ask an LLM, not to read a manifest. known_tools: - name: ChatCBI status: confirmed confirmed_from: https://github.com/cbinsights/cbi-mcp-server (server.py, @mcp.tool name="ChatCBI") title: Chat with CBI description: >- Send a message to ChatCBI — CB Insights' market-intelligence research LLM — and return the response. Continues a conversation when a prior chat id is supplied. annotations: readOnlyHint: true openWorldHint: true input_schema: message: type: string required: true description: The content of the message to ChatCBI. chat_id: type: string required: false description: Identifier from a previous response; continues that conversation when supplied. output_fields: - chatID - message - relatedContent - sources - suggestions - title backs_onto: POST /v2/chatcbi caveat: >- This tool definition is confirmed for the DEPRECATED self-hosted reference server, not for the hosted mcp.cbinsights.com surface. The hosted server is described as covering the wider data surface; its actual tool names are unverified. unverified_note: >- No other tool name has been confirmed from any public CB Insights artifact. The derived candidate set in mcp/cb-insights-tool-crosswalk.yml is a mapping of the REST surface an agent would need, NOT a claim about what the hosted server exposes. reference_implementation: repo: https://github.com/cbinsights/cbi-mcp-server language: Python framework: mcp.server.fastmcp (FastMCP) status: deprecated deprecated: '2026-01' replacement: https://mcp.cbinsights.com api_base_used: https://api.cbinsights.com/v2 env: - CBI_CLIENT_ID - CBI_CLIENT_SECRET - CBI_MCP_TIMEOUT (default 120) - CBI_MCP_PORT (default 8000) server_instructions: >- "ChatCBI is a specialized market intelligence and company research copilot powered by CB Insights data. Use this tool when you need detailed information about companies, business deals, financial transactions, market trends, funding rounds, acquisitions, partnerships, or competitive intelligence." adjacent_agent_surfaces: - name: Snowflake Marketplace data share detail: >- Firmographics, Financial Transactions, Business Relationships, Management and Board and Outlook published with Semantic Views (queryable via SQL or Cortex Analyst); Research Reports published as a Cortex Knowledge Extension for Cortex Search and Cortex Agent. source: https://api-docs.cbinsights.com/portal/docs/Integrations/snowflake - name: Microsoft 365 Copilot connector source: https://www.cbinsights.com/mcp-gallery - name: Salesforce CRM integration source: https://www.cbinsights.com/what-we-offer/salesforce-integration/ gaps: - No machine-readable tool manifest is published anywhere — not at the endpoint (auth-gated), not in the docs (client-rendered with no reachable data file), and not in an llms.txt. - No A2A agent card at /.well-known/agent-card.json or /.well-known/agent.json on any host, despite the marketing site advertising "A2A & MCP support". - The OAuth server advertises only identity scopes (openid/email/profile), so an agent token cannot be scoped to a subset of the data surface. cross_links: crosswalk: mcp/cb-insights-tool-crosswalk.yml authentication: authentication/cb-insights-authentication.yml well_known: well-known/cb-insights-well-known.yml conformance: conformance/cb-insights-conformance.yml