YedaBase
Search and open investor records: family offices, VCs, funds of funds, permanent capital, RIAs.
What it does
YedaBase is an MCP server, a connector that lets an AI assistant use it as a tool. It is hosted: an assistant connects to it over the internet, nothing to install.
No capability identified yet from its description.
Facts come from the Official MCP Registry, as declared by the publisher. Capabilities are matched automatically (low confidence). None of this is a test of the tool.
At a glance
How to connect
As declared in the Official MCP Registry · hosted endpoint tested by Electra Index 1h ago (live check)Hosted endpoint
https://yedabase.com/mcpstreamable-http
In Claude Code: claude mcp add --transport http yedabase https://yedabase.com/mcp
MCP settings (Claude Desktop, Cursor and other MCP clients)
{
"mcpServers": {
"yedabase": {
"url": "https://yedabase.com/mcp"
}
}
}Live check
Electra Index connected to the hosted endpoint 1h agoONLINE YedaBase answered an MCP connection on 26 Oct 2026 and introduced itself as YedaBase 1.7.3 (MCP protocol 2025-06-18).
21 tools offered to AI assistants
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, matchget_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), philanthropy, news,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, breakdocompare_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), philaget_person· One decision-maker by id (pe_…) with their firm; contacts under the contacts-restricted rule.get_list· One of the user's lists with its firms: per firm the status line text (status, status_updated_at) and the mandate status.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 userlist_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-s
Show 9 more
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 taget_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 iget_help· One topic from the YedaBase help library (sending limits, LinkedIn, sign-in, connecting each AI client, seats and billing, the export pool, daily caps, contacts-restricted countries, lists and notes, playbooks, Match & Enrich, corrections ayeda_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, the workspace export pool, calls used todasave_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 firmadd_note· A note on one firm, signed by the signed-in person and shared with the workspace, up to 2,000 characters. A "[YB] <skill> | <date> | status=<value> | …" line also sets that firm's status line on the user's lists. Meant for the workspace's oworkspace_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. Page 1 debits the workspace export pool once for the whole list; later pages of the same export the same dayunlock_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
What "online" means: the server answered an MCP connection at the time of the check. It is not a guarantee of security, quality or continuous uptime. How we test: we open an MCP session and ask for the tool list, as an AI assistant would. We never run a tool and never send a key. Checked every few days. Method
Is this your server? Monitoring Pro: a check every 30 minutes and an email within the hour when it stops answering. Launch offer: $39.99 once, for life.
Facts & evidence
Each fact shows where it was seen and when.| Fact | Value | Evidence | Source | Last confirmed |
|---|---|---|---|---|
| Hosted endpoint | https://yedabase.com/mcp | DECLARED | SRC-001 Official MCP Registry | 1h ago |
| Local install (package) | no | DECLARED | SRC-001 Official MCP Registry | 1h ago |
| Remote access (hosted) | yes | DECLARED | SRC-001 Official MCP Registry | 1h ago |
| Website | https://yedabase.com | DECLARED | SRC-001 Official MCP Registry | 1h ago |
| Registry status | active | DECLARED | SRC-001 Official MCP Registry | 1h ago |
| Version | 1.7.3 | DECLARED | SRC-001 Official MCP Registry | 1h ago |
| MCP server | yes | DECLARED | SRC-001 Official MCP Registry | 1h ago |
Change history
- NEW26 Oct 2026first seen in the index
Is this page accurate?
Flag it and our robot re-checks the official source. Reports never change a score.Is YedaBase still online?
Free alerts · no accountQuestions about YedaBase
How do I connect YedaBase?
Use the hosted endpoint https://yedabase.com/mcp in your assistant's MCP settings. The exact settings are in "How to connect" above, as declared in the Official MCP Registry.
What tools does YedaBase offer?
When Electra Index connected on 26 Oct 2026, it listed 21 tools: search_investors, get_investor, get_angles, list_fields, count_investors, compare_investors, get_person, get_list and more. The full list is in "Live check" above.
Is YedaBase online?
Yes. Its hosted endpoint answered an MCP connection from Electra Index 1h ago.