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V7 Capital MCP Server — manage cap tables, portfolio, and financials through conversation

Project description

V7 Capital MCP Server

AI-powered asset management through conversation. Manage cap tables, portfolio investments, companies, and financials via Claude Desktop, Claude Code, or any MCP client.

Installation

pip install v7capital-mcp

Or with uv:

# Install uv (if not already installed)
brew install uv

# Add uv tools to PATH (one-time setup)
echo 'export PATH="$HOME/.local/bin:$PATH"' >> ~/.zshrc
source ~/.zshrc

# Install v7capital-mcp
uv tool install v7capital-mcp

Already installed? Update:

pip install --upgrade v7capital-mcp
# or
uv tool upgrade v7capital-mcp

Authentication

v7capital-cli login

Usage

Claude Code

claude mcp add v7capital -- v7capital-mcp

Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "v7capital": {
      "command": "v7capital-mcp"
    }
  }
}

Claude Desktop / ChatGPT (remote OAuth — no install required)

Add as custom connector pointing to https://mcp.v7capital.ro. The browser will open a consent page (/accounts/mcp-authorize) where you log in once and approve the connection.

Environment Variables

Variable Default Description
V7_API_URL https://www.v7capital.ro API base URL the MCP container calls (OAuth + tools + token verify)
MCP_BASE_URL https://mcp.v7capital.ro Public URL of the MCP container (used in OAuth metadata) — HTTP mode only
PORT 3000 HTTP port for v7capital-mcp-http

Tools (~53)

  • Cap Table: list/create funds, rounds, stakeholders, securities, transactions; get cap table; list commitments
  • Companies: list/create/update companies, income statements, balance sheets, cash flow statements, financial metrics, KPIs, KPI values
  • Portfolio: deal pipeline (CRUD), investments (CRU), cash flows (CRU), performance (CRU)
  • Fund Admin: list/create/update fee costs
  • Audit: list audit logs

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