Developer Docs
MCP Integration
RecommendedConnect Claude and other MCP clients to PrivSource through the remote MCP server. Access is OAuth-managed and scoped to the authorized buyer or seller account, so there are no API keys to manage.
Server URL
Add this remote MCP server in Claude (Customize → Connectors → Add custom connector) or any MCP client that supports OAuth.
https://api.privsource.com/mcp
How it works
- 1. Add the connector. Point your MCP client at the server URL above.
- 2. Authorize via OAuth. Sign in, select a PrivSource team with MCP access, and approve the
mcp:apiscope. - 3. Use the tools. Your client discovers the tools available to that account and can call them in a conversation.
Workflows
Each workflow is an end-to-end outcome an agent can accomplish through PrivSource MCP. Start from the workflow that matches your goal — every guide walks through the steps and the tools involved.
Find and contact live deals
For Buyers
Search the live PrivSource deal network from Claude, pull structured detail on the deals worth a look, and send outreach to the seller when a deal is contactable.
Publish a mandate and review matched deals
For Buyers
Describe what you want to acquire once, publish it as a buyside mandate, and let PrivSource match live deals to it — then review every match from Claude.
Review matched buyers and share your deals
For Sellers
PrivSource matches published buyer mandates to your live deals. Review the matched buyers deal by deal, keep a pipeline per deal, and share deals directly with the buyers you want to talk to.
Submit a deal for listing
For Sellers
Turn whatever the seller has — a teaser PDF, a CIM, or a plain description — into a structured deal submission. PrivSource reviews every submission, and approved deals go live to the buyer network and mandate matching.
Build a buyer list for a sale process
For Sellers
Describe the company being sold and PrivSource generates a ranked list of likely acquirers you can refine with feedback and enrich with M&A contacts.
Expand an existing buyer list
For Sellers
Start from the buyer list you already have — from a prior process, a spreadsheet, or an advisor — and PrivSource generates net-new buyers that fit the same profile, guaranteed not to repeat the names you gave it.
Build a target company list
For Buyers & Sellers
Turn a natural-language description into a researched list of companies, with custom data columns and CEO/Owner leadership contacts.
Available tools
Deal Network — for buyers searching for deals
search_deals
Search live PrivSource deals available to the authorized buyer account by industry, location, revenue, EBITDA, margin, deal type, sort, and pagination.
get_deal
Fetch full details for one live PrivSource deal by id, including how it matched the buyer's published mandates.
send_deal_outreach
Send a buyer outreach message for a contactable deal when the deal response has outreach_available set to true.
Buyside Mandate — for buyers publishing acquisition criteria and reviewing matched deals
create_buyside_mandate
Create a draft buyside mandate describing the companies the buyer wants to acquire.
update_buyside_mandate
Update mandate criteria, or archive/unarchive a mandate.
publish_buyside_mandate
Publish a completed draft so sellers on PrivSource can see the mandate.
list_buyside_mandates / get_buyside_mandate
List the buyer account's own mandates or fetch one, including publish readiness, match counts, and AI-distilled learnings from match feedback.
get_buyside_mandate_matches
List the deals PrivSource matched to a mandate, ordered by fit, with each match's review state.
update_buyside_mandate_match
Review a match: save the deal to the pipeline, hide it from the feed, or leave feedback on the match quality.
Pending Deals — for sellers submitting new deals for listing
create_pending_deal
Submit a new seller deal for PrivSource admin review. Only name, description, and deal type are required; location and industry snap to the PrivSource taxonomy, and financials drive buyer filtering and mandate matching.
get_pending_deal
Fetch a submitted pending deal and its review status. Once approved, the response points at the resulting live deal.
Seller Mandate Matches — for sellers reviewing matched buyers for their deals
list_seller_deals
List the seller account's live deals with buyer-mandate match totals and review-state counts.
get_seller_deal_matches
List the buyer mandates PrivSource matched to one of the seller's deals, ordered by fit, with each match's review state.
get_seller_mandate_match
Fetch a matched buyer mandate in full, every other seller deal matched to the same mandate, and prior outreach to that buyer.
update_seller_mandate_match
Review a matched buyer mandate: save it to the deal's pipeline, hide it as not a fit, archive it, or record feedback.
send_seller_mandate_outreach
Send a message to a matched buyer and share one or more matched deals, granting the buyer durable access to them.
Buyer List — for sellers searching for buyers
create_buyer_list
Create a draft buyer list from a description of the company being acquired. Optionally pass existing_buyers to expand an existing list — supplied buyers guide the search and are excluded from results.
update_buyer_list_criteria
Update editable target-company criteria before generation.
generate_buyer_list
Start generation for the latest buyer list version.
list_buyer_lists / get_buyer_list
List buyer lists or fetch one with its versions.
get_buyer_list_current_version / get_buyer_list_version
Fetch the current or a specific version, criteria, status, and result count.
get_buyer_list_results
Fetch available result rows, including rows completed before the full build finishes.
update_buyer_list / cancel_buyer_list
Rename/archive a buyer list, or cancel an in-progress build.
refine_buyer_list
Create a new version from feedback on completed results.
update_buyer_list_result_feedback
Set positive, negative, or neutral feedback on a result.
request_buyer_list_contact_info
Request M&A contact enrichment for buyer list results.
Target List — for finding companies that match filters
create_target_list
Create a Target List from a natural-language description of the companies to find.
refine_target_list_filters
Create a new version by refining the search description and filters.
add_target_list_rows
Increase the requested row count for the current version.
update_target_list_data_columns
Add or remove data columns of extra company attributes researched per row.
request_target_list_leadership
Request CEO/Owner leadership research, with optional phone lookup.
list_target_lists / get_target_list
List target lists or fetch one with its version history.
get_target_list_current_version / get_target_list_version
Fetch the current or a specific version, filters, status, and result count.
get_target_list_results
Fetch result rows, including rows completed while a build is still processing.
update_target_list / cancel_target_list
Rename/archive a target list, or cancel an in-progress build.
Prefer direct HTTP? See the REST API →
Call PrivSource over HTTP with a Bearer token and a public OpenAPI spec.