Developer Docs

MCP Integration

Recommended

Connect 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

Step-by-step Claude setup

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:api scope.
3. Use the tools. Your client discovers the tools available to that account and can call them in a conversation.

MCP access must be enabled for your PrivSource account. Tools are scoped to the authorized buyer or seller account — Target List tools require Target List access on that account.

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 API ID.

send_deal_outreach

Send a buyer outreach message for a contactable deal when the deal response has outreach_available set to true.

Buyer List — for sellers searching for buyers

create_buyer_list

Create a draft buyer list from a description of the company being acquired.

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.