Claude remote MCP connector

PrivSource MCP for Claude

Give Claude secure access to your PrivSource account. Search live lower middle market opportunities and pull structured deal details. Create and refine buyer lists from a Claude conversation.

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PrivSource +
Claude
OAuth
Connector URL
https://api.privsource.com/mcp
Deal Network
For Buyers searching for deals
Buyer List
For Sellers searching for buyers
Claude discovers tools through MCP, then PrivSource OAuth asks the user to authorize the right team before any account data is available.

What Claude can do

Use PrivSource from Claude for two workflows: finding live deals as a buyer and building buyer lists as a seller.

Deal Network

For Buyers searching for deals

search_deals

Searches live PrivSource deals available to the authorized buyer account by industry, location, revenue, EBITDA, margin, deal type, sort, and pagination.

get_deal

Fetches full details for one live PrivSource deal by API ID.

Buyer List

For Sellers searching for buyers

create_buyer_list

Creates a draft buyer list from a business description.

update_buyer_list_criteria

Updates editable criteria before generation, including sector, subsector, size band, geography, business model, end markets, and customer type.

generate_buyer_list

Starts generation for the latest buyer list version.

list_buyer_lists

Lists seller buyer lists, with search, archived, page, and per-page filters.

get_buyer_list

Fetches one buyer list and its versions.

get_buyer_list_current_version

Fetches the latest buyer list version and criteria.

get_buyer_list_version

Fetches a specific buyer list version by version number.

get_buyer_list_results

Fetches result rows for a buyer list version.

update_buyer_list

Renames, archives, or unarchives a buyer list.

cancel_buyer_list

Cancels an in-progress buyer list build.

refine_buyer_list

Creates a new version from feedback on completed results.

update_buyer_list_result_feedback

Sets positive, negative, or neutral feedback and an optional comment on a result.

request_buyer_list_contact_info

Requests M&A contact enrichment for buyer list results.

Configure in Claude

Use Claude's custom connector flow for remote MCP servers. PrivSource supports dynamic client registration, OAuth authorization, refresh tokens, and bearer-token access on the MCP endpoint.

  1. 1

    Open Claude connectors

    In Claude, go to Customize, then Connectors, then choose Add custom connector.

  2. 2

    Enter the PrivSource MCP URL

    Name the connector PrivSource and use this server URL.

    https://api.privsource.com/mcp
  3. 3

    Authorize your PrivSource team

    Sign in, select a team with MCP access, and approve the mcp:api scope.

  4. 4

    Ask Claude to use PrivSource

    Try prompts like "Search PrivSource for healthcare services deals in the Midwest" or "Create a buyer list for this acquisition target."

Access and controls

Team-gated

MCP access must be enabled for your PrivSource account before Claude can connect.

Account-scoped

Claude only sees APIs available to the authorized buyer or seller account connected to that team.

OAuth-managed

Users authorize the connector through PrivSource OAuth. Connections can be reviewed and revoked from MCP and Oauth Connections.

Annotated tools

Claude receives tool descriptions, account scope, and workflow annotations from PrivSource when it connects.

Bring PrivSource into Claude

Request access for your team, then connect Claude to the remote MCP endpoint.

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