PrivSource MCP for Claude
Give Claude secure access to your PrivSource account. Search live lower middle market opportunities, pull structured deal details, and send buyer outreach when a deal is contactable. Publish your buyside mandate so sellers can find you, review the deals PrivSource matches to it, review and contact the buyers matched to your own deals, submit new deals for listing, and create and refine buyer lists and target lists from a Claude conversation.
The MCP connection is available to free and paid buyer and seller accounts. Claude receives the same workflows available in your PrivSource dashboard, with upgrade guidance when a subscription unlocks more.
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https://api.privsource.com/mcp
What Claude can do
PrivSource MCP is organized around workflows — outcomes a buyer or seller can accomplish end to end from a Claude conversation. Every workflow has a step-by-step guide in the docs that walks through the flow and the tools Claude uses along the way.
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.
Using PrivSource, search for live deals in [industry] located in [geography] with [minimum EBITDA or revenue]. Show me the top matches with revenue, EBITDA, and location, pull full details on the most promising ones, and tell me which are open to outreach. Don't send any messages until I approve a draft.
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.
Using PrivSource, help me publish a buyside mandate. We're looking to acquire [type of company] in [geography] with [size range, e.g. $1M-$5M EBITDA]. Draft the mandate, show me what's missing before it can be published, and fill in the remaining fields with me. Publish only after I confirm, then check whether it already has matched deals.
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.
Using PrivSource, list my live deals and show which have buyer mandates matched to them. For [deal name], walk me through the matched buyers ordered by fit — summarize each buyer's mandate and why it matched. Help me save the good fits to the pipeline and hide the poor ones. Don't contact any buyer until I approve the message and the deals to share.
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.
Using PrivSource, help me submit our company as a deal. Here's what we have: [paste description or attach the teaser]. Extract the deal details, show me exactly what you'll submit — name, description, deal type, financials, location, industry — and let me correct anything before you send it. Afterwards, tell me how to check the review status.
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.
Using PrivSource, create a buyer list for a company we're selling: [describe the company — industry, revenue, location, business model]. Set up the criteria and show them to me before generating. Then start generation and share results as they complete. I'll give feedback on results so we can refine the list, and I may ask for M&A contact info on the best fits.
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.
Using PrivSource, expand our existing buyer list for a company we're selling: [describe the company — industry, revenue, location]. Here are the buyers we already have: [paste names and websites, or attach the spreadsheet for Claude to read]. Create the buyer list with those as the existing buyers, confirm the criteria with me, then generate net-new buyers that match the same profile.
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.
Using PrivSource, build a target list of [describe the companies — e.g. HVAC companies in Texas with 10-50 employees]. Start with 25 rows, show me results as they complete, and suggest data columns worth adding. Ask me before doing anything that consumes credits, including leadership contact research.
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.
Prefer screenshots? Follow the step-by-step setup guide in the docs.
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Open Claude connectors
In Claude, go to Customize, then Connectors, then choose Add custom connector.
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Enter the PrivSource MCP URL
Name the connector PrivSource and use this server URL.
https://api.privsource.com/mcp -
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Authorize your PrivSource team
Sign in, select a team with MCP access, and approve the
mcp:apiscope. -
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Ask Claude to use PrivSource
Try prompts like "Search PrivSource for healthcare services deals in the Midwest", "Publish a buyside mandate for HVAC platforms with $1M+ EBITDA", "Show me the buyers matched to my deal", "Create a buyer list for this acquisition target", or "Build a target list of HVAC companies in Texas with 10-50 employees."
Access and controls
Free and paid accounts
Buyer and seller teams can enable MCP on any account tier. Available tools mirror the account's dashboard access.
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.