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, and create and refine buyer lists and target lists from a Claude conversation.
+
https://api.privsource.com/mcp
What Claude can do
Use PrivSource from Claude across four workflows: finding and contacting live deals as a buyer, publishing your buyside mandate as a buyer, building buyer lists as a seller, and assembling target company lists from natural-language filters.
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.
send_deal_outreach
Sends a buyer outreach message for a contactable live deal when the deal response has outreach_available set to true.
Buyside Mandate
For Buyers publishing acquisition criteria
create_buyside_mandate
Creates a draft buyside mandate describing the companies the buyer wants to acquire. Drafts stay private until published.
update_buyside_mandate
Updates mandate criteria such as industries, geography, and deal size, or archives/unarchives a mandate.
publish_buyside_mandate
Publishes a completed draft, making the mandate visible to seller accounts on PrivSource.
list_buyside_mandates
Lists the buyer account's own mandates, filtered by draft, published, or archived status.
get_buyside_mandate
Fetches one mandate with publish readiness, including any missing fields.
Buyer List
For Sellers searching for buyers
create_buyer_list
Creates a draft buyer list from a description of the target company being acquired; revenue, size, sector, geography, and similar criteria describe that company, not the potential acquirers.
update_buyer_list_criteria
Updates editable target-company 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. Claude can read completed rows while generation is still processing.
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, target-company criteria, status, and available result count.
get_buyer_list_version
Fetches a specific buyer list version by version number.
get_buyer_list_results
Fetches available result rows for a buyer list version, including rows completed before the full build finishes.
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.
Target List
For finding companies that match filters
create_target_list
Creates a Target List from a natural-language description of the companies to find. Filters such as sector, size, and geography describe the target companies themselves, not their acquirers.
refine_target_list_filters
Creates a new version by refining the search description and filters.
add_target_list_rows
Increases the requested row count for the current version.
update_target_list_data_columns
Adds or removes data columns of extra company attributes researched for each row.
request_target_list_leadership
Requests CEO/Owner leadership research, with optional phone lookup, for target list rows.
list_target_lists
Lists target lists, with search, archived, page, and per-page filters.
get_target_list
Fetches one target list and its version history.
get_target_list_current_version
Fetches the current version, filters, data columns, status, leadership status, and result count. Poll this to track build progress.
get_target_list_version
Fetches a specific target list version by version number.
get_target_list_results
Fetches result rows for a version, including filter matches, data columns, and leadership when available, even while a build is still processing.
update_target_list
Renames or archives/unarchives a target list.
cancel_target_list
Cancels an in-progress target list build or enrichment run.
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
Open Claude connectors
In Claude, go to Customize, then Connectors, then choose Add custom connector.
-
2
Enter the PrivSource MCP URL
Name the connector PrivSource and use this server URL.
https://api.privsource.com/mcp -
3
Authorize your PrivSource team
Sign in, select a team with MCP access, and approve the
mcp:apiscope. -
4
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", "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
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.