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Financeby PitchBook
Open in ChatGPTOpen in ClaudeWebsite
Launched Apr 9, 2026 on ChatGPT

Bring the depth of PitchBook's industry-leading private capital market intelligence into Claude. Powered by our MCP server, PitchBook clients can seamlessly search and analyze firms, deals, funds, and key players—unlocking trusted insights for confident decisions, actionable intelligence, and market benchmarking, all within their AI workflows.

16ChatGPT Tools
16Claude Tools
PitchBookDeveloper
FinanceCategory

Use Cases

financial-services

Available Tools

Get Call Transcript analysis from Pitchbook

pitchbook_get_call_transcripts_analysis
Full Description

USE THIS TOOL FOR QUERIES ABOUT:

  • Statements made by company management during earnings calls, investor conferences, AGMs, fireside chats, or analyst events
  • Management commentary on financial results, revenue trends, margins, or segment performance
  • Forward guidance, outlook changes, or revisions to expectations
  • Strategic updates (M&A plans, capital allocation, restructuring, expansion initiatives)
  • Operational commentary (cost pressures, supply chain, hiring, pricing strategy)
  • Risk factors or challenges discussed by executives
  • Analyst Q&A exchanges and management responses
  • Changes in tone, messaging, or emphasis across reporting periods
  • Commentary tied to a specific quarter, fiscal year, or event

Retrieves relevant excerpts and summaries from earnings call transcripts and other management event transcripts. Always returns the hyperlink to each unique report used at the end of the response in the following format:

"Sources:

  • [Report Title 1](Report Link 1)
  • [Report Title 2](Report Link 2)"
Parameters (1 required, 2 optional)
Required
querystring

Natural language question about statements made during earnings calls or other management events. Be specific about: - Company name (e.g., "Nvidia", "JPMorgan", "Toyota") - Event or time period (e.g., "Q4 2024 earnings call", "2023 annual meeting", "Goldman Sachs conference 2025") - Topic discussed (e.g., "AI revenue outlook", "margin pressure", "capital allocation plans", "guidance revision") - Speaker if relevant (e.g., "CEO comments", "CFO response during Q&A") - Geographic or segment focus if applicable (e.g., "China sales", "cloud segment performance")

Optional
max_datestring

Maximum date (ISO format: 'YYYY-MM-DD') to filter report relevance. Depending on the context, max_date should be used more cautiously and can be left as null, unless explicitly specified or very strongly implied by the query. For example, if the query asks for "performance in 2008" or "financial crisis of 2008", the max_date should be left as null since the reported information could be published after the end of 2008. However, min_date would reasonably be set to "2008-01-01"

Default: null
min_datestring

Minimum date (ISO format: 'YYYY-MM-DD') to filter report relevance. Only use if the user specifies or the query strongly implies a time constraint, (e.g. by using words such as "recent", "latest", "current", "active".

Default: null

Get Company Deals from PitchBook

pitchbook_get_company_deals
Full Description

Retrieves complete financing history for a company including all equity rounds, debt financings, and secondary transactions with deal sizes, valuations, and key terms. Returns chronological transaction data.

Parameters (1 required, 2 optional)
Required
company_pbidstring

The PitchBook ID (PBID) of the company to retrieve deals for

Optional
limitinteger

The maximum number of deals to return. -1 means no limit.

Default: -1
sort_byarray

The field(s) to sort deals by. deal_number: Chronological order of the deals, monotonically increasing. deal_size: The amount raised in the deal.

Default: ['deal_number_desc']

Get Company Financials from PitchBook

pitchbook_get_company_financials
Full Description

Retrieves all of a given company's available financial statements including income statement, balance sheet, and cash flow metrics across multiple fiscal periods.

Parameters (1 required)
Required
company_pbidstring

The PitchBook ID (PBID) of the company to retrieve financials for

Get Company Investors from PitchBook

pitchbook_get_company_investors
Full Description

Retrieves all investors who have invested in a company, including their investment status and timeline.

Parameters (1 required, 2 optional)
Required
company_pbidstring

The PitchBook ID (PBID) of the company to retrieve investors for

Optional
limitinteger

The maximum number of investors to return. -1 means no limit.

Default: -1
sort_byarray

The field(s) to sort investors by. investor_name: The name of the investor. investor_status: The current status of the investor (e.g., Current, Former). investor_since: The date the investor first invested in the company. investor_exit: The exit date of the investor, if applicable.

Default: ['investor_since_desc', 'investor_name_asc']

Get Deal Cap Table from PitchBook

pitchbook_get_deal_cap_table
Full Description

Retrieves detailed capitalization table information including share classes, ownership percentages, liquidation preferences, voting rights, and other key terms for each financing round.

Parameters (1 required)
Required
deal_pbidstring

The PitchBook ID (PBID) of the deal to retrieve cap table for

Get Deal Participants from PitchBook

pitchbook_get_deal_participants
Full Description

Retrieves all participants in a specific deal including investors, lenders, and their roles. Shows investment amounts, lead status, and participation details for comprehensive deal analysis.

Parameters (1 required)
Required
deal_pbidstring

The PitchBook ID (PBID) of the deal to retrieve participants for

Get Fund Limited Partners from PitchBook

pitchbook_get_fund_lp_commitments
Full Description

Retrieves all limited partners (LPs) who have committed capital to a specific fund.

Parameters (1 required)
Required
fund_pbidstring

The PitchBook ID (PBID) of the fund to retrieve LP commitments for

Get Help Center analysis from Pitchbook

pitchbook_get_help_center_analysis
Full Description

USE THIS TOOL FOR QUERIES ABOUT:

  • Financial terminology and industry definitions (e.g., banking terms, private market concepts, credit market terminology)
  • Methodology explanations for how financial metrics, datasets, or classifications are defined or calculated
  • How PitchBook defines specific concepts or metrics (e.g., deal classifications, valuation calculations, investor types)
  • How to use PitchBook product features such as screeners, company profiles, investor searches, lists, charts, and analytics tools
  • Guidance on PitchBook workflows (e.g., exporting data, customizing views, filtering results, building lists, comparing companies)
  • Information about PitchBook datasets and coverage (e.g., what types of companies, investors, funds, or deals are tracked)
  • Details about PitchBook integrations and tools such as the Excel Plugin, API access, and data exports
  • Platform navigation and configuration (e.g., adjusting columns, creating dashboards, pivoting data, saving searches)

Retrieves explanations and instructions from PitchBook Help Center and knowledge-base documentation. Always returns the hyperlink to each unique report used at the end of the response in the following format:

"Sources:

  • [Report Title 1](Report Link 1)
  • [Report Title 2](Report Link 2)"
Parameters (1 required)
Required
querystring

Natural language question seeking definitions, explanations, or step-by-step guidance from PitchBook help center documentation. Be specific about: - Concept, term, or feature (e.g., “subordinated debt”, “valuation step-ups”, “PitchBook screener”, “Excel Plugin formulas”) - Task or goal if asking about product usage (e.g., exporting data, customizing columns, creating lists, pivoting results) - PitchBook dataset or metric if relevant (e.g., deal values, investor activity, fund performance, company locations) - Where the action occurs in the platform if applicable (e.g., screener, company profile, lists, charts, Excel Plugin) - Context or comparison if relevant (e.g., how a metric is calculated, how PitchBook defines a category)

Get Investor's Funds from PitchBook

pitchbook_get_investor_funds
Full Description

Retrieves all funds that a specific investor has raised.

Parameters (1 required, 2 optional)
Required
investor_pbidstring

The PitchBook ID (PBID) of the investor to retrieve funds for

Optional
limitinteger

The maximum number of funds to return. -1 means no limit.

Default: -1
sort_bystring

The field to sort funds by. fund_name: The name of the fund. fund_status: The current status of the fund (e.g., Active, Closed). fund_open_date: The open date of the fund.

Options:fund_name_ascfund_name_descfund_status_ascfund_status_descfund_vintage_ascfund_vintage_desc
Default: fund_vintage_desc

Get Investor's Investments from PitchBook

pitchbook_get_investor_investments
Full Description

Retrieves comprehensive portfolio information for an investor including all current and exited investments. Shows investment timeline and exit outcomes.

Parameters (1 required, 3 optional)
Required
investor_pbidstring

The PitchBook ID (PBID) of the investor to retrieve investments for

Optional
filter_byobject

Optional filters to apply investments before returning. Currently supports filtering by: - exit_date with a range in the format 'YYYY-MM-DD to YYYY-MM-DD', or for open-ended ranges 'YYYY-MM-DD to' or 'to YYYY-MM-DD'. Any investments without an exit date will be excluded when using this filter. - investor_status with the following values: 'Acquirer', 'Active', 'Add-on Sponsor', 'Failed', 'Former', 'Non-Investors/Shareholders', 'Pending (Buy Side)', 'Pending (Sell Side)', 'Secondary Investors/Shareholders' Any investments without an investor status will be excluded when using this filter. - exit_status with the following values: 'Announced', 'Completed', 'Rumor/Speculation', 'Upcoming' Any investments without an exit status will be excluded when using this filter.

Default: null
limitinteger

The maximum number of investments to return. -1 means no limit. Default is 100.

Default: 100
sort_bystring

The field to sort investments by. Null values are sorted last. company_name: The name of the company invested in. investor_name: The name of the investor. investor_status: The current status of the investor (e.g., Active, Former). investor_since: The date the investor first invested in the company. exit_date: The exit date of the investor, if applicable. exit_size: The amount realized at exit, if applicable. exit_status: The status of the exit (e.g., Completed, In Progress), if applicable.

Options:company_name_asccompany_name_descinvestor_name_ascinvestor_name_descinvestor_status_ascinvestor_status_descinvestor_since_ascinvestor_since_descexit_date_ascexit_date_descexit_size_ascexit_size_descexit_status_ascexit_status_desc
Default: investor_since_desc

Get News analysis from Pitchbook

pitchbook_get_news_analysis
Full Description

USE THIS TOOL FOR QUERIES ABOUT: Recent developments and event-driven coverage (announcements, filings, deals, financing events, litigation, regulatory actions, downgrades/upgrades, layoffs, product launches)

  • Company-specific news and competitive dynamics (strategy shifts, management changes, guidance updates, customer wins/losses, partnership activity)
  • Sector and thematic news coverage where articles (not research reports) are the primary source (AI, energy transition, fintech, defense, healthcare, consumer, etc.)
  • Market and macro catalysts as reported by newswires (rate decisions, inflation releases, geopolitical shocks) and how they're impacting companies/sectors
  • Credit market news and leveraged finance (loan and high-yield market conditions, pricing, CLOs, defaults, restructurings) when relevant
  • Private markets news coverage (VC/PE activity, private company funding, sponsor behavior, secondary activity) when relevant
  • Cross-source triangulation when a topic is covered across multiple collections (e.g., public-company news + private market context + credit-market read-through)

Retrieves and summarizes relevant information from news articles within the selected collection(s). Always returns the hyperlink to each unique report used at the end of the response in the following format:

"Sources:

  • [Report Title 1](Report Link 1)
  • [Report Title 2](Report Link 2)"
Parameters (2 required, 2 optional)
Required
collection_namesarray

A list of news collections to search. Available collections: - PITCHBOOK_NEWS: News commentary focused on the private markets. This includes daily headlines, IPO analyses, M&A updates, fundraising activity, venture debt developments, LP/GP behavior, company strategy shifts, regulatory actions, regional trends, unicorn dynamics, and broad, thematic questions. - LEVERAGED_COMMENTARY_AND_DATA_NEWS: News commentary focused on credit markets. This includes leveraged loan issuance and repricing, CLO activity, M&A financing terms, default rates, loan fund flows, market distress indicators, credit market trends, and analysis of specific loan structures and pricing. - THIRD_PARTY_NEWS: Broad business, company, and market news that does not fall under private market transactions, credit/loan market activity, or real-time public equity trading. This includes press releases, company updates, sector news, M&A activity, partnerships, regulatory changes, controversies, market trends, and general business developments across industries. This tool can be used in tandem with the other news and reports tools to provide supporting information, but should not be the prioritized source.

querystring

Natural language question about information reported in news articles. Be specific about: - Entities involved (e.g., company names, investors/sponsors, lenders, regulators, countries/regions) - Topic / event type (e.g., earnings reaction, M&A, funding rounds, layoffs, litigation, regulatory actions, product launches, market moves) - Time window if relevant (e.g., "today", "this week", "Q4 2024", "since Jan 2025") - Market / domain context (e.g., private markets vs public markets vs credit markets; leveraged loans, high yield, CLOs, venture funding) - Geography or sector focus if applicable (e.g., "Europe", "US regional banks", “semiconductors", "enterprise software") - Desired angle (e.g., "latest updates", "what changed", "key drivers", "conflicting reports", "timeline of events")

Optional
max_datestring

Maximum date (ISO format: 'YYYY-MM-DD') to filter report relevance. Depending on the context, max_date should be used more cautiously and can be left as null, unless explicitly specified or very strongly implied by the query. For example, if the query asks for "performance in 2008" or "financial crisis of 2008", the max_date should be left as null since the reported information could be published after the end of 2008. However, min_date would reasonably be set to "2008-01-01"

Default: null
min_datestring

Minimum date (ISO format: 'YYYY-MM-DD') to filter report relevance. Only use if the user specifies or the query strongly implies a time constraint, (e.g. by using words such as "recent", "latest", "current", "active".

Default: null

Get Private Market Reports Analysis from PitchBook

pitchbook_get_private_market_reports_analysis
Full Description

USE THIS TOOL FOR QUERIES ABOUT:

  • Market trends, performance, and outlook across private markets (VC, PE, private debt, etc.)
  • Sector-specific analysis (AI/GenAI adoption, fintech, biotech, mobility, defense, etc.)
  • Exit environment analysis (IPO trends, M&A activity, distribution rates, liquidity strategies)
  • Fund dynamics (fundraising trends, LP/GP activity, fund performance, maturity challenges)
  • Investment economics (valuations, deal terms, unit economics, pricing trends)
  • Regulatory, monetary policy, or macroeconomic impacts on private markets
  • Forward-looking/speculative questions about private market evolution
  • Questions comparing asset classes or investment strategies

Retrieves analysis and insights from PitchBook research reports. Always returns the hyperlink to each unique report used at the end of the response in the following format:

"Sources:

  • [Report Title 1](Report Link 1)
  • [Report Title 2](Report Link 2)"
Parameters (1 required, 2 optional)
Required
querystring

Natural language question about private markets. Be specific about: - Topic (e.g., "GenAI in fintech", "PE exit environment") - Time period if relevant (e.g., "2024", "H1 2024") - Market segment (e.g., "venture capital", "private credit") - Geographic focus if applicable (e.g., "European PE")

Optional
max_datestring

Maximum date (ISO format: 'YYYY-MM-DD') to filter report relevance. Depending on the context, max_date should be used more cautiously and can be left as null, unless explicitly specified or very strongly implied by the query. For example, if the query asks for "performance in 2008" or "financial crisis of 2008", the max_date should be left as null since the reported information could be published after the end of 2008. However, min_date would reasonably be set to "2008-01-01"

Default: null
min_datestring

Minimum date (ISO format: 'YYYY-MM-DD') to filter report relevance. Only use if the user specifies or the query strongly implies a time constraint, (e.g. by using words such as "recent", "latest", "current", "active".

Default: null

Get PitchBook Profile

pitchbook_get_profile
Full Description

Retrieves comprehensive profile information for a company, investor, fund, person, limited partner, service provider, or deal, including key metrics, descriptions, and attributes as well as primary contact. For companies: business description, ownership status, industry, location, valuation, financing summary. For investors: firm type, AUM, dry powder, investment/fund focus, total investments. For funds: size, vintage, status, performance metrics. For limited partners: investment activity, fund commitments, asset allocation, investment preferences. For people: biography, education, contact info. For deals: transaction details, valuations, parties involved.

Parameters (1 required)
Required
pbidstring

The PitchBook ID (PBID) of the entity to retrieve

Get Public Market Reports Analysis from Morningstar

pitchbook_get_public_market_reports_analysis
Full Description

USE THIS TOOL FOR QUERIES ABOUT:

  • Public equity analysis (individual stocks, sectors, industries, earnings outlooks)
  • Stock valuation perspectives (fair value estimates, economic moat ratings, uncertainty ratings)
  • Earnings results analysis and forward guidance interpretation
  • Public market sector trends (technology, healthcare, energy, financials, consumer, etc.)
  • ETF and mutual fund analysis (strategy evaluation, performance drivers, asset allocation trends)
  • Portfolio construction insights (diversification, style exposure, factor tilts)
  • Dividend sustainability, income investing, and yield analysis
  • Market-wide valuation commentary (overvalued/undervalued markets, style dispersion)
  • Macroeconomic impacts on public markets (interest rates, inflation, Fed policy, fiscal policy)
  • Comparisons across public asset classes (growth vs. value, large-cap vs. small-cap, active vs. passive)
  • Thematic investing analysis (AI, clean energy, reshoring, demographic shifts, etc.)

Retrieves analysis and insights from Morningstar equity, fund, ETF, and market research reports. Always returns the hyperlink to each unique report used at the end of the response in the following format:

"Sources:

  • [Report Title 1](Report Link 1)
  • [Report Title 2](Report Link 2)"
Parameters (1 required, 2 optional)
Required
querystring

Natural language question about public markets. Be specific about: - Security or asset type (e.g., "US large-cap stocks", "semiconductor equities", "dividend ETFs") - Topic of analysis (e.g., "valuation", "earnings outlook", "economic moat strength", "fund flows") - Time period if relevant (e.g., "2024", "Q4 earnings season", "post-rate cuts") - Market segment or style exposure (e.g., "growth vs value", "small-cap", "emerging markets") - Geographic focus if applicable (e.g., "US equities", "European banks", "Asia-Pacific markets")

Optional
max_datestring

Maximum date (ISO format: 'YYYY-MM-DD') to filter report relevance. Depending on the context, max_date should be used more cautiously and can be left as null, unless explicitly specified or very strongly implied by the query. For example, if the query asks for "performance in 2008" or "financial crisis of 2008", the max_date should be left as null since the reported information could be published after the end of 2008. However, min_date would reasonably be set to "2008-01-01"

Default: null
min_datestring

Minimum date (ISO format: 'YYYY-MM-DD') to filter report relevance. Only use if the user specifies or the query strongly implies a time constraint, (e.g. by using words such as "recent", "latest", "current", "active".

Default: null

Get Private Market Reports Analysis from PitchBook

pitchbook_get_reports_analysis
Full Description

USE THIS TOOL FOR QUERIES ABOUT:

  • Market trends, performance, and outlook across private markets (VC, PE, private debt, etc.)
  • Sector-specific analysis (AI/GenAI adoption, fintech, biotech, mobility, defense, etc.)
  • Exit environment analysis (IPO trends, M&A activity, distribution rates, liquidity strategies)
  • Fund dynamics (fundraising trends, LP/GP activity, fund performance, maturity challenges)
  • Investment economics (valuations, deal terms, unit economics, pricing trends)
  • Regulatory, monetary policy, or macroeconomic impacts on private markets
  • Forward-looking/speculative questions about private market evolution
  • Questions comparing asset classes or investment strategies

Retrieves analysis and insights from PitchBook research reports. Always returns the hyperlink to each unique report used at the end of the response in the following format: "Sources:

  • [Report Title 1](Report Link 1)
  • [Report Title 2](Report Link 2)"
Parameters (1 required, 2 optional)
Required
querystring

Natural language question about private markets. Be specific about: - Topic (e.g., "GenAI in fintech", "PE exit environment") - Time period if relevant (e.g., "2024", "H1 2024") - Market segment (e.g., "venture capital", "private credit") - Geographic focus if applicable (e.g., "European PE")

Optional
max_datestring

Maximum date (ISO format: 'YYYY-MM-DD') to filter report relevance. Depending on the context, max_date should be used more cautiously and can be left as null, unless explicitly specified or very strongly implied by the query. For example, if the query asks for "performance in 2008" or "financial crisis of 2008", the max_date should be left as null since the reported information could be published after the end of 2008. However, min_date would reasonably be set to "2008-01-01"

Default: null
min_datestring

Minimum date (ISO format: 'YYYY-MM-DD') to filter report relevance. Only use if the user specifies or the query strongly implies a time constraint, (e.g. by using words such as "recent", "latest", "current", "active".

Default: null

Get Team Members from PitchBook

pitchbook_get_team_members
Full Description

Retrieves current and former team members of a company, fund, investor, or service provider, including executives, employees, and their roles.

Parameters (1 required, 1 optional)
Required
pbidstring

The PitchBook ID (PBID) of the entity to retrieve team members for

Optional
limitinteger

Number of distinct team members to return.

Default: 20

Search PitchBook

pitchbook_search
Full Description

Retrieves identifying information for the following named entities matching the search term: business entities (e.g. companies, investors, limited partners, or service providers) , funds, and people. Also returns unique PitchBook identifier (PBID) for all entities for subsequent data retrieval.

Parameters (1 required, 1 optional)
Required
namestring

Name or ticker to search for

Optional
entity_typesarray

Type of entity to search for

Default: ['business_entity']

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