The CB Insights MCP Server enables AI agents to interact with CB Insights' ChatCBI LLM through the Model Context Protocol (MCP) standard for querying business intelligence data.
Key Capabilities:
Send messages to ChatCBI: Submit queries to receive intelligent, AI-generated responses with business insights
Maintain conversation context: Continue existing conversations by providing a chat ID from previous interactions, or start fresh sessions without one
Access comprehensive responses: Receive structured data including the message content, related references, source citations, suggested follow-up questions, and conversation titles
Query business intelligence: Leverage CB Insights' data through natural language queries
Integration & development: Designed for AI agent frameworks with support for testing and debugging using the MCP inspector tool
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@CB Insights MCP ServerWhat are the latest trends in fintech startups?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
CB Insights MCP Server
Deprecation notice:
The CBI MCP Server provides an interface for developers to interact with CB Insights ChatCBI LLM through AI Agents.
Tools
ChatCBI
Send a message from an agent to ChatCBI and return the response.
Input parameters:
message: The content of your message to ChatCBIchatID(optional): A unique identifier for the chat session, obtained from a previous response. If included, the conversation is continued. Otherwise, a new conversation is started.
Returns JSON object containing the following fields:
chatID: Identifies the conversation. If chatID was provided in the request, this will be the same.message: ChatCBI response to the message.relatedContent: List of related references.sources: List of sources used to generate the response.suggestions: List of suggested follow-up questions.title: Title of the chat
For more information see Using ChatCBI
Related MCP server: MCP Server for Dify AI
Setup
The CBI MCP Server uses uv to manage the project.
Environment variables are set via the .env file:
CBI_CLIENT_ID&CBI_CLIENT_SECRETOAuth Client ID and Secretsee CB Insights API Authentication for usage and how to obtain them
CBI_MCP_TIMEOUT(default: 120)CBI_MCP_PORT(default: 8000)
Usage
With Claude Desktop
Update the claude_desktop_config.json file using the following command:
This will add the following configuration:
Debugging
The inspector can be used to test/debug your server.