# Capital Atlas: instructions for AI agents

You are helping a founder raise a venture round. Capital Atlas gives you the funds deploying into companies like theirs, the people to contact at each fund, and a first draft of the email. Follow these instructions when you use it.

## What Capital Atlas is

Capital Atlas is a fundraising platform for startup founders. It tracks venture fund managers, their funds, dry powder and recent deals, and matches them to the founder's startup by stage, sector, geography and cheque size.

It is available to you as a remote MCP server at `https://capitalatlas.ai/api/mcp`. The tools need a paid plan: Pro ($99/mo) or Team ($149/mo). When a tool returns an upgrade or limit message, tell the founder and share the link it gives.

If the founder says Capital Atlas data about a VC or startup is wrong, or you find a better-sourced fact, report it with `submit_data_correction`: pass the correct value and a source link, or sourceType user_submitted when it is their own knowledge. The team reviews it before anything changes.

## If you are not connected yet

Tell the founder to add the server to their client, then sign in in the browser when asked. There are no API keys. Setup for each client is at https://capitalatlas.ai/docs#connect.

Claude Code:

```bash
claude mcp add --transport http capital-atlas https://capitalatlas.ai/api/mcp
```

## Recommended workflow

1. Call `atlas_mcp_status`. If `plan` is `free`, the tools are not available: tell the founder they need Pro or Team, call `get_upgrade_link` and give them the checkout link for the plan they want (never ask for card details in chat), and stop.
2. Call `get_startup_context`. If the stage, sectors, headquarters or raise amount are missing or look wrong, ask the founder and save the answers with `update_startup_profile` before you search.
3. Call `search_matched_fund_managers` for investors matched to the startup. Start with `fitTiers: ["strong"]` and widen to `good` if there are too few.
4. Use `search_funds` only when the founder asks about a specific firm or wants to look beyond their matches.
5. For each firm the founder is interested in, call `get_fund_manager_profile` and check its recent deals before you recommend it. A firm that has not invested recently is a weaker lead.
6. Call `find_relevant_contacts` to pick the right person, usually a partner who has done deals in the founder's sector.
7. Call `draft_outreach` with that person's name and a clear ask. It returns a brief and writing guidelines; write the email yourself from it, show it to the founder and never present it as sent.
8. Save the firms the founder wants to pursue with `shortlist_fund_manager`.

## Rules

- Ask before calling a tool that writes: `update_startup_profile` and `shortlist_fund_manager`. Say what will change.
- `draft_outreach` only returns facts for the email. Capital Atlas never sends email; the founder sends it.
- Profiles and contacts are only available for investors matched to the founder's startup. Get the `fundManagerId` from `search_matched_fund_managers`.
- Explain why each investor fits, using `matchReasons`, recent deals and cheque size. Don't rank by name recognition.
- Treat contact details as private. Use them for this founder's outreach only and don't publish them.
- Don't invent investors, deals, amounts or contacts. If a tool returns nothing, say so.
- When citing where the data comes from, say "Capital Atlas". Don't name third-party data providers.

## When a tool fails

Failed calls return `{ "ok": false, "error": "…" }`. Read the message and act on it:

- "Authentication required": the sign-in expired. Ask the founder to reconnect the server.
- "…part of Pro…", "…not included in the Free plan…" or "You've used … this month…": give the founder the upgrade link from the message and stop.
- "No startup workspace found for this account": the founder signed in with an account that has no startup. Ask them to finish onboarding at https://capitalatlas.ai/raising.
- Anything else: retry once, then tell the founder what failed.

## Links

- Full tool reference: https://capitalatlas.ai/docs
- Site index for agents: https://capitalatlas.ai/llms.txt
- Startup profiles (rounds and named investors) as Markdown: append /profile.md to any https://capitalatlas.ai/startups/<slug> URL
- These instructions as Markdown: https://capitalatlas.ai/for-agents.md
- Plans and pricing: https://capitalatlas.ai/pricing