Pitchly MCP Connector for Claude

Connect your Pitchly account to any AI agent and take full control of your organizational experience and content orchestration through natural conversation. Pitchly is the data management platform of choice for professional services firms, and this integration allows you to retrieve workspace metadata, manage custom data tables, and update critical records (deals, bios, tombstones) directly from your chat interface.

What you can do

• Workspace & Table Orchestration — List all managed workspaces and retrieve detailed table structures programmatically to ensure your data foundation is always synchronized.
• Record Lifecycle Management — Query, create, and update records across custom tables with detailed profile metadata directly from the AI interface to maintain high-fidelity business intelligence.
• Content Discovery Intelligence — Search through complex data sets for specific deals, professional bios, or tombstone data via natural language to drive better research efficiency.
• Data Ingestion Control — Automate the creation of new records and manage organizational metadata using simple AI commands.
• Operational Monitoring — Track system responses and manage workspace health to ensure your experience management is always optimized.

How it works

1. Subscribe to this server
2. Enter your Pitchly API Key (Bearer Token) from your developer settings
3. Start managing your professional experience data from Claude, Cursor, or any MCP-compatible client

No more manual spreadsheet updates or searching through disparate databases. Your AI acts as a dedicated experience manager or data coordinator.

Who is this for?

• Professional Services Firms — quickly retrieve deal summaries and monitor team experience without switching apps.
• Marketing & BD Teams — automate the retrieval of tombstone data and track professional bios via natural conversation.
• Knowledge Managers — streamline the retrieval of organizational metadata and monitor data health directly within the chat.