Powered by Pipedream Connect

Satuit MCP Server | Pipedream

Help documentation

Satuit MCP Server

SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments.

View Satuit docs

CRM

Getting started

Configure and install the MCP server for your preferred client

Configuration

Loading...

Client-specific instructions

Follow the instructions below for your specific MCP client

Navigate to Settings, then Cursor Settings
Select MCP on the left
Click Add new global MCP server at the top right
Copy and paste the server config to your existing file, then save

Available tools

Add all 3 actions as tools in your MCP client

Create Business

Creates a new business within the Satuit platform. See the documentation

Create Dealflow

Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. See the documentation

Find Contact By Email

Searches for a specific contact within the Satuit platform using an email address as the key identifier. See the documentation

Brought to you by Pipedream. View our Terms and Privacy Policy.