CB Insights MCP Server Overview

The CB Insights MCP Server bridges AI agents with the proprietary ChatCBI language model, enabling developers to tap into CB Insights’ extensive market intelligence database. By exposing the ChatCBI endpoint as a first‑class MCP tool, the server solves the challenge of integrating a specialized business research LLM into existing agent workflows without exposing authentication details or handling low‑level HTTP plumbing.

At its core, the server offers a single ChatCBI tool that accepts a natural‑language message and an optional conversation identifier. It forwards the request to the ChatCBI API, then returns a richly structured JSON payload containing the model’s reply, contextual references, source citations, follow‑up suggestions, and a conversation title. This design lets agents maintain state across turns while still providing the end user with traceable, auditable responses—an essential requirement for enterprise analytics use cases.

Key capabilities include:

• Stateful conversations through the mechanism, allowing agents to keep context without storing chat history locally.
• Source transparency via the field, which lists URLs or document IDs that informed the answer.
• Reference enrichment through , giving agents a quick way to surface supplementary material for deeper exploration.
• Interaction guidance with , enabling agents to prompt users toward more productive queries.

Typical use cases span financial analysis, competitive intelligence, and market trend forecasting. A finance team could query the agent for “Top emerging fintech startups in 2024” and receive a concise answer, linked references, and suggested follow‑ups like “Show funding rounds for these companies.” In product strategy, a developer might ask the agent to summarize regulatory changes affecting AI in healthcare, with the server delivering both the narrative and source documents.

Integration into AI workflows is straightforward: developers add the CB Insights MCP Server to their agent’s configuration, then invoke the tool via a standard tool call. The server handles OAuth authentication behind the scenes, using environment variables for client credentials and configurable timeouts or ports. Debugging is facilitated by the Model Context Protocol inspector, which lets developers step through tool calls and inspect payloads in real time.

Overall, the CB Insights MCP Server provides a secure, developer‑friendly conduit to high‑value market intelligence data, empowering AI assistants to deliver actionable insights with full provenance and conversational continuity.