Wokelo MCP Server

Dealmaking research for AI assistants - company intelligence, transaction data, and research deliverables via MCP.

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The problem with AI assistants for dealmaking research

You are likely already using an AI assistant - Claude, ChatGPT, Copilot, or similar. But every one of them shares the same core limitations: training data with a cutoff date, no access to premium sources, a reliance on web search that surfaces the same SEO-optimized headlines everyone else sees, and the need for constant back-and-forth prompting just to get to a usable result.

How Wokelo MCP supercharges your existing tools

Wokelo MCP is built to solve every one of those limitations for dealmaking research - bundled premium subscriptions, a native company and transactions database, zero hallucination, a proprietary news algorithm to surface signals your competitors aren't seeing, and a single query that delivers a finished deliverable without you staying in the loop.

Quickstart

Wokelo MCP is a hosted remote server. No local installation required. Connect using the server URL and authenticate once via browser.

Server URL:

https://mcp.wokelo.ai/mcp

Transport: Streamable HTTP Authentication: OAuth 2.0 (browser-based login on first connection)

Claude Desktop (Recommended)

Claude Desktop connects to remote OAuth servers through its built-in Connectors UI:

1. Open Claude Desktop
2. Go to Settings > Connectors
3. Click Add MCP Server
4. Paste the server URL: https://mcp.wokelo.ai/mcp
5. Complete the OAuth login in your browser
6. All 25 Wokelo tools will appear automatically

Note: Remote MCP servers with OAuth authentication are added through the Connectors UI, not through the claude_desktop_config.json file. This is by design in Claude Desktop.

Claude Code

Run the following in your terminal:

claude mcp add --transport http wokelo https://mcp.wokelo.ai/mcp

Then open a Claude Code session and run /mcp to complete the OAuth authentication flow.

Cursor

Cursor 1.0+ supports OAuth and Streamable HTTP natively:

1. Go to Cursor > Settings > Cursor Settings > MCP
2. Click Add MCP Server
3. Paste the server URL: https://mcp.wokelo.ai/mcp
4. Complete the OAuth login when prompted

Windsurf

Add to your Windsurf MCP configuration:

1. Open Windsurf Settings > MCP
2. Add a new server with URL: https://mcp.wokelo.ai/mcp
3. Complete the OAuth login when prompted

VS Code / GitHub Copilot

In VS Code 1.101+, add to your MCP settings:

{
  "servers": {
    "wokelo": {
      "type": "http",
      "url": "https://mcp.wokelo.ai/mcp"
    }
  }
}

Any Other MCP Client

Wokelo works with any MCP client that supports Streamable HTTP transport and OAuth 2.0. Point your client at:

https://mcp.wokelo.ai/mcp

On first connection, you will be redirected to authenticate via browser. After that, your session persists.

Tools

Currently, Wokelo MCP exposes 25 tools across two categories.

Read-Only Tools (16)

Write Tools (9)

Data Sources

Wokelo bundles 30+ premium data sources so you don't manage separate subscriptions:

Use Cases

Company Enrichment - Core Datasets

"For Cleo (meetcleo.com) - do a data-backed analysis across firmographics, funding rounds and investors, recent news, UK financials, employee trends, products, website traffic."

Your AI assistant calls Get Single Company Enrichment, pulls verified data across all relevant dimensions, and returns a structured briefing in one turn. Works for well-known and obscure companies alike - structured data is aggregated across sources that don't talk to each other (e.g. one funding round from PitchBook and one from a news article).

Company Enrichment - Bulk

"Find the top LLM observability startups in the US who raised funding in the last 3 years. Enrich each with funding stage, amount raised, key investors, and key products. Output an Excel file."

Uses Search Company to identify the universe, then Submit Company Enrichment to enrich every row in a single pass. No re-prompting per row. Results compound in bulk - LLMs struggle when dealing with multiple companies and multiple structured datasets simultaneously.

Company Enrichment - Earnings and Filings

"Look at Snowflake's last 4 earnings calls. Extract these themes from each call in a grid view: AI commentary, product launches, management changes, financial outlook, risks. Add exact quote excerpts for each cell."

Uses Get Earnings Calls and List Earnings Calls to pull structured transcripts from proprietary datasets (including S&P). Raw transcripts enable nuanced analysis for granular insights that get missed in open-ended Q&A without Wokelo.

Company Enrichment - Alternative Datasets

"Look at Glassdoor reviews of Ensemble Health Partners. Prepare an analysis of gaps and improvement areas. Also prepare an interactive UI to view review summary and all individual reviews."

Uses Get Employee Reviews and Get Product Reviews to pull all raw review data. Getting all raw data is typically difficult for an LLM, and without raw data, granular insights are patchy. Especially useful for portfolio teams and product teams tracking individual reviews.

Company Discovery - Market Map

"I am looking at flooring companies in US - founded at least 10 years ago, with focus on manufacturers. I need a long list of companies with details and analytics of players."

Submit Market Map generates comprehensive market maps in seconds. LLMs typically produce only 30-40 companies max without hallucinations. Wokelo's market map also enriches each company with structured data and supports filters for geography, employees, type, funding, and more.

M&A Target Screening

"We're looking at acquisition targets in construction tech vertical SaaS. Find companies with $5-50M revenue, Series A-C, strong product reviews."

Submit Target Screening identifies targets matching your criteria. Follow up with Submit Company Intelligence for deep dives on the shortlist.

Buyer Identification

"Who are the most likely acquirers for a mid-market cybersecurity MSSP?"

Submit Buyer Screening identifies potential acquirers based on strategic fit, deal history, and sector alignment.

Hybrid - Buyer Screening + Portfolio Analysis

"For Warburg Pincus - prepare a dashboard of all M&A and investments. Create themes around portcos nearing their term. Select a sample portco nearing harvest period and find 30 top buyers with key metrics and rationale."

This is an example of a hybrid query made possible by Wokelo's width of data and insights. Leverages curated algorithms like buyer screening + target screening alongside structured M&A and investment data not available via web search.

News Analysis - On-Demand

"Find all news related to lawsuits and litigations related to Gen-AI. Look at news of OpenAI, Anthropic, Google, Microsoft, Cohere, Perplexity. Summarize in an insightful table."

Get Company News provides real-time, deduplicated, time-series news with categorization and date filtering. Can be used for nuanced analysis of specific news types across multiple companies for cluster, peer set, or industry analysis. LLM web search is generally not exhaustive for periodic news.

News Analysis - Scheduled Monitoring

"Every Monday morning, send me a digest of key developments across our portfolio companies from the prior week."

Set up as a recurring scheduled task (via Claude Cowork or similar). Build your own news monitoring dashboard that runs on a cadence of your choosing - daily, hourly, weekly. Get Company News monitors thousands of publishers and returns deduplicated, entity-resolved intelligence on each run.

Peer Sentiment Analysis

"We have a value creation review for Make.com next week. Pull employee and software review data for them and their three closest peers. Compare culture scores and leadership ratings. Flag themes."

Uses Submit Company Peers to identify peers, then Get Employee Reviews and Get Product Reviews to pull alt-data from Glassdoor and G2 that a generic LLM cannot reliably access.

Trigger Wokelo Reports

"Do a peer comparison workflow comparing OpenAI and Anthropic in Wokelo."

Start Workflow triggers pre-built workflows without needing to visit the Wokelo platform. Can trigger frequently used workflows or custom workflows your org has access to. After completion, use the structured JSON output to create deliverables in your format of choice (3-page Word doc, 5-page PPT, etc.).

Examples

See Wokelo MCP in action with real outputs:

Browse all sample outputs

How It Works

┌─────────────────┐     MCP (Streamable HTTP)     ┌──────────────────┐
│                  │ <──────────────────────────── │                  │
│  Your AI Client  │         OAuth 2.0             │  Wokelo Platform │
│  (Claude, etc.)  │ ────────────────────────────> │                  │
│                  │                                │  20M+ companies  │
└─────────────────┘                                │  30+ data sources│
                                                   │  Transaction DB  │
  You ask a question                               │  News algorithm  │
  |                                                │  Workflow engine  │
  Your AI calls Wokelo tools                       └──────────────────┘
  |                                                        |
  Wokelo returns verified,                                 |
  structured, source-cited data                  ──────────┘
  |
  Your AI synthesizes the answer

1. Connect - Add the server URL to your MCP client. Authenticate once via OAuth.
2. Ask - Query your AI assistant in natural language. It determines which Wokelo tools to call.
3. Receive - Wokelo returns verified, structured data. Your assistant synthesizes and presents it.
4. Async support - Long-running jobs (enrichment, workflows) run in the background. Use Poll Request to Completion or Wait for Request Result to pick up results when ready.

Requirements

• An MCP client that supports Streamable HTTP transport and OAuth 2.0
• A Wokelo account - sign up at wokelo.ai
• No local installation, packages, or API keys to manage

Supported Clients

Security & Compliance

• OAuth 2.0 - No API keys stored in config files. Browser-based authentication with token refresh.
• SOC 2 Type II Compliant - Independently audited security controls for data handling, availability, and confidentiality.
• ISO 27001 Certified - Information security management system certified to international standards.
• No data leaves Wokelo - Queries are processed on Wokelo's infrastructure. Responses are returned to your MCP client.

Documentation

Full setup guides, API reference, and tutorials:

docs.wokelo.ai/getting-started-mcp

Support

• Documentation: docs.wokelo.ai/getting-started-mcp
• Email: support@wokelo.ai
• Website: wokelo.ai

License

Proprietary. Usage is subject to the Wokelo Terms of Service.

Wokelo AI - Intelligence infrastructure for dealmakers.