What is Wokelo MCP?
Wokelo MCP is a Model Context Protocol server that gives your AI assistant — Claude, ChatGPT, or any MCP-compatible client — direct access to Wokelo’s dealmaking research stack. Once connected, you can run company enrichment, market maps, M&A screening, news monitoring, and full research workflows in plain language, without leaving chat. Under the hood, the server is backed by:- A proprietary database of 100M+ entity-resolved companies
- 30+ premium data sources for financials, transactions, filings, reviews, news, and IP
- Domain-tuned LLMs and pre-built workflows that codify dealmaking methodology
- An exhaustive transactions database covering global fundraises and M&A
Server URL: https://mcp.wokelo.ai/mcp Auth: OAuth 2.0 Supported clients: Claude (Web, Desktop), ChatGPT (Business, Enterprise)
Who should use this
If you want use-case examples and sample queries before installing, see MCP use cases.
Prerequisites
Before you connect, make sure you have:- A Wokelo account with MCP access enabled (contact your account manager if you’re not sure)
- One of the supported AI clients:
- Claude — Web or Desktop, on any plan that supports custom connectors
- ChatGPT — Business (Team) or Enterprise plan; only workspace admins can add custom apps
- The Wokelo Skill File — download here
Connect to Claude
Claude Web
1
Open Claude Settings
From any Claude conversation, open Settings.
2
Add a connector
Navigate to Connectors → Add Connectors.
3
Enter the Wokelo MCP details
- Name:
Wokelo - Remote MCP server URL:
https://mcp.wokelo.ai/mcp
4
Authenticate via OAuth
You’ll be redirected to Wokelo to log in. Complete authentication, and the Wokelo connector will appear in your Claude connectors list.
Claude Desktop
The flow is identical to Claude Web — open Settings → Connectors → Add Connectors, enter the same URL, and authenticate.Upload the Skill File in Claude
1
Open the Customize tab
From Claude’s left navigation panel, click Customize.
2
Add a new skill
In the Skills section, click + and upload the Wokelo Skill File.
Connect to ChatGPT
ChatGPT custom apps are available on the Business (Team) and Enterprise plans only. Workspace admins are the only role that can register custom apps.
1
Enable Developer Mode
Go to Settings → Apps → Advanced Settings and enable Developer Mode.
2
Create a new app
From your workspace settings, go to Apps and click Create.
3
Configure the Wokelo MCP
- Name:
Wokelo - MCP Server URL:
https://mcp.wokelo.ai/mcp - Authentication: OAuth
4
Authenticate
You’ll be redirected to Wokelo to log in. Once authenticated, the Wokelo connector is live in your workspace.
Upload the Skill File in ChatGPT
1
Open Skills
In the left navigation panel, click Skills.
2
Upload the file
Click New Skill and upload the Wokelo Skill File.
Your first query
Once connected, try one of these to confirm the integration works:
For a fuller catalog of scenarios with sample prompts and expected outputs, see MCP use cases.
Tool Reference
The Wokelo MCP exposes ~20 tools across four categories. Most casual questions are answered by instant tools in seconds. Async tools submit a job, return arequest_id, and your assistant polls until the result is ready.
Instant tools — return in seconds
Async tools — submit, poll, retrieve
Utility tools
Tool permissions
Open the Connectors page in Claude (Web or Desktop) and click Configure next to the Wokelo connector. You’ll see every tool listed with three permission options:- Always allow — runs without prompting
- Needs approval — asks before each call
- Blocked — disabled
Recommended defaults
Limits and quotas
If you hit a limit, your assistant will return an error from Wokelo. Re-prompt with a smaller batch or contact your account manager to raise quotas.
Troubleshooting
The Wokelo connector doesn't appear after I add it
The Wokelo connector doesn't appear after I add it
Check that you completed OAuth — if the auth window closed early, the connector won’t register. Remove and re-add it, then watch for the redirect to Wokelo’s login page. If you’re on ChatGPT, also confirm Developer Mode is enabled at the workspace level.
Claude isn't using Wokelo even though it's connected
Claude isn't using Wokelo even though it's connected
The skill file is almost certainly missing or out of date. Re-upload the latest Skill File. The skill tells the assistant to prefer Wokelo over web search for company queries.
An async job has been pending for over an hour
An async job has been pending for over an hour
Industry research and full company reports can legitimately take 30–60 minutes. If a job exceeds 90 minutes with no result, ask your assistant to call
cancel_request and resubmit, or contact support with the request_id.Bulk enrichment fails on more than 20 companies
Bulk enrichment fails on more than 20 companies
You’re including a slow AI section (e.g.
business_model, management_profiles). Either drop the AI section, or split into batches of 20.My firm has custom workflows — how do I trigger them?
My firm has custom workflows — how do I trigger them?
Ask your assistant: “List my available Wokelo workflows.” It will call
list_workflows and surface your firm’s custom workflow codes. Then ask it to run the one you want.FAQ
What's the difference between the Wokelo MCP and the Wokelo API?
What's the difference between the Wokelo MCP and the Wokelo API?
The MCP server is a wrapper that exposes Wokelo’s research capabilities to AI assistants in a chat-native way. The REST API is for direct integration into your own applications. Most MCP tools map 1:1 to API endpoints, but the MCP layer adds orchestration — chaining tools, handling polling, and formatting outputs for chat.
Which AI clients work with Wokelo MCP?
Which AI clients work with Wokelo MCP?
Officially supported: Claude Web, Claude Desktop, ChatGPT Business, and ChatGPT Enterprise. Any MCP-compliant client (Cursor, Cline, custom agents) should also work, but isn’t officially tested.
Do I need a paid Wokelo plan?
Do I need a paid Wokelo plan?
Yes — MCP access requires an active Wokelo account with MCP enabled. Contact your account manager if you’re unsure of your plan.
Is my data private?
Is my data private?
All MCP traffic is authenticated via OAuth and uses HTTPS. Wokelo doesn’t train on your queries or share them with third parties. See your customer agreement for full data handling terms.
Can I use Wokelo MCP in agentic / scheduled workflows?
Can I use Wokelo MCP in agentic / scheduled workflows?
Yes. Async tools return a
request_id that can be polled by an agent or scheduled job — including via Cowork or similar orchestration layers — for unattended deliverables like Monday-morning portfolio digests.What happens if Wokelo doesn't have data on a company?
What happens if Wokelo doesn't have data on a company?
The relevant tool returns an empty or partial result. Your assistant should fall back to web search for that specific request — the skill file enforces this behavior.
How do I retrieve a report I generated last week?
How do I retrieve a report I generated last week?
Ask: “Show me my recent Wokelo notebooks” — the assistant calls
list_notebooks, finds the report, and can download it as PDF, DOCX, or PPTX via download_notebook.Next steps
Explore use cases
Sample queries and dealmaking workflows you can run today.
API Reference
Direct REST API access for custom integrations.
Integrations
Connect Wokelo with Affinity, Salesforce, DealCloud, and more.
Contact us
Questions about plans, limits, or onboarding.