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Documentation Index

Fetch the complete documentation index at: https://docs.wokelo.ai/llms.txt

Use this file to discover all available pages before exploring further.

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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)

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Who should use this

If you are…What you’ll do
An analyst, banker, or PE/VC investorAsk your AI assistant for company briefings, deal comps, peer analyses, and bulk enrichment — get verified, source-cited answers in seconds to minutes.
A research lead or knowledge managerCodify your firm’s research methodology once and run it consistently across the team.
A developer or IT adminStand up the connector for your firm, configure tool permissions, and route Wokelo into agentic workflows.
If you want use-case examples and sample queries before installing, see MCP use cases.

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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
The skill file is the orchestration layer. It tells your AI assistant when to use Wokelo, which tools to chain for which questions, and how to format outputs. Without it, the connector still works — but the assistant won’t reliably know to use Wokelo over web search, and you’ll get shallower answers.

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Connect to Claude

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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
Click Add.
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.

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Claude Desktop

The flow is identical to Claude Web — open Settings → Connectors → Add Connectors, enter the same URL, and authenticate.

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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.
Upload Wokelo skill in Claude

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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.
Enable Developer Mode in ChatGPT
2

Create a new app

From your workspace settings, go to Apps and click Create.
Create a new app in ChatGPT
3

Configure the Wokelo MCP

  • Name: Wokelo
  • MCP Server URL: https://mcp.wokelo.ai/mcp
  • Authentication: OAuth
Click Create.
Configure Wokelo MCP in ChatGPT
4

Authenticate

You’ll be redirected to Wokelo to log in. Once authenticated, the Wokelo connector is live in your workspace.

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Upload the Skill File in ChatGPT

1

Open Skills

In the left navigation panel, click Skills.
Open Skills in ChatGPT
2

Upload the file

Click New Skill and upload the Wokelo Skill File.
Upload Wokelo skill in ChatGPT

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Your first query

Once connected, try one of these to confirm the integration works:
QueryWhat it triggers
”Tell me about Stripe — recent news, funding, headcount, and key acquisitions.”search_company → get_company_news → submit_company_enrichment
”Who are the top 10 LLM observability startups, and what have they raised?”submit_market_map → submit_company_enrichment
”Pull employee reviews for Notion and its three closest peers.”get_employee_reviews across the peer set
”Run a peer comparison on Stripe, Adyen, and Checkout.com.”list_workflows → start_workflow (peer comparison)
For a fuller catalog of scenarios with sample prompts and expected outputs, see MCP use cases.

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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 a request_id, and your assistant polls until the result is ready.

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Instant tools — return in seconds

ToolPurposeTypical use
search_companyResolve a company name to a unique permalinkAlways run first for any named company
get_company_newsLatest articles on a company, with summaries and publisher metadata”Latest on [company]“
get_employee_reviewsGlassdoor-style sentiment, culture scores, leadership ratings”What’s the culture like at [company]?”
get_product_reviewsG2-style product reputation and customer feedback”How is [product] reviewed?”
list_workflowsCatalog of available workflows (including custom firm workflows)Required before triggering any report
list_notebooksPast reports generated for the user/firmFind an existing report before re-running
list_earnings_callsAvailable earnings transcripts for a companyRequired before earnings analysis

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Async tools — submit, poll, retrieve

ToolPurposeTypical runtime
submit_company_enrichmentStructured data on 1–200 companies (firmographics, funding, financials, headcount, acquisitions)1–5 min (fast sections) / ~15 min (AI sections)
submit_industry_enrichmentSector intelligence — market size, trends, M&A, regulations10–30 min
submit_market_mapDiscover companies in a space; map the competitive landscape10–20 min
submit_target_screeningFind M&A acquisition targets for an acquirer10–20 min
submit_buyer_screeningFind potential acquirers for a target10–20 min
start_workflowTrigger a structured report or notebook (company research, IC memo, peer comparison, earnings, custom)20–60 min depending on workflow

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Utility tools

ToolPurpose
get_request_statusPoll the status of an async job
get_request_resultRetrieve results once status is COMPLETED
wait_for_resultConvenience wrapper for short jobs (enrichment only — not for market maps, screenings, or industry reports)
download_notebookDownload a finished report as PDF, DOCX, PPTX, or JSON
cancel_requestAbort a pending or in-progress job

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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
Configure tool permissions in Claude
PermissionToolsWhy
Always allowsearch_company, get_company_news, get_employee_reviews, get_product_reviews, list_workflows, list_notebooks, list_earnings_calls, get_request_status, get_request_resultFast, read-only, low-credit cost
Needs approvalsubmit_company_enrichment, submit_industry_enrichment, submit_market_map, submit_target_screening, submit_buyer_screening, start_workflow, download_notebookLong-running and consume more credits
Blockedcancel_request (optional)Block only if you want to prevent accidental cancellation of teammates’ jobs

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Limits and quotas

LimitValueNotes
Companies per enrichment call (fast sections only)200Firmographics, funding, headcount, financials, etc.
Companies per enrichment call (with AI sections)20Drops sharply when slow AI sections are included
Companies per peer comparison workflow5Hard cap on the websites parameter
Concurrent async jobsPlan-dependentContact your account manager for limits
Credit consumptionVaries by toolAsync report workflows consume the most
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.

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Troubleshooting

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.
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.
Your OAuth session has expired. Open Connectors → Configure → Wokelo and re-authenticate. No data is lost.
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.
You’re including a slow AI section (e.g. business_model, management_profiles). Either drop the AI section, or split into batches of 20.
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.

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FAQ

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.
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.
Yes — MCP access requires an active Wokelo account with MCP enabled. Contact your account manager if you’re unsure of your plan.
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.
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.
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.
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.

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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.