Claude CB Insights connectorWhat Claude can do in your CB Insights account.
The Claude CB Insights connector exposes 15 tools. 12 read company data, 0 write, and 3 are described nowhere. Below: what Claude can research for you on private companies, what stays unknown, and what access your team needs first.
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What changes for strategy, venture and business development teams
CB Insights tracks private companies: funding, investors, deals, markets and its own predictive scores. With the connector, you ask Claude about a company or a sector in plain words, and it pulls the relevant records itself, then turns them into a comparison, a shortlist or a memo draft in the conversation.
A company file in one pass. get_company_profile gives the overview, get_company_funding and get_company_investors add who put money in and when, and get_company_news brings the latest coverage.
A competitive landscape. get_company_competitors and get_company_markets place a company among its peers and in CB Insights' market maps, which is how a first market map for a memo takes shape.
A view on what comes next. get_company_outlook returns the Mosaic score and exit probabilities, while get_company_acquisitions and get_company_exits show the deals already done.
What Claude will not do here. The twelve documented tools only read; no source describes the other three, and nothing on the sheet writes by default. Everything depends on an active CB Insights subscription, and your IT team may have to approve the connection. Nothing runs on its own either: no tool fires when a company raises. Monitoring of that kind belongs to an automation tool, a different job, gathered on the Integrations hub. For another data connector, see the Claude airtable connector.
Five words before you plug it in
The vocabulary you will meet while connecting CB Insights.
- Connector
- The link you set up once between Claude and an account you already have, so Claude can work in that account while it answers you.
- Tool
- One named thing the connector lets Claude do. Claude picks the ones it needs by itself, and the directory sheet lists them by name.
- Authorization
- The service's own sign-in screen, where you hand Claude the access it will use later. Given once per person, and taken back the same way.
- Approval
- The confirmation Claude waits for before it goes through with a change to your account, shown in the chat at the moment it matters.
- MCP
- The shared standard connectors are built on: it is what lets an assistant such as Claude talk to an outside service like CB Insights.
Connecting CB Insights to Claude in three steps
- 01
Find CB Insights in Claude
In Claude's settings, open Customize, then Connectors, and look for CB Insights in the list. On a Team or Enterprise workspace, an Owner or Primary Owner has to switch the connector on before each member can sign in.
- 02
Start the connection
Click Connect on its row, then sign in to CB Insights in the window the service opens itself. If the link breaks later, Disconnect and connect again from the same row.
- 03
Read the authorization screen
Read the CB Insights screen before you accept it. It belongs to the service, not to Claude, and it decides what the access covers. You can also withdraw that access later from your CB Insights account itself.
The 15 tools, sorted by what they do
CB Insights gives Claude 15 tools: 12 that read your account, 0 that change something in it, and 3 no official source describes.
Two groups: what Claude reads about companies, and three tools no official source describes. Tool names stay as Claude shows them.
- 12 read
- 3 not documented
What Claude reads (12)
12 toolsTwelve tools that look up company, investor and market data without changing anything.
get_company_acquisitions
For each company or investor you name, lists its acquisitions and other M&A deals, mergers, buyouts and takeovers, newest first. Claude can then tell the story of how a player grew by buying.
get_company_competitors
Returns a company's competitors, similar companies, peers, challengers and incumbents. Claude can then lay out the field around the company you asked about.
get_company_exits
Lists the exits of a company or investor: IPOs, acquisitions, mergers, SPACs, buyouts, dissolutions and other liquidity events. It works for investors as well as companies, so a fund's track record shows up too.
get_company_funding
Brings back a company's funding rounds, from pre-seed to late stage, with dates, amounts, lead and participating investors, and valuation ranges when CB Insights has them.
get_company_investments
Shows the rounds an investor has backed, led or joined, with the portfolio company, round type, date and amount. It covers the investor side of the market.
get_company_investors
Lists who funded a company: venture funds, angels, lead and participating investors, with round participation and lead status. It is the reverse view of the investments tool.
get_company_markets
Returns the market maps that include a company, with each market's name, description and related industries, following CB Insights' own taxonomy. It shows where CB Insights places a company, not only what it says about itself.
get_company_news
Pulls recent news about a company or investor: press releases, announcements and coverage, with dates, titles, snippets, source links and other organisations mentioned alongside. Claude can summarise the thread instead of pasting links.
get_company_outlook
Returns forward-looking signals: Mosaic scores with insights and percentiles, IPO and M&A exit probabilities with their drivers, and commercial maturity or technology readiness levels.
get_company_profile
Returns the profile of one or several companies or investors: description, website, headquarters, founding year, status, total funding, Mosaic score, headcount, sector, analyst rating and key people when available.
get_company_relationships
Lists a company's business relationships, such as partners, suppliers, customers, vendors or licensees, most recent first. Claude can use it to trace who works with whom.
get_company_revenue
Returns revenue data for a company: estimated and reported figures, ranges and history when CB Insights has them.
Not documented (3)
3 toolsThe directory publishes these three names and nothing more. No official text says what they do, and this page will not guess from a name.
api_chatcbi
Listed on the directory sheet by name only. CB Insights' current tools reference does not document it, and no Claude page does either, so this page says nothing about what it does.
api_rag
Another name with no description behind it: no official source explains this tool, and guessing from the name is exactly what this page refuses to do, however clear the name may look.
company_advanced_search
The directory lists it, but the tools reference CB Insights publishes today has no entry for it, and no Claude source describes it. Its behaviour is therefore undocumented here.
What Claude checks with you before acting
By default, Claude stops and asks for your go-ahead before each action it takes on an account on your behalf. The request shows up in the chat, right when it matters.
On Team and Enterprise, the owners decide whether a member may let some actions through without being asked every time. They can also limit what a connector may do for the whole organisation, keeping reading open and closing writing, for instance. That setting applies to everyone and nobody works around it from their own account. Claude also works through your own CB Insights login, so it reaches what your subscription covers and nothing more.
Which Claude plans include it
Out of the 819 sheets in the official directory, none shows availability by plan. The connector-by-connector answer is not published anywhere: it is a real gap in the catalogue.
The general rule is published: remote connectors are open to every user on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner turns the connector on for the organisation before members can connect. For the current state of this one, check the connector's sheet in the official directory. CB Insights' own subscription is a separate requirement, set by CB Insights.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you: nothing starts when a company raises, gets acquired or appears in the news.
Everything here comes from CB Insights' developer portal and its tools reference: neither Claude's help centre nor Anthropic's developer docs have a page on this connector. The tool list is an observed floor, not a promise, since an admin can open actions no public sheet shows. The directory's partner badge is not a security audit either, and Anthropic writes on every sheet that it does not choose the tools a publisher exposes nor guarantee how they behave. That reference lists 44 tools, many absent from the directory sheet, while three names on the sheet appear nowhere in it.
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