CaptainBook Deal Room

Welcome to the CaptainBook Deal Room

Access our fundraising documents through the web portal or directly from your AI assistant via MCP.

Contents

1. Overview

The CaptainBook Deal Room gives you two ways to access our fundraising materials:

🌐

Web Portal

Browse folders, view and download documents directly in your browser.

🤖

AI Assistant (MCP)

Connect Claude or any MCP-compatible AI to search and read deal room documents using natural language.

All documents — PDFs, Excel files, Word docs, presentations — have their text content extracted automatically, making everything searchable by your AI assistant.

2. Using the Web Portal

You received login credentials from the CaptainBook team. Here's how to get started:

1

Go to the Deal Room

Open the link shared with you in your browser.

2

Log in with your credentials

Enter the email and password provided to you.

3

Browse and download

Documents are organized in folders. Click any document to view it inline, or download it.

3. Connect Your AI Assistant (MCP)

The Deal Room supports the Model Context Protocol (MCP), which lets AI assistants like Claude read and search documents directly. Here's how to set it up:

Step 1: Get your API key

Your API key is your login credentials, base64-encoded. Generate it in your terminal:

# Replace with your actual email and password
echo -n "your@email.com:yourpassword" | base64

Copy the output — you'll need it in the next step.

Step 2: Configure your AI client

Open your Claude Desktop config file:

# macOS
~/Library/Application Support/Claude/claude_desktop_config.json

# Windows
%APPDATA%\Claude\claude_desktop_config.json

Add the deal room server:

{
  "mcpServers": {
    "captainbook-deal-room": {
      "url": "DEAL_ROOM_MCP_URL",
      "headers": {
        "X-Api-Key": "YOUR_BASE64_KEY"
      }
    }
  }
}

Replace DEAL_ROOM_MCP_URL with the MCP URL and YOUR_BASE64_KEY with the key from Step 1. Restart Claude Desktop — you'll see the deal room tools appear in the tools menu (🔨 icon).

In Cursor, go to Settings → MCP Servers → Add Server and enter:

Any MCP-compatible client can connect. You need:

4. What You Can Ask Your AI

Once connected, your AI assistant can read and search all deal room documents. Here are some example prompts:

📋 "What's in the deal room?"

Gets an overview of all folders and documents available.

📊 "What are CaptainBook's revenue projections for 2026?"

Searches across financial models and pitch decks for revenue data.

🏗️ "Summarize the product roadmap"

Reads product documents and gives you a concise summary.

💰 "What are the key terms of the SAFE agreement?"

Extracts and explains terms from legal documents.

🔍 "Search for information about the competitive landscape"

Full-text search across every document, returns relevant excerpts.

📑 "Compare the financial model with the pitch deck numbers"

Reads multiple documents and cross-references data for you.

💡 Tip: The AI has access to the full text content of every document — PDFs, Excel spreadsheets, Word docs, and presentations. Ask it anything about the content and it will find the answer.

5. Supported File Types

The following file types have automatic text extraction, making their content searchable by AI:

Format Extensions What's Extracted
PDF.pdfFull text content
Excel.xlsx .xlsAll sheets as CSV (rows, columns, values)
Word.docxFull text content
PowerPoint.pptxSlide text content
Plain text.txt .md .csv .jsonFull content as-is

Other file types (images, videos) can be uploaded and downloaded but their content won't be searchable by AI.

6. REST API Reference

For programmatic access and admin operations. All endpoints require the X-Api-Key header.

Folders

GET/api/folders

List all folders with document counts.

POST/api/folders (admin)

Create a folder. Body: {"name", "description", "sort_order"}

PUT/api/folders/:id (admin)

Update a folder.

DELETE/api/folders/:id (admin)

Delete a folder.

Documents

GET/api/documents?folder_id=1

List documents. Optional folder_id filter.

POST/api/documents (admin)

Upload a document (multipart). Fields: file (required), title, description, folder_id.

curl -X POST -H "X-Api-Key: $KEY" \
  -F "file=@pitch-deck.pdf" \
  -F "title=Pitch Deck Q1 2026" \
  -F "folder_id=2" \
  http://HOST:3849/api/documents

GET/api/documents/:id/file

View/download a document (tracks view event).

PUT/api/documents/:id (admin)

Update document metadata.

DELETE/api/documents/:id (admin)

Delete a document and its file.

Users

GET/api/users (admin)

List all users.

POST/api/users (admin)

Create an investor account. Body: {"email", "password", "name", "role", "company"}

curl -X POST -H "X-Api-Key: $KEY" \
  -H "Content-Type: application/json" \
  -d '{"email":"partner@fund.com","password":"welcome2026","name":"Jane Smith","role":"investor","company":"VC Fund"}' \
  http://HOST:3849/api/users
Analytics (Admin)

GET/api/analytics (admin)

Investor engagement overview: docs viewed, time spent, top documents, recent activity.

GET/api/analytics/investor/:id (admin)

Deep dive on a specific investor's activity.

MCP Tools (JSON-RPC)

Endpoint: POST /mcp on the MCP port. Protocol: JSON-RPC 2.0.

list_folders

List all folders. No parameters.

list_documents

List docs. Optional: folder_id (int), search (string).

get_document

Full document details + extracted text. Required: document_id (int).

search_content

Full-text search across all documents. Required: query (string).

get_summary

Deal room overview: folder count, doc count, latest uploads. No parameters.

Example call:

curl -X POST -H "X-Api-Key: $KEY" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"search_content","arguments":{"query":"revenue"}}}' \
  http://HOST:MCP_PORT/mcp
CaptainBook Deal Room · Questions? Reach out to the CaptainBook team.