add_watchlist_column
ChatGPTAdd a column to a watchlist's table, or reconfigure one already there. Every add reports one entry per column under added, each with a status saying what happened to it. Pass a custom column's reported name to set_watchlist_cell_values to fill in values — that name is always one this watchlist resolves, so use it as reported rather than the name you asked for: where the watchlist already had a column of that name, it comes back as Name (#7), which is the form every column tool accepts. This is also how you edit an existing column's options or format. Pass the column's existing name and matching type, and it is edited in place rather than duplicated, reported as status: updated: - type='select' + options — adds those labels to the ones it already offers (pass only the new ones). added_options lists the new labels and options the resulting full set, each carrying the id a cell stores and the chip's color, as get_watchlist_contents reports them. Pass a label back to set_watchlist_cell_values, never an id. - type='number' + number_format and/or decimal_places — changes how its values are displayed, e.g. currency to percentage. - type='date' + date_format — changes how its dates are displayed. None of these touch stored values: added options leave existing ones (and their cells) alone, and a format change is display-only. Never delete and recreate a column to change its options or format — that wipes every value in it. A column's resulting settings come back on a create too, since unspecified ones take the type's defaults. type has to match the existing column for the edit to land. If this watchlist has a select/number/date column of that name and you pass a different one of those types, the call is refused rather than adding a second column under the same name; read the column's real type from get_watchlist_contents (preset='table') and pass that. A 'cbi' column is an existing CB Insights data column (Total Funding, Mosaic, Sector, HQ Country) or an audit column (Added date, Added by). Call get_watchlist_column_catalog first for its id_column_type. Its values are filled in by CB Insights and cannot be set here, so its entry carries no column_id. Adding one that is already on the watchlist is a no-op reported as status: already_present; re-adding a deleted audit column restores its previous values and reports status: restored. Several 'cbi' columns may be added in one call. Each outcome is reported under added, and an id the watchlist doesn't offer is listed under errors — the rest are still added. The watchlist must already contain at least one company. Type-specific arguments must match type — passing options for a text column, say, is an error rather than being ignored.
add_watchlist_orgs
ChatGPTAdd organizations to an existing watchlist (by id_list or name). Orgs already in the watchlist are effectively a no-op, and still come back in added. Unresolved inputs (e.g. ambiguous names) come back in errors and don't fail the rest. Resolved orgs that ListService's list-size cap silently dropped come back in not_added instead of added, with a not_added_note explaining it.
create_watchlist
ChatGPTCreate a new custom watchlist for the current user, optionally seeded with organizations. The new watchlist is automatically pinned for the user. Returns the new id_list and the orgs added; unresolved seed inputs (e.g. ambiguous names) come back in errors without failing the creation. Resolved seed orgs that ListService reported success for but didn't create come back in not_added instead of added, with a not_added_note explaining it.
get_company_acquisitions
ChatGPTReturn acquisitions, M&A deals, mergers, buyouts, and takeovers made by a company or investor, ordered by most recent deal. Use search_deals for M&A deal filtering capabilities, including 50+ attribute filters.
get_company_analyst_ratings
ChatGPTFor each of the requested companies, returns its CB Insights analyst rating (optimistic, neutral, or cautious) — the verdict CBI's analysts publish on a company's outlook — plus the analyst's written rationale. Analyst ratings cover a curated subset of companies, so many companies have no rating; those come back with an error saying so rather than an empty payload. Fields returned: - analyst_rating: the company's current rating. Every field below is omitted when the analysts have not set it, so a sparse object is expected. - rating: the verdict — optimistic, neutral, or cautious. - status: how live the verdict is — live (actively maintained), under_review (being revisited), coming_soon (rating in progress, no verdict yet), or no_longer_rating (coverage dropped; the verdict is historical). Treat anything other than live as stale. - ts_rating: when the rating was last set. - description: a short summary blurb about the rating. - note: the analyst's written rationale, with title, thesis (the core argument), signals (a list of {name, content} evidence points backing the thesis), and what_analysts_are_watching_for (what would change their mind). - rating_history: every recorded change to the rating, newest first. Only present when preset='full'; an empty list means no changes were recorded. Each entry has change_type (initiated, reaffirmed, upgraded, or downgraded), rating (the verdict as of that change), and ts_rating (when the change was made). Guidance: The rating and its note are written by human CB Insights analysts, not generated. - ALWAYS state the rating and attribute it to the analysts: "CB Insights analysts rate X optimistic", "the CB Insights analyst thesis is...", "CB Insights analysts are watching for...". NEVER restate any of it as your own view ("my thesis", "I'm cautious on", "what I'm watching for"). - Quote the note verbatim inside quotation marks: the thesis as one unbroken quotation, never fragments stitched together with your own connecting words, and each signal's content quoted too - a bold label followed by unquoted text is not enough. Do not paraphrase, summarize, or restyle it, and do not close with your own restatement of what you just quoted. - NEVER infer a rating, thesis, or rating change from other data (Mosaic score, funding, commercial maturity, sentiment, third-party analysts). When a company comes back with the no-coverage error, say CB Insights has no published rating for it rather than substituting your own assessment. - The full note is title + thesis + signals + what_analysts_are_watching_for together. Quote all of it for a direct question about the rating, the company's outlook, its investment / partnership / acquisition merit, or its competitive positioning. For a general company overview, quote the thesis only. For a broad analytical question (the risks and opportunities for X), the note alone is not the answer - build it from the wider data and use verbatim extracts from the note as supporting evidence. - When you quote only an extract, point the user to the rest of it and link this result's citation.url. Word that pointer as part of the sentence you are already writing rather than a boilerplate tagline. NEVER offer the full note when you have already quoted it in full - there is nothing left to send them to.
get_company_buyer_transcripts
ChatGPTReturn buyer/customer interview transcripts about a company — interviews with software buyers describing their evaluation, purchase, and experience with the company's products. Use when the user asks for qualitative buyer feedback, customer interviews, voice-of-customer content, or firsthand accounts of a company's products. Fields returned: - transcripts: list of buyer interview transcripts. Each transcript has: - transcript_id: stable identifier for the transcript. - title: title of the interview transcript. - event_date: date the interview took place (ISO format, may be empty). - content: full body of the interview transcript.
get_company_cap_table
ChatGPTFor each of the requested companies, returns its cap table history: per-round share class terms sourced from state incorporation filings (certificate of incorporation), sorted by round. Includes shares authorized, par value, issuance price, liquidation preference and amount, conversion price, dividend terms, participation rights, anti-dilution provisions, voting rights, and percent owned when available. Primarily covers private US companies; many companies have no cap table data.
get_company_competitors
ChatGPTReturns a list of competitors, similar companies, peers, challengers, and incumbents for a target company. To filter competitors by product type and 50+ attributes, use search_companies tool.
get_company_exits
ChatGPTReturn a list of exits (e.g. IPOs, mergers, acquisitions, going public, dissolutions, SPACs, buyouts, and other liquidity events) for a company or investor. To search for exits of multiple companies with 50+ filters, use the search_companies tool.
get_company_funding
ChatGPTReturn a list of funding rounds (e.g. pre-seed, seed, Series A-F, growth, late-stage) for a company or investor, including round dates, amounts, lead and participating investors, and valuation ranges when available. For multi-company searches with 50+ attribute filters, use search_deals tool.
get_company_funding_window
ChatGPTPredict when a company will raise its next funding round (funding window, fundraise timing, likelihood to raise, next round prediction). Returns the predicted fundraising window (start and end date), the company's current phase relative to that window (pre/in/post), the peer cohort of similar companies used to derive the prediction, the percentage of peer companies that historically raised a next round, and the median days to next funding. Set verbose=True to include the full time-to-funding histogram. Accepts either an id_org or an org_name.
get_company_headcount
ChatGPTReturn structured quantitative metrics about a company's employee count and open job postings. Use when the user asks for specific numbers such as headcount, headcount growth rates, number of open positions, or momentum score. Do NOT use for questions about hiring strategy, workforce strategy, talent philosophy, workforce trends, or hiring outlook — use get_company_hiring_insights for those. Fields returned: - total_headcount, total_headcount_as_of: most recent total employee count and the date it was measured. - six_month_growth_pct, one_year_growth_pct, two_year_growth_pct: headcount growth over the trailing 6 months / 1 year / 2 years, as a percentage. - headcount_history: monthly total headcount over the past 2 years (oldest to newest). Each point has as_of_date, headcount, and percent_change_pct (change from the prior data point, when available). - department_distribution, country_distribution: object with as_of_date and a points list. Each point has name, headcount, and pct_of_total (the headcount as a percentage of the sum of all categorized headcounts in that distribution; sums to ~100). Sorted by headcount descending. - open_positions: count of open job postings for the most recent target month. - target_month: month that hiring stats (open positions, momentum) were captured. - hiring_intensity: percentage of open job positions to total headcount, indicating the company's hiring rate relative to its current workforce size. - momentum_score: a CBI proprietary index used to compare hiring activity across companies, accounting for company size. A larger company hiring at the same rate of job openings as a percentage of total headcount will have a higher momentum score than a smaller company with the same rate. The average momentum score is around 5 out of 100. - momentum_score_percentile: the percentile ranking of a company's momentum score compared to all other companies in the dataset, indicating what percentage of companies have lower momentum scores. For example, a company in the 99th percentile means 99% of other companies have lower momentum scores, placing it in the top 1% of hiring momentum.
get_company_hiring_insights
ChatGPTReturn an AI-generated narrative about a company's hiring activity, talent strategy, workforce trends, and hiring outlook, based on CB Insights analysis.
get_company_investments
ChatGPTReturn a list of investments (rounds an entity has backed, led, or co-invested in) made by a company or investor, including the portfolio company, round type, date, and amount. To filter investments across multiple investors with 50+ attribute filters, use the search_deals tool.
get_company_investors
ChatGPTReturn a list of investors (e.g. VCs, angels, lead investors, participating investors, backers) who have funded a company, including round participation details and lead investor status. To filter investors by type, geography, fund size, or 50+ other attributes, use search_investors instead.
get_company_markets
ChatGPTReturn a list of market maps (e.g. industry landscapes, sectors, ESP categories, verticals, segments) that include a company, with the market name, description, and associated industries.
get_company_news
ChatGPTReturn a list of recent news articles (e.g. press releases, announcements, headlines, media coverage, mentions) for a company or investor, including dates, titles, content snippets, source URLs, and other organizations mentioned in the same articles.
get_company_outlook
ChatGPTReturn forward-looking outlook data for a company, including Mosaic scores (with insights, percentiles, and 1-year deltas), exit probability (IPO/M&A) with contributing signals, and commercial maturity / technology readiness levels (TRL). Mosaic is a 0-1000 health/growth score for private companies (>600 signals a higher likelihood of IPO, unicorn status, or favorable exit).
get_company_profile
ChatGPTReturn a profile overview for a company or investor, including name, description, website, HQ location, founded year, status (e.g. alive, acquired, IPO, dead), total funding, Mosaic score, headcount, sector/industry classification, and market maps. To find or filter companies and investors by 50+ attributes, use search_companies or search_investors instead.
get_company_relationships
ChatGPTReturn all business relationships for a company (e.g. partnerships, suppliers, customers, vendors, licensees), ordered by most recent. To filter by relationship type (i.e. client of company, integration partners), industry, or 50+ attributes to find connections between specific companies, use search_relationships instead.
get_company_revenue
ChatGPTReturn revenue data for a company, including estimated and reported revenue figures, revenue ranges, and historical revenue when available.
get_company_strategy_map
ChatGPTGet a strategy map showing a company's partnerships, investments, and acquisitions. Returns the company's strategic relationships grouped into AI-generated categories. Each company in the map includes relationship type (acquisition, investment, or partnership), connection date, headline, and details. The companion MCP App renders this as an interactive visual map with the anchor company on the left and categories branching to the right, with color-coded chips for each relationship type. Examples: get_company_strategy_map(id_org=12345) get_company_strategy_map(org_name="Menlo Ventures") get_company_strategy_map(org_name="Stripe") Keywords: strategy map, strategic, ecosystem, themes, categories, relationships, partnerships, investments, acquisitions, M&A, portfolio, alliances, deals, business development, positioning, focus areas.
get_earnings_call_transcript
ChatGPTReturn the full transcript for a single earnings call (quarterly results, analyst call, investor call) for a public company, including all speaker paragraphs in order. Defaults to the most recent earnings call. To compare multiple earnings periods, call this tool in parallel once per period.
get_market
ChatGPTReturns an overview of a technology market or industry sector: market name, description, and key features; the list of companies / competitors in the market ranked by CBI Mosaic score (company health/momentum), each with CBI's scorecard analysis (competitive analysis, customer outcomes, etc.); and market trends including industry and sub-industry classification, equity funding totals and deal counts over 1-year and 2-year windows, average Mosaic score, commercial maturity stage, average employee headcount and headcount growth, a multi-year equity-funding-and-deals time series, and recent exit activity (IPOs / acquisitions). Use this to research a market's size, funding activity, competitive landscape, top startups, and growth trends. Accepts either a known market id or a market name (resolved against the CBI market taxonomy).
get_rag_data
ChatGPTRetrieve structured data from CB Insights in response to a natural-language query. Returns raw data objects spanning companies, deals, funding, markets, research, earnings call insights, business relationships, hiring trends, key developments, and more. Use this when you need factual, structured CB Insights data to analyze or reference — not when you need a conversational answer. The response includes a 'data' field with JSON-encoded results keyed by data source (e.g. companySearch, dealSearch, cbiResearch, markets) and a 'guidance' field describing what each source contains. Keywords: RAG, data, structured, retrieval, facts, companies, deals, earnings, hiring, developments, chart, graph, metrics, table, knowledge base.
get_usage
ChatGPTReport how many CB Insights MCP tool calls the current user has made and how many their plan allows. Use this when asked about usage, remaining tool calls, quotas, limits, or after a call is rejected for exceeding an allowance. Returns a daily per-user figure and an annual figure for the user's team (or, for an account with no team, an annual figure for the account itself), each with the number of calls used, the limit, and the window it applies to. Keywords: usage, quota, limit, allowance, remaining calls, rate limit, how many calls, over limit, exceeded.
get_watchlist_column_catalog
ChatGPTThe CB Insights data columns that can be added to a watchlist. Use this to find the id_column_type to pass to add_watchlist_column with type='cbi'. Columns are grouped by category, and a column is identified by its id, not its name. already_added marks the columns the watchlist already shows. Adding one again is a safe no-op rather than an error. A search that matches nothing returns no categories and says so in note. Covers CB Insights data columns and the audit columns (Added date, Added by). Custom columns you fill in yourself are not listed here; create those with add_watchlist_column and type 'text', 'select', 'number' or 'date'. Readable for any watchlist, but add_watchlist_column refuses a watchlist with no companies in it.
get_watchlist_contents
ChatGPTFetch the organizations in a specific watchlist, by id_list or name. The default 'orgs' preset returns lightweight org records (id_org, name, url, status, latest funding) for the requested page plus the total member count. The 'table' preset adds columns (the watchlist columns) and a cells map of values per row. Pass the id_orgs to the get_company_* tools for full data. Only approved members are returned — the same set the user sees when they open the watchlist in the app. Both removed (rejected/deleted) entries and pending suggestions (not yet approved or rejected) are excluded.
get_watchlists
ChatGPTReturn the current user's watchlists, selected by a ListSet. Each watchlist comes back as {id_list, name, type (custom/competitors), item_count, is_pinned, permission_level, can_rename}. With no selector (or an empty one) this lists all of your watchlists; with containing_orgs it finds which of your watchlists contain those orgs. Use a returned id_list with get_watchlist_contents to see its members, or with the get_company_* tools' selector.watchlist_ids. item_count counts approved orgs, pending suggestions (not yet approved or rejected), and non-org rows such as people — so it can be larger than get_watchlist_contents's total for the same watchlist, which counts approved orgs only: the same set the user sees when they open the watchlist in the app. Removed orgs count toward neither. permission_level is your access to the list — owner for your own lists, read_write or read for one shared with you. can_rename tells you whether rename_watchlist will accept it: false for a read-only share and for the auto-generated competitors list. The two can_rename: false cases differ for membership edits, though: the competitors list still accepts add_watchlist_orgs / remove_watchlist_orgs, but a read-only share (permission_level: "read") refuses those too — only permission_level: "read_write" or "owner" can edit a list's members. Unresolvable watchlist references (list_names, list_ids) or org references (containing_orgs) are reported in errors with near-matches where available and don't fail the rest. An id_list you don't own comes back as an error, not as an empty result — so an empty watchlists with no errors genuinely means the selection matched nothing.
paginate_and_sort_search
ChatGPTFetch a page of results from an existing company search. Use this after the initial search to page through results beyond the initial limit, or to re-sort without re-running the search. Pass the search_id returned by the initial search along with limit and offset. Only pass a sort_field to re-sort; omit it and pagination keeps the search's default (relevance) order.
rename_watchlist
ChatGPTRename a watchlist (targeted by id_list or its current name). Requires that you own the watchlist or hold write permission on it. The auto-generated competitors watchlist can't be renamed.
rename_watchlist_column
ChatGPTRename a custom column on a watchlist, or one of its funnel options. This is how you rename an option in a select/funnel column. Pass the column in column, the option's current label in option, and its new label in new_name. The option keeps its identity, so every org that had it selected keeps that value and simply shows the new label. Do NOT rename an option by removing it and adding a replacement — that looks equivalent and isn't. Removing an option destroys the cells that used it, and the replacement is created fresh, so those values do not come back. renamed reports whether the column or an option changed; for an option, previous_option, option and the column's resulting options — in the shape get_watchlist_contents reports them — come back too. Without option, the column itself is renamed (only columns you added).
search_companies
ChatGPTReturn a list of companies with filters for industry, market, technology, geography, headcount, revenue, funding stage, Mosaic score, and 50+ other attributes — combines them into search combinations automatically. Use get_company_profile instead when you already know the specific company you want.
search_deals
ChatGPTReturn a list of funding deals with filters for industry, market, technology, geography, deal size (millions USD), deal date, investment stage (i.e. seed, Series A-F, growth, IPO, PIPE, debt, convertible, etc.), investor, lead investor and 50+ other attributes. Not for use with other deal types, such as licensing deals, partnerships, and agreements - use search_relationships instead.
search_investors
ChatGPTSearch for investors — including venture capital firms (VCs), private equity funds (PE), angel investors, family offices, corporate venture arms, and hedge funds — with filters for investor type, geography (country, region), founded year, investment stage (seed, Series A/B/C, growth, late stage), assets under management (AUM), fund size, deal activity (deal size, valuation, deal count, exits, exit valuation), co-investors, and portfolio company attributes (i.e. industry, market, technology, geography, others).
search_partnerships
ChatGPTFind existing business relationships between companies — partnerships, alliances, collaborations, vendor/client arrangements, licensing, supply/distribution, sponsorships — matching criteria described in natural language. Results are filtered, not ranked. Use it for: partnerships between two industries, cross-sector collaborations, vendor relationships in a market, licensing deals, supply chain connections, sponsorships, strategic alliances. Named companies are expected here as the partner sides. Use get_company_relationships for every business connection of one named company without criteria, search_deals for financing rounds, and search_companies for hypothetical partners ("companies that could partner with X") — this tool only returns relationships that already exist. Relationship-level filters: relationship type (partnership, vendor/client, licensor/licensee, supplier/distributor, sponsorship), relationship keywords, time period, and one or two specific companies or described company populations as the partner sides. When a partner side is described rather than named, it supports the full company filter set (mention any of these in query and they are applied automatically): geography (headquarters), business model (B2B, B2C, B2G, SaaS, marketplace, etc. — only when named explicitly), company status, commercial maturity, headcount, headcount growth 6m, headcount growth 12m, headcount growth 24m, revenue, revenue growth latest, revenue growth future, revenue multiple, revenue per headcount, stock price, market cap, mosaic overall, mosaic momentum, mosaic money, mosaic market, mosaic management, M&A probability, IPO probability, founded year, total funding, latest funding amount, latest valuation, deal size, exit valuation, historical investment stages, funding round, funding date, deal date, exit date, funding window, VC backed, analyst briefing, exit type, investor, lead investor, acquirer, company name. Caveats: - Geography is headquarters location only; there is no filter for where a company operates. - Relationship coverage is sparser than company coverage: a specific relationship type plus a niche sector on both sides plus a short time window often returns very few or zero rows. When results are thin, widen the time period, drop the relationship type, or describe only one side. Always show the citation source URL in your answer — the results must be cited.
search_people
ChatGPTFind people (executives, founders, engineers, etc.) by their role and background. Filters are extracted automatically from the natural-language query. Results are filtered, not ranked. Use it when the answer should be a list of PEOPLE ("Heads of Marketing at AI startups", "ex-Salesforce executives now at seed-stage companies"). Use search_companies when the answer should be COMPANIES, even if selected by their team ("which AI companies have founders from Salesforce"). The search supports four optional, AND-combined sections: - Person Details: name, location (the person's location), contact availability (email / LinkedIn), education degree, and leadership signals (below). - Current Role: job title, seniority level, department, time in current role, plus the company/industry the role is at. - Past Role: the same job attributes (no time-in-role) for a role the person previously held. - Current or Past Role: a role the person holds OR has held. Available leadership signals (career-spanning achievements; mention any in query): repeat founder, technical founder, Y Combinator founder, gave an executive interview to CB Insights, top university alum, founder money raised, valuation achieved, revenue achieved, has IPO'd, has M&A'd, has acquired companies, investment stage experience (Series A, B, C, etc.), and early employee at a top private or recently public company. The company/industry side of any role reuses the full company filter set (industry, market, technology, geography, headcount, revenue, funding, status, etc.) — describe the company in natural language. Available company filter attributes (mention any of these in query and they are applied automatically): geography (headquarters), business model (B2B, B2C, B2G, SaaS, marketplace, etc. — only when named explicitly), company status, commercial maturity, headcount, headcount growth 6m, headcount growth 12m, headcount growth 24m, revenue, revenue growth latest, revenue growth future, revenue multiple, revenue per headcount, stock price, market cap, mosaic overall, mosaic momentum, mosaic money, mosaic market, mosaic management, M&A probability, IPO probability, founded year, total funding, latest funding amount, latest valuation, deal size, exit valuation, historical investment stages, funding round, funding date, deal date, exit date, funding window, VC backed, analyst briefing, exit type, investor, lead investor, acquirer, company name. Each result is a person with their CB Insights profile URL (`profile_url), location, contact info, and roles (job title, seniority, tenure, plus a company object carrying the org's name, id_org, website url, logo_url, and CBI profile_url`). Caveats: - Person location and company geography are headquarters/home locations, not where someone operates or is relocating to. - Stacking a narrow job title, a niche company population, and a tight tenure window often returns very few or zero people. When results are thin, loosen the title or drop the narrowest constraint instead of adding more. Always show the citation source URL in your answer — the results must be cited.
search_relationships
ChatGPTSearch for business partnerships, alliances, collaborations, agreements, and other ongoing business connections between companies or across industries. Supports filters for relationship type (partnership, vendor/client, licensing agreement, licensor/licensee, supplier/distributor, sponsorship), partner attributes (industry, geography, size, 50+ others), time period, and connections involving one or two specific companies or industries. Use this tool for queries like: partnerships between two industries, cross-sector collaborations, vendor relationships in a market, licensing deals between companies, supply chain connections, sponsorship deals, and strategic alliances. Use get_company_relationships instead for an unfiltered list of every business connection a single named company has.
search_research
ChatGPTReturn a list of CB Insights proprietary research with filters for research topics, industries, keywords, specific organizations, research type (market maps, research briefs, state of reports, future of reports, competitor analysis, top company lists, big tech reports, buyer perspective reports, investment thesis maps, customer sentiment, webinars, markets), and publish date.
set_watchlist_cell_values
ChatGPTSet values in a watchlist's custom columns for one or more orgs. Unresolved orgs, orgs that aren't in the watchlist, unknown columns, values that don't fit a column's type, and two keys landing on the same cell are reported in errors (with alternates) and don't fail the rest. set lists only what was written — trust it over assuming a value survived, since a failure partway through a select column leaves that cell empty.
api_chatcbi
Claudeapi_rag
Claudecompany_advanced_search
Claudeget_company_acquisitions
Claudeget_company_competitors
Claudeget_company_exits
Claudeget_company_funding
Claudeget_company_investments
Claudeget_company_investors
Claudeget_company_markets
Claudeget_company_news
Claudeget_company_outlook
Claudeget_company_profile
Claudeget_company_relationships
Claudeget_company_revenue
Claude
