Scale your investment team with AI-first operations. Unlock your team's potential with intelligent automation that learns your business. Built for Private Equity, VC, and Family Offices.
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Last probed Nov 3, 2026 · mcp.centuri.ai
29tools discovered
For AI agents — MCPBundles Directory API
For MCP client apps (human connect):
MCP connect URL: https://mcp.centuri.ai/mcp
Skill page: https://www.mcpbundles.com/skills/centuri-mcp-bd336b7eb8
Explore capabilities (29)
read 6
write 11
other 8
Showing 25 of 29
Showing 25 of 29 tools from the public preview. Connect the server to inspect the full live tool list.
Update6
Create5
Search5
View3
Add2
Other capabilities4
Get Identity
read
get_identity
Get the current authenticated user's name, email, active team, and full list of teams they belong to. Use this to confirm who is logged in and to get team_ids for switching teams. No parameters needed.
Get Identity — Get the current authenticated user's name, email, active team, and full list of teams they belong to. Use this to confirm who is logged in and to get team_ids for switching teams. No parameters needed.
Auth Switch Team — Switch the active Centuri team. Updates your active team context server-side — no restart or config update needed. You must be authenticated and a member of the requested team.
Create Contact — Create a new contact with specified details. Requires team_id and first_name at minimum. The owner_id will default to the authenticated user if not specified.
**DUPLICATE DETECTION:**
Intelligently searches for existing contacts with similar names (70%+ similarity) in the same team before creating. Uses efficient database-level filtering:
- Pre-filters contacts using name component matching (ILIKE patterns)
- Applies similarity calculations only on relevant candidates
- Handles large contact
Search Contacts — 🚨 TOKEN-SAFE SEARCH: Search contacts with advanced filtering. HARD LIMIT: Returns maximum 20 results (cannot be overridden).
⚠️ IMPORTANT: This tool has built-in limits to prevent token burning:
- Maximum 20 results returned regardless of query
- Limits cannot be bypassed or overridden
- Automatically scoped to the authenticated user's team
Always returns an array of results. If no filters provided, returns all contacts for the team (limited to 20). Use 'id' for exact match, 'search' for text
Update Contact — Update an existing contact with new details. Requires contact ID and team_id.
**ENTITY LINKING:** link_to_note_id, link_to_task_id, link_to_capital_raise_id (use UUIDs from search tools)
- **link_to_note_id**: Links the contact to a note via notes_relations table
- **link_to_task_id**: Adds the contact to the task's entities array
- **link_to_capital_raise_id**: Links the contact to a capital raise via capital_raise_contacts table (useful for investor relationships)
- **company_id**: Direct com
Create Company — Create a new company with specified details. Requires name at minimum. Will check for duplicates and return existing company info if name already exists in the team.
**ENTITY LINKING:** link_to_note_id, link_to_task_id (use UUIDs from search tools)
- **link_to_note_id**: Links the company to a note via notes_relations table
- **link_to_task_id**: Adds the company to the task's entities array
Get your MCP into directories
A working endpoint is step one. Directory coverage is the coordinated launch across ChatGPT, Claude, Cursor, the MCP Registry, and community indexes.
Scale your investment team with AI-first operations. Unlock your team's potential with intelligent automation that learns your business. Built for Private Equity, VC, and Family Offices.
How do I connect Centuri to my AI agent?
Use the MCP endpoint listed on this page in your MCP client configuration. One-click install pills support Claude, Cursor, VS Code, and other hosts. Copy the remote MCP URL if your client needs a manual entry.
How many tools does Centuri provide?
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Search Companies — Search companies with advanced filtering and pagination. Always returns an array of results. Automatically scoped to the authenticated user's team. If no filters provided, returns all companies for the team. Use 'id' for exact match, 'search' for text search across name/description/domain, or any filter parameter.
Update Company — Update an existing company. Only provided fields will be updated. Requires company ID and team_id.
**ENTITY LINKING:** link_to_note_id, link_to_task_id (use UUIDs from search tools)
- **link_to_note_id**: Links the company to a note via notes_relations table
- **link_to_task_id**: Adds the company to the task's entities array
Create Capital Raise — Create a new capital raise for tracking investor interest and funding progress.
**Required:** name
**Optional:** company_id (UUID from search_companies), round_type (Pre-Seed|Seed|Series A|Series B|Series C|Series D|Series E|IPO|Post-IPO|Convertible Note|Mezzanine|Bridge Round), status (Open|In Diligence|Closed|Cancelled|Declined), target_amount, current_amount, expected_close_date (ISO datetime with timezone - accepts "2024-01-15" or "2024-01-15T09:00:00.000Z"), description
**Entity Linking:*
Search Capital Raises — Search capital raises with advanced filtering and pagination. Always returns an array of results. Automatically scoped to the authenticated user's team. If no filters provided, returns all capital raises for the team. Use 'id' for exact match, 'search' for text search across name, or any filter parameter. For company_id, you can pass either a simple UUID string (most common) or a filter object for advanced filtering.
Update Capital Raise — Update an existing capital raise. Only provided fields will be updated. Requires capital raise ID.
**Required:** id
**Optional:** name, company_id (UUID from search_companies), round_type (Pre-Seed|Seed|Series A|Series B|Series C|Series D|Series E|IPO|Post-IPO|Convertible Note|Mezzanine|Bridge Round), status (Open|In Diligence|Closed|Cancelled|Declined), target_amount, current_amount, expected_close_date (ISO datetime with timezone - accepts "2024-01-15" or "2024-01-15T09:00:00.000Z"), descript
Add Contact To Capital Raise — Add an investor contact to a capital raise. This creates a relationship between a contact and capital raise, allowing you to track the investor's interest level, potential investment amount, stage in the investment process, and priority.
**IMPORTANT:**
- contact_id must be a valid UUID (e.g., '456789ab-cdef-1234-5678-90abcdef1234')
- capital_raise_id must be a valid UUID (e.g., '789abcde-f012-3456-789a-bcdef0123456')
- Use search_contacts tool first to find the correct contact UUID if you only
Update Capital Raise Contact — Update an existing relationship between an investor contact and a capital raise. This allows you to modify the investor's interest level, potential investment amount, stage in the investment process, priority, and notes.
**IMPORTANT:**
- contact_id must be a valid UUID (e.g., '456789ab-cdef-1234-5678-90abcdef1234')
- capital_raise_id must be a valid UUID (e.g., '789abcde-f012-3456-789a-bcdef0123456')
- The relationship must already exist (use add_contact_to_capital_raise first if needed)
- Use
Create Note — Create a note from raw transcript text with AI-generated title, summary, and tags. Automatically generates a concise title, brief summary, and relevant tags for faster processing.
Relationships parameter format:
{
contactIds?: ["uuid1", ...],
companyIds?: ["uuid1", ...],
capitalRaiseIds?: ["uuid1", ...],
taskIds?: ["uuid1", ...]
}
All arrays are optional. Provide specific entity UUIDs to link this note to existing entities. This is optimized for speed with focused AI processing on just
Update Note — Update an existing note. When text changes, automatically re-runs AI analysis and detects entity relationships including tasks. REQUIRED: id. OPTIONAL: title, text, type, status, ai_locked, skip_ai_summarization.
**CROSS-MODULE RELATIONSHIPS:**
When updating notes, consider task relationships:
- AI may detect task-related content in updated text
- Update relevant task entities to reference this note
- Maintain bidirectional relationships between notes and tasks
**TASK INTEGRATION:**
After upda
Search Notes — Search notes using AI-powered semantic search with comprehensive debugging. Returns top 10 most relevant results.
Parameters:
- semantic_search_text: Natural language query for semantic search (required for semantic search)
- id: Exact UUID match for specific note
- Additional filters: type, status, dates
Semantic Search Process:
- Uses OpenAI text-embedding-3-small for semantic understanding
- Query expansion with GPT-4o-mini is currently disabled (can be enabled via ENABLE_QUERY_EXPANSION fl
Add Note Relation — Create a relationship between a note and another entity (company, contact, or capital raise). This allows you to link notes to relevant business entities for better organization and context. You can optionally include descriptive text, action items, and custom metadata.
**CROSS-MODULE RELATIONSHIPS:**
Notes can relate to entities through different mechanisms:
- Direct relations: companies, contacts, capital_raises (via this tool)
- Task relationships: Tasks can reference notes in their entities
Create Task — Create a new task with title, status, priority, and optional due date.
**Required:** title
**Optional:** description, status (not_started|in_progress|completed|deferred), priority, due_date, is_private
**Entity linking:** link_to_company_id, link_to_contact_id, link_to_note_id, link_to_capital_raise_id (use UUIDs from search tools)
**Note:** The task owner will always be set to the authenticated user. You cannot specify a different owner during creation.
**Priority Levels:**
- **high**: Urgen
Search Tasks — Search tasks using AI-powered semantic search with comprehensive debugging. Returns top 10 most relevant results.
Parameters:
- semantic_search_text: Natural language query for semantic search (required for semantic search)
- id: Exact UUID match for specific task
- Additional filters: status, priority, owner, privacy, dates
Semantic Search Process:
- Uses OpenAI text-embedding-3-small for semantic understanding
- Query expansion with GPT-4o-mini is currently disabled (can be enabled via ENABL
Update Task — Update an existing task. All fields except id are optional.
**Required:** id
**Optional:** title, description, status (not_started|in_progress|completed|deferred), priority, due_date, is_private, owner_id
**Entity linking:** link_to_company_id, link_to_contact_id, link_to_note_id, link_to_capital_raise_id (replaces existing entities)
**Priority Levels:**
- **high**: Urgent, needs immediate attention
- **normal/medium**: Standard priority (both values work the same)
- **low**: Can be done later
Smart Search — Perform parallel searches across all entity types with arrays of search terms. Tasks and notes use semantic search with embeddings for better relevance. Much faster than sequential searches. Only searches entities that have search terms provided. Results grouped by entity type.
**Fields:**
- contact_first_name: first names (traditional text search)
- contact_last_name: last names (traditional text search)
- company_names: company names (traditional text search)
- capital_raise_names: capital ra
Bulk Entity Operations — Create multiple entities with relationships in dependency order. Max 20 operations.
**REFERENCES:**
- Internal: @ref_name (for entities in same operation)
- External: UUID (for existing entities)
**REQUIRED FIELDS:**
- Companies: name, type | Contacts: first_name, last_name | Notes: title | Tasks: title | Capital Raises: name
**EXAMPLE:**
```json
{
"operations": [
{
"ref": "acme_co",
"type": "create_company",
"data": {"name": "Acme Corp", "type": "Operating Company"}
View Contacts — Search and display contacts as interactive visual cards. Shows name, title, email, phone, and contact type with Add Note / Create Task action buttons. Use this instead of search_contacts when you want to show results visually.
View Companies — Search and display companies as interactive visual cards. Shows company name, type, industry, and website with Add Note / Create Capital Raise buttons. Use this instead of search_companies when you want a visual grid.
View Capital Raises — Display the fundraising pipeline as an interactive kanban board grouped by status (Open → In Diligence → Closed / Cancelled / Declined). Each card shows round type, target vs current amounts with a progress bar, and stage-advance buttons. Use this instead of search_capital_raises for visual pipeline management.
Showing the first 25 tools — full list and schemas: Directory API.
MCPBundles probed 29 tools on the live server. The tool list on this page reflects what was discovered at the last refresh — connect your client to see the full set available to your session.
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