PitchBook
Generally AvailableAfter completing OAuth2 authorization, an AI agent can search companies, deals, investors, and funds and retrieve valuations and transaction details for private-market research.
- Private Markets
- Venture Capital
- M&A Data
- Authentication
- OAuth 2.0
- Hosting
- Vendor-hosted endpoint
- Required scopes
- 3
How it works
Every agent request passes through Ferentin policy before it reaches PitchBook.
- AI agentAsks for something
- Ferentin policies
- OAuth 2.0 consent
- Granular scope selection
- Audit logging
- PitchBook MCP serverAuthorized connection
- Governed resultMasked, logged, returned
What you can do with PitchBook
- Company search
- Deal data
- Investor lookup
- Fund data
- Valuation data
Permissions requested
The OAuth 2.0 scopes PitchBook asks you to approve when you connect.
| Scope | Access |
|---|---|
| openid | Not rated |
| offline_access | Not rated |
| claudeai | Not rated |
Before you connect
- PitchBook requires a subscription / entitlement — connecting needs valid PitchBook credentials.
- User mode authorizes via OAuth; Dynamic Client Registration (DCR) auto-registers Ferentin as a client, so no client ID/secret is entered manually (credential inheritance: ALLOW_INHERIT).
- Agent mode uses a tenant-bound Bearer token.
- Listed in Anthropic's financial-services MCP directory: https://github.com/anthropics/financial-services
1 more technical note
- OAuth scopes: openid, offline_access, claudeai.
About PitchBook
PitchBook is a financial data platform covering private and public capital markets, including private equity, venture capital, and mergers and acquisitions.
Frequently asked about PitchBook
- What can AI agents do with PitchBook through Ferentin?
- Through Ferentin, agents can use PitchBook for company search, deal data, investor lookup, fund data and valuation data. Every call is checked against your Ferentin policies first.
- How is PitchBook access secured?
- Requests through the PitchBook integration are covered by OAuth 2.0 consent, granular scope selection and audit logging. These controls are applied by Ferentin, not by PitchBook, so they hold across every connected agent.
- What permissions does the PitchBook integration require?
- The PitchBook integration requests 3 OAuth 2.0 scopes: openid; offline_access; claudeai
- How do I connect PitchBook to Ferentin?
- Open the Ferentin admin console, add PitchBook as a new connection and authenticate with OAuth 2.0. You then choose which permissions and which tools your agents may use, and the connection goes live for everyone covered by your policies.
- Is the PitchBook integration generally available?
- Yes. The PitchBook integration is generally available on Ferentin, including the free tier.
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