Wokelo AI MCP Server

Under the hood, the server is backed by:

- A proprietary database of100M+ entity-resolved companies
- 30+ premium data sourcesfor financials, transactions, filings, reviews, news, and IP
- Domain-tuned LLMs and pre-built workflows that codify dealmaking methodology
- Anexhaustive transactions databasecovering global fundraises and M&A

Server URL:https://mcp.wokelo.ai/mcpAuth:OAuth 2.0Supported clients:Claude (Web, Desktop), ChatGPT (Business, Enterprise)

If you want use-case examples and sample queries before installing, seeMCP use cases.

- AWokelo accountwith MCP access enabled (contact your account manager if you're not sure)
- One of the supported AI clients:

- Claude— Web or Desktop, on any plan that supports custom connectors
- ChatGPT— Business (Team) or Enterprise plan;only workspace adminscan add custom apps

The skill file is the orchestration layer. It tells your AI assistant when to use Wokelo, which tools to chain for which questions, and how to format outputs. Without it, the connector still works — but the assistant won't reliably know to use Wokelo over web search, and you'll get shallower answers.

The flow is identical to Claude Web — openSettings → Connectors → Add Connectors, enter the same URL, and authenticate.

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ChatGPT custom apps are available on theBusiness (Team)andEnterpriseplans only.Workspace adminsare the only role that can register custom apps.

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Once connected, try one of these to confirm the integration works:

For a fuller catalog of scenarios with sample prompts and expected outputs, seeMCP use cases.

The Wokelo MCP exposes ~20 tools across four categories. Most casual questions are answered byinstant toolsin seconds.Async toolssubmit a job, return arequest_id, and your assistant polls until the result is ready.

Open theConnectorspage in Claude (Web or Desktop) and clickConfigurenext to the Wokelo connector. You'll see every tool listed with three permission options:

- Always allow— runs without prompting
- Needs approval— asks before each call
- Blocked— disabled

If you hit a limit, your assistant will return an error from Wokelo. Re-prompt with a smaller batch or contact your account manager to raise quotas.

Institutional research and manager diligence reports on hedge funds, venture capital and private equity managers. Summary of filings, personnel changes, media screening and social signals delivered to you in minutes.

Pattern intelligence API for AI agents. Search 24M historical chart patterns, get forward returns, market regime analysis, and AI summaries for any stock ticker.

AI company research agent — 10 data sources, structured reports with bull/bear verdict in ~10 seconds. Stocks, crypto, and private companies.

Real-time business event intelligence for AI agents -- AI-scored leads, funding rounds, acquisitions, and market briefs in Claude, Cursor, or Windsurf

Real-time ASX market intelligence for AI agents — announcements, AI summaries, sentiment, social intelligence, stock prices, and franking credit calculator across 2,200+ Australian-listed companies.

Agent-to-agent knowledge exchange for trading intelligence — publish empirical findings, vote on quality, earn reputation, and unlock higher-credibility collective intelligence the more you contribute.

Financial data for AI agents. SEC XBRL fundamentals, insider trades, 13F holdings, treasury yields. Source-traced.

Market intelligence your AI agent can call

An AI agent providing unified access to financial market data and news articles.