Integration

Visible integration

Visible (visible.vc) is investor-relations and portfolio-monitoring software for startups and venture funds. Read and create metrics and upsert their data points; create contacts and notes on them; for funds, manage portfolio company profiles, their custom properties and values, portfolio notes, folders, file tags and files (rename, move, tag, delete, temporary download links). Uploading a new file (a presigned S3 form upload between two calls) is not offered. Authentication is an access token issued to a Visible user (request it from Visible support), sent as a Bearer token; it sees the companies that user sees. company_id is in the app URL (app.visible.vc/companies/<id>). Limit: 500 requests per 5 minutes.

Connect Visible How integrations work

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Say what should happen.
The workflow builds itself.

When this happens, do that in Visible.Built from the 31 Visible tools below, on the connection you add once.

What you can do with Visible

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

File tag, 4 operations

create_file_tagCreate file tagPOSTCreates a file tag (a label for portfolio files) in a company or fund.
delete_file_tagDelete file tagDELETEDeletes a file tag, by its id from list_file_tags. Permanent.
list_file_tagsList file tagsGETReturns a page of the file tags of a company or fund (id, name). Their ids are what update_portfolio_file's file_tag_ids and list_portfolio_files' file_tag_id take.
update_file_tagUpdate file tagPUTRenames a file tag, by its id from list_file_tags.

Portfolio file, 4 operations

delete_portfolio_fileDelete portfolio fileDELETEDeletes a portfolio file, by its id from list_portfolio_files. Permanent.
get_portfolio_fileGet portfolio fileGETReturns one portfolio file's metadata (name, size, type, folder, tags), with a temporary download URL when include_download_url is true.
list_portfolio_filesList portfolio filesGETReturns a page of the files of a portfolio company (name, size, type, folder, tags), optionally only those in one folder or with one file tag.
update_portfolio_fileUpdate portfolio filePUTRenames a portfolio file, moves it to another folder or replaces its file tags. Changes metadata only, never the file content.

Portfolio folder, 4 operations

create_portfolio_folderCreate portfolio folderPOSTCreates a folder for a portfolio company's files.
delete_portfolio_folderDelete portfolio folderDELETEDeletes a portfolio folder, by its id from list_portfolio_folders. Permanent.
list_portfolio_foldersList portfolio foldersGETReturns a page of the folders of a portfolio company (id, name). Their ids feed list_portfolio_files and update_portfolio_file.
update_portfolio_folderUpdate portfolio folderPUTRenames a portfolio folder, by its id from list_portfolio_folders.

Portfolio company profile, 3 operations

create_portfolio_company_profileCreate portfolio company profilePOSTCreates a portfolio company profile in a fund: a name, unique in the fund, plus optional website, currency, primary contact and fiscal year end month.
list_portfolio_company_profilesList portfolio company profilesGETReturns a page of the portfolio company profiles of a fund (name, website, currency, primary contact, fiscal year end month). Their ids feed the portfolio note, file, folder and property tools.
update_portfolio_company_profileUpdate portfolio company profilePUTUpdates a portfolio company profile. The vendor's schema requires name and company_id on every update: read the profile first (list_portfolio_company_profiles) and send its current values back with the change.

Portfolio note, 3 operations

create_portfolio_noteCreate portfolio notePOSTCreates a note (a name and plaintext or Markdown content) on a portfolio company profile. content may read null right after creation while Visible processes it.
get_portfolio_noteGet portfolio noteGETReturns one portfolio note (name, content, portfolio company, creation date), by its id from list_portfolio_notes.
list_portfolio_notesList portfolio notesGETReturns a page of the notes of a portfolio company (name, content, creation date).

Data point, 2 operations

list_data_pointsList data pointsGETReturns the data points (date, value) of a metric from list_metrics, optionally between start_date and end_date; each date is the start of its reporting period. Paginated, page_size 1 to 100 (25 by default).
upsert_data_pointsUpsert data pointsPUTCreates or updates up to 50 data points of one metric in one call, each a date (start of the period) and a value; a date that already has a value is updated with the new one.

Metric, 2 operations

create_metricCreate metricPOSTCreates a metric (a recurring KPI with a name, a reporting frequency and a unit) in a company or fund. Each call adds a new metric, even with the same name.
list_metricsList metricsGETReturns a page of the metrics of a company or fund (name, frequency, unit, portfolio company). filter.portfolio_company_profile_id keeps one portfolio company's metrics. Ids feed list_data_points.

Portfolio property value, 2 operations

list_portfolio_property_valuesList portfolio property valuesGETReturns a page of a portfolio company's property values (custom fields and auto-calculated investment properties): the formatted value or the selected option ids.
upsert_portfolio_property_valueUpsert portfolio property valuePUTSets one property of a portfolio company: creates the value or replaces the existing one. Send value for text, number or date properties, portfolio_property_option_id(s) for select or multiselect.

Contact, 1 operation

create_contactCreate contactPOSTCreates a contact (email, first and last name, title) in a Visible company or fund, optionally adding it to contact lists from list_contact_lists. Personal data.

Contact list, 1 operation

list_contact_listsList contact listsGETReturns a page of the contact lists of a company or fund (id and name). Their ids are what create_contact's contact_list_ids takes.

Download url, 1 operation

get_portfolio_file_download_urlGet portfolio file download urlGETReturns a temporary download URL for a portfolio file, by its id from list_portfolio_files.

Note, 1 operation

create_noteCreate notePOSTCreates a note on one or more contacts (contact_ids), in plaintext or Markdown, optionally tagged with a note tag from list_note_tags. content may read null right after creation while Visible processes it.

Note tag, 1 operation

list_note_tagsList note tagsGETReturns the note tags of a company or fund (id, name, color). Their ids are what create_note's note_tag_id takes.

Portfolio property, 1 operation

list_portfolio_propertiesList portfolio propertiesGETReturns a page of the portfolio properties of a fund: the custom fields kept on portfolio companies, and the auto-calculated investment properties, with their data type.

Portfolio property option, 1 operation

list_portfolio_property_optionsList portfolio property optionsGETReturns the options of a select or multiselect portfolio property (id, label), optionally filtered by label (case-insensitive). Their ids are what upsert_portfolio_property_value takes.

Use Visible from Claude Code, Cursor or Codex

Connect Visible in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Visible operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Visible

Create your workspace
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Connect Visible once
Add your Visible connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.