Unlock Your AI's Full Potential with Taghash

Seamlessly connect your favorite AI tools to Taghash via the Model Context Protocol (MCP). Surface rich, contextual data to revolutionize your analysis, reporting, and daily workflows.

What is the Model Context Protocol (MCP)?

The Model Context Protocol (MCP) empowers your AI tools, like Claude or OpenAI models, to securely access and utilize contextual information directly from your Taghash workspace.

Imagine your AI effortlessly generating insightful one-pagers, drafting follow-up plans, scheduling reminders, enriching deal data, analyzing portfolio MISes, and even composing emails – all with the deep understanding of your firm's unique data. That's the power MCP brings to Taghash.

Broad AI Model Compatibility

Currently Supported

Claude: Offers robust and well-integrated support, providing a seamless experience.

Coming Soon

OpenAI: An early alpha version is under active experimentation. We'll update this page as full support rolls out.

Microsoft & Google: Both have announced upcoming support for MCP, expanding your choices further.

Important Note on AI Provider Plans

Please be aware that to ensure the privacy of your proprietary Taghash data and to avoid AI Provider's rate limits, you might need to subscribe to Pro or Team (paid) plans with your AI provider. These premium plans typically offer:

  • Guarantees that your data will not be used for logging, training, or improving the AI models.
  • Higher rate limits compared to free plans, preventing disruptions during intensive use.

Always review your AI provider's terms of service and data usage policies.

Easy Setup for Seamless Integration

Claude (Desktop)

Step 1: Install Node.js

  • Download and install Node.js from nodejs.org.
  • Verify the installation by opening your Command Prompt or Terminal and typing node --version.

Step 2: Configure Claude Desktop

  • Open your Claude Desktop application.
  • Navigate to Settings (usually a gear icon).
  • Select Developer from the sidebar.
  • Click on Edit Config.
  • Add the following configuration snippet:
{
  "mcpServers": {
    "Taghash": {
      "command": "npx",
      "args": ["mcp-remote", "https://taghash.io/api/mcp/shttp"]
    }
  }
}
  1. Save the configuration file and restart your Claude Desktop application.
  2. Follow any on-screen authorization prompts to connect Claude to your Taghash account.

For a visual walkthrough, check out our step-by-step video guide:

Confirm Your Connection in Seconds

  • 1.In your Claude Desktop interface, locate and click the tools/hammer icon (usually near the chat input).
  • 2.This will display available MCP tools. Verify that Taghash MCP tools are listed.
  • 3.As a quick test, ask Claude: Who am I? It should respond with your name and organization's name from Taghash.

Transform Your Workflows with Taghash MCP

Unlock a new level of productivity by leveraging Taghash data directly within your AI assistant. Here are just a few examples of what you can achieve:

Streamline Day Planning

  • What does my day look like?

Elevate Dealflow Management

  • Who has brought how many deals in the last week?
  • Show deals added last week, segmented by sector.
  • Generate a one-pager report for [Deal Name].
  • How many deals did [Team Member] bring in the first week of December? What's their current status?
  • Analyze deals added by sector in March and April. Visualize as a pie chart.
  • Summarize the latest internet news about [Deal Name] and add it as a note in Taghash.
  • Update [Deal Name]'s stage to Due Diligence.
  • Research [Deal Name] online and enrich my CRM, including custom fields.
  • Identify top 5 companies from recent product launches in [Industry], add to pipeline, and enrich CRM.
  • Draft an email to the founder of [Deal Name] for a coffee meeting this Friday.

Gain Deeper Portfolio and Fund Insights

  • Visualize [Company]'s revenues vs. expenses for the last two quarters using their Taghash MIS.
  • Based on [Company]'s MIS in Taghash, how much runway do they have?
  • chart my xirr over last 4 qtrs in [Fund Name]
  • show me a companywise analysis of [Fund Name] investments

Your Data Security: Our Top Priority

At Taghash, we are committed to the highest standards of data security and privacy. Our MCP integration is built with these principles at its core.

SOC2 Certified Platform

Taghash is an Enterprise SaaS platform that is SOC2 Certified, demonstrating our commitment to robust security controls.

Limited, Explicit Access

Your AI tool can only access data you explicitly authorize. You remain in full control.

No Credential Storage

Your Taghash credentials are never passed through or stored by the AI tool. Access is granted via short-lived, secure tokens.

Consistent Permissions

The AI tool inherits your existing permissions within Taghash. It cannot access anything you don't already have access to.

Important Security Best Practices

While we've built robust security into the Taghash MCP server, following these precautions will further safeguard your sensitive information:

  • Disable Other MCP Servers

    When using Taghash MCP, turn off all other MCP servers in your AI tool. Your organization's data on Taghash is highly sensitive. A malicious third-party MCP server could potentially perform a Tool Poisoning attack, leading to unauthorized actions. Taghash is not responsible for actions performed due to other MCP servers.

  • Verify All Actions

    Carefully review and verify all actions your AI tool proposes, especially those that modify or add data to Taghash (e.g., updating deals, sending emails). While it may be tempting to click "Allow Always" on consent popups, exercise caution. Always ensure you are aware of and approve any data-altering operations.

  • Review AI-Generated Content

    While AI models (as of 2025) are significantly more reliable, Large Language Models (LLMs) are probabilistic and can still "hallucinate" or generate incorrect information. Always review any reports, emails, or notes generated by the AI before making critical decisions or sharing them. Taghash is not liable for issues arising from LLM hallucinations.

  • Understand AI Provider Policies & Obtain Clearances

    Before integrating Taghash MCP with any AI provider, it is crucial to:

    • Thoroughly understand and vet the privacy policies and data handling practices of the AI provider. Ensure they meet your organization's security and compliance standards.
    • Inform your organization's leadership about your intended use of the Taghash MCP Server and the specific AI tools you plan to connect.
    • Obtain explicit clearance from your IT department or relevant security team before enabling the integration. They can help assess potential risks and ensure compliance with internal policies.

    Proactive communication and due diligence of your AI toolkit are key to maintaining a secure environment when leveraging powerful AI integrations like Taghash MCP.

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