Powerful AI starts with quality data.

Get growth insights and relationship context delivered straight to your AI Agent or Assistant with RelPro’s MCP Server. Save time researching and spend more time engaging prospects and clients. RelPro’s comprehensive company and executive data is conveniently available in your AI workflows.

7M+

Companies

150M+

Contacts

25+

Sources of Data

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Simply ask your questions and get answers that help you identify, research and win more opportunities

Move beyond generic answers to deeper, actionable insights built on real-time growth signals and accurate private company and decision-maker data from RelPro’s comprehensive database.

Your AI Assistant RelPro MCP Connected

Brief me on XYZ Metal: annual revenue, employee headcount, filings, and important contacts.

Here's the brief on XYZ Metal (Full profile):

Revenue: ~$29M (RelPro modeled estimate)
Employees: 97
Location: Demarest, NJ 07627 (Bergen County)
Industry: Metal stamping / metalworking (SIC 3460; NAICS 332119, 332721)

Filings

RelPro's database shows 2 UCC filings, all equipment/collateral-related, no other loan activity found (SBA, PPP, Form 5500, government contracts):

UCC filed 6/12/2017— lender: Bobo Machinery Inc. and Beebee Machinery; collateral: equipment
UCC continued, orig. 5/20/1998, expired 2/22/2018— lender: ABCD Bank; collateral: inventory

Key Contacts

Name	Title	Email	Mobile
Tom Miller	VP / Chief Accounting Officer, Corporate Controller	tmiller@xyzmetal.com	+1 123-456-789
Sarah Park	CFO	spark@xyzmetal.com	+1 123-456-789

Prep for a meeting

Your AI Assistant RelPro MCP Connected

Brief me on XYZ Metal: annual revenue, employee headcount, filings, and important contacts.

Here's the brief on XYZ Metal (Full profile):

Revenue: ~$29M (RelPro modeled estimate)
Employees: 97
Location: Demarest, NJ 07627 (Bergen County)
Industry: Metal stamping / metalworking (SIC 3460; NAICS 332119, 332721)

Filings

RelPro's database shows 2 UCC filings, all equipment/collateral-related, no other loan activity found (SBA, PPP, Form 5500, government contracts):

UCC filed 6/12/2017— lender: Bobo Machinery Inc. and Beebee Machinery; collateral: equipment
UCC continued, orig. 5/20/1998, expired 2/22/2018— lender: ABCD Bank; collateral: inventory

Key Contacts

Name	Title	Email	Mobile
Tom Miller	VP / Chief Accounting Officer, Corporate Controller	tmiller@xyzmetal.com	+1 123-456-789
Sarah Park	CFO	spark@xyzmetal.com	+1 123-456-789

Find executive decision makers

Your AI Assistant RelPro MCP Connected

Identify key banking decision-makers at XYZ Metal and include name, title, business email, and brief description of their role.

I found the XYZ Metal Financial Decision-Maker via RelPro

Name	Title	Email	Role Relevance
Tom Miller	VP / Chief Accounting Officer, Corporate Controller	tmiller@xyzmetal.com	Principal Accounting Officer; oversees financial reporting tied to lender covenants
Sarah Park	CFO	spark@xyzmetal.com	Top financial decision-maker; sets group-level banking/treasury strategy
Linda Allen	Treasury Specialist	lallen@xyzmetal.com	Day-to-day banking operations contact

Ideal outreach target: Sarah Park (CFO). As the company's top financial decision-maker, she oversees group-level banking and treasury strategy. Tom Miller (VP / Chief Accounting Officer and Corporate Controller) is a strong secondary stakeholder due to his responsibility for financial reporting and lender covenants.

Research your prospects

Your AI Assistant RelPro MCP Connected

Give me an overview of XYZ Health Center Inc employee benefit plan.

Here's the overview for XYZ Health Center Inc's employee benefit plan (Willimantic, CT — full profile):

Plan: Employee Retirement Savings Plan (Plan #001, effective since 2002-01-01)

Filing Year	Participants	Plan Assets	Contributions	Recordkeeper
2024	180	$13,393,943	$1,404,637	ABC Annuity Insurance Co.
2023	191	$11,394,378	$1,339,439	ABC Annuity Insurance Co.
2022	204	$12,254,688	$1,269,453	ABC Annuity Insurance Co.

A few notable patterns:

Assets have grown ~45% since 2019 ($9.25M → $13.4M), even though participant count has actually declined (233 in 2021 to 180 in 2024) — suggesting steady contribution growth and/or investment performance outpacing headcount.

Prospecting a territory

Your AI Assistant RelPro MCP Connected

Find 10 mid-size manufacturers in New Jersey that have between $15-$30M annual revenue.

Here are 10 mid-size New Jersey manufacturers with annual revenue in the $15–30M range

Company	City	Revenue	Employees	Industry
AlphaTech Industries	Carlstadt	$30M	249	Plastic components / shoe parts (SIC 3469)
Beta Innovations LLC	Pennsauken	$29.3M	130	Metal fabrication / wire solutions (SIC 3460)
Gamma Manufacturing Co	Demarest	$30M	124	Automotive components & supplies (SIC 3714)
Delta Systems Inc	Englewood	$28.9M	161	Custom metalwork / industrial services (SIC 3443)
Nova Solutions	Harrison	$25.4M	161	Plastic components / shoe parts (SIC 3469)
Titan Industries	Westwood	$29.7M	161	Metal stamping / assembly services (SIC 3461)

Accelerate Your Growth Within Your AI Workflow

RelPro’s accurate, timely, actionable intelligence is available directly inside your agentic workflow or AI Assistant.

Companies & Firmographics

Revenue, size, industry, and location across 7M+ companies.

People & Profiles

Executives and decision-makers, with full contact details, including phone numbers and real-time deliverable emails.

Buyer-Intent Signals

Topics a company is actively researching, scored for recency and strength.

UCC Filings

Liens and financing activity — see who's borrowing, from whom and on what terms.

SBA 7(a) & 504 Loans

Small-business lending activity, sourced straight from SBA records.

Form 5500 Benefit Plans

Retirement and benefits plan data — know the size of the plans, and who advises and administers them.

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RelPro MCP Data Flow

RelPro MCP Server ‘Flow of Data’ diagram

Built for Relationship-Driven Industries

RelPro’s MCP server provides your AI with access to the accurate intelligence it needs to help you build and grow your business — all in one place.

Commercial & Business Banking

“Provide a segment of businesses from my lead list in Boston, MA showing demand for equipment financing.”

Credit Unions

“Show me companies in my CRM with recent executive changes or hiring activities.”

Wealth Management

“Which business owners are searching for topics about valuation, business succession, or exit planning from my lead list?”

Private Equity

“Find mid-market manufacturers in Ohio with recent ownership changes.”

Legal Services

“Which companies have brought on new outside counsel this year in my zip code?”

Accounting & Advisory

“List companies with Form 5500 plans up for review, tagged as a lead in my CRM.”

Corporate & Investment Banking

“Brief me on the C-suite team members at XYZ prospect company.”

Commercial Insurance

“Find growing companies in our territory with recent buyer intent spikes around Business Insurance topics.”

Life Sciences

“Which biotech companies in our region raised funding in the last 90 days?”

Nonprofit Development & Fundraising

“Give me 3 business owner profiles near our office that have made donations to Arts & Humanities Organizations.”

Ready to speak to an expert?

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Up and Running in Minutes

No APIs to configure. Minimal setup. RelPro connects to the AI Agents and Assistants you're already using. No new software to learn, no change in workflow. RelPro’s connector works with any AI Agents or Assistants. Just connect and start asking.

STEP 01

Connect Your AI Assistant

RelPro's MCP Server makes RelPro data available in your AI Assistant of choice.

Supports any AI including, Microsoft Copilot, Claude, and ChatGPT.

STEP 02

Authorize Secure Access

Sign in with your RelPro credentials to grant your AI Assistant permission-controlled access to your workspace data. Works with OAuth or SSO.

Workspace-scoped permissions. Full audit trail.

STEP 03

Accelerate Your Growth

Gain access to RelPro data within your AI Assistant alongside internal and additional external data sources. Gain deeper analytical power to build and deepen relationships with ease.

Work in existing workflow. No extra logins needed. Type your questions and go.

Start Connecting Your AI to Relationship Intelligence

Join revenue teams, BD professionals, and investment researchers who are getting answers in seconds instead of hours. Set up takes less than 5 minutes.

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Frequently Asked Questions

What is the RelPro MCP Server?

The RelPro MCP Server is a hosted Model Context Protocol that AI Assistants can connect to without installing or running anything locally. RelPro’s MCP connector delivers AI Assistants private company data, including millions of company and executive profiles, business firmographics, filings and loans, triggers such as buyer intent, and people and company role change alerts. This data makes lead generation, prospecting, CRM engagement, and company research easier.

How do I connect to the RelPro MCP server?

The RelPro MCP Server is available to RelPro clients and connecting is fast and easy. Contact your Customer Success representative for more details. If you are not currently a RelPro client, schedule a demo to discover how you can use RelPro’s relationship intelligence in your AI Assistant.

Does the RelPro MCP server require authentication?

Yes. RelPro uses SSO or OAuth for authentication.

How can I use the RelPro MCP Server in my industry?

You can use the RelPro MCP Server within your AI Assistant to ask questions in plain language to get answers using RelPro data. Below is a table with some examples of use cases and data types that can signal a prospecting or upsell opportunity relevant to specific industries.

Commercial & Business Banking	Find companies that meet target territory, industry, and revenue, with recent growth, expiring UCC filings, borrowing activity, treasury services, or other financing indicators. Gain insights about executives, including phone numbers and emails.
Credit Unions	Find businesses that meet target geography, industry, revenue, and employee criteria, with potential needs for commercial loans, business deposits, treasury services, or commercial real estate (CRE). Gain key insights about existing members who are business owners, including emails and phone numbers.
Wealth Management	Research business executives who may be approaching a company sale, ownership transition, succession event, retirement, capital raise, or other liquidity event.
Private Equity	Identify and research privately held middle-market companies that meet target industry, revenue, employee, ownership, and geographic criteria, with growth, funding, acquisition, succession, or ownership-change signals. Identify and research business owners at those companies.
Legal Services	Find companies within a target market experiencing regulatory activity, executive changes, financing, acquisitions, expansion, employment growth, intellectual property activity, or commercial real estate transactions. Identify a company's decision-makers and general counsel for direct outreach.
Accounting & Advisory	Target companies with recent funding, acquisitions, ownership changes, rapid growth, executive transitions, regulatory activity, or other indicators of potential audit, tax, valuation, risk, technology, or transaction advisory needs. Identify COI connections to make warm introductions.
Corporate & Investment Banking	Find companies with acquisition, divestiture, refinancing, capital-raising, international expansion, foreign exchange, syndicated lending, treasury, or strategic financing activity. Gain insights about decision makers and proactively reach out with email and phone numbers.
Commercial Insurance	Target companies with potential insurance needs, such as those with new locations, increased hiring, property activity, fleet growth, equipment purchases, ownership changes, or business insurance intent. Use Form 5500 data for a holistic understanding of a company's employee benefit ecosystem, including key individuals.
Life Sciences	Find companies in biotechnology, pharmaceutical, medical device, diagnostics, and healthcare companies with recent funding, clinical activity, product development, operational expansion, partnerships, acquisitions, or senior leadership changes. Get in touch with decision-makers with phone numbers and email to make the connection.
Nonprofit Development & Fundraising	Find companies, foundations, executives, and business owners within a target region with strong giving capacity, community involvement, philanthropic activity, board experience, or alignment with your organization's mission.