The new server connects RelPro’s company and executive intelligence to Copilot, Claude, ChatGPT, and other MCP-enabled AI Assistants & Agents, providing business development and relationship management professionals with quality data within their AI workflows.
RelPro, the business development and relationship management solution for Financial & Professional Services, announced the launch of the RelPro MCP Server, giving clients direct access to RelPro’s relationship intelligence platform from their AI Assistants and agentic workflows. Built on the Model Context Protocol (MCP), an open standard for connecting AI models to external data and systems, the new server allows users to query RelPro’s company and executive intelligence, including financial data, filings and loans, and buyer intent signals, without switching platforms.
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“The RelPro MCP Server gives our clients a direct line to integrate RelPro’s relationship intelligence into their models and agents, so their workflows are grounded in accurate, multi-sourced data.” – Raaj Rajmangal, RelPro CEO
For business development and relationship management teams at banks, credit unions, accounting firms, law firms, and other professional services organizations, the MCP Server integrates RelPro’s data into the AI tools increasingly used for daily research, drafting, and account planning. An analyst preparing pre-call research, a relationship manager drafting outreach, or an internal tool built to flag at-risk accounts can now pull accurate company and decision-maker intelligence directly from RelPro, rather than relying on a separate login or an AI model’s general web knowledge.
The RelPro MCP Server extends the benefits of the multi-sourced data foundation used across the RelPro platform into AI-driven workflows, enabling clients to:
- Prepare for calls and draft outreach using RelPro’s high-quality proprietary company and executive data rather than generic public search results.
- Direct queries to RelPro’s database of over 7 million companies and 150 million business decision-makers directly from Copilot, Claude, ChatGPT, and other AI assistants & agents.
- Connect RelPro’s financial data and buyer intent signals to AI agents and internal workflows to prioritize active prospects or highlight at-risk clients.
- Reduce time spent switching between platforms during research, prospecting, and relationship-management tasks.
“As our clients build AI into their day-to-day work, the quality of the data behind that AI is critical,” said Raaj Rajmangal, RelPro CEO. “The MCP Server gives our clients a direct line to integrate RelPro’s relationship intelligence into their models and agents, so their workflows are grounded in accurate, multi-sourced data.”
RelPro has invested in data infrastructure and AI enablement throughout the past 10 years, including appointing Mahesh Sahore as Chief Technology Officer, Shivan Persad as Chief Product Officer, and Maria Grineva as Chief Data Officer to lead its data and AI initiatives. The MCP Server builds on that foundation, reflecting RelPro’s long-held view that effective technology & AI adoption in Financial & Professional Services depends on the accuracy and depth of the underlying data.
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