MCP tool

save_or_update_buyer_profile

Save or update buyer profile

Create or update the authenticated user's Capbench buyer profile — target industries, geography, liquidity range, revenue range, timeline. Only acquisition criteria are writable; verification status and billing are never changed here. Requires the user to confirm before saving.

Input

Field	Type	Notes
funds_range	string	Available liquidity, e.g. '$250k–$1M'.
target_industries	array	Industries of interest.
target_geography	string	Target geography (state or region).
target_revenue_range	string	Target business revenue range.
acquisition_timeline	string	e.g. '3–6 months'.
company_name	string	Buyer's company name (optional).
title	string	Buyer's title (optional).
bio	string	Short buyer bio (optional).
user_confirmed	boolean	Must be true — the user confirmed saving these changes.

Example call

Save the buyer's acquisition criteria.

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "save_or_update_buyer_profile",
    "arguments": {
      "funds_range": "$250k–$1M",
      "target_industries": [
        "restaurants",
        "logistics"
      ],
      "target_geography": "TX",
      "user_confirmed": true
    }
  }
}

POST to https://www.capbench.com/api/mcp.

Output

Personalized results computed from the authenticated user's own saved Capbench buyer profile (and any deal facts passed). Read tools return analysis; write tools confirm the change. Until the user connects Capbench, the tool returns an authentication/connect prompt instead.

Example response

Every result is wrapped in the standard CapBench envelope — same canonical_url, data_freshness, methodology, source_summary, caveats, and citation as the REST API.

{
  "ok": true,
  "canonical_url": "https://www.capbench.com/prequalify",
  "data_freshness": {
    "sba_records_through": "2026-05-31",
    "fdic_records_through": "2026-03-31",
    "dealroom_last_updated": "2026-06-21",
    "timezone": "America/Chicago"
  },
  "source_summary": [
    "Public SBA 7(a) loan records",
    "FDIC institution data",
    "CapBench lender and franchise enrichment"
  ],
  "results": null,
  "caveats": [
    "CapBench data is market intelligence, not a credit decision or SBA eligibility determination."
  ],
  "citation": {
    "label": "CapBench SBA Intelligence",
    "url": "https://www.capbench.com/prequalify",
    "source_type": "CapBench Data"
  }
}

Caveats

Requires the user to connect Capbench in ChatGPT (OAuth). Write tools also require explicit user confirmation (user_confirmed: true).
Estimates are heuristics from public SBA benchmarks plus the buyer's profile — not a credit decision or SBA eligibility determination.

Continuation URL

If the user isn't connected, the result asks them to connect Capbench in ChatGPT; if connected without a profile, it routes them to create one.

Lead & consent

Lender introductions and profile writes require explicit confirmation; sharing a profile with lenders is a separate, logged consent.

See this data on the site All tools