Integrations · Market dataConnect PitchBook Premium to Well
Bring PitchBook deal records, investors, and fund data into Well, joined to the companies you track in your CRM or portfolio.
What Well pulls from PitchBook Premium
PitchBook Premium feeds deal, company, investor into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke PitchBook Premium’s access.
| From PitchBook Premium | In Well | Relation | |
|---|---|---|---|
| Deal | Transaction record | Becomes | |
| Company | Investment | Resolves to | |
| Investor | Counterparty | Links to |
- Sync mode
- MCP hybrid
- Refresh
- live + reconciliation reads
- Direction
- PitchBook Premium → Well
What Well does with your PitchBook Premium connection
Connect
Connect PitchBook Premium over OAuth (MCP DCR): Well registers a client through PitchBook Premium's OAuth Dynamic Client Registration and you approve on PitchBook Premium's side, so the password never reaches Well; Well holds only a scoped token it can refresh.
Sync
Well brings deal, company, and investor in from PitchBook Premium on live events backed by periodic reconciliation reads. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each PitchBook Premium entity into transaction record, investment, and counterparty, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from PitchBook Premium lands in the workspace as transaction record, investment, and counterparty you can search, chart, and automate.
Questions PitchBook Premium unlocks
Ask in plain language. Well answers from your connected PitchBook Premium connection, resolved against the rest of your stack.
Ask anything about your PitchBook Premium connection
Ask about your PitchBook Premium connection…
Connect PitchBook Premium in three steps
- 01
Connect PitchBook Premium
Authorize Well to access your PitchBook Premium account through the connection portal.
- AuthOAuth (MCP DCR)
- DiscoveryMCP .well-known
- MCP serverpremium.mcp.pitchbook.com/mcp
- 02
Map your entities
Select the specific workspaces or data views you want to make available for retrieval.
- Mappingpreconfigured by Well
- 03
Use the data
Confirm the connection to start pulling company and people records into your background workspace.
- First syncstarts as soon as connect completes
You can disconnect this read-only source at any time from your workspace settings.
How PitchBook Premium stays secure with Well
Well connects to PitchBook Premium's MCP server (premium.mcp.pitchbook.com/mcp) via the Model Context Protocol. The MCP server itself handles credential issuance through OAuth Dynamic Client Registration; Well never sees a long-lived PitchBook Premium secret. Tokens are scoped to the deal, company, and investor PitchBook Premium exposes and refreshed server-side. Reads only, Well cannot modify or delete PitchBook Premium records.
- granted
Read PitchBook Premium records
Resources the PitchBook Premium MCP server exposes, scoped by your OAuth approval.
- granted
Resolve deal, company, and investor across your stack
Match identifiers in PitchBook Premium against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete PitchBook Premium records
Not granted; PitchBook Premium is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store PitchBook Premium passwords or session cookies
Authentication runs through OAuth (MCP DCR) tokens we never see.
Frequently asked questions about PitchBook Premium and Well
How does Well retrieve data from PitchBook Premium?
Well uses a secure read-only connection to pull company and people records from your PitchBook Premium account into your workspace.
Can I update PitchBook Premium profiles from within Well?
No. Well only reads data from PitchBook Premium. It does not write, update, or sync any information back to your PitchBook Premium account.
What specific information is imported during the background sync?
The connection retrieves company details and associated people records to enrich your existing workspace profiles.
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Ready to connect PitchBook Premium?
Connect once. Every deal, company, investor from PitchBook Premium becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.