Automate your investor update workflow by connecting external tools to UpdatePilot via API keys and the Model Context Protocol (MCP).
Generating API Keys
- Go to Settings > Bot.
- Click Create API Key.
- Give it a descriptive name (e.g., "Claude MCP", "Zapier Integration").
- Copy the key immediately — it won't be shown again.
API keys authenticate requests to the UpdatePilot API as a bot actor. All actions performed via API key are logged in your company's activity feed.
Using the API
Include your API key in the Authorization header:
Authorization: Bearer your-api-key-hereThe API supports the same operations available in the app: creating updates, adding metrics, generating drafts, managing contacts, and sending updates.
MCP Integration
UpdatePilot supports the Model Context Protocol (MCP), which lets AI agents interact with your account directly.
Setup
- Generate an API key (see above).
- Configure your MCP client (e.g., Claude Desktop) to connect to UpdatePilot's MCP server.
- The AI agent can then create updates, add metrics, generate drafts, and more — all through natural language.
Available MCP Tools
| Tool | Description |
|---|---|
list_updates | List all updates for your company |
get_update | Get details of a specific update |
create_update | Start a new update for a period |
add_metric | Add a metric to an update |
add_highlight | Add a highlight bullet |
add_lowlight | Add a challenge bullet |
add_ask | Add an ask bullet |
generate_draft | Generate an AI draft from inputs |
send_update | Send the update to recipients |
Example Workflow
With an AI agent connected via MCP, you can say things like:
- "Create my March 2026 investor update with MRR at $45k and 120 customers."
- "Generate a draft for this month's update."
- "Send the update to all contacts."
See the MCP automation blog post for a full walkthrough.
Revoking API Keys
Go to Settings > Bot and click the delete button next to any key to revoke it immediately. Revoked keys can no longer authenticate API requests.
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