CB Insights

Access CB Insights API for private market intelligence including company profiles, funding data, Mosaic scores, and more.

Quick Start

1. Get API Credentials

Contact CB Insights to get API access. You'll receive:

• clientId - Your client identifier
• clientSecret - Your client secret

2. Configure Environment

Create a .env file in the pet directory or set environment variables:

CB_INSIGHTS_CLIENT_ID=your_client_id_here
CB_INSIGHTS_CLIENT_SECRET=your_client_secret_here

3. Test Connection

opencode run "test CB Insights connection"

Available Tools

Core Tools (Always Available)

| Tool | Description | |------|-------------| | cb-insights-status | Check plugin configuration status | | cb-insights-test-connection | Test API connection and authentication |

Organization Search (FREE - No Credits)

| Tool | Description | |------|-------------| | cb-insights-search-organizations | Search for organizations by name, URL, or profile |

Company Data (Charges Credits)

| Tool | Description | |------|-------------| | cb-insights-get-firmographics | Get detailed company profiles including Mosaic scores | | cb-insights-get-fundings | Get funding rounds for multiple organizations | | cb-insights-get-investments | Get investment rounds for investors | | cb-insights-get-portfolio-exits | Get portfolio exit data | | cb-insights-get-business-relationships | Get business partnerships and relationships | | cb-insights-get-management-board | Get leadership team and board members | | cb-insights-get-outlook | Get commercial maturity and exit probability |

Single Organization Tools (Charges Credits)

| Tool | Description | |------|-------------| | cb-insights-get-org-fundings | Get funding for a single org | | cb-insights-get-org-investments | Get investments for a single org | | cb-insights-get-org-portfolio-exits | Get portfolio exits for a single org | | cb-insights-get-org-business-relationships | Get relationships for a single org | | cb-insights-get-org-management-board | Get leadership for a single org | | cb-insights-get-org-outlook | Get outlook for a single org | | cb-insights-get-mosaic-history | Get Mosaic score history over time | | cb-insights-get-commercial-maturity-history | Get commercial maturity history | | cb-insights-get-exit-probability-history | Get exit probability history | | cb-insights-get-scouting-report | Generate a Scouting Report |

AI Tools (Beta)

| Tool | Description | |------|-------------| | cb-insights-chat | Chat with ChatCBI AI assistant |

Example Usage

Search for Companies (Free)

opencode run "search for companies named OpenAI using CB Insights"

Get Company Details

opencode run "get firmographics for CB Insights organization ID 12345"

Research Workflow

# First, search for the company (free)
opencode run "search for companies named Stripe"

# Then get detailed data (uses credits)
opencode run "get firmographics for organization ID from previous search"

API Credits

CB Insights API uses a credit system:

| Endpoint | Cost | |----------|------| | Organizations Search | FREE | | Firmographics | Credits | | Financial Transactions | Credits | | Business Relationships | Credits | | Management and Board | Credits | | Outlook | Credits | | Scouting Reports | Credits | | ChatCBI | Credits |

Use the free search-organizations endpoint to find organization IDs before spending credits on detailed data.

Read-Only Mode

Enable read-only mode to prevent accidental API calls:

pets read-only cb-insights on

FAQ

How do I get CB Insights API credentials?

Contact CB Insights to get API access. You'll receive a clientId and clientSecret for authentication.

What data is available through this plugin?

Company profiles, firmographics, funding rounds, investments, business relationships, management teams, Mosaic scores, and more.

Does the API charge credits?

The /v2/organizations endpoint is free (no credits). Other endpoints like firmographics, fundings, etc. charge credits per request.

What is a Mosaic score?

Mosaic is CB Insights' proprietary scoring system that evaluates private companies based on momentum, market, money, and management factors.