Built on top of
Totem.

API

Access your Totem data programmatically through our REST API. Build integrations, automate workflows, and connect Totem with your existing tools.

URL

api.totemvc.com/v1

Authentication

Authenticate requests by including your API key in the Authorization header as a Bearer token. Generate API keys from your Totem account under Integrations → API.

Example Request

curl https://api.totemvc.com/v1/portfolio \
  -H "Authorization: Bearer YOUR_API_KEY"

Response Format

All responses return JSON. List endpoints support pagination via limit (default: 50, max: 200) and offset query parameters.

Example Response

{
  "data": [
    {
      "id": "co_abc123",
      "name": "Acme Corp",
      "status": "active"
    }
  ],
  "total": 42,
  "limit": 50,
  "offset": 0
}

Endpoints

Timeline

GET /v1/timeline
  ?tab   portfolio | deals (default: portfolio)
  ?from  YYYY-MM-DD (default: 1 month ago)
  ?to    YYYY-MM-DD (default: today)

Portfolio

GET /v1/portfolio
  ?search  Search by company name
  ?status  Filter by status (e.g. Active, Exited)
  ?fund    Filter by fund ID
  ?tag     Filter by tag as group:value (e.g. Sector:Healthcare)
  ?limit   Max results
  ?offset  Offset

Deals

GET /v1/deals
  ?search  Search by company name
  ?stage   Filter by deal stage
  ?limit   Max results
  ?offset  Offset

Companies

GET /v1/companies/:id/about

GET /v1/companies/:id/tags

GET /v1/companies/:id/transactions
  ?fund         Filter to a specific fund by ID

GET /v1/companies/:id/valuations

GET /v1/companies/:id/financials
  ?year         Fiscal year, "all", or "ltm" (default: all)
  ?granularity  year | half | quarter | month
  ?scenario     all | actual | budget | forecast (default: all)
  ?currency     Currency code, e.g. USD

GET /v1/companies/:id/captables

GET /v1/companies/:id/interactions
  ?type         meeting | email (default: both)

GET /v1/companies/:id/notes

GET /v1/companies/:id/news
  ?limit        Max results
  ?offset       Offset

GET /v1/companies/:id/deal

Funds

GET /v1/funds
  ?search  Search by fund name
  ?limit   Max results
  ?offset  Offset

GET /v1/funds/:id
  ?from    YYYY-MM-DD (default: inception)
  ?to      YYYY-MM-DD (default: today)

LPs

GET /v1/lps
  ?search  Search by LP name
  ?fund    Filter by fund ID
  ?limit   Max results
  ?offset  Offset

GET /v1/lps/:id/transactions
  ?fund    Filter to a specific fund by ID
  ?from    YYYY-MM-DD (default: inception)
  ?to      YYYY-MM-DD (default: today)

GET /v1/lps/:id/interactions
  ?type    meeting | email (default: both)

GET /v1/lps/:id/notes

MCP

Connect Totem to AI assistants like Claude or ChatGPT using the Model Context Protocol. Query your portfolio data through natural language.

URL

mcp.totemvc.com

Configuration

Add the following to your MCP client configuration. You'll be prompted to sign in with your Totem account via OAuth when you first connect.

mcp.json

{
  "mcpServers": {
    "totem": {
      "type": "url",
      "url": "https://mcp.totemvc.com"
    }
  }
}

Available Tools

Tools

get_timeline              Activity timeline across portfolio and deals
get_portfolio             List and filter portfolio companies
get_deals                 List and filter deals in pipeline

get_company_about         Company info, description, and links
get_company_tags          Tags and filters for a company
get_company_transactions  Investment transactions
get_company_valuations    Valuation history
get_company_financials    Financial metrics and reporting
get_company_captables     Capitalization tables
get_company_interactions  Meetings and emails
get_company_notes         Notes for a company
get_company_news          Company news
get_company_deal          Deal info for a company

get_funds                 List fund structures
get_fund                  Fund details, performance, and LPs

get_lps                   List limited partners
get_lp_transactions       LP transactions per fund
get_lp_interactions       Meetings and emails for an LP
get_lp_notes              Notes for an LP

Built on top ofTotem.

API