trooper
[01]Integration brief

PitchBookAI agent for PitchBook

Connect PitchBookAll plugins
app.trooper.so
Intel
Vaibhav
Channels
Direct messages
Do anything with AI…
Columns
List
🎯TODO
0

Nothing here yet

Drop a task here or add one with +

⏳IN PROGRESS
0

Nothing here yet

Drop a task here or add one with +

📝HUMAN REVIEW
0

Nothing here yet

Drop a task here or add one with +

🎉COMPLETED
0

Nothing here yet

Drop a task here or add one with +

[02] Overview

Why teams connect PitchBook

Trooper agents connect to PitchBook through secure OAuth or API credentials synced to your private OpenClaw server.

PitchBook provides structured access to private capital market data across companies, investors, funds, deals, limited partners, and people. It returns normalized fields such as firmographics, financing rounds, deal terms, ownership information, financials, fund performance metrics when available, LP commitments, investor portfolios, and team details with associated source metadata. Use this connector when a query requires factual private market information or retrieval of structured data r

Every action runs as a traced ticket on the unified board. Combine PitchBook with GitHub, Gmail, Slack, and 1,000+ other plugins in multi-agent workflows.

Autonomous execution

Trooper agents call PitchBook APIs directly — search, read, write, and report back on traced tickets.

Approval gates

Sensitive writes wait for your authorization. Agents propose; you approve; the system executes.

Multi-agent workflows

Combine PitchBook with GitHub, Gmail, Slack, and 1,000+ plugins on one OpenClaw-powered board.

[03] Playbooks

Ship faster with PitchBook.

Source sweeps, synthesis memos, and monitors — PitchBook keeps research loops on rails.

Weekly cron
Trigger
Sweep start
Fetch sources
Dedupe hits
PitchBook digest
Publish gate
Sources scanned240/wk avg
[04] Use cases

What agents do with PitchBook

Search and summarize

Agent queries PitchBook for context before drafting a response or next action.

Create and update records

Write back to PitchBook with traced changes and human approval on sensitive ops.

Cross-tool workflows

Chain PitchBook with email, CRM, or code tools in a single multi-step mission.

[05] Setup

Connect PitchBook

Credentials save to your private AI server and sync to OpenClaw. Configure in Settings → Plugins after deploy.

  1. 01

    Deploy a Trooper unit at app.trooper.so

  2. 02

    Open Settings → Plugins and connect PitchBook via OAuth or API key

  3. 03

    Assign the PitchBook plugin to the right agent on your roster

  4. 04

    Delegate a task from Slack, chat, or the unified task board

[06] Related