Help: PitchBook Premium Connector Farsight setup guide
This article explains the PitchBook Premium Connector and how to integrate it with Farsight.
Overview
Accessing PitchBook data often means switching between platforms, interrupting your workflow. The PitchBook Premium Connector lets you securely pull PitchBook data directly within Farsight, with no need to leave the tool. This article walks you through the requirements and setup process to enable a direct connection with Farsight.
Access and authentication
To connect and use the PitchBook Premium Connector, you need:
- A seat-based, unlimited, or PitchBook trial license.
- Single sign-on (SSO) credentials. For more information about PitchBook’s SSO steps, visit our Help Center article Getting started with single sign-on (SSO).
Usage
With Premium Connector access, you get:
- 150 tool calls per hour – In any 60-minute window, you can make up to 150 individual requests to pull PitchBook data.
- 300 tool calls per day – Across a full 24-hour period, you have 300 total requests to pull PitchBook data.
Farsight connection steps
1. Log in to alpha.farsight-ai.com.
2. From the chat window, select the three dots in the bottom-left of the screen.
3. Select Settings.
4. Select Connect next to PitchBook.
5. Log in to your PitchBook account. You are then redirected back to your Farsight chat, where the PitchBook Premium Connector is integrated.
6. From the chat window, enable PitchBook data to be used in your prompts on Farsight by selecting the Search Tools icon.
7. Toggle PitchBook from the drop-down menu.
Helpful links
For more information about the Premium Connectors, including available data points, visit the links below.