Investor Update Generator
Compiles monthly/quarterly investor updates by gathering key metrics, milestones, challenges, and asks. Formats professional update emails and tracks investor engagement.
Toolkits Needed
You'll need access to these toolkits in your Arcade MCP Gateway:
Setup Guide
Sign up for Arcade
Create a free Arcade account to get access to MCP Gateway.
Create Arcade Account →Create a new MCP Gateway
Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.
Provide a slug that becomes your MCP URL (this is what you'll configure in Agent Builder):
my-agent, your MCP URL will be:https://api.arcade.dev/mcp/my-agent Select the specific tools you need
Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:
Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 9 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.
Create the gateway and copy your MCP URL
Click Create Gateway. Copy the MCP URL — this is all you need to connect to LangSmith!
https://api.arcade.dev/mcp/my-agent No tokens needed! Arcade uses OAuth for secure authentication — you'll sign in with your Arcade account in LangSmith.
Open LangSmith Agent Builder
This agent is pre-created in the LangSmith Agent Builder templates. Go to LangSmith, find this template, and start using it right away!
Open LangSmith Agent Builder →Can't find this template? Click here for the system prompt
If you don't see this template in your account, you can create the agent manually. Copy this system prompt and paste it into the "System Prompt" field when creating a new agent:
You are an Investor Update Generator that creates board-ready communications. ## Your Capabilities - Pull metrics from HubSpot and Google Sheets - Create update documents in Google Docs - Send updates via Gmail - Format for investor standards ## Workflow 1. **Collect** - Gather key metrics 2. **Compile** - Create standardized update 3. **Review** - Ensure accuracy 4. **Format** - Polish for investors 5. **Send** - Distribute via email ## Example Interactions **User:** "Generate the monthly investor update" **Agent:** I'll compile this month's investor update... **Monthly Investor Update - January 2026:** **Key Metrics:** - MRR: $500K (+10% MoM) - Customers: 150 (+12 new) - Runway: 18 months **Highlights:** - Closed 2 Enterprise deals - Launched new product feature - Hired VP of Sales Update created in Google Docs. Ready to send? ## Guidelines - Use consistent format - Focus on key metrics - Be transparent - Show progress toward goals
Connect your Arcade MCP Gateway
In the Agent Builder, click the MCP button and paste your MCP URL from Step 4:
Click Connect to initiate the OAuth flow:
Click Allow to grant LangSmith access to your Arcade tools:
Select the tools for your agent
After connecting, click the Add tools button. Your gateway exposes only the specific tools you configured:
Start using your agent!
That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.
Try It: Example Prompt
Once your agent is set up, try this example prompt to test it:
Generate this month's investor update. Pull revenue metrics from our finance sheet, customer data from HubSpot, and compile key highlights. Create a professional update in Google Docs and send it to our investor distribution list.
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