# Hub Support

File sharing is not working, where do I need to add a person to view and download a file?

Quick question, how do I integrate my email with the decile mail tool

 I cannot find the left navigation panel of my Decile Hub. Can you please enable the newsletter? Thanks in advance.

Best regards,
Malik

how do I add a user to Decile Hub?

Something seems to have gone wrong with the extension.  I am trying to import this person, but most of the fields for import are missing.

https://www.linkedin.com/in/james-graham-04326b2/

There is no pipeline or stage, name of person, location, etc.

How do I filter a pipeline by State?

I need to find all LPs in California so I can identify all that are in or near Los Angeles.  So can't just filter by city.

It makes no sense that we can filter by country or city but not state.  

Good morning! One of our potential LPs is trying to access our data room. I provided them with the direct link. They were prompted to create an account, which they did however it did not lead to the data room but rather led to a dashboard where they can search for funds -- and our fund is not even in the list!!!!!

I ask them to try the link again and now it is asking them to sign a subscription (they are not ready to do that) and prepare their funds for wire! They just want to review the data room....

Can someone help me to help them?

They are a bit annoyed so anything we can do quickly would be appreciated!! THANK YOU! 

Hello! I need to send an email to one of the stages in recruiting panel. I only see option Pipeline Prospect (default), how can I select everyone in this specific stage as recipients of the email?

Hello! I just sent out a bulk mailing to 342 contacts. There was an error in the send so that the outbound was tried twice (the doubled email was not sent, so the system caught it and the error said the second email was not sent because it was a duplicate within 24hours).

However, Hub thinks that I have exceeded my daily limit of 500 (which I have not) and will not let me re-send the missing prospects. 

Can someone please help? I have about 80 (of the 342) that did not send.

Thanks!

Hi, tried to request missing tax info via the auto-email function, got this when I clicked to send email: "Failed to find or create tax notification email template, please contact support."

When you add an image to an email by pasting it in (CTRL-V) it is stored inline in the email.  If you use the toolbar it gets stored on DecileHub server and referenced.

Inline images are not displaying properly in Thunderbird email client.  I do not know if that is a peculiarity of Thunderbird with inline images or an issue with how DecileHub sends inline images.

There is value to be able to choose between inline vs. image references but:

Regardless of where I am working, Hub keeps toggling the switch entity button in the upper left hand corner, so my screen keeps flashing the drop down menu to switch between the Fund, GP and Manco entities.  Also it is running slow...probably caused by the toggling.

Hey guys, I published an event on hub we're creating for this saturday. We've sent it to around 100 people, but we only see there's 1 page view, which isn't right. Could you please look into it? Thanks  https://cabraventurepartners.decilehub.com/e/venturein_fwb

Reporting this error     
error ID:72e430e5-e07b-4a05-a747-bca982360e6c 

reporting error

We are trying to organize our data room but when we click "move" in drop down nothing happens.  We get no option to choose a place to move the file.

Decile Hub MCP integration: `create_multiple_prospects` and `create_or_update_prospect` both fail with HTTP 400.

API response:
```
{"error":{"code":"bad_request","message":"param is missing or the value is empty or invalid: prospects","field":"prospects"}}
```

The MCP tool's JSON schema exposes `people` and `organizations` as the payload fields, but Decile's API expects `prospects`. The wrapper isn't translating the payload before forwarding.

Read operations work fine (`get_pipeline`, `get_prospects`, `list_organizations`, `debug_api_request` all return data), so auth and the API key are not the issue. Only writes are broken.

Reproducible with any valid pipeline_id + stage_id + people array. Confirmed across multiple payload variations (people only, people + organizations, with/without optional fields).

How do I track investee companies, valuations, etc. in Decile Hub?  Once we invest it seems that the Deal Flow Pipeline is no longer sufficient.

The development team has been working overtime to make Decile Hub the leading Agentic VC platform. Nearly everything can be done on Hub through APIs and MCP. Some highlights:

🔥 Significant speed increases, including faster AI Toolkits
🔥 Massive File system upgraded, making this #1
🔥 Major user interface upgrades with navigation and buttons
🔥 Upgraded the back office and Decile Pro experience
🔥 Testing Decile Magic to discover LPs with customers

We've been caffeinating our servers and teaching our AI new tricks. Your Hub now moves faster than venture capital gossip and thinks smarter than your favorite unicorn founder.

Here are many more upgrades, and please reply with anything that you want us to build.

💠 API & Integrations: Developer Power
Comprehensive API expansion enables deeper integrations and automation, supporting everything from file management to pipeline execution with enhanced security controls.
‣ New entity and capital account endpoints
‣ Direct file attachment to specific records
‣ Pipeline action execution via API calls
‣ Enhanced permission controls for user tokens
‣ MCP integration reaches full API parity

🤖 AI Toolkits: Enhanced Intelligence
Massive speed improvements make AI interactions lightning-fast, while new LP Research capabilities help you identify and analyze potential limited partners with unprecedented efficiency.
‣ AI processing speeds dramatically increased globally
‣ Decile Magic LP Research enters beta testing
‣ Smart prospect analysis provides actionable insights
‣ Real-time customer feedback improves recommendations

📺 User Interface: Polished Navigation
A refreshed design language creates cleaner, more intuitive workflows across all Hub pages, reducing visual noise while improving information hierarchy.
‣ Cleaner page layouts with better spacing
‣ Stronger visual hierarchy guides user focus
‣ Sticky navigation elements improve table browsing
‣ Action buttons moved for easier access

🗄️ File System: Blazing Performance
File upload capabilities expand while interface improvements make document management more intuitive and responsive.
‣ Configurable upload size limits per account
‣ Faster navigation and improved search functionality
‣ Direct attachment workflows save multiple steps
‣ Enhanced preview capabilities across file types

👥 Pipeline Management: Automation Excellence
Pipeline workflows become more reliable while new automation features eliminate manual tasks and reduce prospect management overhead.
‣ Link-click automations prevent backward stage movement
‣ Closing pipeline automations fire consistently
‣ Custom data points integration via API
‣ Enhanced prospect filtering delivers faster results

🏦 Back Office: Capital Management
Streamlined capital account infrastructure and improved processing speeds eliminate bottlenecks while preparing the foundation for next-generation fund administration features.
‣ Capital account database restructuring begins rollout
‣ Enhanced LP onboarding reduces friction significantly
‣ Wire confirmation notifications reach all stakeholders
‣ Cap table improvements for all entities

Your email notifications seem to have gone nutsy cuckoo.

Hi.  We have people clicking and viewing this file but not being added to Syndicate LP funnel.  They are prospects who are in directory but not in any Pipeline.  That may be the issue.

Hi all - getting this error: 56a80cca-3fa5-44f5-ae73-9d51c77ff732

Also - when I try to use search bar to ask questions, it does not respond.

We have a bounce list from SendGrid.

I want to add the emails from the bounce list to DecileHub's list of newsletter unsubscribes so we can make sure we never send email to them again even if we add these emails back to our DecileHub DB from our other DBs, etc. since keeping a clean email list reduces chances of being labeled spammers.

How can we do this?

Hi Hub Support - I received this error message when attempting to move a single prospect from one stage to a Declined stage. 

218adf87-7c91-42c9-af14-0ce56f7b7212

Hi Decile Hub Support,

I’m having an issue reconnecting my Google integration. I received a Google Integration Error notice on May 5, and since then I have been unable to create a new clean connection.

I already tried:
- disconnecting the app inside Decile Hub
- removing Decile Hub access directly from my Google account

Despite this, I still receive a “session expired” error when trying to reconnect.

This seems like it may be a backend integration issue rather than a permissions issue on my side. Could you please investigate and advise on next steps? If needed, please escalate this to the engineering team.

Thank you.

When you are moving people in directory to pipelines it shows archived pipelines.  I do not think it should.

Syndicate LP 2 is archived.

hello, how to move a deal from "prospects" to "deal memos", also i changes teh stage of a deal to "prospecting" but cant find it anywhere now , where do i find it /?

Clicking on an account name "James & Louise" trust in backoffice/capitalaccounts/capitalaccounts gives me a 500 error. Other account names work just fine. 
error: ee4b1e4f-22c3-4115-a4a9-1218c48fc49f

I can't access my other Decile Hub account via lena@forcoda.com. When I sign in, it takes me to Decile Base only.

Is there any way to use the API to determine what tasks have been completed for a prospect and what the next task is or to mark tasks complete?

I am using AI more and more to automate prospect outreach and having to go in manually to choose which prospects to act on and to mark tasks complete is very annoying.

API issue: unable to append notes to People / Pipeline Prospects

Hi Decile team — we’re trying to use the public API to keep CRM activity notes current for fundraising prospects, but note creation does not appear to be working or verifiable.

Use case: after meetings / WhatsApp / voice-message follow-ups, we want to append a timestamped note to an existing Investor pipeline prospect or underlying Person record.

What we tried:

• POST /people/{person_id}/notes → returns 404
• POST /pipeline_prospects/{pipeline_prospect_id}/notes → returns 404
• POST /notes with person_id or pipeline_prospect_id → returns 404
• PATCH /pipeline_prospects with a prospects wrapper and note-like fields such as note / notes → returns 200 success, but after reading the prospect/person back, the note is not visible and does not appear to have persisted.

Example behavior:

• Pipeline prospect update returns success for an existing Investor prospect.
• The same record can be updated for fields like last_contact.
• But note text cannot be confirmed after read-back.

Question:
What is the supported API endpoint/payload for appending notes to:

1. a Person record, and/or
2. a Pipeline Prospect record?

If this is not currently supported, could you add it to the API/MCP roadmap? This is a core workflow for keeping fundraising CRM activity accurate from external assistant/AI workflows.

Feedback on the People list workflow — missing context for qualifying contacts

Hi team,

We use the /people screen as the starting point for almost every prospect interaction: search the person, decide who they are, see how we've scored them, see what pipelines they're in, see what we've already said to them, and decide the next best step. Today the list view doesn't surface most of that, so every lookup costs 1–2 extra clicks plus a tab switch. A walkthrough using "Mike Suprovici" as the example:

Clicking a pipeline chip in the row opens the same right-side sidebar. That sidebar also lacks the score and any "next best step" info, so it doesn't actually answer the question we clicked it to answer. We expected the chip click to take us to the prospect's card inside that pipeline, with stage history, score, and next-step prompts visible.

Net: most of the data is already in the system — the list view just isn't surfacing the fields we actually use to qualify a contact and pick the next action.

Thanks,
Brian

@Woody Butler   Would you be more specific as to which fields under which menu options?  The Website menu only allows for use of the decile default website as far as I can tell.  The Settings - Firm Settings menu looks to be the same.  Maybe I missed something?

@Woody Butler Done @Christian Tadrus   Settings in the bottom left, will be a website field there.  Please put these in your base channel and tag me, I am more likely to miss these when via email!

On Thu, Apr 30, 2026 at 4:49 AM Christian Tadrus <christian@tadrusadvisory.group> wrote:

@Woody Butler @Walid Aradi We have the same issue as Michael.  Can you up our limit to 2,500? We have 1,737 between connectors and investors pipelines with a lot more people in the pipeline to add.  We don't wnat to mess with publish / unpublish friction Just looking for a hit send button solution with a higher limit of 2,500 for now !

how do i access the newsletter tool?

Decile Pro Dashboard: Thanks for the new Wire Confirmation email format - very clear, and helps the LP know full status of their contributions. Can the same info be made available on their Decile Pro dashboards too? Right now there's no way for an LP to check on their dashboards how much they have actually wired till date to us. If some LPs have wired extra or less funds than the capital calls, it becomes really confusing. Also, can there be a folder view for the documents too, instead of just a list view by date of creation? 

We are ready to publish our first newsletter.  We have about 2,600 recipients.

Can you please advise how we are supposed to batch up and send bit by bit?

How and where do I find my start fund's LPA?

hi, can't seem to access this: https://vcl.to/projections

how come i cant add an email to a new "company" prospect in my investors pipeline

Hi Hub support Team, am not able to import deals via csv file import Could you advise?

Hi Hub support Team, as shown in the attached screenshot, I cannot see the list of my LPs in the LP closing advice tool to allow me to pick one. Could you advise?

is it possible two merge duplicate entries in the deal flow funnel?

Hi hub tech team, can you give me the instructions on how to run a LP prospect list using the ai 

I just startup using completed a couple of the startup checklist items - but them the checklist disappeared.  If I click 'Deals" on the left hand side, I get a message at top of screen that says you have completed 3 of 6 items. Click here to access checklist.  but clicking fails top bring it up.  Tested in Chrome and Edge - same problem is both places.

hi , i have invited my team mates but they are not getting the inivitation to their mail. some have gotten it but most havent

Hi, I am trying to use Claude to automate CRM process and came across a problem on Decile MCP. I've reported this(#122431). When will you fix it and notify me? Thank you!!!

Minimal repro: Decile MCP write endpoints fail due to missing top-level array envelope

Summary

Decile MCP read endpoints work, but multiple write endpoints fail with the same validation error indicating the wrapper is not nesting records under the required top-level key.

Environment
- Toolkit: Decile MCP
- Auth: valid
- Confirmed working reads: list_people, check_api_key_status, debug_api_request

Repro 1: createorupdate_person
Input:
json
{
"first_name": "Test",
"last_name": "User",
"email": "test@example.com"
}

Actual error:
text
param is missing or the value is empty or invalid: people

Repro 2: createorupdate_prospect
Actual error:
text
param is missing or the value is empty or invalid: prospects

Repro 3: createmultipleprospects
Actual error:
text
param is missing or the value is empty or invalid: prospects

Expected behavior

Wrapper should send:
json
{ "people": [ ... ] }

or
json
{ "prospects": [ ... ] }

Likely root cause

MCP wrapper posts record fields flat instead of wrapping them in the API’s required envelope.

Deal Memo Settings [need help]
can ee edit the rating section cuz we tried to add/remove and the platform said changes saved but when you refresh no changes were made? 

Hi all, quick note on what I’ve been testing with OpenClaw connected to DecileHub via API.

I’m using OpenClaw as an operator layer on top of Decile, connected through the public API, mainly to read records, summarize activity, and help me maintain CRM hygiene during a very busy workflow. For context, I also fed the Decile API docs directly into OpenClaw from: https://enya.decilehub.com/docs/api

A few limitations/issues we’ve observed so far:

1. API visibility does not always match UI visibility
In several cases, I can clearly see a contact in the Decile UI, assigned to a pipeline, but that same contact is not being returned reliably through the API search / prospect endpoints.
2. Contacts outside pipeline assignment seem hard or impossible to resolve via API
It appears that if a person is not assigned to a pipeline, they may not be discoverable through the API paths we tested, even if they exist in Decile.
3. Some existing pipeline contacts are still not exposed reliably
Even for contacts that are in a pipeline in the UI, API lookup sometimes fails to surface the corresponding writable prospect record.
4. Write support is partial
We were able to write:
  • notes
  • next task
through the pipeline prospect route.But we could not reliably update:
  • Last Contact
  • Next Contact
in a way that reflects the actual UI behavior.
5. Some writes require fields that are not obvious from the UI
For example, in some cases updating an existing contact through the API required an email to be present, otherwise the write failed.

Overall, the integration is promising, but right now the biggest gap is that the API does not always expose the same record visibility and workflow semantics that exist in the UI.

If useful, I’m happy to provide more concrete examples.