Mosaic Expert Search — connector docs

Search Mosaic Research Management's expert network from inside your AI assistant: bios, work histories, and Mosaic's vetting write-ups, distilled into a shortlist of the people worth a call. It's a remote MCP connector — read-only, and available to Mosaic clients.

What you need

A Mosaic client-portal account (register here if you don't have one).
AI expert search enabled on your account — ask your Mosaic team to turn it on.
An assistant that supports MCP connectors (e.g. Claude, or ChatGPT with connectors).

Connect it

https://mcp.mosaicrm.com

In Claude

Open Settings → Connectors and find Mosaic Research Management MCP in the connector directory.
Click Connect.
Sign in with your Mosaic client-portal email and password when prompted.

Using Claude Desktop, or don't see it in the directory? Open Settings → Connectors → Add custom connector and paste the URL above instead.

In ChatGPT

Open Plugins and find Mosaic Expert Search in the plugin directory.
Click Connect.
Complete the Mosaic sign-in when prompted.

Don't see it? Add a connector using the URL above instead.

Authentication is OAuth 2.1 — you sign in on Mosaic's own page; your assistant never sees your password.

Staying signed in

You sign in once. Your assistant keeps the connection alive on its own — you won't be asked for your password again unless you go 30 days without using the connector, or your Mosaic access changes (for example, if your portal account or AI expert search is turned off).

What you can do

search_experts — keyword search across expert profile summaries, with optional company / title filters.

get_expert_profile — full profile for one expert: work history plus Mosaic's bio/vetting write-ups.

get_expert_applications — the expert's individual vetting summaries in full.

Example prompts

“Find experts who've run payer contracting for oncology drugs at a top-10 US health plan.”
“Search for former VPs of procurement at large medical-device companies.”
“I need experts on GLP-1 commercial strategy — shortlist five and summarise why each is relevant.”
“Who in the network has worked at Stripe on risk or underwriting?”
“Pull the full vetting write-ups for expert <expert_id>.”

Tip: run several searches with different phrasings and synonyms — each is cheap, and coverage improves. Use quotes for exact phrases (e.g. "revenue cycle management").

Profiles never include contact details. When you find someone you'd like to speak with, give your Mosaic team the expert's name and ID and they'll arrange the call.