Dealboard

com.getdealboard/dealboard

Connects Claude to Dealboard's visual deal tracker through their streamable HTTP transport. You get programmatic access to pipeline cards, deal notes, stage updates, goals, and reports without leaving your AI workflow. Useful when you're managing deals in Dealboard and want Claude to pull current pipeline status, update deal notes, or generate reports based on your active opportunities. The MCP server sits at app.getdealboard.com/mcp and works alongside their existing REST API and team integrations. Best fit for founders and small sales teams already using Dealboard who want AI assistance with deal tracking instead of jumping between tools or exporting spreadsheets.

tools: 19
transport: HTTP
last updated: May 30, 2026

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Tools

19 tools

Public tool metadata for what this MCP can expose to an agent.

list_dealsList deals in the user's workspace, most recent first. Defaults to open (active) deals only. Pass status='all' to include won and dead deals too.4 params

List deals in the user's workspace, most recent first. Defaults to open (active) deals only. Pass status='all' to include won and dead deals too.

Parameters* required

boardIdstring

Filter to one board (UUID).

limitnumber

1-100, default 25.

stagestring

Filter to one stage id.

statusstring

open (default) | won | dead | all. 'open' = active pipeline only.

get_dealFetch one deal by id with all its details.1 params

Fetch one deal by id with all its details.

Parameters* required

dealIdstring

Deal id (UUID).

create_dealCreate a new deal. boardId and name required. amountCents is minor units (1,250,000 dollars = 125000000).7 params

Create a new deal. boardId and name required. amountCents is minor units (1,250,000 dollars = 125000000).

Parameters* required

amountCentsnumber

Amount in cents.

boardIdstring

Board UUID.

companystring

namestring

Deal title.

primaryContactEmailstring

primaryContactNamestring

stageIdstring

Stage id; defaults to the earliest open stage.

update_dealUpdate fields on an existing deal. Only the fields you pass change.6 params

Update fields on an existing deal. Only the fields you pass change.

Parameters* required

amountCentsnumber

companystring

dealIdstring

keyTermsstring

namestring

stageIdstring

move_dealMove a deal to a different stage. Stamps wonAt/deadAt and fires webhooks.2 params

Move a deal to a different stage. Stamps wonAt/deadAt and fires webhooks.

Parameters* required

dealIdstring

toStageIdstring

Target stage id.

add_noteAdd a plain-text note to a deal's activity feed.2 params

Add a plain-text note to a deal's activity feed.

Parameters* required

contentTextstring

Plain-text note body.

dealIdstring

list_leadsList inbound leads. Filter by board or triage state ('new' = unread inbox; 'promoted'/'junk'/'bad_fit' = archived).3 params

List inbound leads. Filter by board or triage state ('new' = unread inbox; 'promoted'/'junk'/'bad_fit' = archived).

Parameters* required

boardIdstring

limitnumber

1-100.

triageStatusstring

get_leadFetch one lead by id incl. contact info, message, triage state, enrichment.1 params

Fetch one lead by id incl. contact info, message, triage state, enrichment.

Parameters* required

leadIdstring

patch_lead_enrichmentWrite qualifier output (summary, score, notes, attachments) onto a lead. Merges keys; appends a history snapshot.2 params

Write qualifier output (summary, score, notes, attachments) onto a lead. Merges keys; appends a history snapshot.

Parameters* required

enrichmentobject

leadIdstring

triage_leadFlip a lead's lifecycle state (contacted|junk|bad_fit|stale). Does NOT create a deal — use promote_lead.2 params

Flip a lead's lifecycle state (contacted|junk|bad_fit|stale). Does NOT create a deal — use promote_lead.

Parameters* required

leadIdstring

triageStatusstring

contacted|junk|bad_fit|stale

promote_leadPromote an inbound lead to a deal. Idempotent — replaying with the same lead id returns the existing deal id.3 params

Promote an inbound lead to a deal. Idempotent — replaying with the same lead id returns the existing deal id.

Parameters* required

dealNamestring

Override deal name.

leadIdstring

ownerUserIdstring

Override owner (UUID).

search_dealsSearch deals by case-insensitive substring against name and company. Use when the user names a deal/company but has no id.2 params

Search deals by case-insensitive substring against name and company. Use when the user names a deal/company but has no id.

Parameters* required

limitnumber

Max results, default 25.

querystring

Substring to match.

get_pipeline_summaryHigh-level pipeline summary for OPEN/ACTIVE deals: counts and total value per stage. Excludes won and dead deals — open pipeline only. Optionally scoped to one board. (For probability-weighted totals use get_weighted_pipeline.)1 params

High-level pipeline summary for OPEN/ACTIVE deals: counts and total value per stage. Excludes won and dead deals — open pipeline only. Optionally scoped to one board. (For probability-weighted totals use get_weighted_pipeline.)

Parameters* required

boardIdstring

Optional board UUID.

get_weighted_pipelineWeighted-pipeline report for a board: probability-weighted + raw totals and a per-stage breakdown.1 params

Weighted-pipeline report for a board: probability-weighted + raw totals and a per-stage breakdown.

Parameters* required

boardIdstring

Board UUID.

show_dealboard_summaryRender the Dealboard summary card inline: weighted pipeline total, raw pipeline, open-deal count, and the Active Deals breakdown by stage (Early / anchor / Late). Use when the user wants to SEE their pipeline or a snapshot of open deals.1 params

Render the Dealboard summary card inline: weighted pipeline total, raw pipeline, open-deal count, and the Active Deals breakdown by stage (Early / anchor / Late). Use when the user wants to SEE their pipeline or a snapshot of open deals.

Parameters* required

boardIdstring