Dealboard
com.getdealboard/dealboard
19 toolsHTTPregistry active
Summary
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.
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Public tool metadata for what this MCP can expose to an agent.
19 tools
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
boardIdstringFilter to one board (UUID).
limitnumber1-100, default 25.
stagestringFilter to one stage id.
statusstringopen (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
dealIdstringDeal 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
amountCentsnumberAmount in cents.
boardIdstringBoard UUID.
companystringnamestringDeal title.
primaryContactEmailstringprimaryContactNamestringstageIdstringStage 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
amountCentsnumbercompanystringdealIdstringkeyTermsstringnamestringstageIdstringmove_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
dealIdstringtoStageIdstringTarget 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
contentTextstringPlain-text note body.
dealIdstringlist_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
boardIdstringlimitnumber1-100.
triageStatusstringnew|contacted|promoted|junk|bad_fit|stale
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
leadIdstringpatch_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
enrichmentobjectleadIdstringtriage_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
leadIdstringtriageStatusstringcontacted|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
dealNamestringOverride deal name.
leadIdstringownerUserIdstringOverride 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
limitnumberMax results, default 25.
querystringSubstring 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
boardIdstringOptional 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
boardIdstringBoard 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
boardIdstringBoard UUID. Defaults to your primary board.
show_this_monthRender the 'This Month So Far' card inline: gauges for Proposals Sent, Deals Won, and Deal Value vs monthly goals, each marked behind / on-track / ahead. Use when the user asks how the month is going or whether they're on pace.1 params
Render the 'This Month So Far' card inline: gauges for Proposals Sent, Deals Won, and Deal Value vs monthly goals, each marked behind / on-track / ahead. Use when the user asks how the month is going or whether they're on pace.
Parameters* required
boardIdstringBoard UUID. Defaults to your primary board.
show_deals_wonRender the Deals Won card inline: won deal count and value over the last 6 months and 4 quarters. Use when the user asks about historical wins, trend, or how many deals were closed in a period.1 params
Render the Deals Won card inline: won deal count and value over the last 6 months and 4 quarters. Use when the user asks about historical wins, trend, or how many deals were closed in a period.
Parameters* required
boardIdstringBoard UUID. Defaults to your primary board.
show_deal_progressRender the Deal Progress card inline: anchor-reach rate (deals that made it to the anchor stage) and win rate over recent periods. Use when the user asks about conversion rates, win rate, or deal progress.1 params
Render the Deal Progress card inline: anchor-reach rate (deals that made it to the anchor stage) and win rate over recent periods. Use when the user asks about conversion rates, win rate, or deal progress.
Parameters* required
boardIdstringBoard UUID. Defaults to your primary board.
export_report_imageGenerate a downloadable PNG of a Dealboard report — the exact image the app exports — for sharing in Slack, email, or a deck. Use ONLY when the user explicitly wants an image/PNG to share. For viewing in chat, prefer the show_* card tools.2 params
Generate a downloadable PNG of a Dealboard report — the exact image the app exports — for sharing in Slack, email, or a deck. Use ONLY when the user explicitly wants an image/PNG to share. For viewing in chat, prefer the show_* card tools.
Parameters* required
boardIdstringBoard UUID. Defaults to your primary board.
reportstringWhich report surface to render as a PNG.one of
pipeline · this-month-so-far · active-deals · deal-progress-chart · deal-progress-table · deals-won-chartFeatured
Plug Mailtrap into your AI workflow and let it handle the email.
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Get API Key Now →belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
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Registryactive
TransportHTTP
UpdatedMay 30, 2026
