Dealboard

Track every deal without the spreadsheet mess or CRM overhead.

CommunityOnlineNo sign-inGlobalFreeCan modify data

What it can do

  • List Deals: 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.
  • Get Deal: Fetch one deal by id with all its details.
  • Create Deal: Create a new deal. boardId and name required. amountCents is minor units (1,250,000 dollars = 125000000).

What data it sees

Do you need an account

No: the server works without sign-in

Track every deal without the spreadsheet mess or CRM overhead. Dealboard gives salespeople, BD teams, founders, and other dealmakers one clear sales pipeline with deal cards, notes, goals, files, and reporting that works out of the box. AI agents can triage leads, update deals, add notes, move stages, and pull live pipeline summaries.

How to connect

How to connect Dealboard to Claude

The server address to paste into Claude settings:

https://dealboard--getdealboard.run.tools

  1. Open Claude (claude.ai or the desktop app).
  2. Go to Settings → Connectors.
  3. Click Add custom connector.
  4. Paste the server address copied below into Remote MCP server URL and click Add.
  5. In a chat, click + → Connectors and switch the new connector on.

Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

Authorization

After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

How to connect Dealboard to ChatGPT

The server address to paste into ChatGPT settings:

https://dealboard--getdealboard.run.tools

  1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
  2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
  3. Open Settings → Connectors and click Create.
  4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
  5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
  6. In a new chat open + → Apps/Connectors and enable the connector.

OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

Authorization

On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

How to connect Dealboard to Cursor

The server address to paste into Cursor settings:

https://dealboard--getdealboard.run.tools

Fastest: click Open in Cursor below and confirm the prompt.

Manually:

  1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
  2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
  3. Save the file. The server appears in the MCP list; authorize it there if asked.

Authorization

If the service needs sign-in, an authorize button appears next to the server in the MCP list.

Server tool list (19)

Raw names from tools/list. Only developers need these.

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.
get_dealFetch one deal by id with all its details.
create_dealCreate a new deal. boardId and name required. amountCents is minor units (1,250,000 dollars = 125000000).
update_dealUpdate fields on an existing deal. Only the fields you pass change.
move_dealMove a deal to a different stage. Stamps wonAt/deadAt and fires webhooks.
add_noteAdd a plain-text note to a deal's activity feed.
list_leadsList inbound leads. Filter by board or triage state ('new' = unread inbox; 'promoted'/'junk'/'bad_fit' = archived).
get_leadFetch one lead by id incl. contact info, message, triage state, enrichment.
patch_lead_enrichmentWrite qualifier output (summary, score, notes, attachments) onto a lead. Merges keys; appends a history snapshot.
triage_leadFlip a lead's lifecycle state (contacted|junk|bad_fit|stale). Does NOT create a deal — use promote_lead.
promote_leadPromote an inbound lead to a deal. Idempotent — replaying with the same lead id returns the existing deal id.
search_dealsSearch deals by case-insensitive substring against name and company. Use when the user names a deal/company but has no id.
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.)
get_weighted_pipelineWeighted-pipeline report for a board: probability-weighted + raw totals and a per-stage breakdown.
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.
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.
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.
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.
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.