Dealboard

Track every deal without the spreadsheet mess or CRM overhead.

От сообществаРаботаетБез входаГлобальныйБесплатноМожет изменять данные

Что умеет

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).

Какие данные видит

Нужен ли аккаунт

Не нужен: сервер работает без входа

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.

Список инструментов сервера (19)

Технические названия из tools/list. Нужны только разработчикам.

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).
update_deal	Update fields on an existing deal. Only the fields you pass change.
move_deal	Move a deal to a different stage. Stamps wonAt/deadAt and fires webhooks.
add_note	Add a plain-text note to a deal's activity feed.
list_leads	List inbound leads. Filter by board or triage state ('new' = unread inbox; 'promoted'/'junk'/'bad_fit' = archived).
get_lead	Fetch one lead by id incl. contact info, message, triage state, enrichment.
patch_lead_enrichment	Write qualifier output (summary, score, notes, attachments) onto a lead. Merges keys; appends a history snapshot.
triage_lead	Flip a lead's lifecycle state (contacted\|junk\|bad_fit\|stale). Does NOT create a deal — use promote_lead.
promote_lead	Promote an inbound lead to a deal. Idempotent — replaying with the same lead id returns the existing deal id.
search_deals	Search deals by case-insensitive substring against name and company. Use when the user names a deal/company but has no id.
get_pipeline_summary	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.)
get_weighted_pipeline	Weighted-pipeline report for a board: probability-weighted + raw totals and a per-stage breakdown.
show_dealboard_summary	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.
show_this_month	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.
show_deals_won	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.
show_deal_progress	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.
export_report_image	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.