Use Dealboard from inside Claude.
Ask about your deals. Log calls. Move stages. Triage leads. Render the Pipeline. Pull a PNG of any report. From Claude, against your live Dealboard workspace.
Works with Claude Pro, Max, Team, and Enterprise.
What you can do from a Claude conversation.
A focused set of tools, mapped 1:1 to the actions in Dealboard. Claude picks the right one for what you asked.
Get straight answers about your pipeline.
Ask Claude what's stuck, what closed last month, or where your weighted pipeline sits by stage. Claude reads your live workspace and answers — no exports, no spreadsheet pivots.
list_dealsget_dealsearch_dealslist_leadsget_pipeline_summaryget_weighted_pipeline Log calls, move stages, and triage leads as you go.
Dictate a note, move a deal to Proposal Sent, promote a hot lead, mark inbound junk. Claude turns your sentence into the right tool call against your workspace.
create_dealupdate_dealmove_dealadd_notetriage_leadpromote_leadpatch_lead_enrichment See your Dealboard reports as interactive cards.
Ask about your pipeline, this month, deals won, or deal progress and Claude renders the matching Dealboard card inline — and receives the underlying numbers, so it can answer follow-ups like “what was my win rate last quarter?”
show_dealboard_summaryshow_this_monthshow_deals_wonshow_deal_progress Drop a PNG of any report into a doc, deck, or email.
Seven reports: This Month So Far, Active Deals, Deal Progress (chart + table), Deals Won (chart + table), Pipeline. Ask Claude for the image and paste it wherever you need it.
export_report_image How to connect.
About a minute. Standard OAuth — sign in, grant scopes, you're in.
Open Claude Settings → Connectors.
In Claude.ai, click your profile, then Settings, then Connectors. Custom connectors are available on Claude Pro, Max, Team, and Enterprise.
Add a custom connector.
Click "Add custom connector," paste https://app.getdealboard.com/mcp as the URL, and name it "Dealboard."
Sign in to your Dealboard workspace.
Claude redirects you to Dealboard. Sign in with your normal credentials — magic link or Google. If you have more than one workspace, pick the one you want Claude to read from.
Grant the scopes you want Claude to use.
deals:read, deals:write, leads:read, leads:write, pipeline:read. Start read-only if you want to try Claude on your pipeline before letting it make changes. Revoke or re-scope anytime.
Try it.
Ask Claude "What deals need a follow-up this week?" or "Add a note to Acme: spoke to Jamie, sending proposal Thursday." Claude picks the right tool and runs it.
https://app.getdealboard.com/mcp Scopes you control. Nothing more.
You pick what Claude can do. Start read-only. Add write scopes when you trust it.
deals:read List, search, and read deals plus their notes and activity.
deals:write Create deals, update fields, move stages, and add notes.
leads:read Read inbound leads and their enrichment payloads.
leads:write Triage leads, promote them to deals, and write enrichment back.
pipeline:read Read pipeline summaries, weighted pipeline, and report PNGs.
Common questions.
Which Claude plans support custom connectors?
Claude Pro, Max, Team, and Enterprise. Custom MCP connectors are configured from Claude Settings → Connectors → Add custom connector.
Does this work with Claude Desktop and Claude Code too?
The page above describes the remote OAuth-authenticated MCP connector for Claude.ai. Claude Desktop and Claude Code can also connect to Dealboard — see the Developers page for the @dealboard/mcp package and stdio setup.
Does Claude see my chat history when it calls Dealboard?
Dealboard only receives the arguments to the tools Claude calls — never the surrounding conversation or other connector data. Anthropic's connector model keeps your chat content out of the request to Dealboard.
Can I scope Claude to read-only?
Yes. Grant deals:read, leads:read, and pipeline:read and skip the write scopes. Claude can answer questions and pull reports, but cannot change anything in your workspace.
How do I revoke access?
Open Dealboard, go to Settings → Connected Apps, and revoke Claude. The next tool call fails until you reconnect — no orphan tokens, no background sync.
What if I have multiple Dealboard workspaces?
Pick which workspace to grant during the connect flow. To switch, disconnect from Claude Settings → Connectors and reconnect against the other workspace.
Better than a spreadsheet. Now in Claude.
Spin up a Dealboard workspace, connect Claude, and run your pipeline from wherever you already work.