mcpField
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Dealboard

Dealboard

Remote
getdealboard.comData & Analytics2Updated 22w ago
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About Dealboard

Dealboard is a sales pipeline and deal tracker for salespeople, business development teams, founders, and small teams. Its hosted MCP server lets AI agents inspect and update the same live pipeline, including leads and reports.

Key features

  1. 01List, search, and manage deals
  2. 02Add notes to deal activity
  3. 03Triage and promote inbound leads
  4. 04Fetch pipeline and stage summaries
  5. 05View progress reports and export images

Use cases

  1. 01Review active deals and identify follow-ups
  2. 02Record deal updates and next steps
  3. 03Triage new leads for conversion to deals
  4. 04Check monthly goal pacing and pipeline reports

MCP support

Provides a hosted remote MCP server for compatible clients to access the live Dealboard pipeline. Authentication uses OAuth 2.1 with PKCE, and tools cover deals, leads, and reports.

#sales#crm#deal-tracking#pipeline#sales-pipeline#business-development#startups#reporting#goals#notes#leads#productivity#oauth

Configuration

Remote servers need no local install. Pick your client, then copy the config or install in one click.

Endpointhttps://app.getdealboard.com/mcp
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.

Tools

Details

From the project README

Dealboard MCP Server

Track every deal without the spreadsheet mess or CRM overhead.

Dealboard sales pipeline

Dealboard gives humans a clear sales pipeline while AI agents help keep it up to date in the background.

Dealboard is the simple, opinionated deal tracker for salespeople, BD teams, founders, and small teams. It gives humans one clear sales pipeline with deal cards, notes, goals, files, and reporting that works out of the box. The Dealboard MCP server lets AI agents work with that same live pipeline: inspect deals, add notes, update opportunities, promote leads, move stages, and pull pipeline summaries.

Hosted MCP Endpoint

https://app.getdealboard.com/mcp

Authentication uses OAuth 2.1 with PKCE and dynamic client registration.

What AI Agents Can Do

  • List, search, create, update, and move deals
  • Add notes to a deal's activity feed
  • List, qualify, triage, and promote inbound leads
  • Fetch active pipeline, weighted pipeline, and stage summaries
  • Show out-of-the-box reporting for deal progress, deals won, active deals, and this month so far
  • Export shareable report images

ChatGPT, Claude, Cursor, Cline, Windsurf, VS Code, and Other MCP Clients

Use the hosted remote MCP server:

{
  "mcpServers": {
    "dealboard": {
      "url": "https://app.getdealboard.com/mcp"
    }
  }
}

If your client asks for transport, choose Streamable HTTP.

Dealboard is built for MCP-compatible AI clients and app ecosystems including ChatGPT, Claude, Cursor, Cline, Windsurf, VS Code, OpenAI Codex, and other agents that support hosted remote MCP servers.

xAI / Grok

Dealboard can be used as a remote MCP tool from the xAI API:

{
  "type": "mcp",
  "server_url": "https://app.getdealboard.com/mcp",
  "server_label": "dealboard",
  "server_description": "Dealboard tracks sales deals, leads, notes, goals, files, and out-of-the-box pipeline reporting."
}

Example Prompts

Show me my active Dealboard pipeline and summarize what needs attention.

Find the Acme deal, summarize what is happening, and add a note that I should
follow up next week on pricing.

How am I pacing against my goals this month in Dealboard?

Show me my newest inbound leads and help me decide which ones to promote to
deals.

Links

Keywords

MCP, Model Context Protocol, remote MCP, hosted MCP, OAuth MCP, sales pipeline, deal tracker, sales CRM, lightweight CRM, spreadsheet alternative, sales tools, BD tools, founder sales, pipeline reporting, sales goals, ChatGPT, Claude, Cursor, Cline, Windsurf, Grok, xAI.

Comments

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New to MCP?

From what the protocol is to installing your first server, these answers cover most first questions.

An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.