Dealboard
Keep a lightweight sales pipeline in Dealboard and let your agent update deals, notes, goals, and reports while you ship.
Overview
com.getdealboard/dealboard is an MCP server for the Build phase that connects AI agents to Dealboard pipeline cards, notes, goals, reports, and AI deal updates.
What is this MCP server?
- Pipeline cards with notes, goals, and reporting in one deal tracker
- AI-powered deal updates via remote MCP at app.getdealboard.com/mcp
- Streamable-http transport on registry version 1.0.35
- Hosted SaaS workflow—no local server binary required
- Registry-listed server version 1.0.35
- Remote endpoint https://app.getdealboard.com/mcp
- Five capability areas named: pipeline cards, notes, goals, reports, AI deal updates
What problem does it solve?
Solo sellers lose context when CRM updates live in a browser tab separate from the agent that drafts emails and specs.
Who is it for?
One-person founders tracking a small B2B or services pipeline who want agent-assisted CRM hygiene.
Skip if: Large sales orgs needing complex territory rules, or teams that require fully offline CRM with no hosted MCP.
What do I get? / Deliverables
After connecting the remote MCP, your agent can maintain Dealboard pipeline state and reports without constant manual tab switching.
- Connected Dealboard remote MCP session
- Agent-driven pipeline card and note maintenance
- Access to goals, reports, and AI-powered deal updates in Dealboard
Recommended MCP Servers
Journey fit
Deal tracking is product and revenue operations work that most solo builders formalize during Build alongside feature delivery. PM is the canonical shelf for pipeline cards, goals, and deal notes that sit next to roadmap and customer conversations.
How it compares
Lightweight deal-tracker MCP SaaS, not a generic spreadsheet skill or full enterprise Salesforce bridge.
Common Questions / FAQ
Who is com.getdealboard/dealboard for?
Solo builders and tiny teams who use Dealboard for pipeline tracking and want Claude or Cursor to update deals and notes.
When should I use com.getdealboard/dealboard?
Use it during build and early revenue work when you want AI-assisted pipeline updates, goals, and reports in Dealboard.
How do I add com.getdealboard/dealboard to my agent?
Add the streamable-http remote https://app.getdealboard.com/mcp in your MCP configuration and sign in with your Dealboard account per provider docs.