Dealboard

@getdealboard

About Dealboard

Track every deal without the spreadsheet mess or CRM overhead. Dealboard gives salespeople, BD teams, founders, and small teams one clear sales pipeline with deal cards, notes, goals, files, reporting, and AI-ready MCP tools.

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

Config

Add this server to your MCP-compatible client using the configuration below.

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

Tools

No tools detected

We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.

Overview

What is Dealboard?

Dealboard is a simple deal tracker for salespeople, BD teams, founders, and small teams who want to track every deal without spreadsheet mess or CRM overhead. It integrates with AI clients that support remote MCP to inspect pipeline status, summarize deals, add notes, update opportunities, promote inbound leads, move deals through stages, and check goals/reporting progress.

How to use Dealboard?

Connect to the MCP endpoint at https://app.getdealboard.com/mcp from any AI client that supports remote MCP. No installation or configuration steps are described in the README.

Key features of Dealboard

Inspect pipeline status and summarize deals
Add notes and update opportunities
Promote inbound leads and move deals through stages
Check goals and reporting progress
Works with AI clients supporting remote MCP

Use cases of Dealboard

Salespeople tracking deals in a pipeline
BD teams updating opportunities and moving deals
Founders checking goals and reporting progress
Small teams adding notes to deals without a CRM

FAQ from Dealboard

What capabilities does Dealboard MCP offer?

It allows AI clients to inspect pipeline status, summarize deals, add notes, update opportunities, promote inbound leads, move deals through stages, and check goals/reporting progress.

How do I connect to Dealboard MCP?

Use the endpoint https://app.getdealboard.com/mcp from any AI client that supports remote MCP. No further connection details are provided.

Does Dealboard replace a CRM?

Dealboard positions itself as a simple deal tracker that avoids spreadsheet mess and CRM overhead, making it an alternative for small teams.

What are the runtime requirements?

An AI client that supports remote MCP is required. No other dependencies, authentication, or transport details are mentioned in the README.

Frequently asked questions

What capabilities does Dealboard MCP offer?

It allows AI clients to inspect pipeline status, summarize deals, add notes, update opportunities, promote inbound leads, move deals through stages, and check goals/reporting progress.

How do I connect to Dealboard MCP?

Use the endpoint https://app.getdealboard.com/mcp from any AI client that supports remote MCP. No further connection details are provided.

Does Dealboard replace a CRM?

Dealboard positions itself as a simple deal tracker that avoids spreadsheet mess and CRM overhead, making it an alternative for small teams.

What are the runtime requirements?

An AI client that supports remote MCP is required. No other dependencies, authentication, or transport details are mentioned in the README.

Comments

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