Connect Your AI Agent with DealCloud for Slack

Integrate DealCloud MCP server into your Slack workspace for instant access to your AI agent.

Or, book a demo
Documentation
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DealCloud
DealCloud
DealCloud is more than a CRM. It’s a single platform for your team’s knowledge and workflows - managing relationships, tracking and forecasting pipeline, and streamlining deal execution. With Applied AI and a private-capital data foundation, it helps you find the best opportunities and close more deals across the investment lifecycle.

Categories

CRM

Available Tools

Tools that your AI agent can use through this MCP server to interact with DealCloud

List Object ID Options

Retrieves available options for the Object ID field.

Update Record

Updates a record (entry) in DealCloud. See the documentation

Get Record(s)

Retrieves one or more records (entries) from DealCloud. See the documentation

Delete Record(s)

Deletes one or more records (entries) from DealCloud. See the documentation

Create Record

Creates a new record (entry) in DealCloud. See the documentation