Dealboard

Name: Dealboard
Author: getdealboard

@getdealboard

关于 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

基本信息

分类

数据与分析

传输方式

stdio

发布者

getdealboard

提交者

yarone

配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

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

工具

未检测到工具

工具是从 README 中自动提取的。维护者可以在 ## Tools 标题下列出工具,即可填充这部分内容。

概览

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.