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dealwize MCP Server已验证已精选

基本信息

传输方式

Streamable HTTP

认证方式

OAuth

分类

生产力

提交者

Deal Wize

关于 dealwize MCP Server

AI deal intelligence for B2B sales teams. Analyse opportunities, uncover risks and stakeholders, and identify the actions needed to progress and win deals.

#B2B Sales#Sales Intelligence#Deal Intelligence#Sales Execution#Deal Management#Deal Health#Revenue Intelligence#MEDDIC#CRM#Sales AI#Mutual Action Plan#Stakeholder Analysis#Sales Pipeline#MCP#AI Agents

连接信息

https://api.dealwize.co/api/v1/mcp

接入方式

claude mcp add dealwize --transport http https://api.dealwize.co/api/v1/mcp --header "Authorization: Bearer dw_live_YOUR_API_KEY"

dealwize MCP Server 工具

14

Analyse a raw B2B sales call transcript, meeting notes, sales conversation, or email thread and produce a Dealwize Deal Health Intelligence assessment. Use this when the user wants to know whether a sales opportunity is genuinely progressing, likely to close, at risk of slipping, missing key stakeholders, weakly qualified, lacking a real champion, or needs a clear next action. Returns deal health, buyer commitment, brutal truth, strengths, risks, stakeholder intelligence, qualification gaps, next best action, and a Mutual Action Plan. This tool can be used for first-time deal analysis without an existing persistent Dealwize deal.

Assess the health of a saved B2B sales opportunity using Dealwize Deal Health Intelligence and return a 0–100 health score with the reasons behind it. Use this when the user asks whether a deal is healthy, genuinely progressing, likely to close, likely to slip, at risk, forecastable, stalled, or worth pursuing. Consider buyer commitment, stakeholder engagement, champion strength, economic buyer access, timeline movement, procurement progress, qualification gaps, competitive pressure, and other deal signals.

Identify the most important hidden and explicit risks that could prevent a saved B2B sales opportunity from closing. Categorize risks across commercial, stakeholder, timing, procurement, technical, competitive, qualification, and buyer-commitment factors. Use this when the user asks what could kill the deal, why the deal might slip, what blockers exist, what is being overlooked, what could go wrong, or what the seller should be worried about.

Analyse the stakeholder landscape of a saved B2B sales opportunity, including champion strength, economic buyer access, decision makers, technical evaluators, procurement contacts, influencers, blockers, and missing stakeholders. Use this when the user asks who matters in the deal, whether they have a real champion, whether the economic buyer is engaged, who may block the purchase, who makes the decision, or which stakeholder is missing.

Determine the single highest-priority action the seller should take next to increase the probability of progressing or closing a saved B2B sales opportunity. Base the recommendation on deal health, buyer commitment, stakeholder gaps, risks, timeline, qualification gaps, procurement status, and current deal evidence. Use this when the user asks what they should do next, how to progress the deal, how to unblock it, or what the most important action is after a sales conversation.

Retrieve the complete Dealwize intelligence record for a specific saved B2B sales opportunity. Includes deal reality, health, brutal truth, North Star goals, top risks, stakeholder intelligence, buyer commitment, qualification gaps, timeline context, and next best action. Use this when the user wants a comprehensive understanding, review, briefing, or summary of a specific deal rather than one individual aspect of it.

List the user's saved B2B sales opportunities in Dealwize with their current health scores, statuses, buyer commitment, North Star goals, and primary risks. Use this when the user wants an overview of their pipeline, asks which deals need attention, wants to compare opportunities, asks which deals are healthiest or riskiest, or wants to see their Dealwize deal board.

List the user's saved B2B sales opportunities in Dealwize with their current health scores, statuses, buyer commitment, North Star goals, and primary risks. Use this when the user wants an overview of their pipeline, asks which deals need attention, wants to compare opportunities, asks which deals are healthiest or riskiest, or wants to see their Dealwize deal board.

Generate a structured buyer-facing Mutual Action Plan (MAP) for a B2B sales opportunity using the available deal evidence or transcript. Create logical phases, milestones, action items, owners, dependencies, and target deadlines that help the buyer and seller progress toward a successful purchasing decision. Use this when the user asks to create a MAP, build a close plan, create a joint action plan, turn a sales conversation into an execution plan, or define the steps required to close the deal.

Retrieve the current living Mutual Action Plan for a saved B2B sales opportunity, including phases, milestones, action items, owners, checklist items, and deadlines. Use this when the user asks to review the deal plan, check MAP progress, see outstanding actions, identify overdue milestones, or understand what buyer and seller actions remain before close.

Update an existing saved B2B sales opportunity or ingest new sales evidence such as a call transcript, meeting notes, or conversation into the deal. New evidence should trigger the existing Dealwize intelligence process so health, risks, stakeholders, buyer commitment, qualification, next actions, and other relevant intelligence can be refreshed. Use this when the user provides new information about an existing deal or asks Dealwize to update its assessment.

Create a safe shareable link for approved Dealwize deal intelligence or buyer-facing deal content that can be viewed without requiring the recipient to authenticate. Use this when the user asks to share a deal diagnosis, deal intelligence one-pager, deal board, or buyer-facing deal information with another person.

Generate a secure Dealwize authentication URL when the user needs to sign in, create or access their Dealwize account, authorize access to private Dealwize resources, or continue from a temporary analysis into a persistent Dealwize workspace.

Start the authorization flow for connecting the current AI client to the user's Dealwize account. Use this when the user wants the AI client to access saved private deals, persistent Dealwize intelligence, living Mutual Action Plans, or other authenticated Dealwize resources.

概览

Dealwize gives AI assistants and agents access to B2B deal intelligence, helping sales teams understand what's really happening in an opportunity and what they should do next.

Rather than simply exposing CRM records, Dealwize analyses the context of a deal to surface the insights and actions that can help move it forward.

What you can do

Use the Dealwize MCP to:

  • Understand deal health and the factors affecting an opportunity
  • Identify key stakeholders involved in the buying decision
  • Surface risks and gaps that could prevent the deal from progressing
  • Find the critical next step the seller should take
  • Understand the North Star for progressing and winning the deal
  • Review deal strategy using the context captured in Dealwize
  • Work with Mutual Action Plans and the activities required to move the deal forward
  • Create and update Dealboards from sales conversations and transcripts

Example prompts

Ask your AI assistant:

  • "Analyse my Acme deal and tell me what could stop it from closing."
  • "What's the North Star for this deal?"
  • "Who are the key stakeholders, and who are we missing?"
  • "What's the most important thing I should do next?"
  • "Give me the brutal truth about this opportunity."
  • "What are the biggest risks in this deal?"
  • "Show me the Mutual Action Plan for this deal."
  • "Create a Dealboard from this meeting transcript."

Built for B2B sales execution

Dealwize is designed for Account Executives, Sales Leaders, Founders and Revenue Teams working on complex B2B opportunities.

It helps turn fragmented deal information into a clearer view of:

Where the deal stands → what could derail it → who matters → what needs to happen next.

Authentication

The Dealwize MCP is a hosted remote MCP server and requires a Dealwize account.

Generate your API key from:

Dealwize → Settings → Integrations

Connect using the Dealwize remote MCP endpoint with your API key as a Bearer token.

MCP

Registry ID: co.dealwize/dealwize

Transport: Streamable HTTP

Endpoint: https://api.dealwize.co/api/v1/mcp

SSE is also available for compatible MCP clients.

About Dealwize

Dealwize is an AI-powered B2B sales execution platform designed to help revenue teams understand their deals, expose risks earlier and focus sellers on the actions most likely to move opportunities forward.

Learn more at dealwize.co.

常见问题

1

dealwize 远程 MCP 服务器是什么?

dealwize 的远程 MCP 服务器是一个托管的 Model Context Protocol 端点,地址是 https://api.dealwize.co/api/v1/mcp,AI 助手无需在本地安装或运行任何东西即可连接。

2

怎么连接 dealwize 的 MCP 服务器?

把端点 https://api.dealwize.co/api/v1/mcp 添加到任意支持 MCP 的客户端,比如 Claude Code、Cursor 或 VS Code。本页的接入代码块可以一步配置好每个客户端。

3

dealwize 的 MCP 服务器需要认证吗?

需要。dealwize 使用 OAuth——第一次连接时,你的 MCP 客户端会打开浏览器窗口登录并授权,之后会复用这个凭证。

4

dealwize 的 MCP 服务器用的是哪种传输方式?

dealwize 暴露的是 Streamable HTTP 端点,这是远程 MCP 服务器普遍使用、主流客户端都支持的传输方式。

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