Connect your AI tools to
Dealwize with zero setup.
Connect your existing LLM tools directly to Dealwize via Model Context Protocol (MCP). Pass call transcripts, query active deal boards, and trigger deal workflows from Claude, ChatGPT, Cursor, or custom AI agents with zero local setup.
Cloud Connection (Zero Local Scripts)
Connect directly in the cloud using your integration API key. No Python dependencies, local terminal commands, or local credential files required on your machine.
Seamless Toolchain Integration
Expose Dealwize actions directly to Claude, ChatGPT, Cursor, or custom AI tools. Your AI assistants can search dealboards, ingest new call transcripts, and trigger processing automatically.
Hard Tenant Scoping & Enterprise Safety
Security built in by design. Tool execution is hard-bound to your authenticated organization and user account, protecting against cross-tenant leaks and unauthorized actions.
Automated Multi-Agent AI Processing
Ingested transcripts automatically trigger Dealwize's background agentic pipeline to generate Mutual Action Plans, update MEDDPICC qualification fields, and flag deal risks.
How MCP Integration Works
Bring Dealwize deal intelligence into your daily AI workflow in 3 simple steps
1. Mint your API Key
Go to Settings > Integrations in Dealwize and copy your integration API key (dw_live_...).
2. Connect your AI Tool
Paste your connection URL into Claude, ChatGPT, Cursor, or your preferred AI client.
3. Ingest Transcripts & Automate
Prompt your AI assistant to create dealboards, summarize calls, or query deal status directly from your chat interface.
Common questions about Streaming MCP Server
Streamline your deal workflow with your favorite AI tools
Connect your AI tool in minutes and experience zero-friction deal ingestion.
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