Simple deal tracker with pipeline cards, notes, goals, reports, and AI-powered deal updates.
Setup
Choose your client, copy the config, then fill in any required environment variables.
claude mcp add --transport http dealboard https://app.getdealboard.com/mcp~/.codex/config.toml
[mcp_servers.dealboard]
url = "https://app.getdealboard.com/mcp"
# codex mcp add dealboard --url https://app.getdealboard.com/mcp~/.cursor/mcp.json
{
"mcpServers": {
"dealboard": {
"url": "https://app.getdealboard.com/mcp"
}
}
}.vscode/mcp.json
{
"servers": {
"dealboard": {
"type": "http",
"url": "https://app.getdealboard.com/mcp"
}
}
}~/.gemini/settings.json
{
"mcpServers": {
"dealboard": {
"httpUrl": "https://app.getdealboard.com/mcp"
}
}
}claude_desktop_config.json · Customize › Connectors › Add custom connector
{
"mcpServers": {
"dealboard": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://app.getdealboard.com/mcp"
]
}
}
}.trae/mcp.json
{
"mcpServers": {
"dealboard": {
"url": "https://app.getdealboard.com/mcp"
}
}
}