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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
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