DealDesk

Claude connector · governed read-only access

Run your live deal desk from Claude.

Ask Claude for pipeline priorities, cited lease terms, LOIs, and your comps without re-uploading a thing. DealDesk keeps every answer scoped to your private workspace, read-only, and source-grounded.

Connect DealDesk to Claude View the 3 steps
8 read toolsPrivate-workspace OAuthRevocable anytime
Claude
DealDesk MCP connected
What’s the largest active deal in my pipeline?
You · Claude Desktop
Searching your pipeline…
MCP Tool Call
dealdesk › list_deals(stage: "open", limit: 50)
12 open deals · sorted by annual_rent desc
Claude
Meridian Capital Partners, 250 Park Ave, 12,450 SF. $703K annual rent, currently in Touring. I can pull its cited lease terms or latest LOI next.
Reply to Claude…

Private workspace response

Connected

Claude Desktop

macOS and Windows

Claude Code

CLI and IDE

Cowork

Anthropic agent

MCP clients

Remote HTTP transport

Your connection

Checking this workspace…

Setup essentials

DealDesk server URL

https://getdealdesk.co/api/mcp
Open Claude connectors

Return to this page after approval to confirm the connection. Opening Claude alone does not grant access.

Quick start

Connect in three controlled steps.

Claude discovers DealDesk authentication, opens a browser approval, and receives a revocable token limited to your private workspace.

  1. 01

    Open connectors

    In Claude, open Settings → Connectors → Add custom connector.

  2. 02

    Add DealDesk

    Name it DealDesk, paste the server URL below, and choose Connect.

  3. 03

    Approve and test

    Approve read access to your private workspace, then ask: “Give me a stand-up summary of my DealDesk pipeline.”

Server endpoint

https://getdealdesk.co/api/mcp

OAuth 2.1 with PKCE and S256

Dynamic client registration

Private-workspace scoped, revocable access

Read-only tools in the current release

Manual configuration

JSON
{
  "mcpServers": {
    "dealdesk": {
      "url": "https://getdealdesk.co/api/mcp",
      "transport": "http"
    }
  }
}

For clients without OAuth auto-discovery. Browser authorization runs on first connection.

Available tools

Eight read-only operations.

Each operation is filtered by the private workspace bound to the access token. The connector never queries another broker's records.

list_deals(limit?, stage?)

Pipeline overview with an optional stage filter.

get_deal(id)

One deal with economics, parties, and stage history.

list_abstracts(limit?)

Lease-abstract metadata for your connected workspace.

get_abstract(id)

Extracted terms with clause and page citations.

list_lois(limit?, deal_id?)

Letters of Intent, optionally scoped to a deal.

get_loi(id)

Full LOI body and party details.

search_comps(market?, property_type?, min_sf?, max_sf?, limit?)

Your comp library filtered by market, type, and size.

pipeline_summary()

Stage totals, estimated commission, and seven-day activity.

Security model

The connector inherits DealDesk governance.

Authentication

OAuth 2.1, PKCE S256, and dynamic client registration.

Authorization

Workspace-bound tokens, server-side organization filters, and revocation.

Data access

Read-only v0 tools over the same row-level controls as the web app.

Connect your workspace, review the scope, and query governed deal data from the AI client you already use.

Open Claude connectors Manage or revoke access