Dealwize MCP
B2B sales intelligence inside your AI assistant.

Bring Dealwize Deal Health Intelligence directly into Claude, Cursor, Windsurf, and ChatGPT over the open Model Context Protocol. Score deal health, surface hidden risks, identify champions vs blockers, and generate Mutual Action Plans from raw call transcripts without leaving your chat.

Get API Key FreeConnect via In-Chat OAuthSetup Guide

Server Endpoints

Supports Streamable HTTP & Legacy SSE
Streamable HTTP (Recommended)
https://api.dealwize.co/api/v1/mcp
Legacy SSE Transport
https://api.dealwize.co/api/v1/mcp/sse

What Dealwize MCP Does

Stop guessing whether deals will close. Give your AI assistant deep, objective B2B deal diagnostic capabilities.

0-100 Deal Health Intelligence

Evaluates buyer commitment, meeting momentum, stakeholder seniority, and qualification evidence rather than superficial conversational positivity.

Brutal Truth & Hidden Risks

Surfaces unspoken deal killers across commercial, stakeholder, timing, procurement, technical, and competitive dimensions before deals slip.

Stakeholder & Champion Mapping

Identifies true champions, verifies economic buyer access, flags potential blockers, and spotlights missing buying committee members.

Next Best Action Guidance

Prescribes the single highest-leverage immediate action the seller must take to advance the opportunity or unblock stuck stakeholders.

Automated Mutual Action Plans

Transforms unstructured sales transcripts into buyer-facing, phase-based execution plans with owners, target dates, and measurable milestones.

Live Dealboard Sync & Ingestion

Ingest discovery transcripts, update deal stages, query your pipeline, and generate shareable deal one-pagers right from your AI prompt.

Why Dealwize vs Generic LLM Summaries?

Generic AI assistants generate ephemeral, one-off text summaries from a single call transcript. Dealwize turns raw conversations into a persistent, living deal cockpit that compounds over time.

Interactive One-Pager Demo

Persistent Incremental Deal Analysis

Never start from scratch. Dealwize compounds intelligence across every meeting, email, and call over the entire deal lifecycle, tracking health score velocity, shifting buyer commitments, and emerging blockers instead of doing one-off transcript summaries.

Shareable Mutual Action Plans (MAPs)

Don't leave action items trapped in an AI chat. Instantly convert sales conversations into collaborative, buyer-facing Mutual Action Plans with secure shareable links (share_deal) that align buyers and sellers on milestones, owners, and deadlines.

Buyer Engagement Analytics

Stop guessing if your buyer is truly engaged. Receive real-time telemetry whenever champions and economic buyers open, inspect, and share your deal boards and action plans, providing definitive behavioral proof of buying intent.

Beyond static prompts: Dealwize powers live revenue collaboration directly connected to your CRM and buying committee.
Explore Mutual Action Plans →Explore Buyer Analytics →
Authentication & Login

Two Seamless Ways to Authenticate

Log in directly during your AI conversation with OAuth, or mint a static API key for developer environments.

Recommended

In-Chat OAuth 2.0 (Zero Key Management)

RFC 8414 Auto-Discovery

No need to copy and paste API keys. The Dealwize MCP server implements RFC 8414 discovery and OAuth 2.0 Authorization Code flow. Simply prompt your AI or click connect, and authorize directly in your browser.

1
Add the Dealwize MCP server URL to your client.
2
Ask your assistant to inspect your deals or run 'connect_account'.
3
Click the authorization popup to link your Dealwize account instantly.
Mixed Authentication: Supports mixed authentication: tools like 'analyze_deal' can be run without auth, prompting you to log in only when saving or querying private deals.
Supported by Claude Web, Connectors, & ChatGPTView Setup

Integration API Key (dw_live_...)

Cursor, Windsurf & CLI Standard

Mint a persistent integration key from your Dealwize account settings for IDE environments, CLI scripts, and local developer configs.

1
Log in to your Dealwize workspace at app.dealwize.co.
2
Navigate to Settings > Integrations.
3
Copy your integration key (dw_live_...).
Header format: Send the key via standard HTTP Authorization: Bearer dw_live_... header or through the ?token= query parameter for legacy SSE.
Open Dealwize Settings > IntegrationsView Configs

Want to test without signing up?

The analyze_deal tool runs without credentials in guest mode. Run it directly in chat and claim your analysis into Dealwize later.

Try Free Web Diagnosis
Zero-Friction Connection

How to Connect

Choose your AI client and configure the Dealwize MCP server in seconds.

Cursor

Streamable HTTP

In Cursor, open Settings > Features > MCP, or add the following to your ~/.cursor/mcp.json:

{
  "mcpServers": {
    "dealwize": {
      "url": "https://api.dealwize.co/api/v1/mcp",
      "headers": {
        "Authorization": "Bearer dw_live_YOUR_API_KEY"
      }
    }
  }
}
Replace dw_live_YOUR_API_KEY with your key from Dealwize Settings > Integrations.
Protocol Capabilities

Available Capabilities & Tools

All tools are powered by Dealwize's multi-agent evaluation pipeline and FastMCP engine.

analyze_deal
Free / NoAuth / Guest SupportedRead-Only

Analyzes a raw B2B sales meeting transcript, call notes, or email thread. Returns a comprehensive deal diagnostic: 0-100 health score, buyer commitment, brutal truths, risks, stakeholder breakdown, qualification gaps, next best action, Mutual Action Plan, and an interactive Deal Health One-Pager URL.

Parameters
transcript(string)required

Raw transcript text, meeting notes, or email chain (up to 100,000 characters).

name(string)optional

Optional opportunity or target company name.

get_deal_health
OAuth / API KeyRead-Only

Returns an objective 0-100 health score for a saved deal opportunity with full rationale, buyer engagement indicators, and momentum signals.

Parameters
deal_id(string)required

Deal ID, UUID, or deal slug.

get_deal_risks
OAuth / API KeyRead-Only

Identifies critical commercial, stakeholder, timing, procurement, technical, and qualification risks that could derail the deal.

Parameters
deal_id(string)required

Deal ID, UUID, or deal slug.

get_stakeholders
OAuth / API KeyRead-Only

Analyzes buying committee dynamics: champion strength, economic buyer accessibility, technical evaluators, detractors, and missing decision makers.

Parameters
deal_id(string)required

Deal ID, UUID, or deal slug.

get_next_best_action
OAuth / API KeyRead-Only

Determines the single highest-leverage next action the sales team should take to accelerate deal velocity or eliminate top risks.

Parameters
deal_id(string)required

Deal ID, UUID, or deal slug.

get_deal
OAuth / API KeyRead-Only

Retrieves the complete Dealwize intelligence dossier for a specific deal (health, risks, North Star, stakeholders, timeline, and actions).

Parameters
deal_id(string)required

Deal ID, UUID, or deal slug.

get_deals / list_deals
OAuth / API KeyRead-Only

Lists your organization's active deals with current health scores, stage, buyer commitments, and primary blockers. Supports search and pagination.

Parameters
page(integer)optional

Page number (default: 1).

limit(integer)optional

Items per page (max 50, default: 20).

search(string)optional

Filter deals by opportunity or company name.

generate_mutual_action_plan
OAuth / API KeyMutating

Creates a structured, buyer-facing Mutual Action Plan (MAP) with phases, action items, assignees, dependencies, and target dates.

Parameters
deal_id(string)required

Deal ID or slug to attach the plan to.

transcript(string)optional

Optional fresh meeting notes to extract plan milestones from.

get_mutual_action_plan
OAuth / API KeyRead-Only

Retrieves the active living Mutual Action Plan, checking completed milestones, outstanding seller/buyer tasks, and target close dates.

Parameters
deal_id(string)required

Deal ID or slug.

update_deal
OAuth / API KeyMutating

Ingests a new call transcript, updates deal metadata, or refreshes deal intelligence following a new sales interaction.

Parameters
deal_id(string)required

Deal ID or slug.

transcript(string)optional

New call notes or transcript to analyze and append.

name(string)optional

Optional updated deal name.

status(string)optional

Optional status (draft, active, closed_won, closed_lost).

share_deal
OAuth / API KeyMutating

Generates a secure, read-only public share link for an approved Dealwize Deal Health One-Pager or buyer-facing deal board.

Parameters
deal_id(string)required

Deal ID or slug to share.

connect_account / get_login_url
Free / In-Chat HelperRead-Only

Generates an authorization or login URL when the user needs to link their Dealwize account during an in-chat conversation.

Parameters
redirect_to(string)optional

Optional post-login destination path.

Supported Clients & Environments

Fully compliant with the Model Context Protocol specification across desktop, web, and IDE environments.

Claude Desktop

Full SSE and Streamable HTTP support. Run deep deal analyses and generate Mutual Action Plans directly in Claude chat.

Transport:SSE, Streamable HTTP
Authentication:OAuth 2.0 & API Key

Cursor IDE

Connect in Cursor Settings > MCP. Query your active pipeline and analyze transcripts alongside sales automation code.

Transport:Streamable HTTP
Authentication:API Key Bearer Token

Claude Web & Team Connectors

Configure custom team connector with automatic OAuth discovery. Zero key distribution across sales teams.

Transport:Streamable HTTP
Authentication:OAuth 2.0 Native Flow

ChatGPT / Custom GPTs

Integrated via MCP Developer Actions. Supports unauthenticated guest analysis with mixed OAuth prompt.

Transport:Streamable HTTP
Authentication:OAuth 2.0 & NoAuth Mixed

Windsurf (Cascade)

Instant integration with Codeium Windsurf Cascade. Ingest sales notes directly into deal records from your editor.

Transport:Streamable HTTP
Authentication:API Key Bearer Token

Cline, Roo Code & Goose

Compatible with all open-source agent extensions and terminal clients implementing MCP client standards.

Transport:Streamable HTTP, SSE
Authentication:API Key Bearer Token
Ready-To-Use Prompts

Example Prompts to Try

Copy any prompt directly into your AI assistant to experience Dealwize Deal Health Intelligence.

Meeting Analysis

Analyze Call Transcript & Score Deal Health

"Analyze this 30-minute discovery call transcript with Acme Corp. What is the Dealwize deal health score, what buyer commitments were made, and what are the brutal truths about our champion's influence?"

Diagnose Qualification Gaps (MEDDPICC)

"Using Dealwize analyze_deal, evaluate this sales call for qualification gaps. Do we have access to the economic buyer, and what proof metrics are still unverified?"

Deal Risk Audit

Uncover Hidden Deal Killers

"Call get_deal_risks for the 'Globex Expansion' deal. What commercial, procurement, or timing risks could prevent this opportunity from closing this quarter?"

Stakeholder & Detractor Audit

"Look up stakeholders for deal 'pied-piper-q3'. Who is our real champion, who is likely to block the deal, and what key decision maker is currently missing from meetings?"

Next Steps & Action Plans

Recommend Next Best Action

"What is the single next best action I should take to progress the 'Wayne Enterprises' deal after yesterday's pricing objection?"

Generate a Buyer Mutual Action Plan

"Generate a buyer-facing Mutual Action Plan for the Initech deal based on our latest call. Include clear milestones for security review, legal sign-off, and target go-live date."

Pipeline Triage

Triage Pipeline for Slipping Deals

"List my active deals using get_deals and highlight any opportunities with a health score below 60 or where buyer engagement has stalled."

Enterprise Architecture

Enterprise Security & Architecture

Built for sensitive B2B revenue intelligence with enterprise-grade isolation and zero local attack surface.

Hard Multi-Tenant Scoping

Every tool call is strictly scoped to your authenticated organization and user account. Cross-tenant leakage or unauthorized deal access is cryptographically impossible.

Zero Local Footprint

Cloud-native FastMCP server hosted on secure Dealwize infrastructure. No local Python environments, background daemons, or unmonitored ports on your machine.

Safe Tool Boundary

Administrative actions (such as deleting workspaces, modifying billing, or revoking member access) are never exposed via MCP tools. Operations are bounded to deal intelligence.

OAuth 2.0 & RFC 6750 Tokens

Industry-standard authentication via short-lived OAuth 2.0 tokens or scoped Bearer API keys with instant revocation support.

End-to-End Encryption

All communication occurs over TLS 1.3. Transcripts and analysis artifacts are encrypted at rest with SOC2-compliant data practices.

Frictionless Guest Capability

Allows first-time analysis without transmitting private organization tokens. Results can be claimed and saved to your workspace with one click.

Help & Troubleshooting

Troubleshooting & FAQs

Quick answers and solutions to common connection questions.

Supercharge your AI assistants with Dealwize MCP

Connect in 60 seconds with OAuth or your API key and bring deal intelligence into your daily AI workflow.

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