DealCloud
Pull relationship, pipeline, and deal context from DealCloud into DDQ and RFP projects.
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Private-capital and professional-services teams keep important deal context in DealCloud. Its MCP server gives the Project Agent a governed read path into that context while the response is being prepared.
Context for relationship-led deals
Bring permitted firm, contact, relationship, and pipeline details into the response workflow.
Schema-level governance
DealCloud administrators can expose the default schema or publish a narrower contract for the connection.
Read-only MCP tools
DealCloud's current MCP tools retrieve and query records without creating, updating, or deleting them.
Connect the DealCloud MCP server
- [01]
Enable MCP in DealCloud
A DealCloud administrator publishes the default server or a server scoped by a schema contract.
- [02]
Add the endpoint
Paste the published DealCloud MCP endpoint into AutoRFP.ai and complete the OAuth sign-in.
- [03]
Retrieve deal context
Ask the Project Agent to find relevant records while preparing an RFP or DDQ response.
Frequently asked questions
Something else on your list? Bring it to a demo and we will answer it on one of your own questionnaires.
What DealCloud access is required?
DealCloud MCP is available with the applicable DealCloud with Celeste license and permissions enabled by a DealCloud administrator.
Does the connection respect DealCloud permissions?
Yes. OAuth establishes a per-user connection, and DealCloud applies that user's record and field access.
More MCP integrations
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Vanta
Retrieve governed compliance and risk context from Vanta while answering buyer questions.
Drata
Bring authorized Drata controls, policies, risks, and evidence into questionnaire projects.
Product demo
See DealCloud and AutoRFP.ai in action
Every draft carries a Trust Score for its sources and a Feedback Score for how fully it answers. Quality is measured by how little your team changes, and every approval records it. In a recent RFP, Red Rover had 95% of responses automated (83 out of 87 requirements). Measure it on your own RFPs in a two-week proof of concept.