MCP clientCRM

DealCloud

Pull relationship, pipeline, and deal context from DealCloud into DDQ and RFP projects.

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How it works

AutoRFP.ai connects to the DealCloud Model Context Protocol (MCP) server as a client, giving the Project Agent read access to permitted relationship and opportunity data.

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.

Connect the DealCloud MCP server

  1. 1

    Enable MCP in DealCloud

    A DealCloud administrator publishes the default server or a server scoped by a schema contract.

  2. 2

    Add the endpoint

    Paste the published DealCloud MCP endpoint into AutoRFP.ai and complete the OAuth sign-in.

  3. 3

    Retrieve deal context

    Ask the Project Agent to find relevant records while preparing an RFP or DDQ response.

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.

Frequently asked questions

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.

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See DealCloud and AutoRFP.ai in action

Our customers win more deals, faster, with higher-quality responses — and we think you can too.

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