{"serverInfo":{"name":"Dealboard","version":"1.0.35"},"id":"com.getdealboard/dealboard","name":"Dealboard","version":"1.0.35","description":"Track every deal without the spreadsheet mess or CRM overhead. Dealboard gives salespeople, BD teams, founders, and other dealmakers one clear sales pipeline with deal cards, notes, goals, files, and reporting that works out of the box. AI agents can triage leads, update deals, add notes, move stages, and pull live pipeline summaries.","homepage":"https://getdealboard.com","logo":"https://getdealboard.com/brand/mark.svg","mcp_endpoint":"https://app.getdealboard.com/mcp","transport":"streamable-http","authentication":{"required":true,"schemes":["oauth2"],"type":"oauth2","issuer":"https://app.getdealboard.com","authorization_endpoint":"https://app.getdealboard.com/oauth/authorize","token_endpoint":"https://app.getdealboard.com/oauth/token","registration_endpoint":"https://app.getdealboard.com/oauth/register","revocation_endpoint":"https://app.getdealboard.com/oauth/revoke","jwks_uri":"https://app.getdealboard.com/.well-known/jwks.json","scopes_supported":["deals:read","deals:write","leads:read","leads:write","pipeline:read"],"pkce_required":true,"code_challenge_methods_supported":["S256"],"grant_types_supported":["authorization_code","refresh_token"],"resource_metadata":"https://app.getdealboard.com/.well-known/oauth-protected-resource"},"tools":[{"name":"list_deals","description":"List deals in the user's workspace, most recent first. Defaults to open (active) deals only. Pass status='all' to include won and dead deals too.","scope":"deals:read","category":"data","inputSchema":{"type":"object","properties":{"boardId":{"type":"string","description":"Filter to one board (UUID)."},"stage":{"type":"string","description":"Filter to one stage id."},"status":{"type":"string","description":"open (default) | won | dead | all. 'open' = active pipeline only."},"limit":{"type":"number","description":"1-100, default 25."}},"additionalProperties":true},"outputSchema":{"type":"object","properties":{"data":{"type":"array","items":{"type":"object","properties":{"id":{"type":"string"},"name":{"type":"string"},"company":{"type":"string"},"amountCents":{"type":"number"},"stageId":{"type":"string"},"stage":{"type":"object","properties":{"id":{"type":"string"},"name":{"type":"string"},"region":{"type":"string"},"probability":{"type":"number"}},"additionalProperties":true},"ownerId":{"type":"string"},"primaryContactName":{"type":"string"},"primaryContactEmail":{"type":"string"},"lastActivityAt":{"type":"string","description":"ISO timestamp."},"wonAt":{"type":"string"},"deadAt":{"type":"string"}},"additionalProperties":true}},"hasMore":{"type":"boolean"},"nextCursor":{"type":"string","nullable":true}},"additionalProperties":true},"annotations":{"title":"List Deals","readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"get_deal","description":"Fetch one deal by id with all its details.","scope":"deals:read","category":"data","inputSchema":{"type":"object","properties":{"dealId":{"type":"string","description":"Deal id (UUID)."}},"required":["dealId"],"additionalProperties":true},"outputSchema":{"type":"object","properties":{"id":{"type":"string"},"name":{"type":"string"},"company":{"type":"string"},"amountCents":{"type":"number"},"stageId":{"type":"string"},"stage":{"type":"object","properties":{"id":{"type":"string"},"name":{"type":"string"},"region":{"type":"string"},"probability":{"type":"number"}},"additionalProperties":true},"ownerId":{"type":"string"},"primaryContactName":{"type":"string"},"primaryContactEmail":{"type":"string"},"lastActivityAt":{"type":"string","description":"ISO timestamp."},"wonAt":{"type":"string"},"deadAt":{"type":"string"}},"additionalProperties":true},"annotations":{"title":"Get Deal","readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"create_deal","description":"Create a new deal. boardId and name required. amountCents is minor units (1,250,000 dollars = 125000000).","scope":"deals:write","category":"data","inputSchema":{"type":"object","properties":{"boardId":{"type":"string","description":"Board UUID."},"name":{"type":"string","description":"Deal title."},"company":{"type":"string"},"amountCents":{"type":"number","description":"Amount in cents."},"stageId":{"type":"string","description":"Stage id; defaults to the earliest open stage."},"primaryContactName":{"type":"string"},"primaryContactEmail":{"type":"string"}},"required":["boardId","name"],"additionalProperties":true},"outputSchema":{"type":"object","properties":{"id":{"type":"string"},"name":{"type":"string"},"company":{"type":"string"},"amountCents":{"type":"number"},"stageId":{"type":"string"},"stage":{"type":"object","properties":{"id":{"type":"string"},"name":{"type":"string"},"region":{"type":"string"},"probability":{"type":"number"}},"additionalProperties":true},"ownerId":{"type":"string"},"primaryContactName":{"type":"string"},"primaryContactEmail":{"type":"string"},"lastActivityAt":{"type":"string","description":"ISO timestamp."},"wonAt":{"type":"string"},"deadAt":{"type":"string"}},"additionalProperties":true},"annotations":{"title":"Create Deal","readOnlyHint":false,"destructiveHint":false,"idempotentHint":false,"openWorldHint":false}},{"name":"update_deal","description":"Update fields on an existing deal. Only the fields you pass change.","scope":"deals:write","category":"data","inputSchema":{"type":"object","properties":{"dealId":{"type":"string"},"name":{"type":"string"},"company":{"type":"string"},"amountCents":{"type":"number"},"stageId":{"type":"string"},"keyTerms":{"type":"string"}},"required":["dealId"],"additionalProperties":true},"outputSchema":{"type":"object","properties":{"id":{"type":"string"},"name":{"type":"string"},"company":{"type":"string"},"amountCents":{"type":"number"},"stageId":{"type":"string"},"stage":{"type":"object","properties":{"id":{"type":"string"},"name":{"type":"string"},"region":{"type":"string"},"probability":{"type":"number"}},"additionalProperties":true},"ownerId":{"type":"string"},"primaryContactName":{"type":"string"},"primaryContactEmail":{"type":"string"},"lastActivityAt":{"type":"string","description":"ISO timestamp."},"wonAt":{"type":"string"},"deadAt":{"type":"string"}},"additionalProperties":true},"annotations":{"title":"Update Deal","readOnlyHint":false,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"move_deal","description":"Move a deal to a different stage. Stamps wonAt/deadAt and fires webhooks.","scope":"deals:write","category":"data","inputSchema":{"type":"object","properties":{"dealId":{"type":"string"},"toStageId":{"type":"string","description":"Target stage id."}},"required":["dealId","toStageId"],"additionalProperties":true},"outputSchema":{"type":"object","properties":{"id":{"type":"string"},"name":{"type":"string"},"company":{"type":"string"},"amountCents":{"type":"number"},"stageId":{"type":"string"},"stage":{"type":"object","properties":{"id":{"type":"string"},"name":{"type":"string"},"region":{"type":"string"},"probability":{"type":"number"}},"additionalProperties":true},"ownerId":{"type":"string"},"primaryContactName":{"type":"string"},"primaryContactEmail":{"type":"string"},"lastActivityAt":{"type":"string","description":"ISO timestamp."},"wonAt":{"type":"string"},"deadAt":{"type":"string"}},"additionalProperties":true},"annotations":{"title":"Move Deal","readOnlyHint":false,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"add_note","description":"Add a plain-text note to a deal's activity feed.","scope":"deals:write","category":"data","inputSchema":{"type":"object","properties":{"dealId":{"type":"string"},"contentText":{"type":"string","description":"Plain-text note body."}},"required":["dealId","contentText"],"additionalProperties":true},"outputSchema":{"type":"object","properties":{"id":{"type":"string"},"dealId":{"type":"string"},"contentText":{"type":"string"},"createdAt":{"type":"string","description":"ISO timestamp."}},"additionalProperties":true},"annotations":{"title":"Add Note","readOnlyHint":false,"destructiveHint":false,"idempotentHint":false,"openWorldHint":false}},{"name":"list_leads","description":"List inbound leads. Filter by board or triage state ('new' = unread inbox; 'promoted'/'junk'/'bad_fit' = archived).","scope":"leads:read","category":"data","inputSchema":{"type":"object","properties":{"boardId":{"type":"string"},"triageStatus":{"type":"string","description":"new|contacted|promoted|junk|bad_fit|stale"},"limit":{"type":"number","description":"1-100."}},"additionalProperties":true},"outputSchema":{"type":"object","properties":{"data":{"type":"array","items":{"type":"object","properties":{"id":{"type":"string"},"fromName":{"type":"string"},"fromEmail":{"type":"string"},"subject":{"type":"string"},"bodyText":{"type":"string"},"triageStatus":{"type":"string"},"receivedAt":{"type":"string"},"enrichment":{"type":"object","properties":{},"additionalProperties":true}},"additionalProperties":true}},"hasMore":{"type":"boolean"},"nextCursor":{"type":"string","nullable":true}},"additionalProperties":true},"annotations":{"title":"List Leads","readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"get_lead","description":"Fetch one lead by id incl. contact info, message, triage state, enrichment.","scope":"leads:read","category":"data","inputSchema":{"type":"object","properties":{"leadId":{"type":"string"}},"required":["leadId"],"additionalProperties":true},"outputSchema":{"type":"object","properties":{"id":{"type":"string"},"fromName":{"type":"string"},"fromEmail":{"type":"string"},"subject":{"type":"string"},"bodyText":{"type":"string"},"triageStatus":{"type":"string"},"receivedAt":{"type":"string"},"enrichment":{"type":"object","properties":{},"additionalProperties":true}},"additionalProperties":true},"annotations":{"title":"Get Lead","readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"patch_lead_enrichment","description":"Write qualifier output (summary, score, notes, attachments) onto a lead. Merges keys; appends a history snapshot.","scope":"leads:write","category":"data","inputSchema":{"type":"object","properties":{"leadId":{"type":"string"},"enrichment":{"type":"object","properties":{"summary":{"type":"string"},"score":{"type":"number"},"notes":{"type":"string"}},"additionalProperties":true}},"required":["leadId","enrichment"],"additionalProperties":true},"outputSchema":{"type":"object","properties":{"id":{"type":"string"},"fromName":{"type":"string"},"fromEmail":{"type":"string"},"subject":{"type":"string"},"bodyText":{"type":"string"},"triageStatus":{"type":"string"},"receivedAt":{"type":"string"},"enrichment":{"type":"object","properties":{},"additionalProperties":true}},"additionalProperties":true},"annotations":{"title":"Patch Lead Enrichment","readOnlyHint":false,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"triage_lead","description":"Flip a lead's lifecycle state (contacted|junk|bad_fit|stale). Does NOT create a deal — use promote_lead.","scope":"leads:write","category":"data","inputSchema":{"type":"object","properties":{"leadId":{"type":"string"},"triageStatus":{"type":"string","description":"contacted|junk|bad_fit|stale"}},"required":["leadId","triageStatus"],"additionalProperties":true},"outputSchema":{"type":"object","properties":{"id":{"type":"string"},"fromName":{"type":"string"},"fromEmail":{"type":"string"},"subject":{"type":"string"},"bodyText":{"type":"string"},"triageStatus":{"type":"string"},"receivedAt":{"type":"string"},"enrichment":{"type":"object","properties":{},"additionalProperties":true}},"additionalProperties":true},"annotations":{"title":"Triage Lead","readOnlyHint":false,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"promote_lead","description":"Promote an inbound lead to a deal. Idempotent — replaying with the same lead id returns the existing deal id.","scope":"leads:write","category":"data","inputSchema":{"type":"object","properties":{"leadId":{"type":"string"},"dealName":{"type":"string","description":"Override deal name."},"ownerUserId":{"type":"string","description":"Override owner (UUID)."}},"required":["leadId"],"additionalProperties":true},"outputSchema":{"type":"object","properties":{"dealId":{"type":"string","description":"UUID of the created (or pre-existing) deal."},"leadId":{"type":"string"},"created":{"type":"boolean","description":"false if the lead had already been promoted previously."}},"additionalProperties":true},"annotations":{"title":"Promote Lead","readOnlyHint":false,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"search_deals","description":"Search deals by case-insensitive substring against name and company. Use when the user names a deal/company but has no id.","scope":"deals:read","category":"data","inputSchema":{"type":"object","properties":{"query":{"type":"string","description":"Substring to match."},"limit":{"type":"number","description":"Max results, default 25."}},"required":["query"],"additionalProperties":true},"outputSchema":{"type":"object","properties":{"matches":{"type":"array","items":{"type":"object","properties":{"id":{"type":"string"},"name":{"type":"string"},"company":{"type":"string"},"amountCents":{"type":"number"},"stageId":{"type":"string"},"stage":{"type":"object","properties":{"id":{"type":"string"},"name":{"type":"string"},"region":{"type":"string"},"probability":{"type":"number"}},"additionalProperties":true},"ownerId":{"type":"string"},"primaryContactName":{"type":"string"},"primaryContactEmail":{"type":"string"},"lastActivityAt":{"type":"string","description":"ISO timestamp."},"wonAt":{"type":"string"},"deadAt":{"type":"string"}},"additionalProperties":true}},"totalScanned":{"type":"number","description":"How many deals were checked before truncating."}},"additionalProperties":true},"annotations":{"title":"Search Deals","readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"get_pipeline_summary","description":"High-level pipeline summary for OPEN/ACTIVE deals: counts and total value per stage. Excludes won and dead deals — open pipeline only. Optionally scoped to one board. (For probability-weighted totals use get_weighted_pipeline.)","scope":"pipeline:read","category":"data","inputSchema":{"type":"object","properties":{"boardId":{"type":"string","description":"Optional board UUID."}},"additionalProperties":true},"outputSchema":{"type":"object","properties":{"totalDeals":{"type":"number"},"perStage":{"type":"object","description":"Keyed by stage name (or id when unnamed).","additionalProperties":{"type":"object","properties":{"count":{"type":"number"},"totalCents":{"type":"number"}},"additionalProperties":true}}},"additionalProperties":true},"annotations":{"title":"Get Pipeline Summary","readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"get_weighted_pipeline","description":"Weighted-pipeline report for a board: probability-weighted + raw totals and a per-stage breakdown.","scope":"pipeline:read","category":"data","inputSchema":{"type":"object","properties":{"boardId":{"type":"string","description":"Board UUID."}},"required":["boardId"],"additionalProperties":true},"outputSchema":{"type":"object","properties":{"board_id":{"type":"string"},"board_name":{"type":"string"},"currency":{"type":"string"},"generated_at":{"type":"string"},"weighted_pipeline_cents":{"type":"number"},"raw_pipeline_cents":{"type":"number"},"open_deal_count":{"type":"number"},"lanes":{"type":"array","items":{"type":"object","properties":{"stage_id":{"type":"string"},"name":{"type":"string"},"region":{"type":"string"},"probability_pct":{"type":"number"},"deal_count":{"type":"number"},"raw_cents":{"type":"number"},"weighted_cents":{"type":"number"}},"additionalProperties":true}}},"additionalProperties":true},"annotations":{"title":"Get Weighted Pipeline","readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"show_dealboard_summary","description":"Render the Dealboard summary card inline: weighted pipeline total, raw pipeline, open-deal count, and the Active Deals breakdown by stage (Early / anchor / Late). Use when the user wants to SEE their pipeline or a snapshot of open deals.","scope":"pipeline:read","category":"ui_card","inputSchema":{"type":"object","properties":{"boardId":{"type":"string","description":"Board UUID. Defaults to your primary board."}},"additionalProperties":true},"outputSchema":{"type":"object","additionalProperties":true,"properties":{"board_id":{"type":"string"},"board_name":{"type":"string"},"currency":{"type":"string"},"weighted_pipeline_cents":{"type":"integer"},"raw_pipeline_cents":{"type":"integer"},"open_deal_count":{"type":"integer"},"lanes":{"type":"array","items":{"type":"object","additionalProperties":true}}}},"annotations":{"title":"Show Dealboard Summary","readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"show_this_month","description":"Render the 'This Month So Far' card inline: gauges for Proposals Sent, Deals Won, and Deal Value vs monthly goals, each marked behind / on-track / ahead. Use when the user asks how the month is going or whether they're on pace.","scope":"pipeline:read","category":"ui_card","inputSchema":{"type":"object","properties":{"boardId":{"type":"string","description":"Board UUID. Defaults to your primary board."}},"additionalProperties":true},"outputSchema":{"type":"object","additionalProperties":true},"annotations":{"title":"Show This Month","readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"show_deals_won","description":"Render the Deals Won card inline: won deal count and value over the last 6 months and 4 quarters. Use when the user asks about historical wins, trend, or how many deals were closed in a period.","scope":"pipeline:read","category":"ui_card","inputSchema":{"type":"object","properties":{"boardId":{"type":"string","description":"Board UUID. Defaults to your primary board."}},"additionalProperties":true},"outputSchema":{"type":"object","additionalProperties":true},"annotations":{"title":"Show Deals Won","readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"show_deal_progress","description":"Render the Deal Progress card inline: anchor-reach rate (deals that made it to the anchor stage) and win rate over recent periods. Use when the user asks about conversion rates, win rate, or deal progress.","scope":"pipeline:read","category":"ui_card","inputSchema":{"type":"object","properties":{"boardId":{"type":"string","description":"Board UUID. Defaults to your primary board."}},"additionalProperties":true},"outputSchema":{"type":"object","additionalProperties":true},"annotations":{"title":"Show Deal Progress","readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}},{"name":"export_report_image","description":"Generate a downloadable PNG of a Dealboard report — the exact image the app exports — for sharing in Slack, email, or a deck. Use ONLY when the user explicitly wants an image/PNG to share. For viewing in chat, prefer the show_* card tools.","scope":"pipeline:read","category":"image_export","inputSchema":{"type":"object","required":["report"],"additionalProperties":true,"properties":{"report":{"type":"string","enum":["pipeline","this-month-so-far","active-deals","deal-progress-chart","deal-progress-table","deals-won-chart","deals-won-table"],"description":"Which report surface to render as a PNG."},"boardId":{"type":"string","description":"Board UUID. Defaults to your primary board."}}},"outputSchema":{"type":"object","additionalProperties":true,"properties":{"caption":{"type":"string"},"surface":{"type":"string"},"imageUrl":{"type":"string","description":"Signed URL to the rendered PNG."}}},"annotations":{"title":"Export Report Image","readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}}],"resources":[],"prompts":[],"scopes":{"deals:read":"List, search, and read deals plus their notes and activity.","deals:write":"Create deals, update fields, move stages, and add notes.","leads:read":"Read inbound leads and their enrichment payloads.","leads:write":"Triage leads, promote them to deals, and write enrichment back.","pipeline:read":"Read pipeline summaries, weighted pipeline, report cards, and export PNGs."},"registry_entries":[{"registry":"smithery","url":"https://smithery.ai/server/com.getdealboard/dealboard"},{"registry":"glama","url":"https://glama.ai/mcp/servers/dealboard"},{"registry":"mcp.so","url":"https://mcp.so/server/dealboard"}]}