Dealboard
Claude connectorCommunityA simple CRM and sales pipeline tracker. Ask about your deals, log notes, move stages, triage leads and see your reports, right from Claude.
Dealboard is a simple CRM and sales pipeline tracker for small B2B teams: deals, leads and stages without the setup of a big CRM like HubSpot or Pipedrive. This connector lets Claude work with your live Dealboard workspace.
Ask things like "Where are we with Acme?", "Just got off a call with Acme. They want a pilot in Q1. Log it and move them to Proposal." or "Am I on track for my number this month?"
Ask: list and search deals and inbound leads, get the details of a deal or lead, see open pipeline totals by stage, and get a probability-weighted forecast.
Update: create deals, change amounts and key terms, move deals between stages, add notes to a deal's activity feed, add inbound leads, triage leads, and save lead-qualification results.
See: render your pipeline summary, This Month So Far goal gauges, Deals Won and Deal Progress as interactive cards in the conversation, or export any report as a PNG for a doc, deck or email.
Free to start. You connect with standard OAuth and choose the scopes Claude gets (deals:read, deals:write, leads:read, leads:write, pipeline:read), so you can start read-only. Every change Claude makes is recorded in the deal's activity feed, and you can revoke access anytime from Dealboard settings. Dealboard only receives the arguments of the tools Claude calls, never your conversation.
- Tools
- 20
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
Rank by trending score
Popularity score
Trending score
2 listing changes logged · latest Oct 27: Example prompts, Screenshots. See what changed
In its categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Sales and marketing1,937th of 2,043 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1935 | 1,000 | — | — | |
| 1936 | 1,000 | — | 1,112places down | |
| 1937 | DealboardThis page | 1,000 | — | 1,112places down |
| 1938 | 1,000 | — | 1,112places down | |
| 1939 | 1,000 | — | 1,112places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Framer | 34,158,649 | 14,826 #60 | 2places down |
| 2 |  Adspirer Social Ads | 30,557,087 | 14,248 #78 | — |
| 3 | 15,667,540 | 15,307 #45 | 1places down | |
| 4 | 507,188 | 7,033 #724 | — | |
| 5 | 502,891 | 7,877 #587 | 10places up |
Productivity4,650th of 4,952 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 4648 | 1,000 | — | — | |
| 4649 |  Datawell | 1,000 | — | — |
| 4650 | DealboardThis page | 1,000 | — | 1,112places down |
| 4651 | 1,000 | — | — | |
| 4652 | 1,000 | — | 1,112places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Intuit QuickBooks Labs | 57,784,459 | 13,209 #289 | — |
| 2 | Adspirer Social Ads | 30,557,087 | 14,248 #216 | — |
| 3 | 15,667,540 | 15,307 #141 | 1places down | |
| 4 |  Hevy | 1,955,298 | 8,690 #1014 | — |
| 5 | 1,658,113 | 8,969 #954 | 5places up |
Also on other marketplaces
Screenshots
Example prompts
- “Where are we with Acme?”
- “Show me my pipeline”
- “Just got off a call with Brightline. They want a pilot in Q1. Log it and move them to Proposal.”
- “How much have we closed in the last six months?”
- “Am I on track for my number this month?”
- “What's our win rate on proposals lately?”
Tools
- add_note
- create_deal
- create_lead
- export_report_image
- get_deal
- get_lead
- get_pipeline_summary
- get_weighted_pipeline
- list_deals
- list_leads
- move_deal
- patch_lead_enrichment
- search_deals
- search_leads
- show_deal_progress
- show_dealboard_summary
- show_deals_won
- show_this_month
Show all 20Show fewer
- triage_lead
- update_deal
- Categories
- Sign-in
- Required
- Connector URL
- https://app.getdealboard.com/mcp
- Transport
- Streamable HTTP
- Permissions
- Works only inside your Dealboard workspace, on the boards you already have access to. It can read your deals, leads, notes and reports, and it can create deals and leads, add notes, update deal details and move deals between stages. It can't delete anything and can't reach anything outside Dealboard.
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Handles
- contact information
- Added
- October 15, 2026
- More info
- Sponsorship
- Promote this connector