CRM & RevOps

DealCloud

Deal management platform for investment firms and capital markets.

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Connect with AI

Give docs to Claude

Public API

Available

MCP

Not available

Free tier

No free tier listed

How to connect

Give docs to Claude

Open API docs

What your agent can do

01Deal Management

02Pipeline Analytics

03Relationship Intelligence

04Workflow Automation

05Revenue Intelligence

06Sales Automation

Connect DealCloud

01Open the API docsGive the REST documentation to Claude Code or Cursor — an Python SDK is available.

02AuthenticateConfigure API Key or OAuth2 without pasting secrets into chat.

03Build the first workflowUse the starter prompt below as a brief for your coding agent.

Open API documentation

Starter prompt

Paste into your agent

“Claude, use the DealCloud API to sync our latest pipeline updates and identify top-tier opportunities for the Q4 investor review.”

About DealCloud

DealCloud is an Intapp product that provides deal management and firm-wide workflow solutions for investment firms, capital markets, and corporations. The platform offers comprehensive APIs for managing deals, contacts, companies, and custom data structures. DealCloud SDKs in Python and C# enable seamless integration with existing technology stacks.

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