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DealCloud

www.intapp.com

DealCloud is more than a CRM. It’s a single platform for your team’s knowledge and workflows - managing relationships, tracking and forecasting pipeline, and streamlining deal execution. With Applied AI and a private-capital data foundation, it helps you find the best opportunities and close more deals across the investment lifecycle.

MCPAPI

What your agent can do

  • Creates a new record (entry) in DealCloud.

    Via MCP.

Tasks depend on the interface and permissions.

Connection methods

Choose a route that fits your agent.

MCP connection
MCP server URL
https://remote.mcp.pipedream.net/v3

Authentication
Provide the Pipedream Connect access token and the documented project, environment, external-user and app-slug headers; provider account connection may be required.
POST https://remote.mcp.pipedream.net/v3
Documentation
API connection
API path
https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuZXhhbXBsZS5jb20vdjEvbWU?external_user_id={external_user_id}&account_id=apn_xxxxxxx

Authentication
Send a Pipedream Connect access token; Pipedream forwards the connected account credentials to the upstream provider.
Documentation

Documentation & experience

  • 2 connection paths
View sources and checks
How documentation is checked