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Dealwize MCP

Remote MCP server (Streamable HTTP, OAuth) for B2B deal intelligence - deal health, stakeholder maps, risk surfacing, North Star and next-step actions over live sales opportunities. Built for Account Executives, Sales Leaders, Founders and revenue teams working complex B2B deals. Instead of exposing raw CRM records, Dealwize analyses the context of an opportunity and surfaces the insight plus the action that moves it forward. Listed in the MCP registry as co.dealwize/dealwize.

Server type: Remote (Streamable HTTP, SSE also available)
Auth: OAuth browser sign-in, or Bearer API key (dw_live_)
Endpoint: https://api.dealwize.co/api/v1/mcp
Tools: Capability surface per vendor docs (live tool list served from the endpoint)
Pricing: Requires a Dealwize account (dealwize.co)
Category: Sales & Competitive Intelligence
Built by: Dealwize

Why This Matters for Operators

The pre-call homework that decides whether a complex deal closes - who really matters, what could derail it, and what the single most important next action is - usually lives in the AE's head and three disconnected tools. Dealwize compresses it into one endpoint an agent can call mid-conversation. The deal-health read is the operator-friendly part: ask "what could stop my Acme deal from closing" and get risks, gaps and the stakeholders you are missing, instead of re-reading your CRM notes.

Mutual Action Plans and Dealboards make the deal motion explicit. Dealwize builds them from sales conversations and transcripts, so the plan of record is derived from what was actually said - not what someone remembered to type into a spreadsheet afterwards. MEDDIC-style deal qualification becomes a query, not a ritual.

Tools & Capabilities

The listing reports no live-extractable tool list - capabilities below are from the vendor's published overview; the live tool list is served from the endpoint.

Capability What it does
Deal health analysis Understand deal health and the factors affecting an opportunity
Stakeholder identification Identify key stakeholders and who is missing from the buying decision
Risk and gap surfacing Surface risks and gaps that could prevent progression
North Star Find the critical outcome required to progress and win
Deal strategy review Review strategy using the context captured in Dealwize
Mutual Action Plans Work with MAPs and the activities required to move the deal forward
Dealboards Create and update Dealboards from sales conversations and transcripts

Example prompts: "Who are the key stakeholders, and who are we missing?", "What's the most important thing I should do next?", "Give me the brutal truth about this opportunity."

Installation

claude mcp add dealwize --transport http https://api.dealwize.co/api/v1/mcp --header "Authorization: Bearer dw_live_YOUR_API_KEY"

The same endpoint works in Claude Code, Codex, Cursor, VS Code and any Streamable HTTP MCP client.

Configuration

{
  "mcpServers": {
    "dealwize": {
      "type": "http",
      "url": "https://api.dealwize.co/api/v1/mcp"
    }
  }
}

On first connect the client opens a browser window for OAuth sign-in and reuses the credentials for later sessions. For headless flows, mint an API key at Dealwize → Settings → Integrations and pass it as a Bearer header.

Business Relevance

  • Founders and revenue leaders get a standing deal-review function inside their agent - every pipeline opportunity can be interrogated for risks, stakeholders and next actions before a forecast call
  • Account Executives replace fragmented deal notes with a single source of truth their agent reads and updates, including Dealboards generated from call transcripts
  • Sales managers run deal health checks across the pipeline without manual CRM archaeology

Integration with CorpusIQ

CorpusIQ connects your own business systems (HubSpot, Salesforce-style CRM data, commerce, finance) as read-only context. Dealwize adds the deal-strategy layer on top: opportunity risks, stakeholder maps and Mutual Action Plans. Together they give an agent both sides of a revenue decision - internal pipeline reality from CorpusIQ connectors, deal-level strategy and next actions from Dealwize - in one conversation.

Limitations

  • Brand new listing - no track record yet
  • No public tool list; capability names may differ from live tools
  • Requires a Dealwize account; no self-host option
  • Cloud-only - deal data leaves your CRM instance

See Also

Contact Terms Privacy Pricing