Dealboard

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.