DealTraq connector

Review your dealflow with Claude or ChatGPT.

The DealTraq connector gives your AI assistant bounded access to the pipeline data you can already access. It can inspect companies, stages, metrics, files, and meeting evidence. Requested changes are created as proposals for review inside DealTraq—never applied directly by the connector.

Remote MCP server URL

https://api.dealtraq.com/mcp

Connect from Claude

  1. Open Customize → Connectors.
  2. Select +, then Add custom connector.
  3. Name it DealTraq and enter the MCP server URL above.
  4. Select Connect and complete DealTraq sign-in.
  5. Enable DealTraq for a conversation from the connectors menu.

Connect from ChatGPT

  1. Enable Developer mode in Settings → Security and login.
  2. Open Settings → Plugins and select the plus button.
  3. Create an app named DealTraq using the MCP server URL above.
  4. Complete DealTraq sign-in and select your organization.
  5. Add DealTraq to a chat and try one of the prompts below.

Try these workflows

“Show me every company currently in Diligence and summarize the evidence gaps.”
“How many companies are in the active pipeline, and what definition does DealTraq use?”
“Review this company's latest meeting evidence and propose moving it to the next stage.”

Security and data handling

  • OAuth selects the user and organization; tools cannot override it.
  • Read results are bounded and re-authorized for each request.
  • Bearer tokens and raw tool arguments are not stored in audit logs.
  • Company changes require review and approval inside DealTraq.
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