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Deal Brain exposes an MCP server that Claude connects to directly. Once connected, Claude answers from your organization’s institutional memory — deals, stakeholders, meetings, and the way your team sells — instead of reconstructing context from whatever you paste in.

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Setup

1

Open Claude settings

Click your profile icon in the bottom-left corner of Claude, then select Settings.Claude profile menu with Settings highlighted
2

Navigate to Connectors

In the settings sidebar, click Connectors.Claude Settings showing the Connectors page
3

Add a custom connector

Scroll to the bottom of the connectors list and click Add custom connector.Add custom connector button
4

Enter the connection details

Fill in the following fields:You can copy these values directly from the Connections page in your Deal Brain settings.Add custom connector dialog showing Name and Remote MCP server URL fields
5

Authenticate

Click Add. Claude will open a browser window to authenticate with your Deal Brain account. Sign in with your usual credentials.
6

Start using Deal Brain in Claude

Once connected, you can ask Claude about your deals. Try prompts like:
  • “What are my open deals?”
  • “What did I promise we’d cover in my last meeting with Acme Corp?”
  • “What are the key risks with Jaffle Inc?”