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DealRoom MCP: How to connect your own AI to DealRoom

This article explains how to connect any MCP-compatible AI tool (Claude, ChatGPT, Copilot, Harvey, Hebbia, etc) to your DealRoom environment via the DealRoom MCP.

What is DealRoom MCP?

DealRoom MCP is a connector between DealRoom and any MCP-compatible AI tool (Claude, ChatGPT, Microsoft Copilot, Harvey, Hebbia, etc.).

This lets you bring your own AI agents to the table, giving them the ability to read from and write to data (such as Deal Cards, Requests, and Findings) in real time—without you needing to download files, copy-paste, or switch between apps.

Permissions inherit from the user's existing DealRoom roles, and all actions flow through the existing audit trail.

How is this different from DealRoom AI?

DealRoom's built-in AI features are purpose-built and internal, while the MCP is a bridge for users running external AI tools that interact with DealRoom as the system of record.

When is it available?

The DealRoom MCP was announced at the May 20th, 2026 Buyer-Led M&A Summit, and is currently in a private beta rollout. If you're interested in participating in the private beta and willing to give feedback on the feature, please reach out to your Account Manager so we can add you to the waitlist!

Setup

While the exact steps to add an MCP connection will vary depending on your AI tool of choice, they will all ask for our MCP endpoint (https://mcp.dealroom.io/mcp) during the setup process.

After providing that URL during the setup within your AI tool, a browser tab will open prompting you to log in to your DealRoom environment. Once you've successfully logged in and authenticated the connection, your AI will now have access to your DealRoom environment based on your level of DealRoom permissions.

Connecting to Claude

(See also: Anthropic's article "Get started with custom connectors using remote MCP")

  1. Open Claude and click Customize > Connectors on the left-hand side

  2. Within Connectors, click the plus button and choose Add custom connector.

  3. Click Connect on the new connector to log into your DealRoom environment, authenticating the MCP connection.
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Connecting to ChatGPT

  1. Navigate to Settings > Apps

  2. If there is no Create App button, navigate to Advanced settings and enable Developer mode, then click Create App.
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  3. Fill out the app details as shown, then click Create.
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  4. You will be prompted to log into your DealRoom environment, granting access to the MCP connector.
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Connecting to Gemini

The Gemini chat interface doesn't directly support adding custom MCP servers. However, they can be added using the Gemini CLI as-described in Google's documentation (MCP servers with Gemini CLI).

Connecting to Copilot Studio

You can add MCP connections to Copilot Studio as-described in Microsoft's documentation (Extend your agent with Model Context Protocol).

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