Connecting AI Clients
DealCloud MCP can connect with Claude, ChatGPT, Microsoft Copilot Studio, Cursor, and other compatible AI clients. Each connection authenticates via OAuth on behalf of the signed-in user.
Client Compatibility
DealCloud MCP is compatible with most hosted AI clients that support the current MCP spec. Connections authenticate via OAuth 2.0 via pre-registered clients.
| AI Client | Type | Status |
|---|---|---|
| Claude.ai / Claude Desktop | Hosted AI platform | Supported |
| ChatGPT | Hosted AI platform | Supported |
| Microsoft Copilot Studio | Hosted AI platform | Supported |
| Cursor Agents | Hosted AI platform | Supported |
| Claude Code | Local CLI agent | Not supported |
| Codex CLI | Local CLI agent | Not supported |
| Custom / third-party AI clients | — | Contact your Account Manager |
Claude
Both claude.ai and Claude Desktop connect through the same Connectors UI and share the same OAuth callback, making them compatible with DealCloud MCP's OAuth flow. On Team and Enterprise plans, only organization Owners can add connectors, and individual users can then connect after the owner has set it up.
Anthropic documentation (opens in a new tab)
For org owners / admins
Open Organization Connectors
Go to Organization settings > Connectors and click Add.
Add the Connector
Select Custom > Web, paste your DealCloud MCP endpoint URL, and click Add.
For end users
Open Connectors
Go to Customize > Connectors and locate the DealCloud connector your admin added.
Connect and Authorize
Click Connect and complete the DealCloud OAuth sign-in when prompted. To activate in a specific chat, click + at the bottom of the chat and toggle the connector on.
ChatGPT
On Business and Enterprise plans, a workspace admin must enable and configure custom MCP connectors before users can access them.
OpenAI documentation (opens in a new tab)
For workspace admins
Enable Custom MCP Connectors
Go to Workspace Settings > Permissions & Roles > Connected Data and enable Create custom MCP connectors.
Create the Connector
Navigate to chatgpt.com/plugins (opens in a new tab) and click +. Enter a name, set the connection type to Server URL, paste your DealCloud MCP endpoint URL, and configure OAuth authentication. Complete the tool scan and publish the connector to the workspace.
For end users
Once the admin has published the connector, access it via the + icon in the chat input, search for the DealCloud connector, and click Connect. Complete the DealCloud OAuth sign-in when prompted.
Microsoft Copilot Studio
DealCloud MCP is compatible with Microsoft Copilot Studio agents using the MCP onboarding wizard.
Microsoft documentation (opens in a new tab)
Other Microsoft Copilot-branded surfaces may not be compatible with DealCloud MCP. Compatibility varies by surface; please confirm with your Microsoft admin before setting up.
Open or Create an Agent
In Copilot Studio, open an existing agent or create a new one. Navigate to the Tools page.
Add a Tool
Select Add a tool > New tool > Model Context Protocol. The MCP onboarding wizard appears.
Configure the Server
Enter a Server name, Server description, and paste your DealCloud MCP endpoint URL.
Configure Authentication
Select OAuth 2.0 as the authentication type, then select Dynamic discovery. Click Create.
Create a Connection and Add to Agent
In the Add tool dialog, select Create a new connection, then click Add to agent.
Authorize
Users are prompted to sign in to DealCloud via OAuth on first interaction with the agent.
Cursor Agents
DealCloud MCP is compatible with Cursor Agents running on Cursor's hosted web environment.
Cursor documentation (opens in a new tab)
Open MCP Settings
In the Cursor web interface, navigate to your agent's MCP or tool configuration settings.
Add a New Server
Add a new MCP server, enter a name, and paste your DealCloud MCP endpoint URL.
Save and Authorize
Save the configuration. On first use, you will be prompted to sign in to DealCloud via OAuth.
Local MCP Clients
Local MCP clients that register a loopback address (http://localhost) as their OAuth redirect URI are not currently supported. This includes tools like Cursor IDE desktop app, Claude Code, Codex CLI, MCP Inspector, etc.
Custom or Third-Party Clients
For organizations looking to connect a custom-built or third-party MCP client not listed above, reach out to your DealCloud Account Manager.