Getting Started
Prerequisites
| Requirement | Details |
|---|---|
| Licensing | DealCloud with Celeste license. |
| User Permissions | Manage MCP Servers for admins to configure. MCP Access for end users to connect. |
Default MCP Server
A default DealCloud MCP Server is available out-of-the-box, tied to the site's default schema (all objects and fields). It's the fastest way to get started (no schema scoping or server config required).
Custom MCP Servers
Admins can create custom MCP servers to separate access and control data exposure by team, workflow, or client application. Each server pairs with a Schema Contract, exposing only the objects and fields available in the contract. This lets you scope data exposure, isolate teams, experiment, and give each client a defined server/contract pairing.
Configuring Custom MCP Servers
Create a Schema Contract
Create and publish a contract under Tools > Schema Contracts. See Schema Contracts for details.
Create MCP Server
From Tools > MCP Servers, click New MCP Server. Give it a name and description, select a Schema Contract, and enable the Status toggle.
Publish Server
Click Save and Publish to deploy the server, scoped to your selected Schema Contract. Once it's running, connect it to your AI assistant.
Setup & Connection
- Copy the MCP endpoint URL from your DealCloud MCP server.
- In your AI assistant, add a new MCP connection and paste the relevant MCP endpoint. No Client ID or Client Secret required.
- On first connect, sign in to DealCloud and authorize access. Authentication uses an OAuth sign-in flow to establish a per-user connection.
The assistant then operates within your DealCloud permissions and can start using the available tools. For details, see Authentication.