Getting Started with DealCloud MCP
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
DealCloud provides a default MCP Server out-of-the-box without any configuration required. It exposes your site's full schema and is the fastest way to get connected. Copy the MCP endpoint URL from Tools > MCP Servers and connect it to your AI client. The default endpoint follows this format:
https://[tenant].my.intapp.com/mcp/celeste/DealCloudCustom MCP Servers
Need to scope data access by team, workflow, or AI client? Custom MCP Servers let you control exactly what each client can see by pairing a server with a Schema Contract. See Custom MCP Servers for setup details.
Connecting to AI Clients
See setup steps & compatibility by AI clients.