Dealsurface MCP server

Read from the package source without running it. The installed server may list more.

• craft_outreach

  Generate outreach copy (email or LinkedIn message) grounded in prospect evidence from SEC filings. A subsidiary ticker resolves upward to the corporate family's DealMap and evidence; the response names the family. Stakeholder role data from get_dealmap enables role-aware outreach personalization (e.g., ROI for Economic Buyers, capability fit for Decision Makers). Optional lead personalization supp

• generate_dealmap

  Generate or refresh the buying committee DealMap for a prospect. DealMaps are family-grain: a subsidiary ticker resolves upward to the corporate family (a generate that resolves to a cached family map is not charged) and the response names the family. Maps the org structure and assigns stakeholder roles (Economic Buyer, Decision Maker, Champion, etc.) using AI analysis. Conditionally billed: credi

• get_dealmap

  Get the buying committee DealMap for a prospect company. DealMaps are held at corporate-family grain: a subsidiary ticker resolves upward to the family's DealMap and the response names the family. Shows stakeholders with AI-assigned roles (Economic Buyer, Decision Maker, Champion, Executive Sponsor, Evaluator, Blocker, etc.), org hierarchy edges, and a buying_committee_summary identifying the top

• get_product

  Get detailed information about a specific active product, including its keywords, sources, target industries, and segment targeting (segment_targeting plus target_segments — what the product sells to). Free operation. Pass include_disabled=true to retrieve disabled product metadata.

• get_prospect

  Get full prospect analysis for a specific company ticker and product. Free operation. Returns assessment status, deal score, rank, company_info (SIC codes, NAIC cocodes, licensed states, entity types, ownership), full per-year premium and complaint series for this entity, corporate hierarchy, findings, and evidence excerpts. ASSESSED subsidiary tickers work: a hierarchy.children[].ticker with has_

• list_products

  List active products configured for the authenticated team. Free operation. Returns product names, descriptions, keywords, sources, target industries, and segment targeting (segment_targeting plus target_segments describing which insurance entity types, ownership, premium bands, and licensed footprints each product sells to). Pass include_disabled=true to include disabled product metadata.

• list_prospects

  List prospect companies for a product. Results are CORPORATE FAMILIES (one row per family; subsidiaries roll up — entity_count/matched_entity_count show the entity-level reality, and total_groups vs total_entities in the envelope show market size at both grains). The list is the full candidate universe: unassessed rows are present and labeled via assessment_status (deal_score/buying_signal_score n

• override_stakeholder_role

  Override the AI-assigned stakeholder role for a specific person on the buying committee DealMap. This is a team-wide override visible to all team members. Use when the AI role is clearly wrong. Free operation. Requires "outreach" scope on the API key.

• search_excerpts

  Search and filter evidence excerpts from SEC filings for a specific prospect and product. Free operation. Excerpts contain direct quotes indicating interest in or need for the product. NOTE: the keyword filter matches against each excerpt's tagged pain points (see the product's keywords from get_product), NOT the raw quote text — a keyword absent from the pain-point tags returns zero results even

• set_top_pick

  Mark or unmark a stakeholder as the top pick for their buying-committee role on the DealMap. This is a team-wide annotation visible to all team members. Use get_dealmap first to find the stakeholder's node_id. Free operation.

• Code scan11 source files scanned25/25
• –Live reliabilityno gateway calls yet and no remote to proben/a
• –Tool poisoningtools not inspected (local package is not executed); not countedn/a
• Auth qualitystatic API keys via environment variables6/15
• Maintenanceno repository listed3/15
• Maintainer identityno repository or website to verify2/10

Dealsurface: common questions

Is Dealsurface MCP server safe?

With care: it is graded C, so read the findings first (55/100). Read the Dealsurface safety report

How do I install Dealsurface?

It runs on your machine. Copy the Claude Code, Claude Desktop or Cursor config from the install section.

Does Dealsurface need an API key?

Yes. The registry entry asks for DEALSURFACE_API_KEY.

Is Dealsurface maintained?

The latest release is v2.3.0.

What can I use instead of Dealsurface?

Servers from other publishers that do the same job: Blocksize Agentic Market Intelligence MCP server, Small Business Intelligence by Brick & Mortar MCP server and Domain Intelligence MCP server. Compare all Dealsurface alternatives.