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Operate As

Integration

Dealboard

Visual deal tracker where emails, meetings and call notes attach to deals. Your client pastes their Dealboard key once, and your agent or your code works with their access.

CRM and sales

About Dealboard

Through Operate As, your agent, n8n workflow or code works in Dealboard with your client's own access. Your client pastes their API key from Dealboard once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Dealboard's API through the request tool, with the client's access attached.

Common uses in CRM and sales

  • Add new leads from forms, emails and calls
  • Move deals along and log activity after each conversation
  • Keep contact records clean and complete

Dealboard

Dealboard · CRM and sales

API key

Visual deal tracker where emails, meetings and call notes attach to deals

The client pastes their API key from Dealboard's settings. We store it encrypted.

Tested against Dealboard's live API.

Building with Dealboard? The docs have setup steps and code for every tool.

Open the Dealboard docs

Tools

Your agent calls any endpoint of Dealboard's API with the request tool, with the client's access attached.

Base URL for request

https://app.getdealboard.com/v1

  • request

    HTTPS ANY /v1/clients/{clientId}/dealboard/{path}

    Any endpoint of Dealboard's own API, with the client's access attached.

    servicestringrequired
    This service: dealboard
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://app.getdealboard.com/v1
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Dealboard key you paste, with only the access you gave that key

Related

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Get started

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Prefer email? hello@operate.as