Dealsurface

Install

Works with Claude Code, Codex, VS Code, Cursor, Windsurf, Claude Desktop. Read the repository before you give any tool access to your data.

npx agentmarket install connector/dealsurface-com-dealsurface

About

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Permissions

What this server can do and what it asks for, from its tool list, install config and code. Checked Oct 25, 2026.

Tools

7 read · 2 write · 0 delete · 2 not yet classified

Secrets

1 (API keys, tokens or passwords)

Install scripts

None found

Runs as

Node.js package

Tools (11)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

• craft_outreach

  Create outreach copy from a selected static message or generation prompt. Omit template_key to use the product default; list alternatives only when the user asks. Voice, structure, and length come from the template. Pure static messages are free; generation prompts and a static AI hook cost one credit per successful AI generation. A subsidiary ticker resolves upward to the corporate family; when the subsidiary or the lead's work email identifies the lead's own company, that company's evidence is used first (lead_company). The response reports evidence_mode (specific, or general when no company…

• 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: successful results cost 10 credits for generation_source=org_fresh or org_fresh_empty, including a fresh empty org result supplemented with people. Cached results (org_cache or annotated_cache_hit) are fre…

• 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 pick for each role. Each stakeholder carries placement: "placed" (in the reporting hierarchy) or "unplaced" (listed at the company but not placed in the hierarchy; reporting line unknown, no edges imp…

• 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_assessment=true can be passed straight back to this tool to drill into that entity's own book; unassessed children return 404 by design (they have no analysis yet — this is not an error in your call).…

• list_outreach_templates

  List active static messages and generation prompts for a product, plus the DealSurface built-in default. Each entry includes kind and credit_cost. Listing is free and requires "read" and "outreach" scopes. Normal craft_outreach calls should omit template_key and use the effective default; call this tool when the user asks to explore alternatives.

• 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 null) and rank LAST under the default relevance ordering — never hidden. Filters are STRICT: a family with no data for an applied insurance filter is excluded and counted in excluded_no_data_groups. li…

• 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 product-relevant evidence from filings, earnings, company pages and web news. Optional company_event metadata denotes a materially current, product-sales-relevant event. Free operation. Excerpts contain direct quotes indicating interest in or need for the product. Each excerpt's text_marked carries <mark>…</mark> tags identifying the most relevant product or event sentence(s) — quote or emphasize those sentences when presenting evidence, converting the tags to bold/emphasis if the rendering surface cannot display HTML. text_marked is HTML-escaped outside the tags; use the pla…

• 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.

Signals

Weekly downloads

282

Last release

Oct 24, 2026 (7 days ago)

Last package publish

Oct 24, 2026 (7 days ago)

From the package registry.

Details

Registry name

com.dealsurface/dealsurface

Version

2.11.0

Auth

API key

Packages

npm @dealsurface/mcp-server

License

License unknown

First seen

Oct 24, 2026

Last checked

Oct 25, 2026

Source

Official MCP Registry