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LICENSE IN LICENSE","homepage":"https://dealsurface.com/docs/mcp","keywords":["mcp","model-context-protocol","sales-intelligence","sales","dealsurface","ai-agent"],"description":"MCP server for the DealSurface sales intelligence API","maintainers":[{"name":"dev-dealsurface","email":"developer@dealsurface.com"}],"readme":"# DealSurface MCP Server\n\nMCP server for the [DealSurface](https://dealsurface.com) sales intelligence API. Gives AI agents access to enterprise-grade sales prospecting, buying committee analysis, and outreach – all backed by clear evidence of need for your product.\n\n## What's new in 2.6.0\n\n- `craft_outreach` uses the product's configured outreach template by default\n  and accepts an optional `template_key`.\n- New free `list_outreach_templates` tool lists active alternatives when a user\n  asks to explore or change outreach style.\n- Template listings report type, channel, and credit cost. Deterministic static messages\n  are free; generation prompts and a static AI hook cost one credit on success.\n- Outreach responses identify the exact template key, version, type, source,\n  and resolution path used for the draft.\n- MCP can browse, select, and use templates. Creation, editing, and default\n  changes remain in the DealSurface Outreach → Templates UI.\n- Excerpt results can include additive `company_event` metadata (a materially\n  current, product-relevant event) with `date_is_approximate` when the date is\n  anchored to a source publication or call date.\n\n## Upcoming API behavior change: prospect population\n\nWhen this API update is deployed, omitting `include_private` in `list_prospects`\nor `get_prospect` will request the team's entitled population instead of the\nprevious public-only default. This is an intentional behavior change: entitled\nteams may see more companies and different ranks/totals. Existing MCP clients\nare affected by the API deployment even without a package upgrade.\n\nTo preserve public-only lists and public-company ranks, explicitly pass\n`include_private: false`. Private-company detail continues to use its entitled\nprivate-inclusive rank population. Team access restrictions remain enforced.\nThe response `population` field explains the requested policy and rank scope.\n\n## What's new in 2.0.0\n\nVersion 2.0.0 targets the relaunched DealSurface REST API v2 (`/api/v2`). Older\nserver versions target `/api/v1`, which now returns `410 Gone` — upgrade to keep\nworking. Highlights:\n\n- **Corporate-family prospect lists.** `list_prospects` returns one row per\n  corporate family with `entity_count`/`matched_entity_count`, premium and\n  complaint summaries, and a `total_groups`/`total_entities` envelope\n  (replacing `total_count`).\n- **Rich filtering.** New `list_prospects` filters: assessment status, insurance\n  entity type, ownership, premium bands, lines of business (matches ANY),\n  licensed states (matches ALL), name search (`q`), and new sort keys including\n  `complaint_index`. Vocabularies are embedded in the tool schemas as enums so\n  invalid values are rejected client-side with the accepted set shown.\n- **Strict filters, visible exclusions.** Families with no data for an applied\n  insurance filter are excluded and counted in `excluded_no_data_groups`.\n- **Subsidiary drill-down.** `get_prospect` accepts any\n  `hierarchy.children[].ticker`; dealmap/outreach tools resolve subsidiary\n  tickers upward to the corporate family and say so in the response.\n- **New tool `set_top_pick`** to mark/unmark a stakeholder as the top pick for\n  their buying-committee role.\n- **`framework_category` removed** from `search_excerpts` (both as a filter\n  input and as a response field on excerpts).\n- Detail responses gain `company_info`, per-year `premium`/`complaints` series,\n  `hierarchy`, `narrative_scope`, and `excerpt_count`; embedded excerpts are\n  capped at 20 (use `search_excerpts` for the rest).\n- A `503` from prospect/excerpt tools means the product's projection is not\n  ready (`rebuilding` or `stale_keywords`) — never \"no prospects\".\n- Every request sends `User-Agent: dealsurface-mcp/<version>`.\n\n## Installation\n\n### Claude Desktop / Claude Code\n\nAdd to your Claude Desktop configuration file (`claude_desktop_config.json`):\n\n> **Tip (Mac):** Click the **Claude** menu in your system menu bar (not inside the Claude window), go to **Settings → Developer**, then click **\"Edit Config\"** — this opens the file directly, and creates it if it doesn't exist yet.\n\n```json\n{\n  \"mcpServers\": {\n    \"dealsurface\": {\n      \"command\": \"npx\",\n      \"args\": [\"-y\", \"@dealsurface/mcp-server\"],\n      \"env\": {\n        \"DEALSURFACE_API_KEY\": \"ds_live_your_api_key_here\"\n      }\n    }\n  }\n}\n```\n\n### Other MCP clients\n\nAny MCP client that supports `stdio` transport can use this server. Set `DEALSURFACE_API_KEY` in the environment and run:\n\n```bash\nnpx -y @dealsurface/mcp-server\n```\n\n## Environment Variables\n\n| Variable | Required | Description |\n|----------|----------|-------------|\n| `DEALSURFACE_API_KEY` | Yes | Your DealSurface API key (starts with `ds_live_` or `ds_test_`) |\n| `DEALSURFACE_API_URL` | No | Override the API base URL (origin only — the server appends `/api/v2`). Defaults to `https://dealsurface.com`. Useful for pointing at a staging environment. |\n\n## API Key Scopes\n\nYour API key must have the appropriate scopes for the tools you want to use:\n\n- **`read`** — Required for all tools\n- **`outreach`** — Additionally required for `generate_dealmap`, `override_stakeholder_role`, `list_outreach_templates`, and `craft_outreach`\n\nVisit the API Key page in your DealSurface account to manage API keys and scopes.\n\n## Available Tools\n\n| Tool | Scope | Billing | Description |\n|------|-------|---------|-------------|\n| `list_products` | read | Free | List active products with keywords, sources, industries, and segment targeting (`include_disabled` optionally includes disabled metadata) |\n| `get_product` | read | Free | Get active product detail by ID, including `target_segments` (`include_disabled` optionally includes disabled metadata) |\n| `list_prospects` | read | Free | List prospect corporate families with rich filters (entity type, ownership, premium, lines of business, licensed states, name search) and sorts |\n| `get_prospect` | read | Free | Full prospect analysis: company info, premium/complaint history, hierarchy, findings, and capped evidence excerpts. Accepts subsidiary tickers |\n| `search_excerpts` | read | Free | Filter SEC filing evidence excerpts |\n| `list_outreach_templates` | read + outreach | Free | List active team outreach templates and the product default |\n| `get_dealmap` | read | Free | Read the buying committee DealMap (stakeholder roles, org hierarchy). Subsidiary tickers resolve to the corporate family |\n| `generate_dealmap` | outreach | Conditional | Generate or refresh the buying committee DealMap; billed only on fresh org-chart fetch |\n| `override_stakeholder_role` | outreach | Free | Override an AI-assigned stakeholder role |\n| `set_top_pick` | read | Free | Mark/unmark a stakeholder as the top pick for their buying-committee role |\n| `craft_outreach` | read + outreach | 0–1 credit | Create email or LinkedIn outreach from the product default or an explicit static message or generation prompt |\n\n### Billing Details\n\n- **Free tools** (`list_products`, `get_product`, `list_prospects`, `get_prospect`, `search_excerpts`, `list_outreach_templates`, `get_dealmap`, `override_stakeholder_role`, `set_top_pick`) do not consume credits.\n- **`generate_dealmap`** is charged 10 credits for successful results with `generation_source=org_fresh` or `org_fresh_empty` (a fresh empty org result supplemented with people). Cached results (`org_cache` or `annotated_cache_hit`) are free. The `force_refresh` parameter bypasses the cache and should only be used when explicitly requested.\n- **`craft_outreach`** consumes team credits when the API returns a valid result.\n- If your team does not have enough credits, the server returns an error with remaining and required credit details.\n- See API docs and pricing page for latest credit costs.\n\n## Recommended Agent Flow\n\n1. Call `list_products` to see active products available for operational tools.\n2. Call `list_prospects` with a `product_id` to find top-ranked companies.\n3. Call `get_prospect` for detailed analysis on a specific company.\n4. Call `get_dealmap` to see the buying committee (or `generate_dealmap` if empty).\n5. Call `craft_outreach` with a selected stakeholder and omit `template_key` to use the product default.\n6. Call `list_outreach_templates` only when the user asks to explore or change the outreach style, then pass the chosen returned `template_key` to `craft_outreach`.\n\n## Stakeholder Selection in `craft_outreach`\n\nYou can personalize outreach using either:\n\n- **`selected_lead`** — Full stakeholder object from `get_dealmap` response (preferred)\n- **`lead_selector`** — Lightweight selector: `{\"node_id\": \"...\"}`, `{\"level\": \"vp\"}`, `{\"full_name\": \"Jane Doe\", \"level\": \"director\"}`, or `{\"stakeholder_role\": \"Economic Buyer\"}`\n\nIf both are provided, `selected_lead` takes precedence. If no match is found, outreach still succeeds but includes guidance to call `get_dealmap` first.\n\n## Troubleshooting\n\n### \"DEALSURFACE_API_KEY environment variable is required\"\n\nMake sure `DEALSURFACE_API_KEY` is set in your MCP client configuration.\n\n### \"403 Forbidden\" or \"Insufficient permissions\"\n\nYour API key may not have the required scope. Read-only tools need the `read` scope. DealMap generation and outreach tools need the `outreach` scope.\n\n### \"402 Insufficient credits\"\n\nYour team has run out of credits for billed operations. The error message includes your remaining balance and the credits required. Contact your account administrator.\n\n### \"429 Too Many Requests\"\n\nSome endpoints are rate limited more heavily than others. See API documentation for more details.\n\n## Requirements\n\n- Node.js 18 or later\n- A DealSurface API key with appropriate scopes\n\n## License\n\nThis package is proprietary commercial software and is not open source. Use is\nlimited to authorized DealSurface customers and other users expressly approved\nby DealSurface, and is governed by the applicable DealSurface customer\nagreement, API terms, or Terms of Service:\n[https://dealsurface.com/terms](https://dealsurface.com/terms).\n\nThe package and related services are provided \"as is\" and without warranties\nor guarantees. See [LICENSE](./LICENSE) for details.\n\n### Prospect population and DealMap failures\n\nProspect lists and detail ranks default to the team-entitled population. Use\n`include_private: false` for public-only lists or public-prospect ranks. Private\nprospect detail retains private-inclusive ranking. The additive `population`\nfield identifies the rank scope: lists rank filtered families, while detail\nranks unfiltered families. On lists, `included_if_entitled` describes the policy;\nit does not guarantee private rows or override the live team entitlement.\n`excluded_no_data_groups` counts only insurance-filter coverage exclusions.\n\nDealMap generation permits 5 requests per minute; respect `Retry-After` on 429.\nA 422 distinguishes unresolved company identity (`company_identity_unresolved`)\nfrom unavailable organizational information (`dealmap_data_unavailable`). Neither\nis a temporary-service or timeout diagnosis. After a timeout, read the current\nDealMap before retrying; background completion is not guaranteed.\n","readmeFilename":"README.md"}