10 actions in 5 pieces of software · ranked by words, meaning and measured trust · 637 ms
skillanthropics/financial-servicesrecord
- deal-tracker
Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker
- deal-tracker
MCP serverrecord
- hs_list_deals
Browse all deals in your HubSpot workspace. Returns deal IDs, names, amounts, pipeline stages, and close dates. Paginate with limit and after parameters.
- deal
Single deal detail.
- deals
Search deals across stores.
- pipedrive_list_deals
View all deals in your pipeline. Returns deal IDs, titles, values, stages, and owners. Use pipedrive_get_deal for full details on a specific deal.
- hs_get_deal
Fetch a deal's full details by ID. Returns deal name, amount, stage, owner, and linked contacts and companies.
- pipedrive_get_deal
Get complete details for a specific deal (by ID). Returns title, value, stage, probability, owner, associated contacts, and timeline.
- hs_list_deals
MCP servergit+https://github.com/ptaramona/conduyt-mcp-servernpmrecord6,414 downloads/month
- conduyt_delete_deal
Delete a deal by UUID (soft-delete — the deal is removed from lists/boards and its value drops out of pipeline totals, but the row is retained for audit). Use this to clean up test or mistaken deals. There is no undelete endpoint, so treat it as irreversible via the API.
- conduyt_delete_deal
- 4AIquila MCP Serverfound in code, not yet checkedno passport yet
- deck_create_board
Create a new Deck board.
- deck_create_board
MCP servergit+https://github.com/WillDent/pipedrive-mcp-servernpmrecord60 stars3,791 downloads/month
- move-deal
Preview or execute a guarded deal stage move.
- move-deal
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