DealX

Implements the Model Context Protocol (MCP) server specification, handling bidirectional JSON-RPC 2.0 message transport over stdio with automatic request routing, response marshaling, and error handling. The server manages connection lifecycle including initialization handshakes, capability negotiation, and graceful shutdown, enabling Claude and other MCP clients to discover and invoke DealX platform resources as tools.

Exposes DealX deal management operations (create, read, update, delete) as callable MCP tools with schema-based parameter validation. Each operation maps to DealX REST/GraphQL endpoints, handles authentication via stored credentials, and returns structured deal objects with fields like deal_id, amount, status, counterparty, and timeline. The server validates input schemas before forwarding to DealX backend and transforms responses into MCP-compatible JSON.

Provides MCP tools for querying deals by multiple criteria (status, counterparty, amount range, date range, custom fields) with results returned as structured JSON. The server translates filter parameters into DealX query syntax, handles pagination, and optionally enriches results with deal summaries or AI-generated insights. Supports both exact-match filters and range queries, enabling Claude to find relevant deals within a conversation context.

Exposes deal event history and timeline operations as MCP tools, allowing Claude to retrieve milestones, status changes, notes, and audit logs for a specific deal. The server queries DealX event streams, formats events chronologically, and includes metadata like timestamp, actor, and change details. Supports adding new events (notes, status updates) to the deal timeline, enabling Claude to maintain deal context and history within conversations.

Provides MCP tools for managing deal stakeholders, permissions, and collaboration features such as adding/removing team members, assigning deals to users, and managing access levels. The server translates stakeholder operations into DealX user/permission APIs, validates role-based access control, and returns updated stakeholder lists. Enables Claude to facilitate deal handoffs, escalations, and team coordination without manual platform access.

Exposes MCP tools for uploading, retrieving, and listing documents/attachments associated with deals. The server handles file upload to DealX storage (with size limits and format validation), generates document metadata, and returns file references for embedding in deal records. Supports document retrieval by deal ID or document ID, enabling Claude to reference deal documents within conversations and suggest relevant files for review.

Provides MCP tools for generating deal analytics, summaries, and reports such as deal pipeline value, win/loss rates, average deal cycle time, and counterparty performance metrics. The server aggregates deal data from DealX, applies statistical calculations, and returns results as structured JSON or formatted text. Enables Claude to answer analytical questions about deal portfolios and generate insights without manual data export.

Implements automatic error handling for MCP tool calls with exponential backoff retry logic for transient failures (network timeouts, rate limits, temporary service unavailability). The server catches DealX API errors, maps them to MCP-compatible error responses, and optionally retries failed requests with increasing delays (e.g., 100ms, 200ms, 400ms). Provides detailed error messages to Claude including error codes, descriptions, and suggested remediation steps.

Manages DealX API authentication by securely storing and refreshing credentials (API keys, OAuth tokens) used for all tool calls. The server handles token expiration, automatic refresh for OAuth flows, and credential rotation. Supports multiple authentication methods (API key, OAuth 2.0, mTLS) and validates credentials before initializing the MCP server. Credentials are stored securely (encrypted at rest) and never exposed to Claude or other clients.

Implements rate limiting and quota enforcement for MCP tool calls to prevent overwhelming the DealX API and ensure fair resource usage. The server tracks API call frequency per user/client, enforces rate limits (e.g., 100 calls/minute), and returns quota-exceeded errors when limits are reached. Supports configurable rate limit policies and provides visibility into current usage and remaining quota.