DealFabric MCP for Private Equity and M&A
Multiply your analytical power. Unlock AI at scale.
Query your deals and your portfolio in natural language
Deal flow, pipeline, diligence, performance, relationships, processes: ask your questions straight from Claude, GPT, Teams or your agent of choice, on a certified and secure Microsoft infrastructure.
No exports. No manual reports. No black box.
AI & MCP
Why MCP changes the game
Before
Two separate worlds
Your CRM lives on one side, your AI agents on the other. Your teams bridge the gap by hand, every day.
- Manual data entry and endless exports
- The pipeline slows down
- Daily friction
- Intelligence stays fragmented
With DealFabric MCP
A single nervous system
Your agents query the CRM directly, with nothing in between.
- Your AI agents access the CRM natively
- Deals get sourced faster
- The pipeline speeds up
- Dataverse becomes your single source of truth
Use cases
DealFabric MCP day to day
Smart activity monitoring
ChatGPT watches your deals: “This deal at stage 3 has had no meeting for more than 14 days” → you get a notification, MCP records the alert and creates a task in your Timeline.
Contextual updates
Your favorite AI agent mentions a team update on one of your deals → DealFabric MCP writes it into DealFabric CRM.
Multi-model agents
Claude for analysis, GPT for summaries, Mistral for local processing. Your agent picks the right tool.
Assisted deal sourcing
Claude goes through your targets, queries DealFabric via MCP and enriches market data automatically. Associates save many hours every week.
Portfolio Hygiene
Automatic checks on mandatory fields, duplicate clean-up, tag consolidation. No data drift: DealFabric stays clean and up to date.
Plug your AI agent into your CRM
See DealFabric MCP running on your own data, with no export and no manual report. Take 30 minutes with a specialist, on your use cases.
An intelligence layer between your data and your agents
DealFabric MCP bridges your Private Equity CRM and your AI assistants. Your agents query your real data within your access rights, with no export and no re-keying.
How does it work?
DealFabric V3.0 exposes a native MCP server on your instance. No additional configuration for standard uses.
Your agents (Copilot Studio, Claude, GPT, Mistral or custom-built) connect to it, with authentication through your Azure AD.
The DealFabric CRM permission model applies automatically: each agent only receives the records the user is authorized to see.
Free for Premium clients (Essential) 3 plans: Essential, Scale, Advanced
See DealFabric running on your own deals
30 minutes with a private equity specialist, on your own use cases.
Reply within 24 hours