# MCP Servers with a create_deal tool Every MCP server Pod knows of that exposes a create_deal tool. 8 servers, ordered by decision readiness and adoption — GitHub stars and npm downloads where available, then reported issue volume. Pod has connected to 8 of them; the rest are publisher-reported and unverified. ## [Automo](/mcp/automo) Automo is one workspace for making things and running the business around them: designs, documents, spreadsheets and video projects on one side; files, brand assets, knowledge base, mail, calendar, tasks, customers, support and campaigns on the other. Connect it and you can work with all of it from a conversation. Ask what you have on a launch and get one answer across files, brand assets, knowledge base, chats, projects and contacts. Ask what was agreed on a call and get the transcript, then have the follow-up drafted and read back to you before anything sends. Everything it makes is a real Automo project. Open it in the editor, hand it to a colleague, keep going. Your workspace admin decides what it can reach. Permissions are set per workspace and apply to everyone already connected, so a permission can be withdrawn without anyone reconnecting. Anything that touches personal mail, customer records or confidential folders starts switched off. Every tool call is logged, and any person's access can be revoked on its own. 113 tools reported — Live, but requires authorization before it will list tools. Publisher lists 113 tools. ## [Bonsai](/mcp/bonsai) Bonsai is where independent consultants and small service businesses run client work: CRM, deals, projects, tasks, time tracking, and invoices in one place. The Bonsai MCP server connects your account to Claude. Ask where work stands, keep clients and projects current, and run the whole business from one conversation. Key features: - Ask about your business - Your tasks for today, where a deal stands, what's outstanding, or a project summary you can send a client. - Keep your CRM current - Add contacts and companies, log activity, and move deals through your pipeline. - Turn won work into a project - A closed deal becomes a project with tasks, owners, and due dates, ready to start. - Track time and bill for it - Log hours against a project, then draft the invoice when the work is done. 39 tools reported — Live, but requires authorization before it will list tools. Publisher lists 39 tools. ## [K3X](/mcp/k3x) K3X is an AI-native CRM built for small sales teams and owner-led businesses. This connector links Claude to one K3X workspace so you can work your pipeline without opening the CRM. Ask for any company, person, or deal by name, email, or phone, and get the full record: owner, stage, custom fields, and recent activity. Create and update leads, contacts, and deals in plain language, one at a time or in bulk. Reassign owners, set custom fields, archive and restore records. Review, edit, activate, or pause your workspace's AI agents. Every action runs as you, inside your role and the permissions you approve. The connector never sends email, SMS, or invites, and never runs an agent without your permission. 61 tools reported — Live, but requires authorization before it will list tools. Publisher lists 61 tools. ## [Lev for Claude](/mcp/lev-for-claude) Lev connects Claude to a user's commercial real estate debt placement workspace. Users can inspect and manage deals, indexed deal facts, source documents, memos, checklists, companies, contacts, notes, lender placements, pipelines, term sheets, billing state, account access, and current market reference rates. 52 tools reported — Live, but requires authorization before it will list tools. Publisher lists 52 tools. ## [Octolane](/mcp/octolane) Revenue superintelligence built for modern sales and go-to-market teams. This connector lets Claude read and manage your entire revenue workflow. Pipeline & deal management: Search deals, get full deal details, create new opportunities, move deals through pipeline stages, and get instant pipeline overviews with deal counts and total values. Create and customize sales pipelines, stages, and custom fields on the fly. Contacts & accounts: Search, create, update, and enrich contacts and companies by name, email, domain, industry, or job title. Bulk create or update up to 50 records in one request. Email & meetings: Search email threads with any contact or account, schedule emails for future delivery via your connected Gmail, and pull full meeting transcripts and attendee lists to prep for calls or write follow-ups. Tasks, notes & activities: Create tasks linked to deals, contacts, or accounts; log calls, meetings, and LinkedIn touches; and keep notes attached to the right records. Website visitor intelligence: Identify companies visiting your website with Octolane Signal and turn anonymous traffic into pipeline. AI memory: Octolane stores your ICP, sales process, pricing, and writing style as structured memory, so Claude's outputs match how your team actually sells. Ask Claude things like "which deals are stalled in negotiation," "prep me for my 2pm meeting," or "draft follow-ups for every demo this week." 69 tools reported — Live, but requires authorization before it will list tools. Publisher lists 69 tools. ## [Translead CRM](/mcp/translead-crm) This connector lets Claude work with your CRM data directly in a conversation, using exactly the permissions of the user who connected. What you can do - Find accounts, contacts, deals, activities, and files by keyword or field conditions, and pull up the activities linked to a specific account or deal. - Create accounts, contacts, deals, and activities. When logging an activity, Claude can also add it to your connected Google or Outlook calendar and issue a Google Meet, Teams, or Zoom link. - Update field values, links, and statuses on existing records, for example marking a planned activity as completed. - Export matching accounts, contacts, deals, or activities to CSV and receive a temporary download link. - Read saved aggregation and goal reports to get the latest numbers. - Look up users, user groups, and field settings so Claude can fill in records correctly. Typical requests - "Summarize where we stand with Translead Inc, including open deals and the last three activities." - "Log today's call with Jane Doe as a completed activity on the Northwind deal." - "Export all deals expected to close this quarter as CSV." - "What does the monthly sales report say for last month?" How it works Connect with your regular Translead CRM sign-in. Claude reads and writes only what you are allowed to see and change in Translead CRM; permissions on objects, fields, and CSV export are enforced on every request. Requirements AI assistant integration must be enabled for your Translead CRM tenant. Ask your administrator to request activation from Translead support. Setup instructions and FAQ are in the documentation link. 49 tools reported — Live, but requires authorization before it will list tools. Publisher lists 49 tools. ## [Unifyr](/mcp/unifyr) Unifyr is the AI-native Partner Relationship Management (PRM) and Channel Sales and Marketing (TCMA) platform for companies running indirect channel programs. This connector gives you direct access to your Unifyr workspace so you can run day-to-day channel operations in natural language. With the Unifyr connector you can: - Manage the deal pipeline, register new deals, update stages and values, add contacts and comments, and check deal status. - Interact with partners, and handle and route leads. - Create and manage marketing campaigns, access all features around channel marketing and search and manage collateral across your content library - Get insights about your program performance and predictions for deals and leads Using the connector requires a subscription as a supplier or a valid partner account. 76 tools reported — Live, but requires authorization before it will list tools. Publisher lists 76 tools. ## [Virtualna Pisarna - By REWORQ](/mcp/virtualna-pisarna-by-reworq) Operate your company's virtual office directly from this plugin. 63 tools reported — Live, but requires authorization before it will list tools. Publisher lists 63 tools. ## For agents This page has a [Markdown](/mcp/tool/create-deal.md) and a [JSON](/mcp/tool/create-deal.json) twin. Pod is also queryable over MCP at `https://api.askpod.ai/mcp/read`.