DealSync speaks the Model Context Protocol, the open standard Anthropic created for connecting AI assistants to live systems. Connect it once and Claude can answer questions from your actual deal book: deal status, document rounds, contract renewals, royalty positions, outstanding obligations, all scoped to what you already have permission to see.

This is the setup guide. It covers connecting from Claude on the web, Claude Desktop, a Claude Team or Enterprise workspace, and the terminal with Claude Code.

Before you start

You need three things:

  1. A DealSync account at your firm.
  2. AI enabled for your firm. Admins manage this from Admin → Firm settings → Integrations → AI Assistants. If your admin has paused AI, new connections are refused until it is resumed.
  3. A Claude account. Custom connectors work on every Claude plan.

Your firm’s MCP server URL is shown on the same Integrations page. For all firms it is:

https://api.dealsync.uk/api/mcp/v1/mcp

Connect from Claude (web or Desktop)

  1. Open Claude’s connector settings, or in Claude Desktop go to Settings → Connectors.
  2. Choose Add custom connector and paste the server URL above.
  3. Claude redirects you to DealSync. Sign in with your usual DealSync account.
  4. Review the capabilities Claude is asking for and approve them. You can grant read-only access, or reads and writes.
  5. That’s it. Start a conversation and enable DealSync from the connectors menu when you want Claude to use it.

There are no API keys to copy and nothing to install. The connection uses OAuth: DealSync issues Claude a token tied to your identity, and you can revoke it at any time.

Connect a whole firm (Claude Team or Enterprise)

If your firm runs Claude Team or Enterprise, an organisation owner can add DealSync once for everyone:

  1. In Claude, go to Organization settings → Connectors and choose Add → Custom → Web.
  2. Enter the server URL above.
  3. Each lawyer then finds DealSync under Customize → Connectors and connects with a single click, signing in as themselves.

Every connection is still individual. The owner adding the connector does not grant anyone access to anything; each lawyer authenticates separately and sees only their own deals.

Connect from the terminal (Claude Code)

claude mcp add --transport http dealsync https://api.dealsync.uk/api/mcp/v1/mcp

Claude Code opens the same sign-in flow in your browser on first use.

What you can ask

Once connected, Claude has tools across the whole platform, not just document search. A few examples:

  • “Which of our commercial contracts renew in the next 90 days?”
  • “Summarise the latest redline round on the Series A subscription agreement.”
  • “Are any licensees behind on royalty reports or minimum guarantees?”
  • “What conditions precedent are still outstanding on the Meridian deal?”
  • “Search the data room for change of control provisions.”
  • “Create a new deal from our seed round template for the Acme investment.”

Read tools answer immediately. Write tools, like creating a deal or proposing a redline, are separate, clearly labelled, and Claude confirms before using them.

How permissions work

  • Your identity, your deals. The connection is scoped to the signed-in lawyer. Claude sees the deals you are on, nothing else, and nothing from other firms.
  • Scopes you approve. At connection time you approve named capabilities (for example deals read, documents read, contracts write). Claude cannot use a capability you did not grant.
  • Reads and writes are separate tools. Every tool declares whether it reads or writes, using Anthropic’s tool safety annotations, so Claude’s own permission prompts work correctly.
  • Admin oversight. Firm admins see every active connection, who it belongs to, which client it is, and its recent activity, and can revoke any of them. A single Pause all control suspends AI access for the whole firm instantly.
  • Documents stay protected. Content coming back from your documents is wrapped so it is treated as data, not as instructions to the assistant.

Troubleshooting

  • “AI is paused for this firm.” A firm admin has paused AI access. Ask them to resume it from Admin, Firm settings, Integrations.
  • Sign-in loops or a connection error. Remove the connector in Claude’s settings and add it again with the exact URL above.
  • Claude can’t see a deal. Claude sees what your DealSync account sees. If you are not on the deal in DealSync, it is invisible to Claude too.
  • A tool asks for a scope you declined. Disconnect and reconnect, approving the additional capability.

Questions or issues: mark@dealsync.uk.