DealDesk plugin for agenthouse

Install DealDesk in ChatGPT, Claude, Cursor, or Codex — create and update desk cards, log email and status updates, work with quotes and the product portfolio, look up customers, and export for analysis.

Brought to you by agenthouse.

This repository is the DealDesk plugin: marketplace-oriented packaging (skills + install docs) with a local stdio bridge. Tools run over the agenthouse MCP endpoint (POST /mcp/dealdesk). Host marketplaces (ChatGPT/Codex Plugins, Claude plugins, Cursor plugins) can list this package while the remote MCP URL remains the shared runtime.

For AI agents

If you are an AI assistant helping someone install DealDesk, follow install-for-agents.md (decision tree, host-specific steps, verify, troubleshooting). Do not improvise package names or MCP URLs.

What you can do

Create and update desk cards, including notes and stage changes
Log inbound/outbound email and other status updates on a card timeline
Evaluate configurations and create quotes from your published portfolio
Find or create companies and contacts, and read their notes and commercial summaries
Craft classic quotes, customer share links, local cases, and orders from accepted quotes
Export Deal Intelligence workbooks for offline analysis
Preview and confirm portfolio publish (with an explicit confirmation step)

Destructive delete operations are not available. Soft-close cards by updating their stage instead.

Customer data responsibility

Warning: DealDesk tools can return customer and deal data to the AI host you connect, to that host's model providers, and to any other tools available in the same conversation. By installing or connecting this plugin you acknowledge that you are responsible for which hosts, models, and tools you authorize and for lawful handling of that data. agenthouse does not control third-party AI hosts or tools you enable alongside DealDesk.

Before you start

You need an agenthouse account with DealDesk on your project.

Sign-in is Connect (OAuth). A browser opens the agenthouse page; you sign in, select one or more projects, and grant DealDesk access. There is no API key to copy. If you authorize one project, tools use that project. If you authorize several, pass projectId on each tool call.

Use a project API key only for automation that cannot open a browser. Create one under Access management → API keys (dealdesk:read, or dealdesk:access for writes).

The local connector needs Node.js 20+.

Install

Connect — ChatGPT, Claude, Codex, Cursor

Install DealDesk from the host marketplace, or add a remote MCP server:

Setting	Value
MCP URL	`https://api.agenthouse.org/mcp/dealdesk`
Authentication	OAuth (Connect)

The Cursor plugin opens that same sign-in page after install. Nothing to paste.

Plugin package

Each GitHub release attaches dealdesk-plugin-x.y.z.zip. That archive is the plugin itself: skills, commands, the local connector, and the ChatGPT, Claude, Cursor, and Codex manifests. It points at the same MCP URL. Sign-in is still Connect. ChatGPT can take this ZIP under Plugins → Upload plugin. Other hosts install the same archive, or the dealdesk-plugin npm package.

Commit the version in this repo, then publish a GitHub Release tagged vX.Y.Z (the tag must match package.json, for example v0.1.0). The Publish to npm workflow publishes dealdesk-plugin and attaches that plugin ZIP to the release. A prerelease is published to the npm next tag. A manual run of the workflow only checks the package.

On npm, set the trusted publisher for dealdesk-plugin to GitHub Actions, repository agenthouse-org/dealdesk-plugin, workflow file publish.yml, and allow npm publish. The package has to exist before that publisher can be saved. No npm token is stored in GitHub.

Directory review in the OpenAI portal also asks for a support URL, test cases, and a demo recording. Those are entered in the portal; they are not inside the ZIP.

Local connector

Hosts that only accept a local command use this package. On first launch it opens the same Connect page and remembers the sign-in on this computer.

{
  "mcpServers": {
    "dealdesk": {
      "command": "npx",
      "args": ["-y", "dealdesk-plugin"]
    }
  }
}

Claude Desktop uses the same block in claude_desktop_config.json.

API key (automation only)

{
  "mcpServers": {
    "dealdesk": {
      "command": "npx",
      "args": ["-y", "dealdesk-plugin"],
      "env": {
        "AGENTHOUSE_API_URL": "https://api.agenthouse.org",
        "AGENTHOUSE_API_KEY": "ahk_your_project_api_key",
        "AGENTHOUSE_PROJECT_ID": "YOUR_TENANT_ID"
      }
    }
  }
}

Variable	Required	Description
`AGENTHOUSE_API_KEY`	For this path	Project API key from agenthouse Access management
`AGENTHOUSE_PROJECT_ID`	When you authorize several projects	Tenant id used when a tool call omits `projectId`
`AGENTHOUSE_API_URL`	No	Defaults to `https://api.agenthouse.org`

Keep the API key private. Do not commit it or paste it into chat.

Verify the connection

After install, ask your assistant something concrete, for example:

List open DealDesk cards for my project.

You should see DealDesk tools available (such as listing cards or creating a quote from a configuration). If sign-in did not finish, complete the agenthouse page and ask again. For an API key, check that it has DealDesk permission for that project.

Skills and slash commands

Guided skills live in skills/. Matching slash commands live in commands/: /dealdesk-help, /dealdesk-create-card, /dealdesk-log-card-activity, /dealdesk-craft-quote, /dealdesk-quote-from-portfolio, /dealdesk-evaluate-configuration, /dealdesk-directory-activity, /dealdesk-find-or-create-customer, /dealdesk-share-quote, /dealdesk-export-analysis, /dealdesk-publish-portfolio. Start with /dealdesk-help for an overview (the agent should call dealdesk.list_skills / dealdesk.discover). A host may prefix commands with the plugin name (for example /dealdesk:dealdesk-log-card-activity).

Support

Product and product docs: agenthouse.org
Issues with this plugin: GitHub Issues