DealCloud MCP Server

This feature is available as part of the DealCloud with Celeste license.

DealCloud now provides a Model Context Protocol (MCP) server which gives AI agents read access to your DealCloud data. With this access, agents have a secure, consistent platform to retrieve context from DealCloud and answer questions across various workflows.

Sequence Number Parameter for Files API

The Files API now supports an optional seqNumber query parameter, enabling direct access to a specific image in multi-select image fields.

New Filter Operations for Rows API

• $doesntContain matches records where a field value does not include a given substring. Example:

  {"CompanyName": {"$doesntContain": "Capital"}}
  

• $noData matches records where a field has no value (null). Example:

  {"NextMeetingDate": "$noData"}
  

• $notNoData matches records where a field has any value. Example:

  {"DealOwner": "$notNoData"}
  

Conditionally Required Fields in Schema API

The Schema Fields API response now includes a requiredWhen property for fields that have conditional requirements configured on the entry form. This property defines the conditions under which a field becomes required, based on the values of other fields. The requiredWhen property is only present when a field has conditional requirements configured; fields without conditions will not include this property in the response.

Proxy User Metadata in Publications API

The Publications API now includes user proxy data in events, providing improved visibility around user actions in cases where changes were made by a proxy user. When a proxy is used, the response now includes lines for proxyUserId and proxyUserEmail. The principal user still appears in the modifiedById and modifiedByUserEmail metadata.

The Publications page on DealCloud now has an "Open Swagger" button that directly opens the Publications Swagger page for Publication API call testing.

When retrieving data through an API, users can include the new dateTimeBehavior parameter to return date and time data in their local time zone rather than UTC. The parameter can be used when writing or updating data as well, automatically converting date and time fields as appropriate. The dateTimeBehavior parameter has two possible values:

• 0: Uses UTC. Does not need to be specified. Default behavior
• 1: Uses the API user's local time zone, or the client site time zone for date-only fields.

The User Activity API now includes a new principalUserName parameter, which shows the principal user in cases of user proxying. This change provides more complete context when tracking user proxying.

Default Topics Appear on the Publications Page UI

The three default publication topics - default-data, default-users, and default-schema are now shown on the Publications page, offering administrators a clearer view into the events streaming from DealCloud.

2404 - April Release

When editing a Publications topics, administrators can now choose which fields they receive Publication events for. In the Field Settings (optional) column, clicking Edit allows administrators to select the fields for which the API should stream updates. After configuring field filters, the number of fields selected is shown in the Selected column.

See more

• New API endpoints are available that enable you to deliver email and meeting metadata to DealCloud for processing and analysis by the Relationship Intelligence service (released in 2401).

• Documentation now available here

Changes

• The User object model now includes a reference to the UserEntryID, which may not always be the same as the EntryID for the user entry.

• The /allHistory endpoint now tracks reference change events such as those caused by merged entries. For example, if two records are merged and the resulting record has an updated value that is referenced by other records, the records that reference that merged entry will be shown as modified by the /allHistory endpoint.