Skip to main content

​
Connect DealCloud

An organization admin connects DealCloud in Control Hub > Integrations > DealCloud. The connection is shared across the organization. Once an admin enables DealCloud, members can connect it too.
  1. Get a client ID and API key for a DealCloud user from your DealCloud administrator or Intapp support. Agents act with that user’s permissions, so consider a dedicated integration user with access to only the lists agents should see.
  2. In Aster, enter your DealCloud site (the address you sign in at, such as https://yourfirm.dealcloud.com), the client ID, and the API key.
  3. Save. Aster signs in and reads your list of entry types before saving, so a wrong key or site is caught right away.
  4. Enable the DealCloud tools on your agent.

​
Available tools

Every firm’s DealCloud is configured differently, so agents look up your entry types and fields with dealcloud_get_schema before reading or writing.

​
Filters

dealcloud_query takes DealCloud’s filter syntax:
  • Text: {CompanyName: {$contains: "Capital"}}
  • Dates, with a full timestamp: {LogDate: {$gt: "2026-06-01T00:00:00Z"}}
  • Choice fields, by option name: {Stage: {$in: ["Screening", "Diligence"]}}
  • Reference and user fields, by id: {Company: 5678901}
  • Combined: {$and: [{...}, {...}]}
Results report the total number of matches. Agents page through them 1 to 1,000 records at a time. Large results are attached to the conversation.

​
Writing records

Choice, reference, and user fields are written as ids, which agents get from dealcloud_get_schema or a query. DealCloud checks required and unique fields, and can save some records in a batch while rejecting others. Each record’s result says whether it was created, updated, or rejected and why. Calculated and system fields can’t be written. The tools don’t delete records.

​
Example prompts

  • “Which opportunities did we log this month, and what stage is each in?”
  • “Find every company in DealCloud with ‘Capital’ in the name and its website.”
  • “Add Acme Partners as a company and log this teaser as a new opportunity sourced from them.”
  • “Move these three deals to Passed and note why.”

​
Troubleshooting

  • Rejected client ID or API key: Confirm both with your DealCloud administrator, or get a new key, and reconnect.
  • Access denied: The API key’s user can’t see that list or make that change. Adjust the user’s permissions in DealCloud.
  • A filter returns nothing: Use a full timestamp for dates, $in for choice fields, and write & as & in text.
The API key stays server-side and is hidden in connection responses. To rotate it, edit the connection; to remove it, disconnect DealCloud in Integrations.