CONNECT APP
Build with DealMachine
CRM
- API key
MCP
Give your agent DealMachine tools
Every DealMachine action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's DealMachine account for each tool call — you store no tokens.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "dealmachine",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// e.g. run Add Lead:
const result = await mcp.callTool({
name: "dealmachine-add-lead",
arguments: {
addressType: 10,
},
})# access_token: mint a short-lived token with the Connect SDK — see the MCP guide
headers = {
"Authorization": f"Bearer {access_token}",
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", # any stable ID for this user in your system
"x-pd-app-slug": "dealmachine",
}
async with streamablehttp_client("https://remote.mcp.pipedream.net/v3", headers=headers) as (read, write, _):
async with ClientSession(read, write) as session:
await session.initialize()
tools = await session.list_tools()
# e.g. run Add Lead:
result = await session.call_tool("dealmachine-add-lead", {
"addressType": 10,
})API PROXY
Call the DealMachine API directly
For an endpoint with no pre-built tool, the Connect proxy forwards your request to the DealMachine API with the connected user's credentials attached. You store no tokens and write no refresh logic.
const resp = await pd.proxy.get({
externalUserId: "{external_user_id}", // any stable ID for this user in your system
accountId: "apn_xxxxxxx",
url: "https://api.dealmachine.com/public/v1/team-members/",
})
// Any allowed DealMachine endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.# The path segment is the target URL, URL-safe base64 encoded:
# https://api.dealmachine.com/public/v1/team-members/
curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuZGVhbG1hY2hpbmUuY29tL3B1YmxpYy92MS90ZWFtLW1lbWJlcnMv?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
-H "Authorization: Bearer {access_token}" \
-H "x-pd-environment: production"SDK
Run DealMachine actions from your backend
Connect a user's DealMachine account once, then run Add Lead on their behalf from your own code — TypeScript, Python, or plain HTTP.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "dealmachine-add-lead",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
dealmachine: { authProvisionId: "apn_xxxxxxx" },
addressType: 10,
},
})from pipedream import Pipedream
pd = Pipedream(
client_id="{oauth_client_id}",
client_secret="{oauth_client_secret}",
project_id="{project_id}",
project_environment="production",
)
result = pd.actions.run(
id="dealmachine-add-lead",
external_user_id="{external_user_id}", # any stable ID for this user in your system
configured_props={
"dealmachine": {"authProvisionId": "apn_xxxxxxx"},
"addressType": 10,
},
)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "dealmachine-add-lead",
"configured_props": {
"dealmachine": { "authProvisionId": "apn_xxxxxxx" },
"addressType": 10
}
}'TOOLS
DealMachine actions
On-demand operations your product or agent can configure and run on behalf of a connected user.
-
Add Lead
actionAdd a lead to your team's account. See the documentationWritev0.0.2 -
Add Tags to Lead
actionAdd tags(s) to the lead. See the documentationWritev0.0.2 -
Create Note
actionCreate a note for the lead. See the documentationWritev0.0.2 -
List Lead Id Options
actionRetrieves available options for the Lead Id field.Read-onlyv0.0.1 -
List Tag IDs Options
actionRetrieves available options for the Tag IDs field.Read-onlyv0.0.1
EVENTS
DealMachine triggers
Event sources your backend can deploy for users and receive through a webhook.
MULTI-APP
Use DealMachine with other popular apps
Most products don't stop at one integration. Pair DealMachine with the other apps your users rely on, and ship use cases that span both.
- App slug
- dealmachine
- Authentication
- API key
- Categories
- CRM
- Actions
- 5
- Triggers
- 1
- API proxy
- Available