MCP Workflow
Find and contact live deals
For Buyers · Buyer account with Deal Network access.
Search the live PrivSource deal network from Claude, pull structured detail on the deals worth a look, and send outreach to the seller when a deal is contactable.
Starter prompt
Copy this into your AI agent once PrivSource is connected, and fill in the brackets.
Using PrivSource, search for live deals in [industry] located in [geography] with [minimum EBITDA or revenue]. Show me the top matches with revenue, EBITDA, and location, pull full details on the most promising ones, and tell me which are open to outreach. Don't send any messages until I approve a draft.
Steps
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1
Search the deal network
Ask Claude for what you want to acquire. Claude searches live deals by industry, location, revenue, EBITDA, margin, and deal type, and pages through the results.
search_deals -
2
Pull full deal detail
Claude fetches the full picture for any deal — description, financials, growth opportunities, documents, and how the deal matched your published mandates.
get_deal -
3
Compare and shortlist
Refine filters in conversation and have Claude compare deals side by side against your acquisition criteria.
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4
Contact the seller
When a deal is contactable, Claude drafts an outreach message for your approval and sends it to the seller.
send_deal_outreach
Example prompts
- “Search PrivSource for healthcare services deals in the Midwest with $1M+ EBITDA”
- “Pull the details on the second deal and summarize the risks”
- “Draft and send an intro message to the seller”