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MCP Workflow

Review matched buyers and share your deals

For Sellers · Seller account with live deals on PrivSource.

PrivSource matches published buyer mandates to your live deals. Review the matched buyers deal by deal, keep a pipeline per deal, and share deals directly with the buyers you want to talk to.

Starter prompt

Copy this into your AI agent once PrivSource is connected, and fill in the brackets.

Prompt

Using PrivSource, list my live deals and show which have buyer mandates matched to them. For [deal name], walk me through the matched buyers ordered by fit — summarize each buyer's mandate and why it matched. Help me save the good fits to the pipeline and hide the poor ones. Don't contact any buyer until I approve the message and the deals to share.

Steps

  1. 1

    Start from your deals

    Claude lists your live deals with buyer-mandate match totals and review-state counts, so you can see where the activity is.

    list_seller_deals
  2. 2

    Review a deal's matched buyers

    For one deal, Claude lists the matched buyer mandates ordered by fit, filtered by review state when useful.

    get_seller_deal_matches
  3. 3

    Dig into a buyer

    Claude pulls the full mandate, the other deals of yours it matches, and any prior outreach to that buyer.

    get_seller_mandate_match
  4. 4

    Keep the pipeline current

    Save promising buyers to the deal's pipeline, hide poor fits, archive buyers that fell out of the running, and record feedback.

    update_seller_mandate_match
  5. 5

    Contact the buyer

    Claude sends the standard message and shares the matched deals you choose. Free buyers can read shared profiles and respond. Materials stay locked until a seller message unlocks an Interested share. If your session shows the retired outreach tool, refresh the tools or reconnect.

    share_seller_deals_with_buyer
  6. 6

    Continue the conversation

    Read the buyer response, conversation history, and message availability. Send an approved message when the dashboard gate permits it. Connected contacts use the same rules as the dashboard.

    get_seller_mandate_match send_seller_mandate_message

Example prompts

  • “Show me the buyers matched to my deal”
  • “Which of these buyers fit best? Save the top three to the pipeline”
  • “Draft a message to this buyer and share both matching deals”
All workflows & tools Claude setup guide