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.
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
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
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
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
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
Contact the buyer
Claude drafts a message for your approval, then sends it and shares the matched deals you choose — the buyer gets durable access to those deals.
send_seller_mandate_outreach
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”