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MCP Workflow

Submit a deal for listing

For Sellers · Seller account on PrivSource.

Turn whatever the seller has — a teaser PDF, a CIM, or a plain description — into a structured deal submission. PrivSource reviews every submission, and approved deals go live to the buyer network and mandate matching.

Starter prompt

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

Prompt

Using PrivSource, help me submit our company as a deal. Here's what we have: [paste description or attach the teaser]. Extract the deal details, show me exactly what you'll submit — name, description, deal type, financials, location, industry — and let me correct anything before you send it. Afterwards, tell me how to check the review status.

Steps

  1. 1

    Start from what the seller has

    Claude reads the teaser or description, extracts the deal details, and confirms them with you before anything is submitted. Only a name, description, and deal type are required — but revenue, EBITDA, industry, and location drive buyer filtering and mandate matching, so completeness pays.

    privsource_whoami
  2. 2

    Submit for review

    Claude submits the deal to the PrivSource review queue. Location and industry snap to the PrivSource taxonomy, so submissions stay consistent with how buyers search.

    create_pending_deal
  3. 3

    Track the review

    Submissions are reviewed by the PrivSource team, typically within 48 hours. Check status any time with the id returned at submission.

    get_pending_deal
  4. 4

    Go live

    Once approved, the pending deal points at the live deal. From there, buyer-mandate matches accrue and the matched-buyers workflow takes over.

    get_pending_deal list_seller_deals

Example prompts

  • “Here's our teaser — extract the details and submit our deal”
  • “Submit our commercial HVAC business, $8.5M revenue, $1.7M EBITDA”
  • “Has our submission been approved yet?”
All workflows & tools Claude setup guide