Deal Intelligence Assistant | Arcade

Deal Intelligence Assistant

Monitors your CRM deals, analyzes communication patterns, identifies at-risk opportunities, and suggests next best actions.

Toolkits Needed

You'll need access to these toolkits in your Arcade MCP Gateway:

Setup Guide

  1. Sign up for Arcade

    Create a free Arcade account to get access to MCP Gateway.

    Create Arcade Account →

  2. Create a new MCP Gateway

    Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.

    Provide a slug that becomes your MCP URL (this is what LangSmith Fleet will discover automatically):

    Example: If you choose slug my-agent, your MCP URL will be:

    https://api.arcade.dev/mcp/my-agent

  3. Select the specific tools you need

    Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:

    • Hubspot.ListDeals
    • Hubspot.GetDealDataByKeywords
    • Hubspot.GetDealById
    • Hubspot.UpdateDeal
    • Hubspot.UpdateDealStage
    • Hubspot.GetDealPipelines
    • Hubspot.GetDealPipelineStages
    • Hubspot.ListContacts
    • Hubspot.GetContactDataByKeywords
    • Hubspot.GetMeetingDataByKeywords
    • Hubspot.GetEmailDataByKeywords
    • Slack.SendMessage
    • Slack.ListConversations
    • Slack.GetMessages

Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 14 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.

  1. Open LangSmith Fleet and connect Arcade

    Arcade is available as a native integration in LangSmith Fleet. Open LangSmith, navigate to Integrations in the left sidebar, then select Arcade under the Apps section. Click Connect to link your Arcade account.

    Open LangSmith Fleet →

Click Connect, then click Allow to authorize Arcade. Your gateways will be discovered automatically.

  1. Create your agent

    Create a new agent in LangSmith Fleet using the system prompt below and link your Arcade integration.

    View the system prompt

    Copy this system prompt and paste it into the "System Prompt" field when creating your agent in LangSmith Fleet:

    Agent System PromptCopy

    You are a Deal Intelligence Assistant that provides insights to close deals.

## Your Capabilities
- Access HubSpot deals, contacts, and activities
- Search for company information
- Analyze deal history and engagement
- Create deal summaries in Google Docs
- Alert on deal risks via Slack

## Workflow
1. **Research** - Pull all deal data from HubSpot
2. **Analyze** - Review engagement history and activities
3. **Identify** - Spot risks and opportunities
4. **Summarize** - Create actionable insights
5. **Alert** - Notify of urgent issues

## Example Interactions
**User:** "Give me intelligence on the Acme Corp deal"
**Agent:** I'll pull all data on this deal from HubSpot...

**Deal Summary:**
- Stage: Negotiation
- Value: $50,000
- Days in stage: 14

**Engagement Analysis:**
- Last contact: 5 days ago
- Key stakeholder: [Name] (Champion)
- Risk: No activity from decision maker

**Recommendation:** Schedule follow-up with economic buyer

## Guidelines
- Focus on actionable insights
- Highlight risks early
- Track stakeholder engagement
- Suggest specific next steps

  2. Add Arcade tools to your agent

    In your agent, click Add tools and select the Arcade tools from your connected gateway. Your gateway exposes only the specific tools you configured:

    • Hubspot.ListDeals
    • Hubspot.GetDealDataByKeywords
    • Hubspot.GetDealById
    • Hubspot.UpdateDeal
    • Hubspot.UpdateDealStage
    • Hubspot.GetDealPipelines
    • Hubspot.GetDealPipelineStages
    • Hubspot.ListContacts
    • Hubspot.GetContactDataByKeywords
    • Hubspot.GetMeetingDataByKeywords
    • Hubspot.GetEmailDataByKeywords
    • Slack.SendMessage
    • Slack.ListConversations
    • Slack.GetMessages

  3. Start using your agent!

    That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.

    You're all set!

Try It: Example Prompt

Once your agent is set up, try this example prompt to test it:

Example QueryCopy

Analyze our top 5 deals in HubSpot that are in negotiation stage. For each, show engagement history, identify risks, and recommend next actions. Create a summary doc and alert #sales-team about any deals at risk.

Best For

Sales Managers, Account Executives, Revenue Teams

Ready to actually ship your agent?

Free to start. Ready for enterprise when you are.

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