Deal Room Builder | Claude Code
Using Octave in Claude
Workflow
Deal Room
Builder
Surface
Claude Chat (MCP)
Cowork
Claude Code
Difficulty
Easy
Medium
Hard
Audience
AEs working strategic, multi-stakeholder deals
What it does
Build an interactive deal room app that maps every stakeholder, pulls competitive intel, generates per-persona messaging, and surfaces CRM history and call notes in one living document
Scenario
You're working a six-figure deal with five stakeholders across three departments. Your research lives in a Google Doc you started three weeks ago. The competitive intel is in Slack. Your champion's call notes are in Gong. The pricing thread is in email. Every time you prep for a touchpoint, you're re-assembling the picture from scratch. You don't have a single view that shows you: who all the players are, what each one cares about, where the competitive threats are, and what the right messaging is for each person.
How It Works
You build a Claude Code app for a specific deal. It enriches the account, finds and qualifies every stakeholder, pulls competitive intelligence from Octave's findings, generates per-persona messaging via saved agents, and layers in CRM deal history and call recordings. The output is an interactive HTML deal room with expandable sections per stakeholder. As the deal progresses, feed in updates and it surfaces the next recommendation for each stakeholder.
Since every team's stack is different, this walkthrough focuses on what the app does and what Octave tools it calls — not a line-by-line build guide.
Account + Deal
Domain, opportunity, stakeholders
Stakeholder Map
Find, enrich, qualify each
Competitive Intel
Findings, positioning, traps
Per-Persona Messaging
Tailored talking points
Deal Room
Interactive, living doc
The Old Way
❌ Scattered Intel
Deal context lives across five or more tools. CRM for pipeline, Gong for calls, Slack for competitive intel, Google Docs for notes, email for threads.
❌ Reassembly Tax
Before every stakeholder touchpoint, you spend 30-60 minutes re-assembling the picture from scratch because there's no single source of truth
❌ Generic Messaging
You use the same pitch for every stakeholder because you don't have time to tailor messaging per persona for a five-person buying committee
❌ Blind Spots
You miss stakeholders you should be engaging, forget competitive landmines from past calls, and overlook signals from product data
⏱️ 1-2 hours every time you prep
The New Way
✓ Single Source
One interactive document with everything: account overview, every stakeholder profiled, competitive positioning, messaging per person, CRM timeline, call notes.
✓ Stakeholder Cards
Each stakeholder gets an expandable card with persona match, qualification score, recommended messaging angle, relevant call history, and suggested next action.
✓ Live Competitive Intel
Octave findings surface what competitors have been mentioned, what objections have come up, and what positioning has worked in similar deals.
✓ Evolves with the Deal
As new calls happen and the deal moves through stages, feed in the updates. It resurfaces next steps, adjusts messaging recommendations, and flags new competitive signals per stakeholder.
⏱️ Build once per deal. Refresh in minutes.
What You Get
✓ Account Overview
Octave enrichment + CRM snapshot: what the company does, segment fit, deal stage, pipeline value, and key dates
✓ Stakeholder Map
Expandable card per person: persona match, role, qualification score, recommended messaging, call history summary, and suggested next action
✓ Competitive Section
Octave findings scoped to this account: competitor mentions, objection patterns, trap questions to ask, and positioning recommendations
✓ Deal Timeline
CRM stage history, call recording summaries, key moments from past conversations, and recommended next actions per stakeholder
How to Build It
1
Set up your MCP connections
Connect the Octave MCP for enrichment, qualification, findings, and messaging agents. Connect your CRM MCP (Salesforce, HubSpot) for deal records and pipeline data. Connect your call recording MCP (Gong, Chorus) for conversation summaries and key moments.
Octave MCP tools you'll use: enrich_company, qualify_company, find_person, enrich_person, qualify_person, get_findings, get_suggestions, run_agent
2
Define the deal
Build me a deal room for the Acme Corp enterprise deal. Domain: acme.com Opportunity: Acme Corp - Enterprise Platform (Q2) Known stakeholders: Sarah Chen (VP Sales), Mike Rodriguez (Dir RevOps), Lisa Park (CFO) Find additional relevant contacts.
3
Account-level research
The app calls enrich_company and qualify_company for the full account picture: firmographics, segment fit, tech stack, ICP score. It also pulls the CRM deal record for pipeline value, stage, and history.
4
Stakeholder mapping loop
For each known stakeholder, the app calls enrich_person and qualify_person to get persona match, role context, and fit score. It also calls find_person to discover additional contacts you might be missing. For each person, it pulls call recordings and notes from the Gong MCP to surface past conversation context.
5
Competitive intelligence
The app calls get_findings scoped to this account and any competitors mentioned. It calls get_suggestions for positioning recommendations. You get: which competitors have been discussed, what objections have surfaced in similar deals, trap questions to plant, and recommended positioning angles.
6
Per-persona messaging generation
For each stakeholder, the app calls run_agent with your messaging agent. It feeds in the person's persona match, the account context, competitive intel, and call history. Each stakeholder gets tailored talking points, discovery questions, and objection responses based on who they are and what they care about.
7
Build the deal room and keep it current
You work with Claude Code to build an interactive HTML deal room: expandable stakeholder cards, a competitive positioning section, deal timeline from CRM, and recommended next actions per person. Expect some iteration on the build itself to get the layout, sections, and level of detail right for how you actually use it. Once it's dialed in, keeping it current is the easy part. As the deal progresses, feed in updates: a new call happened, a stakeholder changed, a competitor came up. It adjusts the recommendations, resurfaces next steps per person, and flags anything that shifted.
The deal room evolves with the deal. New call recordings, stage changes, competitive signals: each update gives you the next recommendation for each stakeholder.