Custom MCP Server & Web Portal: DealCloud CRM Integration with Claude AI

We're a lower middle market private equity firm looking for an experienced developer to build a custom integration between Claude AI and our CRM (DealCloud by Intapp). The goal is to eliminate manual data entry and replace a static deal-tracking system with a live, synced web application. What We Need Built (3 Phases): Phase 1 — MCP Server + Web Portal (~6 weeks) Build a custom Model Context Protocol (MCP) server that connects Claude AI (web, desktop, and Cowork interfaces) to DealCloud's API. Build a web portal ("Caymus AI Portal") with Microsoft 365 SSO authentication. Implement role-based access control (RBAC) and audit logging using Supabase. Phase 2 — DealFlow Migration & Data Sync (~6 weeks) Migrate our existing static deal-tracking spreadsheet/app into the web portal. Build bi-directional data sync between the web portal and DealCloud so target lists, coverage tiers (we use 6 tiers), and deal assignments stay current in both places automatically. Auto-generate weekly target lists by tier and territory for two BD associates. Phase 3 — PDF Data Extraction & CRM Automation (~4 weeks) Build custom extraction tools within Claude that can ingest Confidential Information Memorandums (CIMs) and deal teasers (PDFs, typically 30–80 pages). Automatically parse key deal data points (revenue, EBITDA, geography, sector, employee count, deal structure) from unstructured PDF content. Push extracted data directly into the correct DealCloud fields with minimal manual review. Technical Environment: CRM: DealCloud by Intapp (REST API) AI Client: Claude AI via MCP (Model Context Protocol) Auth: Microsoft 365 / Azure AD SSO Backend/DB: Supabase (or comparable — open to recommendations) Current deal tracking: Static spreadsheet-based system What We're Looking For: Proven experience building MCP servers or similar AI-to-SaaS integrations. Experience with DealCloud's API is a major plus (it's niche — if you haven't worked with it, experience with similar financial services CRMs like Salesforce Financial Services Cloud, Dynamo, or Affinity is relevant). Strong full-stack skills (backend API development + frontend web portal). Experience with Microsoft 365 / Azure AD authentication. Understanding of RBAC, audit logging, and data governance requirements (we're a regulated financial services firm). Experience with PDF parsing and unstructured data extraction is a plus for Phase 3. How This Engagement Would Work: We'd prefer to start with Phase 1 and evaluate before committing to Phases 2–3. Open to fixed-price per phase or hourly — include your preferred structure in your proposal. Must be comfortable signing an NDA (you'll have access to deal pipeline data). In Your Proposal, Please Include: Relevant experience with MCP, CRM integrations, or AI-to-SaaS tool building. Whether you've worked with DealCloud specifically (or which financial CRMs you have worked with). Your proposed approach and rough timeline for Phase 1. Your pricing structure (fixed per phase, hourly rate, or monthly retainer). 1–2 examples of similar integrations you've built.