Deskfirst is an extension for Claude that connects to the Deskfirst digital sales room platform. It gives Claude direct access to your Deskfirst workspace — allowing you to create and manage deal rooms, track buyer engagement, run mutual action plans, and collaborate with your team, all through natural conversation.
- Desktop Management — Create, clone, rename, and customize digital sales rooms (desktops)
- File & Folder Organization — List and search files, create folders, add shortcuts and integrations/embeds
- Mutual Action Plans (MAPs) — Create plans with sections, tasks, assignees, due dates, comments, and attachments
- Buyer Signal Intelligence — View user engagement stats, file view analytics, and activity logs to see who's engaging and who's gone quiet
- Team Analytics — Team overview, member performance metrics, and client engagement data
- Sharing & Collaboration — Invite users, generate share links, manage permissions, and add comments
- Customization — Set backgrounds (Unsplash or custom), brand logos, dark mode, sticky notes, dock buttons, and pinned windows
- Templates & Content Libraries — Clone desktops as templates, create reusable content libraries
Install from the Anthropic Extensions Directory in Claude Desktop Settings > Extensions.
No manual configuration is required. On first use, the extension will open an Auth0 login page where you sign in with your Deskfirst credentials (or create a new account). After authenticating, your session is stored and tools are ready to use.
User prompt: "Create a deal room for Acme Corp. Set a professional background, add our logo, create a 'Proposal Documents' folder, set up a mutual action plan with an 'Evaluation' section containing tasks for 'Technical Review' and 'Security Assessment', then generate a share link."
What happens:
- Creates a new desktop named "Acme Corp Deal Room"
- Searches Unsplash for a professional background and applies it
- Searches for the company's brand logo and sets it on the desktop
- Creates a folder for proposal documents
- Creates a mutual action plan (MAP) with sections and tasks including assignees and due dates
- Generates a shareable link for the buyer
User prompt: "Who has been viewing the Acme Corp deal room? Show me engagement stats."
What happens:
- Lists your desktops and finds the Acme Corp room
- Retrieves user engagement stats showing who visited, when, and how often
- Pulls file-level view stats to show which documents were opened and time spent
- Surfaces the activity log so you can see exactly what buyers interacted with
User prompt: "Show me all open tasks on the Acme Corp MAP. Mark 'Technical Review' as done, add a new task for 'Contract Review' due next Friday, and leave a comment on it for the legal team."
What happens:
- Lists all MAP tasks filtered by status
- Updates the completed task's status
- Creates a new task with the specified due date and assignee
- Adds a comment to the new task for team coordination
This extension connects to Deskfirst's platform to provide deal room management and buyer intelligence capabilities. For complete privacy information, see our privacy policy: https://www.deskfirst.com/legal/privacy-policy
- Deal room data and buyer engagement signals are processed through Deskfirst's platform
- Data is handled in accordance with SOC 2 Type II standards
- GDPR and CCPA compliant
- No data is shared with third parties without consent
For technical support, contact support@deskfirst.com.
This project is licensed under the MIT License. See LICENSE for details.