Dealpath API

Name: Dealpath API API
Brand: Dealpath API
Availability: InStock

✓ Official Vendor SpecFinanceAccountingbearer36 EndpointsREST

For Agents

Create and update real estate assets, deals, funds, properties, and leases in Dealpath, attach deals to funds, and read the configurable field schema behind each entity.

Quickstart

Get started with Dealpath API in minutes using your preferred integration method.

# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
  "jentic": {
    "url": "https://api.jentic.com/mcp",
    "auth": "oauth"
  }
}

# Then ask your agent:
"create a Dealpath deal"

# → Jentic returns the GET /events tool with parameter schema, agent executes.

Capabilities

What an agent can do with Dealpath API API.

Create, list, update, and delete assets through the /asset and /assets endpoints

Manage real estate deals end-to-end with /deal, /deals, and /deal/{deal_id}

Read configurable fields and list options that back Dealpath's custom-data model

GET STARTED

Start building with Dealpath API API

Explore with Jentic

View OpenAPI Document

Dealpath is a real estate deal management platform whose Developer API exposes 36 endpoints across assets, deals, properties, funds, investments, loans, leases, and supporting reference data. The API supports the full lifecycle of a real estate transaction: creating deals, attaching them to funds, registering properties, and listing the configurable fields and option lists that back custom data on each entity. Authentication is bearer-token, and many endpoints follow a hierarchical pattern such as /attachment/fund/{fund_id}/deal/{deal_id} that mirrors how investment teams structure their portfolios.

Use Cases

Patterns agents use Dealpath API API for, with concrete tasks.

★ Deal pipeline ingestion from external sources

Investment teams often source deals from broker emails, CRMs, or third-party listing services and need them mirrored into Dealpath. POST /deal creates the deal, /deals lists existing ones for deduplication, and /attachment/fund/{fund_id}/deal/{deal_id} associates the new deal with the right fund. This pattern keeps Dealpath as the system of record while letting top-of-funnel signals come from anywhere.

POST /deal with the new deal payload, then POST /attachment/fund/{fund_id}/deal/{deal_id} to link it to the target fund.

Portfolio-wide reporting on assets and properties

Asset managers building reports or dashboards need to enumerate the portfolio. GET /assets and GET /properties return the populated entities, GET /deals scopes by deal status, and GET /funds gives the fund-level rollup. Pulling all four into a warehouse on a schedule produces the foundation for cross-portfolio analytics without bespoke spreadsheets.

GET /assets with pagination, then GET /deals filtered by fund_id and reconcile each asset's deals into a single report row.

Custom field schema introspection

Dealpath configurations rely heavily on custom fields and list options that vary per tenant. The Fields and List Options endpoints let an integration discover the active schema before writing data, ensuring that POSTs to /deal or /asset reference real field ids and valid option values. This is critical for keeping integrations resilient when an admin adds a new dropdown.

List Fields for the Deal entity, identify the field id for 'Deal Stage', and only then POST /deal with that field populated to a known list option.

AI agent orchestrating deal creation through Jentic

An agent reading deal terms from an inbound email can search Jentic for 'create a Dealpath deal', extract the structured fields, and execute the POST without ever holding the bearer token. The agent can then chain /attachment/fund to link the deal to the right fund and confirm the result by GETting /deal/{deal_id} — a complete pipeline ingestion in three calls.

Search Jentic for 'create a Dealpath deal', execute /deal with the parsed terms, then /attachment/fund/{fund_id}/deal/{deal_id} and finally GET /deal/{deal_id} to verify.

Key Endpoints

36 endpoints — dealpath is a real estate deal management platform whose developer api exposes 36 endpoints across assets, deals, properties, funds, investments, loans, leases, and supporting reference data.

METHOD

PATH

DESCRIPTION

POST

/deal

Create a real estate deal

GET

/deals

List deals across the portfolio

GET

/deal/{deal_id}

Retrieve a specific deal

POST

/asset

Create an asset

GET

/assets

List assets

POST

/fund

Create a fund

POST

/attachment/fund/{fund_id}/deal/{deal_id}

Attach a deal to a fund

POST

/deal

Create a real estate deal

GET

/deals

List deals across the portfolio

GET

/deal/{deal_id}

Retrieve a specific deal

POST

/asset

Create an asset

GET

/assets

List assets

POST

/fund

Create a fund

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

The Dealpath bearer token is stored encrypted in the Jentic vault (MAXsystem). Agents execute operations through Jentic and the Authorization: Bearer header is applied at call time — the raw token never enters the agent's context window.

Intent-based discovery

Agents search Jentic by intent (e.g., 'create a Dealpath deal' or 'attach a deal to a fund') and receive the matching operation with its input schema, so the agent does not need to navigate Dealpath's hierarchical attachment paths by hand.

Time to first call

Direct Dealpath integration: 2-4 days to wire up bearer auth, the entity hierarchy, and the custom-fields discovery flow. Through Jentic: under 2 hours — search, load, execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Complementary

AppFolio API

Property management platform that handles operations downstream of an acquisition.

Pair with Dealpath when the deal closes and ongoing property operations move to AppFolio.

Alternative

Salesforce API

General-purpose CRM that some smaller real estate teams use for pipeline tracking.

Choose Salesforce only when the team needs general-purpose CRM rather than the real-estate-specific entity model Dealpath provides.

Alternative

HubSpot CRM Deals

Generic deal pipeline tracking without the real-estate-specific schema.

Choose HubSpot for top-of-funnel marketing pipelines that have not yet committed to Dealpath's investment-management model.

FAQs

Specific to using Dealpath API API through Jentic.

What authentication does the Dealpath API use?

Dealpath uses bearer-token authentication on every endpoint. Through Jentic the token is held in the encrypted vault and applied to the Authorization header at execution time, so the raw token never enters the agent's context.

Can I attach a deal to a fund through the Dealpath API?

Yes. POST /attachment/fund/{fund_id}/deal/{deal_id} creates the link between an existing deal and an existing fund. Both ids must already exist — call POST /deal and POST /fund first if either side is new.

How do I discover the custom fields configured on Dealpath?

Use the Fields and List Options endpoints to read the active schema before posting data. This lets your integration reference real field ids and valid option values rather than hard-coding labels that an admin may have changed.

What are the rate limits for the Dealpath API?

The OpenAPI spec does not document explicit rate limits. For portfolio-wide reads, paginate /assets and /deals rather than calling individual GETs, which keeps total request count manageable on large tenants.

How do I create a Dealpath deal through Jentic?

Run pip install jentic, search for 'create a Dealpath deal', and Jentic returns the /deal operation with its input schema. Load it, supply the deal payload, and execute. Chain /attachment/fund/{fund_id}/deal/{deal_id} afterwards to associate it with the correct fund.

Does the Dealpath API expose document or task management endpoints?

Not in this 1.3 spec. The 36 endpoints cover assets, deals, properties, funds, investments, loans, leases, fields, list options, and cross-entity attachments. Document upload and task workflows are not part of this surface.