If you draft in an AI tool like Claude, ChatGPT, or Gemini, you can create Deal Rooms and deal-specific content straight from that conversation. Everything you create lands in Spekit, scoped to the right deal and ready to send. This guide covers creating a room, creating content inside one, adding content you already have, and what the connector cannot do yet.
ℹ️ Set up the connector first. See Spekit MCP Overview & Setup. Write actions ask you to confirm before they run, unless you have set that tool to always allow in your AI tool's connector settings.
💡 Pro Tip: The connector does more than Deal Rooms. It can also create and update Speks, create Topics, and search your knowledge base. See Find and cite content with Spekit MCP and Create and update content with Spekit MCP.
1. Create a Deal Room
A Deal Room sits under a buyer, so your AI tool finds the buyer first.
- Ask your AI tool to create a Deal Room for the buyer, by name.
- It looks the buyer up in Spekit. If the buyer has an open opportunity, it uses that, so the deal's revenue is attached to the room. If there are several open opportunities, it asks you which one.
- Review, then confirm. The Deal Room is created in Spekit.
Example prompt: Create a Deal Room under Acme.
⚠️ Only ask your AI tool to create a company when the buyer genuinely is not in Spekit yet. If the buyer already exists as a CRM account, creating a new company makes a duplicate, and the room will not be tied to the deal.
You can also set 2 things at the same time as you create the room.
| Option | What it does |
|---|---|
| Start from a Deal Room Template | Your AI tool can list your Deal Room Templates and create the room from one of them, so the room arrives with its sections and content already in place. Ask it to show you what a template contains first. |
| Apply the buyer's branding | Your AI tool looks up the buyer's website and gives the room their logo and colour. It may return several candidates and ask you to pick. If it cannot find the brand, the room is still created with the default look. |
Example prompt: Create a Deal Room for Acme from our standard template, branded for them.
⚠️ Three things to know before you send anything to a buyer.
| Limitation | What it means |
|---|---|
| The connector cannot share a Deal Room | A Deal Room becomes viewable once you share it. Share it from the Spekit Hub (Web App). See How to Create a Deal Room. |
| The connector cannot set access controls | Requiring an email address, or limiting access to certain people or domains, is set in Deal Room settings in the Spekit Hub (Web App). |
| Deal Rooms are create-only through the connector | Once created, a room cannot be renamed, rebranded, or otherwise edited through MCP. Branding can only be set when the room is created. Change it later with the Branding button in Room builder. |
💡 Pro Tip: Check the buyer's name against the brand your AI tool picked. A verified result can still be a different company with a similar name, and the branding is the first thing your buyer sees.
💡 Pro Tip: Your AI tool shows you a link as soon as the room exists, but creating a room is not the same as sharing it. Open the room in Spekit and share it from there before you send anything to a buyer.
2. Create content inside a Deal Room
Once a Deal Room exists, your AI tool can draft new content directly inside it, scoped to that specific deal and company.
- Ask your AI tool to create the content you want, naming the Deal Room it belongs in.
- Review each piece it drafts.
- Confirm. Each piece is created inside the Deal Room, ready for you to review and send.
Example prompt: In the Acme Deal Room, create a mutual action plan and a one-pager for their VP of IT.
💡 Pro Tip: Name the audience for each piece. "A one-pager for their VP of IT" gets you a sharper draft than "a one-pager."
3. Build a full content set in one request
You do not have to create content one piece at a time. Ask for the whole set, and your AI tool reads the approved content it needs and drafts each piece in turn.
- Describe the full set you want, naming the Deal Room.
- Review the whole set.
- Confirm.
Example prompt: In the Acme Deal Room, build a launch set: a value-prop overview, an objection-handling one-pager, and an FAQ. Use our approved messaging in Spekit.
💡 Pro Tip: A single request that creates 6 pieces gives you 1 review point instead of 6. When the wording matters, ask for the full set as a draft first, then create it.
4. Add content that already exists
Your AI tool can put a Spek or file you already have into a Deal Room. Name the content and the room.
Example prompt: Add our security overview Spek to the Acme Deal Room.
Before it adds a Spek, your AI tool asks you to choose how to add it. The 2 options behave differently, so the choice matters.
| Option | What it does | When to use it |
|---|---|---|
| Synced copy | Stays linked to the original. Later edits to the original reach every Deal Room it is in. | Standard content you want to keep current everywhere. |
| Customizable copy | A separate Spek you can tailor for this buyer. It never changes the original. | Content you want to reword for this deal. |
Files are always added as synced copies, so you are only asked when a Spek is involved.
A few rules to know:
| Rule | What it means |
|---|---|
| Only shareable content can be added | If a Spek or file is not marked shareable in Spekit, it cannot go into a Deal Room. Your AI tool can turn sharing on for that content if your role allows it. |
| Some synced content cannot be shared | Content imported from Confluence, Notion, or SharePoint pages cannot be shared, so it cannot be added. |
| Salesforce objects and fields cannot be added | Only Speks and files can go into a Deal Room. |
| Templates cannot be added as synced copies | Add a template as a customizable copy instead. |
| Items already in the room are skipped | Your AI tool tells you how many were added and how many were skipped. |
💡 Pro Tip: Re-adding the same item as a synced copy is safe. Re-adding it as a customizable copy creates another copy each time, so check the room before you repeat the request.
5. Turn content into slides
You can go from an AI draft to a branded deck without building slides by hand.
- Ask your AI tool to draft the content, scoped to the Deal Room, the same way as any other piece. An executive summary or a mutual action plan both work well.
- Your AI tool creates it in Spekit as a Spek. That is a structured, editable piece of content, not a static file.
- Open that Spek in Spekit and use Present Mode to turn it into a branded deck.
The split is worth understanding. MCP creates the Spek. Present Mode turns the Spek into slides. You are not asking your AI tool to build a PowerPoint file. You are asking it to draft the content, and letting Spekit handle the slide formatting and branding on top.
Why that is better than a separate deck:
| Benefit | What it means |
|---|---|
| Present live | Run a customer call or a training session straight from the Deal Room, without leaving Spekit. |
| Stays interactive | Unlike a PDF or a PowerPoint, you can click through resources and follow the conversation. |
| Stays current | The presentation comes from the Spek, so branding and messaging updates carry through automatically. |
💡 Pro Tip: This is why the Spek matters more than the deck. The content stays live and editable after you present it. If something changes on the deal, update the Spek once instead of hunting down a static slide file.
6. What the connector cannot do
These limits apply across everything you create through MCP.
| Limit | What to do instead |
|---|---|
| There is no delete tool | Nothing created through MCP can be removed through MCP. Delete it by hand in the Spekit Hub (Web App). |
| Deal Rooms and companies are create-only | Rename, rebrand, or edit them in the Spekit Hub (Web App). |
| Topics cannot be edited or deleted | Create them through MCP if you like, but make changes in the Spekit Hub (Web App). |
| A Deal Room cannot be shared through the connector | Share the room from the Spekit Hub (Web App). |
| Access controls cannot be set through the connector | Set them in Deal Room settings in the Spekit Hub (Web App). |
| The connector cannot see whether a room has been shared | Check in Spekit. |
| The connector cannot manage users or permissions | Adding users and changing roles stays in Spekit admin settings. |
7. Best practices
| Do this | Why it helps |
|---|---|
| Name the buyer, do not create one | Your AI tool finds the buyer in Spekit. Asking it to create a company when the buyer already exists makes a duplicate. |
| Start from a Deal Room Template | The room arrives with its sections in place, so you draft into a structure instead of a blank room. |
| Read every draft before you confirm | Your review step is the confirmation prompt, so do not skip past it. |
| Choose synced or customizable on purpose | Synced keeps content current everywhere. Customizable lets you tailor it for one buyer. |
| Point MCP at your approved content | Asking it to use your Spekit messaging keeps drafts on brand and on message. |
| Name the deal and the audience | Specific prompts produce content you can send, not content you have to rewrite. |
| Share the room from Spekit | Creating a room does not make it viewable. Sharing does, and that still happens in the Spekit Hub (Web App). |