[Admin & Rep Guide] Create Deal Rooms and content with Spekit MCP

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 always pause for your approval. Your AI tool shows you what it is about to create, and nothing is saved to Spekit until you confirm it.

💡 Pro Tip: The conncetor does more than Deal Rooms. It can also create and update Speks, create Topics, and search your knowledge base. See How to create content with Spekit MCP and How to manage content with Spekit MCP.

1. Create a Deal Room

A Deal Room sits under a company, so make sure the company exists first.

1. If the company does not exist yet, ask your AI tool to create it. Example: "Create a company called Acme."
2. Ask your AI tool to create a Deal Room under that company.
3. Review, then confirm. The Deal Room is created in Spekit.

Example prompt: Create a Deal Room under Acme.

⚠️ Two things to know before you send anything to a buyer.

💡 Pro Tip: Create the room through MCP, then open it in Spekit to set your buyer's branding and turn on sharing. That is the fastest path from idea to a room you can send.

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.

1. Ask your AI tool to create the content you want, naming the Deal Room it belongs in.
2. Review each piece it drafts.
3. 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.

1. Describe the full set you want, naming the Deal Room.
2. Review the whole set.
3. 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.

4. Add content that already exists

There are two different jobs here, and they work differently.

ℹ️ Your AI tool can search your Spekit knowledge base and read existing content. What it cannot do today is place that exact Spek or file into a Deal Room for you. Use the Sidekick (Chrome Extension) for that step.

5. Turn content into slides

You can go from an AI draft to a branded deck without building slides by hand.

1. 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.
2. Your AI tool creates it in Spekit as a Spek. That is a structured, editable piece of content, not a static file.
3. 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.

💡 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.

7. Best practices