Run an M&A data room — projects, folders, permissions and diligence Q&A — from an AI conversation.
The Datasite MCP server lets deal teams create projects, build folder structures, manage permissions and answer diligence questions from inside an AI assistant. Exposed over MCP by the datasite mcp server, that capability becomes something an assistant can invoke while it works, not something you go and do afterwards.
The Datasite MCP server lets deal teams create projects, build folder structures, manage permissions and answer diligence questions from inside an AI assistant.
Being a remote server, there is no local install. You register the endpoint with your client, authorise it once, and the tools appear.
Everything the assistant can do here goes through one of these:
Create project — Spin up a new Datasite project for a transaction directly from the conversationBuild folder structure — Generate a sector-appropriate folder tree inside a project so content has somewhere sensible to landOrganise content — Upload and file documents into the right folders, and rearrange the index as the deal evolvesInvite users — Add individual users to a project so buyers, advisers and internal staff get accessCreate roles — Define permission roles and apply Datasite's existing access controls to project participantsSearch project metadata — Locate material by folder and file name across a project; full document-content search requires Blueflame AIDraft diligence responses — Surface relevant disclosures and draft answers to diligence questions with citations back to source filesAn active Datasite account with access to Prepare or Diligence. Organisation admins usually need to approve the connector first, and document-content search additionally requires Blueflame AI.
Plenty of file and storage access servers cover similar ground. The differences that matter in practice are scope of access and how much setup stands between you and a working tool call. Datasite's toolset — Create project, Build folder structure, Organise content and 4 more — is a fair guide to whether it matches your workflow. It is maintained by Datasite rather than a third party, which usually means auth handling and breaking changes are dealt with faster.
SyncDev reviews every entry in this directory against the project's own documentation before publishing, and revisits them as servers change.
Describe the target, sector and expected index, and have the assistant create the project, build the folder tree and set up roles before a single document is uploaded.
Point the assistant at open buyer questions and let it locate the relevant material and draft responses with citations, leaving the deal team to review rather than hunt.
Compare what is actually in the room against the expected index and get a gap list, so missing schedules surface before buyers find them.
| Tool | What it does |
|---|---|
| Create project | Spin up a new Datasite project for a transaction directly from the conversation. |
| Build folder structure | Generate a sector-appropriate folder tree inside a project so content has somewhere sensible to land. |
| Organise content | Upload and file documents into the right folders, and rearrange the index as the deal evolves. |
| Invite users | Add individual users to a project so buyers, advisers and internal staff get access. |
| Create roles | Define permission roles and apply Datasite's existing access controls to project participants. |
| Search project metadata | Locate material by folder and file name across a project; full document-content search requires Blueflame AI. |
| Draft diligence responses | Surface relevant disclosures and draft answers to diligence questions with citations back to source files. |
claude mcp add datasite --transport http https://mcp.global.datasite.com/mcpAn active Datasite account with access to Prepare or Diligence. Organisation admins usually need to approve the connector first, and document-content search additionally requires Blueflame AI.
Scoped local file access — read, write, search and reorganise files in directories you explicitly allow.
Search and read your Drive — Docs, Sheets and files become context your assistant can actually use.
Query, modify and analyse local SQLite databases in conversation — the fastest way to chat with a data file.
Chat with your second brain — search, read and write vault notes through the Local REST API.
Model Context Protocol (MCP) tool to interact with Claude Desktop on macOS
Upload, search, transform and organise your Cloudinary media library from a chat window