Datasite MCP Server

Official

Run an M&A data room — projects, folders, permissions and diligence Q&A — from an AI conversation.

Remote serverstreamable-http

What is the Datasite MCP Server?

The Datasite MCP server lets deal teams create projects, build folder structures, manage permissions and answer diligence questions from inside an AI assistant.

Configuration

An 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.

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Compare MCP servers by category, or browse hosted MCP servers if you prefer an endpoint over a local process.

What you can do with it

Stand up a sell-side room in one sitting

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.

Clear the diligence Q&A backlog

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.

Run a readiness check before launch

Compare what is actually in the room against the expected index and get a gap list, so missing schedules surface before buyers find them.

How to install the Datasite MCP Server

claude mcp add datasite --transport http https://mcp.global.datasite.com/mcp

Configuration

An 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.

Example prompts to try

  • “Create a new Datasite project for Project Helix and build a standard software M&A folder structure.”
  • “Invite the buy-side advisory team to the Helix room with read-only access to the financial folders.”
  • “What is missing from our diligence index compared with a typical technology carve-out?”
  • “Draft a response to the buyer's question about customer concentration, citing the files it comes from.”

Frequently asked questions

It performs real administrative and diligence actions rather than read-only lookups: creating projects, generating folder structures, organising uploaded content, inviting users, creating roles, and drafting diligence Q&A responses with citations back to source files. Every action is executed in Datasite itself and captured in the audit trail.