integrations.sh
← all integrations

Datasite

MCP server claudeopenai financial-services

Connect Claude to your Datasite virtual data room - the secure workspace where thousands of M&A deals are facilitated annually. Set up folder structures, invite users, search documents, track buyer Q&A, and audit data room readiness, all through natural language. No workflow interruptions. No security trade-offs. Built for advisors, bankers, and corporate development teams - backed by the enterprise security and permissioning every transaction demands.

Homepage
https://app.global.datasite.com/dev-portal/guides/mcp-server
Remote URL
https://mcp.global.datasite.com/mcp
Transport
streamable-http
Auth
OAUTH
Tools
  • acceptDisclaimer
  • createContent
  • getAccessControl
  • getMembers
  • getProjectOverview
  • getQAStatus
  • grantFeatureAccess
  • inviteUser
  • listFolderContents
  • listProjects
  • listSubscriptions
  • manageQuestion
  • manageRole
  • searchDocuments
  • setupProject
  • updateContent
  • updateMembership
  • updatePermissions
  • uploadContent