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Use AI securely in your data room with Datasite MCP

LIVE WEBINAR SERIES  

Use your favorite AI assistants (e.g. Claude, Copilot, ChatGPT, and Blueflame AI) inside your data room while maintaining full data safeguarding, permissions, audit logs, and compliance. Catch one or more sessions in our four-part webinar series to find out all about it.

Choose your session based on the AI tool(s) you use:

  • a man wearing glasses
    Webinar 1: Datasite MCP for Claude


    Date:
     Tuesday, May 19, 2026
    Time: 11:00 AM ET
    Duration: 30 minutes

  • graphical user interface, website
    Webinar 2: Datasite MCP for ChatGPT


    Date:
     Thursday, May 21, 2026
    Time: 11:00 AM ET
    Duration: 30 minutes

  • graphical user interface, website
    Webinar 3: Datasite MCP for Copilot


    Date:
     Wednesday, May 27, 2026
    Time: 11:00 AM ET
    Duration: 30 minutes

  • a person smiling and holding a pair of scissors
    Webinar 4: Datasite for Blueflame AI


    Date:
     Tuesday, June 3, 2026
    Time: 11:00 AM ET
    Duration: 30 minutes

Your deal just got an AI boost with Datasite MCP

Your team is already using AI assistants such as Claude, ChatGPT, and Copilot. But up till now, it hasn’t been possible to use such AI on sensitive deal materials without compromising security. That’s changed – thanks to Datasite MCP.

Our MCP lets you connect your preferred AI assistant to your data room, while keeping the contents secure and respecting user permissions. Enter natural language prompts to work with live deal materials, all within the protected Datasite environment. Responses come with linked citations, and all actions are logged in the audit trail.

You can also use Blueflame AI, which is embedded in the data room (so doesn’t require the MCP).

Each webinar will cover:

  • How AI is easing data room workloads and accelerating diligence
  • Live demo: audit your data room, rename files, generate Q&A, and go live using Claude, ChatGPT, Copilot, and Blueflame AI
  • How to maintain permissions, audit logs, and compliance while using AI assistants
  • Q&A with Datasite and Blueflame AI experts
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Why attend?

See real use cases

Watch live demos of data room audit, file renaming, Q&A generation, and go-live workflows using the AI assistant you already use.

Learn from the experts

Hear from Datasite and Blueflame AI leaders on AI adoption trends, security best practices, and how to drive ROI.

Get practical takeaways

Leave with actionable steps to implement MCP in your workflow, including setup instructions, starter prompts, and troubleshooting tips.

Ask questions

Get your questions answered live or in our post-webinar follow-up.

Access on-demand recordings

Can't attend live? Register anyway and we'll send you the recording within 48 hours.

Frequently asked questions

Who should attend?
  • Deal teams
  • Private equity professionals
  • Investment bankers
  • Corporate development teams
  • And anyone using Claude, Copilot, ChatGPT, and Blueflame AI in their workflow
Do I need to attend all four webinars?

No. Each webinar focuses on a different AI assistant (Claude, Copilot, ChatGPT, or Blueflame AI). Attend the session that matches the tool you use. You can also register for multiple sessions to compare workflows.

What if I can't attend live?

Register anyway. We'll send you the recording within 48 hours of each session.

Is this only for Datasite customers?

No. Anyone interested in using AI assistants with data rooms is welcome to attend. Datasite customers will get the most value, but the sessions are open to all deal professionals.

How do I set up MCP after the webinar?

We'll provide a detailed MCP Guide with step-by-step setup instructions for Claude, Copilot, and ChatGPT. You can also request a one-on-one consultation with our team.

What if I have questions during the webinar?

Use the chat feature to ask questions. We'll answer as many as possible live and follow up on unanswered questions in a post-webinar email and blog.

Will this work with my existing data room permissions?

Yes. All AI interactions respect your existing folder-level permissions, user roles, and access controls. Every query is logged in the Datasite audit trail.

Is my data secure?

Yes. All AI activity stays within Datasite's SOC 2, ISO 27001, and GDPR-compliant infrastructure. The data room remains the system of record for all AI-driven activity.