The data room you trust + the AI you love
Your data room. Your team's AI. One source of truth.
ISO/IEC 42001
First data room provider certified
626k+
Users trust Datasite for their deals
4 of 5
Top global M&A deals
16k+
New transactions annually
What is MCP?
MCP (Model Context Protocol) is an open standard that allows Datasite to connect to popular AI tools like Claude, ChatGPT, Microsoft Copilot and Blueflame AI. Now the AI you love can work safely on the deals that matter most.
Your deal just got an AI boost with Datasite MCP
Meet your data room where you work
Datasite MCP Server operates entirely within Datasite's existing access controls. Documents never leave Datasite's secure environment. Every action is captured in a complete audit trail. Streamline workload at every level — from project creation to tactical decisions. Master both the details and the big picture.
Ask your agent: "Revoke access for all external users on Project Bravo and export a permissions audit."
Set up data rooms in minutes
Stop starting from scratch. Create a project, generate a sector-specific folder index from 13 industry templates, and invite your team — all in a single conversation with your AI. No manual configuration. No blank screens.
Ask your agent: "Set up a data room for Project Alpha with a standard M&A folder index"
Find and analyze any document instantly
Semantic search understands what you're really looking for — not just the words you type. Surface contracts, clauses, and critical content across your entire data room in seconds. Analyze your entire data room and check for any red flags within minutes.
Ask your agent: "Find all contracts with change-of-control clauses and summarize the key terms."
Draft buyer Q&A at scale
Get a real-time view of every open buyer question. Draft grounded responses directly from your data room content — with citations. Your team reviews and approves instead of writing from scratch. Minimize the risk of deal-breaking errors at every touchpoint.
Ask your agent: "Show me all open Q&A questions and draft responses where we have supporting documents."
All while keeping your data secure
We always put your documents security first. Deal documents never leave the Datasite environment. Datasite MCP server allows your AI agent of choice to act on data within Datasite without exposing deal data outside of the Datasite platform.
Repeatedly recognized for AI excellence
All the tools you need
Login to your AI tool
Datasite MCP supports Claude, ChatGPT, Microsoft Copilot, and Blueflame AI. Log in to the one you prefer to get started.
Connect to Datasite
Next you need to connect and enter your Datasite credentials. You can do this under settings and search for Datasite.
Create a free Prepare Project
Ask your agent to create a Prepare Project.
Set up your folder structure
Easily share your transaction type, deal size and industry and let AI create a folder structure for you.
Invite users
Seamlessly invite Project Admins into your project.
Analyze deal data
When you launch your project in Diligence or Acquire, you can query the data room using one of the skills from the Datasite Skills pack on Github. Or type your own prompt and let the LLM get to work.
Repeatedly recognized for AI excellence
Move from search to strategy
Add targets directly to Pipeline, the centralized place to capture and manage all buy-side opportunities.
Experience the potential of Grata, free
See what a difference Grata can make to your deal research and get a taste of the full possibilities of Grata’s private market intelligence platform.
Find your next target with Grata’s AI
Whether you’re scanning the market or sourcing deals, just set your filters and zoom in on the companies that matter.
Unlock public and private market data fast
Use Similar Companies to get a feel for Grata premium.
Streamline your workflows
Identify targets in Similar Companies and add to Datasite Pipeline with a click. Similar Companies is integrated with Datasite Pipeline.
The data room you trust + the LLMs you love
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Stay up to date
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Try Datasite today
Start a new project and try Datasite free for up to 90 days.
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Talk to an AI expert
No matter where you are on your journey, Datasite is here to help.
Frequently asked questions
What is Datasite MCP?
Datasite MCP is a Model Context Protocol integration that links your preferred AI assistant directly to your Datasite virtual data room. Your team can create data rooms, search documents, manage permissions, and draft Q&A responses in natural language — inside the AI tool they already use, without switching applications or exporting sensitive documents.
Is deal data secure when AI is connected to my data room?
Yes. Datasite MCP operates entirely within Datasite's existing access controls. Your documents never leave Datasite's secure environment, AI responses are scoped to your data room content only, and every action is captured in a complete audit trail. Datasite is the first virtual data room provider to achieve ISO/IEC 42001 certification for responsible AI governance.
Which AI tools are compatible with Datasite MCP?
Datasite MCP works with leading AI assistants including Claude, ChatGPT, and Microsoft Copilot. Your team connects their preferred AI and gets to work immediately — no new tools, no new training, no changes to existing workflows.
What can I do with Datasite MCP ?
Deal teams use the connector to create and structure data rooms, generate industry-specific VDR indexes, manage user access, search documents semantically, upload and organize files, draft responses to buyer Q&A, run gap analyses, and conduct pre-launch readiness audits — all from a natural language prompt inside their preferred AI.
How long does it take to get started?
Setup takes minutes. Once your Datasite account is enabled for MCP, you connect your preferred AI assistant using the provided credentials and begin working immediately. There's no new software to install and no training required — your team works from the AI interface they already know.
AI built for every stage of M&A
Grata
Unlock private market data and intelligence
Blueflame AI
Surface more precise investment insights
Datasite Diligence
Trust the premier data room
Datasite Acquire
Trust the premier buy-side data room
Datasite Pipeline
Capture opportunities in one place
Datasite Outreach
Optimize your deal marketing
Datasite Prepare
Be ready for any transaction
Datasite Archive
Preserve and protect your project data
Sherpany
Make meetings smart, efficient, and secure