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Integrations

DataRoom Snap connects to the data rooms, storage systems, CRMs, and identity providers you already run. 29 of 47 connectors are live today.

Model Context Protocol — New

Use Claude Desktop, Cursor, and Claude Code with DataRoom Snap

Connect DataRoom Snap to Claude Desktop, Cursor, Claude Code, and any other MCP-compatible client. 10 tools available today — list and read deals, search across documents, pull memos, generate IC drafts. Per-user API-key auth, scoped to the data your team already has access to.

Two minutes to install via npm. Available on Starter and above.

Set it up
Install
# Install the DataRoom Snap MCP server
npx @dataroomsnap/mcp-server

# Add to Claude Desktop, Cursor, or Claude Code via your client's
# MCP config. Full setup guide:
Read the MCP setup guide

Virtual data rooms

Pull deal documents directly from the rooms you already operate.

  • DatasiteLive
  • IntralinksLive
  • FirmexLive
  • iDealsLive
  • DealRoomComing soon
  • AnsaradaComing soon
  • OnehubComing soon
  • Citrix ShareFileComing soon

Document storage

Sync working folders without leaving your existing stack.

  • Google DriveLive
  • DropboxLive
  • OneDriveLive
  • SharePointLive
  • BoxLive
  • AWS S3Coming soon
  • EgnyteComing soon

CRM and deal pipelines

Push memos, KPIs, and red flags into your pipeline of record.

  • HubSpotLive
  • SalesforceLive
  • AffinityLive
  • DealCloudLive
  • AttioComing soon
  • CopperComing soon
  • PipedriveComing soon

Identity & SSO

Standards-based SSO for Enterprise plans.

  • OktaLive
  • Azure AD / EntraLive
  • Google WorkspaceLive
  • Ping IdentityLive
  • OneLoginLive
  • JumpCloudComing soon
  • Generic SAML 2.0Live
  • SCIM 2.0 provisioningLive

Communication

Get red flag alerts and memo handoffs in the channels you live in.

  • SlackLive
  • Microsoft TeamsLive
  • Email digestLive
  • Webhooks (Zapier / n8n)Live
  • DiscordComing soon

Market & company data

Cross-reference extracted KPIs against external data sources.

  • PitchBookLive
  • CrunchbaseLive
  • Financial Modeling PrepLive
  • CB InsightsComing soon
  • PreqinComing soon
  • S&P Capital IQComing soon
  • Bloomberg TerminalComing soon

Workflow & productivity

Embed analyst output into the tools your team writes in.

  • NotionLive
  • AirtableLive
  • LinearComing soon
  • AsanaComing soon
  • JiraComing soon

Need a connector that is not listed?

Enterprise customers can request priority integrations. We generally ship new connectors within four to six weeks of a signed commitment.

Request an integration