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Model Context Protocol — V1

Use Claude with your deal data.Without copy-paste.

The DataRoom Snap MCP server lets Claude Desktop, Claude Code, and Cursor query your deals, search your data rooms, and generate IC memos directly — from inside the AI tool you already use.

Install in 2 minutesGet your API key

Available on Starter, Growth, and Enterprise. No extra charge.

Three steps. Two minutes.

No SDK, no credentials dance, no webhooks. Generate a key, paste a config, ask a question.

  1. Step 1

    Generate an API key

    In /settings → API Keys, create a new key with the MCP Access scope. Copy the ds_live_… value once.

  2. Step 2

    Add to your AI tool

    Paste a six-line JSON block into Claude Desktop, Claude Code, or Cursor. Restart and the tools appear.

  3. Step 3

    Ask Claude about your deals

    Try "show me my recent deals" or "summarize the red flags on the NovaPay deal". Claude calls the right tool.

claude_desktop_config.json
JSON
{
  "mcpServers": {
    "dataroomsnap": {
      "command": "npx",
      "args": ["-y", "@dataroomsnap/mcp-server"],
      "env": {
        "DATAROOMSNAP_API_KEY": "ds_live_xxx"
      }
    }
  }
}

10 tools, ready to call

Read tools query existing data instantly. Write tools kick off analyses or generate fresh memos. Every call is scoped to your org and audit-logged.

ReadInstant queries against your existing data
  • list_deals

    List active or archived deals with AI scores and red-flag counts.

  • get_deal

    Pull a single deal in full — extracted data, memo, flags, DD checklist.

  • search_documents

    Vector + full-text search across every document chunk in a data room.

  • get_ai_score

    Overall + sub-scores, completeness, confidence, missing-data areas.

  • list_red_flags

    Severity-ranked risks with category, description, and source excerpt.

  • get_memo

    AI-generated investment memo in markdown or JSON.

  • list_pipeline

    Pipeline stages with values, owners, and expected close dates.

WriteTrigger analyses and generate fresh content
  • ask_question

    Deal-scoped chat query that returns an answer with citations.

  • run_analysis

    Kick off a new analysis from a file URL — returns analysis ID and ETA.

  • generate_memo

    Generate an IC memo using the VC, PE, credit, or M&A template.

Full tool reference with parameters and examples

What it feels like

An everyday analyst question, answered by Claude with your live deal data — no exports, no copy-paste.

You

Show me my recent deals on DataRoom Snap, then summarize the top red flag from the highest-scored one.

Claude called list_deals → 5 deals returned
Claude called list_red_flags for NovaPay Series B
Claude

Your five most recent deals are NovaPay Series B (78), Helix Bio Series A (64), Ortus Tools (61), Verdant Agro (58), and Atlas Robotics (52). NovaPay is the highest-scored. Its top red flag:

Customer concentration — high severity

Top 3 customers represent 52% of ARR ($12.4M of $23.8M) — above the 25% threshold typical for PE.

Source: FY24 cohort analysis, page 23.

Scoped API keys

Every key is org-bound and scope-gated. Revoke any key instantly from /settings.

Audit-logged

Every tool call writes an mcp.tool_invoked row to audit_events.

Rate-limited

60 read / min, 10 write / min per key. Enforced server-side. Raises available on Enterprise.

Ready to wire it up?

Two minutes to install. Read the install guide for step-by-step screenshots, or jump straight to your API key.

Read the install guideGenerate API key