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Datasite

Financial Servicesby Datasite
Launched Apr 25, 2026 on Claude

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.

19Claude Tools
DatasiteDeveloper
Financial ServicesCategory

Use Cases

financial-services

Available Tools

Datasite provides 19 tools on Claude. Permissions: Read and write.

acceptDisclaimercreateContentgetAccessControlgetMembersgetProjectOverviewgetQAStatusgrantFeatureAccessinviteUserlistFolderContentslistProjectslistSubscriptionsmanageQuestionmanageRolesearchDocumentssetupProjectupdateContentupdateMembershipupdatePermissionsuploadContent