DealRoom MCP connects Claude directly to your DealRoom M&A Operating System, allowing your to securely work with your deal data from your AI tool of choice * Analyze diligence documents from your DealRoom data room and write findings back automatically, with source citations attached. * Research targets in Claude and automatically create or update DealRoom records, attaching market notes, source links, and deal context * Ask Claude to analyze your pipeline and instantly generate leadership-ready summaries, cross-deal insights, and portfolio analysis * Create a fully configured diligence room, folder structure, and request list from a single prompt in Claude using your templates and prior deals * Upload an inbound teaser and let Claude extract deal details, check for duplicate records, and create a deal record automatically
Anthropic’s own published signals, snapshot of September 20, 2026; units undocumented — treat as ordinal.
Over time
Details
Tools(38)
- create_document_from_org_file
- get_analysis_available_fields
- get_analysis_details
- get_dataroom_taxonomy
- get_deal
- get_document_content
- get_room_permissions
- list_deal_notes
- list_deals
- list_document_analyses
- list_fields
- list_finding_statuses
- list_finding_types
- list_organizations
- list_phases
- list_room_categories
- list_room_documents
- list_room_findings
- list_room_folders
- list_room_task_comments
- list_room_tasks
- list_rooms
- list_statuses
- save_deal
- save_deal_note
- save_room
- save_room_category
- save_room_finding
- save_room_folder
- save_room_task
- save_room_task_comment
- search_documents
- update_finding_categories
- update_finding_documents
- update_finding_folders
- update_finding_tasks
- update_task_documents
- update_task_folders
Data from Claude’s public directory API, snapshotted daily by the MCP App Tracker. A listing describes what the directory publishes — not an endorsement.