MCP App Store
by KeenEthics
Data-Analytics

DealRoom

by DealRoom

Overview

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

Tools

create_document_from_org_file

Claude

get_analysis_available_fields

Claude

get_analysis_details

Claude

get_dataroom_taxonomy

Claude

get_deal

Claude

get_document_content

Claude

get_room_permissions

Claude

list_deal_notes

Claude

list_deals

Claude

list_document_analyses

Claude

list_fields

Claude

list_finding_statuses

Claude

list_finding_types

Claude

list_organizations

Claude

list_phases

Claude

list_room_categories

Claude

list_room_documents

Claude

list_room_findings

Claude

list_room_folders

Claude

list_room_task_comments

Claude

list_room_tasks

Claude

list_rooms

Claude

list_statuses

Claude

save_deal

Claude

save_deal_note

Claude

save_room

Claude

save_room_category

Claude

save_room_finding

Claude

save_room_folder

Claude

save_room_task

Claude

save_room_task_comment

Claude

search_documents

Claude

update_finding_categories

Claude

update_finding_documents

Claude

update_finding_folders

Claude

update_finding_tasks

Claude

update_task_documents

Claude

update_task_folders

Claude

App Stats

38

Tools

Claude

Platforms

Category

CRM Records

Works with

Claude

Data refreshed daily