Datasite Diligence: API, MCP and document access

Datasite Diligence is a data room, used globally. The registry rates investor document access 3 of 5 (exports, SFTP or email feeds, no investor-side API): the API is available, and an MCP server is offered to partners only.

Vendor: DatasiteUnverified community researchUpdated
Vendor
Datasite United States
Category
Data room
Regions
Global
Asset classes
Not recorded
Investor access difficulty
3 / 5 Exports, SFTP or email feeds, no investor-side API
Automation policy
Unknown (terms not checked)
Verification
Unverified community research
Last updated

Access channels

Each way to get data out of Datasite Diligence, as recorded in the registry. "Unknown" means nobody has checked yet, not that the channel is missing.

ChannelStatusAuthDocsNotes
Web portalAvailableNot recordedNot recordedSSO and MFA methods not confirmed from vendor pages fetched (security page returned 404).
APIAvailableAPI key; OtherDocs Style: REST. Vendor page 'Datasite APIs': growing catalog covering document upload, membership and permission controls, project retrieval and metadata, Q&A integration. Auth: 'OAuth 2' (grant type not stated) and custom API keys. Start with a free account or Datasite login at developer.datasite.com (redirects to app.global.datasite.com/dev-portal, a JS app the researcher could not read). Separate API terms referenced in the terms of use. Whether buy-side invitees can use it is not stated.
MCP serverPartner onlyNot recordedDocs Maintained by the vendor. Vendor 'Datasite MCP' for Claude, ChatGPT, Microsoft Copilot and Blueflame AI. Sign in with Datasite credentials, scoped to existing permissions; the account must be 'enabled for MCP'. Tools described: create projects, folder structures, invite users, semantic search, upload, draft Q&A, gap analysis. Endpoint, transport and GA status not published. Positioned with Datasite Connect.
SFTPUnknownNot recordedNot recordedNot recorded
WebhooksUnknownNot recordedNot recordedNot recorded
Email notificationsUnknownNot recordedNot recordedNot recorded

How an investor gets documents today

Self-serve developer portal (OAuth 2, API keys) and a vendor MCP server scoped to the user's own permissions, which may cover invited users. Not stated whether buy-side invitees are eligible, and MCP needs account enablement. Whether an investor can get API access is not documented.

  • The API is for the vendor's clients and partners, not for investors. Ask the GP or administrator to deliver documents to a nominated email address or SFTP folder, or to send a data feed from their side of the API. See Partner-only portal access explained.
  • MCP server. An MCP server is offered to partners only. The registry has not confirmed that an investor account can connect to it, so check with Datasite before relying on it.
  • Notifications. Email notifications are unknown in the registry. Where they exist, routing them to a monitored mailbox is the first step in How to automate capital call notices.
  • Manual download. Download documents from the web portal.
  • Check the terms. The registry has not reviewed the terms for automated access. Read them before automating anything.

Background: How to automate capital call notices and Partner-only portal access explained.

Capabilities and terms

What Datasite Diligence exposes to investors, according to the research: documents.

  • Export formats: Not recorded
  • Standards: OAuth 2.0
  • Terms of service: Read the terms
  • Automation policy: Unknown (terms not checked). Terms of use bar circumventing security protocols and reverse engineering, and limit use to authorized projects; bots and scraping not named. API users are bound by separate API terms (not reviewed). Services agreement at /en/legal/services-agreement not reviewed.

OIPP status

Not yet on the open protocol. Datasite Diligence does not implement the Open Investor Portal Protocol (OIPP), the open API any portal can implement so investors reach every portal through one interface with their own key.

For Datasite. If anything on this page is wrong or out of date, correct the entry by pull request to the registry or by email. A pull request from a vendor-owned domain marks the entry vendor verified. Implementing OIPP lets investors and their agents fetch documents without scraping, under your own access rules. See the registry badge for how to show your status.

For Datasite: show your listing

If you operate Datasite Diligence, you can link to this registry entry from your developer, security or integrations page with the badge below. It links back here, so investors and their operations teams can see how access works.

Datasite Diligence: Listed on OpenInvestorPortal

<a href="https://openinvestorportal.com/portals/datasite/" title="Datasite Diligence on OpenInvestorPortal"><img src="https://openinvestorportal.com/badge/datasite.svg" alt="Datasite Diligence: Listed on OpenInvestorPortal" width="220" height="28"></a>

This entry is not vendor verified yet. Confirm it with a pull request from an email on your company domain, or with a DNS TXT record. See how the badge and vendor verification work.

Sources and notes

Medium confidence: public developer portal with self-serve signup and OAuth 2 or API keys (from vendor marketing page; portal content not readable). Medium confidence: vendor MCP server exists, enabled per account. Unknown: whether a buyer or LP invited to a project can use the API or MCP for their own access; SSO, MFA, webhooks, SFTP, bulk download. Third-party unofficial wrappers appeared in search results and are not considered here.

Sources checked for the assessment:

Questions

Does Datasite Diligence have an API?

Yes. Datasite Diligence has a REST API. Public documentation is linked on this page.

Does Datasite Diligence have an MCP server?

Only for partners. An MCP server exists for Datasite Diligence but is not open to investors on a self-serve basis.

Can investors download documents from Datasite Diligence programmatically?

The registry rates investor access 3 of 5: exports, SFTP or email feeds, no investor-side API. Self-serve developer portal (OAuth 2, API keys) and a vendor MCP server scoped to the user's own permissions, which may cover invited users. Not stated whether buy-side invitees are eligible, and MCP needs account enablement. Whether an investor can get API access is not documented. The usual route is delivery by the GP or administrator to a nominated email address, SFTP folder or data feed.

Independent community research. Not affiliated with Datasite. Facts are unverified community research as of 2026-11-07.

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