Preview
MCP access is in preview and is still evolving. Virtual Vaults cannot guarantee its accuracy or completeness. Contact Customer Success to share feedback or report an issue.
The Virtual Vaults MCP server lets compatible AI tools connect to your Virtual Vaults Data Rooms and Workspaces. Once connected, you can ask an AI assistant to find, review, and compare the documents that you already have permission to view.
MCP stands for Model Context Protocol. It is an open standard that lets an AI client connect to external tools and data sources through a controlled connection.
What you can do
The current MCP server provides read-only access to information and documents in the Data Room and Workspace. Your AI assistant can:
- List the Data Rooms and Workspaces available to you.
- Browse folders and documents in a Data Room/Workspace.
- Search document content by keyword or phrase.
- Find documents by category, such as employment contracts or loan agreements.
- Read selected pages of a document.
- Retrieve document metadata, including file type, language, page count, category, and available key identifiers.
For example, you can ask:
- "Show me the Data Rooms I can access."
- "Find documents that mention shareholder loans in the Acme Data Room."
- "Show me the employment contracts and compare their notice periods."
- "Summarize pages 1 to 3 of the shareholder agreement."
| Projects | Read | Write |
|---|---|---|
| Projects | Display all your projects | Coming soon |
| Subscription | Coming soon | Coming soon |
| Workspace | Read | Write |
|---|---|---|
| Documents | Document metadata and document contents | Coming soon |
| Data Room | Read | Write |
|---|---|---|
| Documents | Document metadata and document contents | Coming soon |
| Reports | Coming soon | Coming soon |
| Q&A | Coming soon | Coming soon |
| Permissions | Coming soon | Coming soon |
Before you begin
You need:
- A Virtual Vaults account with access to the relevant Data Room and/or Workspace and documents.
- An AI client that supports remote MCP servers.
- MCP access enabled for the Data Room/Workspace by an administrator.
Only an administrator can manage Settings > Features > MCP access. Buy-side users and other Data Room users cannot enable MCP access themselves. Changes can take up to five minutes to take effect.
Your access and security
MCP uses your Virtual Vaults account. The AI client signs you in through the Virtual Vaults authentication steps, then acts only within your existing access rights.
- It cannot access a Data Room, Workspace or document that you cannot access in Virtual Vaults.
- A Data Room/Workspace administrator can turn MCP access on or off for the entire Data Room/Workspace.
- MCP tools are read-only. They cannot upload, edit, delete, publish, or change permissions for content.
- MCP activity is recorded in the Data Room audit trail.
- If a disclaimer is required for a Data Room, you must first accept it in Virtual Vaults. You cannot accept a Data Room disclaimer through MCP.
- Access tokens expire after 15 minutes. The connection refreshes access securely while it is in use.
- A connection requires a new sign-in after four hours of inactivity or after 24 hours, whichever happens first. Refresh tokens are rotated when they are used.
How document data is handled
Virtual Vaults does not provide a document-download tool through MCP. When you ask your AI client to search or read a document, the relevant result, metadata, or requested document text is sent through the MCP connection to that client so it can answer your request.
The AI client and its provider handle any data received through that connection under their own terms, privacy settings, and your organization's agreement with that provider. Before connecting, make sure the AI tool is approved for the Data Room information you intend to use.
Current limitations
- Only read-only document and Data Room/Workspace actions are available.
- The server does not support document downloads, uploads, edits, deletes, or permission changes.
- Search and document reading depend on the document content being available and searchable in Virtual Vaults.
- A Data Room with a required, unaccepted disclaimer cannot be accessed through MCP until the disclaimer is accepted in Virtual Vaults.
- AI-generated answers can be incomplete or inaccurate. Review the source documents and do not rely on an AI response as the sole basis for a decision.
Next step
To set up a supported AI client, see Connect Virtual Vaults to Claude, ChatGPT, or Microsoft 365 Copilot.