Connect Virtual Vaults to Claude, ChatGPT, or Microsoft 365 Copilot

Preview
MCP access is in preview. The setup screens and availability of custom MCP connections are controlled by the AI client and can vary by product plan and your organization's settings.

Connect a compatible AI client to Virtual Vaults to work with the Data Rooms and documents you already have permission to view.

Before you begin

Make sure that:

• You have a Virtual Vaults account and can sign in through a browser.
• You have access to the Data Room or Workspace you want to use.
• A Data Room or Workspace Admin has enabled MCP access in Settings > Features. Only an Admin of that Data Room or Workspace can enable or disable this setting; other users, such as buy-side users, cannot change it. Allow up to five minutes after enabling the setting.
• You have accepted any disclaimer required for the Data Room in Virtual Vaults. Disclaimers cannot be accepted through MCP.
• Your AI client and organization allow remote or custom MCP servers.

How to set it up

• Click on MCP in the bottom left corner.

  

• Turn on the toggle to the right of the Data Rooms and Workspaces you would like to use it for under the heading Connections.

  

• Connect the MCP's you would like to use under the heading Configure. For specific instructions per connection, please see the steps below. 

  

Server details

Use the following endpoint when your AI client asks for an MCP server URL:

Do not enter a username, password, client secret, or personal access token in the AI client. Authentication is completed in the Virtual Vaults sign-in page.

Connect to Claude

1. Open Claude and go to its connector settings.
2. Choose the option to add a custom or remote MCP connector.
3. Enter the server details above.
4. Save or connect the connector.
5. When a browser window opens, sign in to Virtual Vaults and approve the connection.
6. Return to Claude and confirm that the Virtual Vaults tools are available.

The labels in Claude may differ between web and desktop versions. If your Claude workspace does not offer a custom or remote MCP connector option, ask your Claude administrator to enable or approve it.

Connect to ChatGPT

1. Open ChatGPT and go to Plugins.
2. Choose the option to add a custom or remote MCP server.
3. Enter the server details above.
4. Select OAuth authentication if ChatGPT asks for an authentication type.
5. Save or connect the server.
6. When a browser window opens, sign in to Virtual Vaults and approve the connection.
7. Return to ChatGPT and confirm that the Virtual Vaults actions are available.

ChatGPT availability and labels vary by plan, region, and workspace settings. Your ChatGPT workspace administrator may need to allow custom apps or connectors.

Connect to Microsoft 365 Copilot

The Virtual Vaults listing for the Microsoft 365 marketplace is coming soon. Until it is available, Microsoft 365 Copilot connections are typically managed through your organisation's Copilot or Copilot Studio administration experience.

1. Ask your Microsoft 365 Copilot administrator to add a remote MCP connection or create an agent that uses one.
2. Provide the administrator with the server details above.
3. The administrator completes the Microsoft configuration required by your tenant.
4. When prompted, sign in to Virtual Vaults and approve the connection.
5. Open the configured agent in Microsoft 365 Copilot and confirm that the Virtual Vaults actions are available.

The exact Microsoft setup depends on your tenant and product configuration.

Check the connection

Start with a simple request, such as:

Show me the Virtual Vaults Data Rooms I can access.

Then ask the AI client to list the folders in one Data Room. It should show only the Data Rooms and documents that you can already view in Virtual Vaults.

Reconnect or disconnect

Your access token expires after 15 minutes. The connection stays active while the AI client refreshes it. After four hours of inactivity, or after 24 hours in total, sign in again when your AI client asks you to reconnect.

To stop using the connection, remove or disconnect the Virtual Vaults MCP server in your AI client's connector or app settings. A Data Room administrator can also turn off MCP access for the entire Data Room in Settings > Features.

Troubleshooting

I cannot see the Virtual Vaults tools

Check that the server URL is exactly https://mcp.virtualvaults.com/mcp, then reconnect and complete the browser sign-in.

I can connect, but a Data Room is unavailable

Confirm that you can open the Data Room in Virtual Vaults and that you have accepted any required disclaimer. Ask a Data Room administrator to check that MCP access is enabled. Changes to this setting can take up to five minutes.

I cannot find the option to add a custom MCP server

Your AI plan, region, or organisation settings may not include this capability. Contact your AI client administrator.

I need help with Virtual Vaults access

Contact Virtual Vaults Support and include the AI client you use, the time of the issue, and the Data Room name. Do not include document content, passwords, access tokens, or other sensitive information.