Datasite MCP Connector — DataRoom Skills

Eight coordinated Claude skills for sell-side M&A deal teams using Datasite as their Virtual Data Room platform.

Skills

#	Skill	What it does	Free	Blueflame
1	VDR Index Setup	Propose and push a deal-specific folder index to Datasite	✅	—
2	Smart File Renaming	Standardise document names across the data room	✅	✅
3	Data Room Gap Analysis	Identify missing, sparse, or incomplete sections before go-live	✅	✅
4	Document Quality Check	Audit documents for quality issues (7 free checks + 3 content checks)	✅	✅
5	IRL Tracker	Match an Information Request List against VDR content; track delivery	✅	✅
6	Risk Analysis Audit	Surface risk signals across Finance, Tax, Legal, HR, IP, Commercial	✅	✅
7	Bulk Q&A Answers	Draft sell-side answers to due diligence questions from VDR content	✅	✅
8	Launch Readiness Orchestrator	Single pre-go-live check → Go / No-Go recommendation	✅	✅

Feature Tiers

Tier	What you get
Free (T1 Core)	Structural tools: folder setup, metadata quality checks, filename-based gap analysis, file renaming from filename patterns
Blueflame (T2+)	AI content search: PII detection, IRL content matching, risk signal extraction, Q&A answer drafting, contract cross-referencing

Important: searchDocuments is the only permitted source of document content. Skills will never answer content-level questions using Claude's training knowledge — if Blueflame is not enabled, skills either fall back to metadata-only mode (Smart File Renaming, Document Quality Check) or stop and present the activation link.

Requirements

• Datasite MCP Connector installed and authenticated (Blueflame AI)
• Claude desktop app (Cowork mode) or Claude Code with MCP support
• For Blueflame checks: Datasite AI search feature activated on the project

Installation

Install each .skill file via the Claude desktop app → Skills → Install from file.

Skills

1. VDR Index Setup

Reads deal context (sector, size, geography, transaction type) directly from the Datasite project, proposes a numbered folder hierarchy, iterates with the user, then pushes the confirmed structure to Datasite in a single call. Supports reference structures — if the user provides an existing index, asks whether to use it as-is, suggest additions, or fully adapt it.

2. Smart File Renaming

Crawls the data room, identifies files with uninformative or inconsistent names, and proposes standardised names following deal conventions (e.g. [Company] - Audited Accounts - FY2025.pdf). Falls back to filename-pattern mode with placeholders if Blueflame is not enabled.

3. Data Room Gap Analysis

Audits folder structure for missing sections, empty folders, sparse time-series coverage, and contract completeness (customer, employee, vendor cross-referencing). Uses last closed financial year (today's year − 1) as the base for year coverage checks. Offers HTML dashboard or plain text summary on completion.

4. Document Quality Check

Runs 10 checks across the data room: 7 free metadata checks (failed files, blanks, wrong formats, bad filenames, duplicates, version conflicts, stale docs) and 3 Blueflame content checks (PII exposure, redaction quality, broken references). Falls back to 7-check metadata-only mode if Blueflame is not enabled.

5. IRL Tracker

Maps each item in an Information Request List against data room content using a three-pass approach: filename matching (free), keyword search, then semantic search. Assigns Available / Partially Complete / Open status with source citations. Offers interactive HTML tracking dashboard with CSV and PDF export.

6. Risk Analysis Audit

Scans six workstreams (Finance, Tax, Legal, HR, Commercial, IP/ESG) for risk signals using targeted search queries. Includes cross-document data consistency checks (FTE, revenue, board roster) and an external news intelligence pass on top customers and vendors (free, web search). Flags budget misses, customer concentration, material customer loss, employee lawsuits, and M&A activity in the customer/vendor base.

7. Bulk Q&A Answers

Reads a spreadsheet of due diligence questions, runs semantic and keyword searches per question, and drafts professional sell-side responses grounded in VDR content with full document and page-level citations. Offers Excel tracker and interactive Q&A management dashboard on completion.

8. Launch Readiness Orchestrator

Runs Gap Analysis, Document Quality Check, and Risk Audit in a single pass and produces a consolidated Go / No-Go recommendation with a structured sign-off view. Read-only — does not modify the data room.

Repository Structure

skills/
├── vdr-index-setup/SKILL.md
├── smart-file-renaming/SKILL.md
├── gap-analysis/SKILL.md
├── document-quality-check/SKILL.md
├── irl-tracker/SKILL.md
├── risk-analysis-audit/SKILL.md
├── bulk-qa-answers/SKILL.md
└── launch-readiness-orchestrator/SKILL.md

Author

Blueflame AI — blueflame-ai.com