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datasite Codex Plugin

Author
Datasite
Category
Productivity
Topics
Sales, Marketing & Business Ops · Documents & Content Creation · Security, Auth & Compliance
Version
1.0.3
First seen
2026-07-12
Last confirmed
2026-07-13
Explanation last updated
2026-07-12

The explanation below is AI-generated. Please verify it against the sources.

The datasite plugin (version 1.0.3, developed by Datasite) connects ChatGPT to a Datasite virtual data room, letting users manage secure M&A workspaces through natural language, according to the plugin.json manifest. It supports setting up deal rooms, inviting users, searching documents, tracking buyer Q&A, and auditing data room readiness. The plugin.json describes it as built for advisors, bankers, and corporate development teams, backed by enterprise security and permissioning. The Datasite homepage adds that its virtual data room platform (including products like Diligence, Acquire, Prepare, Outreach, Pipeline, and Archive) is used for M&A, restructuring, and capital raising, and that a Datasite MCP server allows Claude, ChatGPT, Microsoft Copilot, and Blueflame AI to work inside a deal room without documents leaving the environment.

Overview

Datasite is a SaaS platform providing secure virtual data rooms (VDRs) and related tools (e.g., Diligence, Acquire, Prepare, Outreach, Pipeline, Archive) for managing M&A transactions, restructuring, and capital raising, per the Datasite homepage. The homepage states the platform supports the full deal lifecycle from deal sourcing to post-merger integration, with security certifications including ISO/IEC 27001, 27017, 27018, 27701, 42001 and SOC 2 Type II, and reports over 16,000 transactions annually and 1.8m+ users since 2020 across more than 180 countries.

What you can do with datasite

  • Set up a deal room: create a new Datasite Prepare data room, apply a standard M&A folder index, and invite an admin user
  • Search documents semantically: find documents related to pending litigation or regulatory risk
  • Track buyer Q&A: view open Q&A questions and draft responses using supporting documents
  • Audit deal room readiness: check for empty folders, missing documents, or files flagged as password-protected or blank
  • Manage user access: create roles (e.g., buyer with view-only permissions) and draft invitations for specified contacts

(Based on the plugin.json longDescription examples; exact UI/workflow details beyond these examples are unknown.)

Sources

Original description (English)

Manage secure M&A data rooms

History of datasite

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