These tools help you create, organize, and access data rooms.

Create a new, empty room for the authenticated user.

Use this to programmatically set up new deal rooms, project spaces, or collaboration areas.

Create a room from a template (or any existing room) by cloning it.

Speed up room setup by cloning an existing structure. Useful for standardizing processes across multiple deals.

Create a new, empty room and optional folder tree in one workflow.

Combine room creation and folder structure setup in a single operation for faster initialization.

List rooms visible to the authenticated user.

Retrieve all rooms you have access to. Useful for automation workflows that need to iterate across multiple rooms.

List available room templates.

Discover pre-built templates available in your organization for creating standardized room structures.

List room templates to use when scaffolding a data room.

Find templates specifically available for the scaffold_data_room workflow.

Manage the contents of your rooms with these item and folder tools.

Create folders, headings, line items, or documents.

Add new organizational elements to your room. Supports multiple item types in a single operation.

Create folders in a room (supports nested children).

Build hierarchical folder structures with parent-child relationships.

Copy items to another folder in the same room.

Duplicate items while maintaining their properties and structure. Supports copying multiple items at once.

Move items to another folder in the same room.

Reorganize your room structure by moving items between folders without duplicating them.

Delete multiple items from a room.

Remove items you no longer need. Supports batch deletion of multiple items.

List folders and documents in a room with optional filters.

Browse the contents of a room with flexible filtering options to find specific items.

Update item status, name, due_date, or position.

Modify existing items' properties such as marking checklist items as complete, renaming items, or adjusting due dates.

Handle document uploads, downloads, and searching.

Download a single document (metadata, base64, or url mode).

Retrieve documents in multiple formats. Choose between metadata only, base64 encoded content, or direct download URL.

Upload a document to a room via a presigned URL.

Add new documents to your room. Uses presigned URLs for secure, direct uploads.

Search indexed document attachment text within a room.

Search within document content across your room. Useful for finding specific information within uploaded files.

Collaborate and annotate with comment threads on items.

Create a note on an item.

Add comments, annotations, or discussion threads to any item in your room.

List notes on an item.

Retrieve all comments and notes associated with a specific item.

Update a note on an item.

Edit existing notes to correct information or add additional details.

Delete a note on an item.

Remove notes you no longer need.

Manage team membership and access controls.

Create a team in a room.

Establish new teams for organizing stakeholders and managing permissions.

List teams, optionally filtered by room.

View all teams in your organization or within a specific room.

Invite emails to a team.

Quickly add multiple stakeholders to a team with a single operation.

Grant or revoke a team's access to specific items in a confidential room.

Fine-tune access permissions by granting or removing team access to individual items.

Get team access information for an item.

Check which teams and users have access to a specific item.

Generate insights about your room status and activity.

Get item counters for a room.

Retrieve statistics on items by status (open, closed, in progress, etc.). Useful for dashboards and progress tracking.

Generate a room inventory report.

Create comprehensive reports of all items in a room with their properties and status.

Aggregate due diligence counters and sample items for a room.

Get an overview of due diligence completion with status counts and sample items.

List activity log entries for audit and closing.

Review all changes made to your room for audit trails and closing documentation.

Get workspace overview entries.

Retrieve a high-level summary of items across your workspace with pagination support.

Manage batch file exports from your rooms.

Start an async bulk ZIP download job.

Initiate a background job to package multiple items into a ZIP file for download.

Create and poll a bulk download until ready or failed.

Combine creation and status checking in one workflow for streamlined bulk exports.

Poll bulk download job status.

Check the status of an in-progress bulk download and retrieve the download URL when ready.

Access user information and system capabilities.

Return the authenticated user and optional organization context.

Retrieve information about the current user and their organization, including roles, permissions, and contact details.

Search documents, notes, rooms, and items.

Perform full-text search across your Prodeal workspace to find documents, notes, and items.

List documented MCP server capability categories for consent design.

View the available capability categories for permission and consent workflows.

If you encounter issues with any tool:

For technical support, reach out to the Prodeal support team with details about which tool you're using and the specific error message received.