Run your deals from Claude or ChatGPT.
Connect Vetting Vault to the AI you already use. It doesn’t just read your data room, it does the work: builds request lists from a Word doc, invites your team, chases open items and analyzes documents. Everything it does, it does as you, with your permissions.
Works with Claude, ChatGPT and Grok, plus Claude Code, Cursor and any app that supports MCP.
Claude
ChatGPT
Grok
Say what you need. Watch the deal update.
Anything you’d click through in Vetting Vault, you can ask for in plain English.
An animated example: someone asks Claude or ChatGPT to work in a Vetting Vault deal, and the deal updates as the AI works.
Claude
Illustrative example using a demo deal. The labels in grey are the actual AI Connect tools the AI calls.
Not just read access. The whole toolkit.
AI Connect gives your AI about 60 actions across every deal you’re on, the same things you can do in the app.
Set up deals
- →Create deals, projects and sections
- →Turn a Word, PDF or Excel request list into live requests
- →Apply your templates
- →Copy requests between projects
Bring people in
- →Invite team members and set their role
- →Extend or revoke invitations
- →Create view links and upload links for outside parties
- →Remove people who no longer need access
Keep it moving
- →Assign, set due dates, status and priority
- →Update up to 100 requests in one go
- →Comment, and write responses to requests
- →Ask and answer questions in Q&A
Handle files
- →Upload files to the right request
- →Move files, tag them, mark them confidential
- →Restore deleted requests and files
- →Download any file into your chat
Read and analyze
- →Search inside every file in the deal
- →Read PDFs, Word files and full spreadsheets
- →Pull tables out of scanned financial statements
- →Use the AI summary card on each file
Combine it with everything else in your chat
Paste in an email from the seller, drop in a spreadsheet, or pull from your other connected tools, and have the AI put it to work in the deal.
Two ways to put AI to work
Use the assistant built into every deal, bring your own AI, or both. They follow the same permissions.
Deal AI, built in
Open it from any deal. It knows that deal inside out and needs no setup.
- → Answers with citations back to the files, requests and Q&A
- → Makes charts, Excel workbooks and PDF reports
- → Suggests changes; nothing happens until you click Apply
- → Available on every plan, with monthly limits on free plans
AI Connect, your own AI
Work from Claude, ChatGPT or another AI app, alongside everything else you use it for.
- → Works across all your deals in one conversation
- → The full set of actions: invites, links, uploads, templates and more
- → Makes changes directly, and asks first before anything sensitive
- → Included with a paid plan and the free trial
It can’t do anything you can’t
Powerful enough to run a deal, with the same guardrails as the app.
Exactly your permissions
The AI acts as you. It sees only the deals and projects you can see, and can only change what your role allows.
Asks before anything sensitive
Sending invitations, removing people, deleting and creating links for outsiders all wait for you to say yes in the chat.
Logged under your name
Every change lands in the deal's activity log as you, like any change you'd make by hand.
Confidential stays confidential
Confidential files and NDA requirements apply to the AI exactly as they apply to you in the app.
Disconnect anytime
Settings → AI Connect lists every connected app. Disconnect one and its access ends immediately.
Connected in a minute
No code, no API keys to manage.
Add a custom connector
In Claude: Settings → Connectors. In ChatGPT: Settings → Apps → Advanced settings, turn on developer mode. Choose Add custom connector.
Paste the server URL
Use the address below. You'll find it in Vetting Vault too, under Settings → AI Connect.
Sign in and approve
Your AI app sends you to Vetting Vault. Sign in, review what it can do, and click Approve.
https://app.vettingvault.com/api/mcpUsing Grok, Claude Code or Cursor? See the setup guide.
Questions
Which AI apps work with AI Connect?
Claude (web and desktop), ChatGPT and Grok connect with a custom connector. Claude Code, Cursor, Windsurf and other tools that support MCP connect with a personal token. Any app that supports custom MCP servers should work.
Can the AI really make changes, or just read?
Both. It can create deals, projects, sections and requests, update and assign requests, upload and move files, comment, work in Q&A, invite people and create links. It only ever does what your own role in that deal allows.
What stops it from doing something I didn't mean?
Invitations, removing members, deletes and links for outside parties need your explicit yes in the chat before they happen. Deleted requests and files can be restored for 30 days, and every change is in the deal's activity log.
How is this different from Deal AI?
Deal AI is built into each deal: it answers with citations, makes charts and reports, and suggests changes you approve with a click. AI Connect brings Vetting Vault into the AI app you already use, with the full set of actions across all your deals.
What does it cost?
AI Connect is included with a paid Vetting Vault plan and the free trial. Custom connectors usually need a paid plan in the AI app too.
How do I connect?
In your AI app, add a custom connector with the server URL https://app.vettingvault.com/api/mcp, then sign in to Vetting Vault and click Approve. The setup guide has steps for each app.