Datasite agent skills for Claude Code, Cursor and RevampKey

4 ready-made playbooks that teach an AI agent how to do real Datasite work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Datasite

Connect Datasite once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Datasite skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing9 Datasite tools

Use the Datasite connector safely with AI

Confirms the project and account first, picks the right read tool for each question, and asks for your explicit approval before any upload, invite, permission or membership change.

Use it when

You want an overview of a deal's data room without wading through every folder
You need to find which project a deal sits in before doing anything with it
You are about to invite people or change access and want the scope checked first

Tools it uses

listProjects
getProjectOverview
listFolderContents
searchDocuments
getMembers
getAccessControl
getQAStatus
manageQuestion
listSubscriptions

Example

What's the current state of the Harbor Capital data room, and is anyone outside the deal team able to see it?

Project: Harbor Capital (Project HC-2024). The room has 3 members outside the core deal team: 2 external advisers and 1 former employee. I haven't changed any access. Next I'd check their folder permissions, and I will only propose changes for your approval.

Use in RevampKeyRead the full skill →

Asks before writing10 Datasite tools

Audit who can see what in a Datasite data room

Compares members, roles and folder permissions against the intended access list and flags over-broad, stale or orphaned access. It is read-only, and any fix is proposed for your approval before anything changes.

Use it when

Before sign-off, to confirm each buyer, lender and adviser sees only their folders
When a deal closes or a party leaves and their access needs cleaning up
When someone asks who has access to the Legal folder and by which route

Tools it uses

listProjects
getProjectOverview
getMembers
getAccessControl
listSubscriptions
listFolderContents
searchDocuments
manageRole
updatePermissions
updateMembership

Example

Audit who can see the Project Atlas data room against the buyer, lender and adviser list, and flag anything too broad or stale.

Project Atlas: 14 members and 2 groups reviewed, plus 3 pending invitations. Two findings: the lender group reaches Legal through an inherited grant from the root folder, and a former adviser from a firm that left the deal still has active access to Financials. Proposed changes, none applied: narrow the lender grant on Legal, and remove the former adviser. Each needs your explicit yes.

Use in RevampKeyRead the full skill →

Asks before writing5 Datasite tools

Check Datasite data room Q&A status

Pulls a project's open due diligence questions and sorts out what is blocking the deal team, using read-only steps. It asks before changing anything.

Use it when

Before a deal call, to see which buyer questions are still unanswered
When a closing deadline is close and the team needs to know what is holding things up
When someone asks what is still outstanding from the seller side

Tools it uses

listProjects
getProjectOverview
getQAStatus
manageQuestion
searchDocuments

Example

What questions are still open on the Northwind project, and what is blocking the deal?

The Northwind project has 48 questions: 31 answered and 17 open. Of the 17 open, 6 are blocking the deal. Three of those six are waiting on the seller and relate to the 2022 customer contracts, which are not yet in the data room. The oldest blocker has been open for 19 days. I have not answered or reassigned anything. Want me to draft replies for the seller-side items?

Use in RevampKeyRead the full skill →

Asks before writing16 Datasite tools

Set up a Datasite data room with AI

Builds a new data room step by step: confirms the project, plans the folder structure, uploads and organises content, then sets members and roles. It asks for your approval before every change.

Use it when

A new deal needs a data room built from scratch
Documents must be uploaded into agreed folders in the right versions
Members and roles need configuring before a room goes live

Tools it uses

listProjects
getProjectOverview
listSubscriptions
createContent
listFolderContents
updateContent
uploadContent
getMembers
getAccessControl
getQAStatus
inviteUser
manageRole
updateMembership
updatePermissions
grantFeatureAccess
acceptDisclaimer

Example

Set up the new Harbor Logistics data room: folders for corporate, financial and legal, upload the approved documents, then add the buyer's advisers as read-only.

Project confirmed: Harbor Logistics Sale, currently empty. I proposed 3 top-level folders, with corporate, financial and legal first. Once you approve the structure, I will upload the approved files in batches, then bring the buyer's advisers in as read-only, each change waiting for your yes.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

RevampKey adds the skills when you connect Datasite, updates them for you and removes them when you disconnect.

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How Datasite skills work

Connect Datasite
The Datasite MCP server gives the agent its tools.
Ask in plain words
“Audit who can see the Project Atlas data room against the buyer, lender and adviser list, and flag anything too broad or stale.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Datasite skills

In RevampKey the skills install themselves when you connect Datasite. In other tools each skill is one folder with a SKILL.md file, and you also need the Datasite MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Datasite. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Audit who can see the Project Atlas data room against the buyer, lender and adviser list, and flag anything too broad or stale.”
Download RevampKeyConnect Datasite · 1 click
Get RevampKey to connect Datasite
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Datasite is one click away with its skills already attached.
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Not now? Use the skills in your current tool
for s in essentials data-room-access-audit data-room-qa-status data-room-setup-and-upload; do curl -fsSL --create-dirs -o .claude/skills/datasite-$s/SKILL.md https://revampkey.com/marketplace/datasite/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Datasite MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials data-room-access-audit data-room-qa-status data-room-setup-and-upload; do
  curl -fsSL --create-dirs -o .claude/skills/datasite-$s/SKILL.md https://revampkey.com/marketplace/datasite/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit who can see the Project Atlas data room against the buyer, lender and adviser list, and flag anything too broad or stale.”

Into the shared .agents/skills folder

Connect the Datasite MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials data-room-access-audit data-room-qa-status data-room-setup-and-upload; do
  curl -fsSL --create-dirs -o .agents/skills/datasite-$s/SKILL.md https://revampkey.com/marketplace/datasite/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit who can see the Project Atlas data room against the buyer, lender and adviser list, and flag anything too broad or stale.”

Into the shared .agents/skills folder

Connect the Datasite MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials data-room-access-audit data-room-qa-status data-room-setup-and-upload; do
  curl -fsSL --create-dirs -o .agents/skills/datasite-$s/SKILL.md https://revampkey.com/marketplace/datasite/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit who can see the Project Atlas data room against the buyer, lender and adviser list, and flag anything too broad or stale.”

Into the shared .agents/skills folder

Connect the Datasite MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials data-room-access-audit data-room-qa-status data-room-setup-and-upload; do
  curl -fsSL --create-dirs -o .agents/skills/datasite-$s/SKILL.md https://revampkey.com/marketplace/datasite/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit who can see the Project Atlas data room against the buyer, lender and adviser list, and flag anything too broad or stale.”

RevampKey or copy the files?

In RevampKey

One click when you connect Datasite
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Datasite MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Datasite skills FAQ

What is a Datasite agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Datasite skill describes one job, which Datasite tools to use in which order, what to check first and when to stop and ask you.

Do the Datasite skills change anything on their own?

The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Datasite.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Datasite; elsewhere you copy the folders into your project or skills directory.

Do I need the Datasite MCP server too?

Yes. The skills tell the agent how to do the work; the Datasite MCP server gives it the tools to do it. The Datasite MCP setup guide covers every client.

Datasite MCP server setup · This page as Markdown

Put Datasite’s best workflows in your agent

Download RevampKey, connect Datasite and ask your first question in about a minute.

Download RevampKey Connect Datasite · 1 click

All 4 Datasite skills

Use the Datasite connector safely with AI

Use it when

Tools it uses

Audit who can see what in a Datasite data room

Use it when

Tools it uses

Check Datasite data room Q&A status

Use it when

Tools it uses

Set up a Datasite data room with AI

Use it when

Tools it uses

Get all 4 without copying a file

How Datasite skills work

How to install Datasite skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Datasite skills FAQ

Put Datasite’s best workflows in your agent

Skills for related tools