How Do You Connect Claude to Your Data Room?

You connect Claude to your data room by adding our assistant server as a custom connector in Claude, signing in to your 99 Data Rooms account from inside that connector, and choosing which rooms Claude may reach. Claude then works through the Model Context Protocol (MCP), an open standard for letting an AI assistant call tools in another product, and every call runs as you.

Before you start: four things that must be true

1. The room owner is on Pro or Business. For documents in a room, assistant access follows the plan of whoever owns the room, not yours, so a member on any plan can connect to a room owned by a Pro account. Documents you hold outside any room need your own plan to be Pro or Business. Pro is £49/mo; see pricing.
2. Your organisation has not switched assistant access off. A company account can turn it off for everyone with one setting.
3. The room's AI access switch is on. Each room has its own switch, controlled by the room owner, and new rooms start with it off.
4. You know which rooms you want. You choose the rooms when you connect, and that choice is fixed for the connection. To add a room later, you connect again.

Steps in Claude and Claude Desktop

1. Open Settings, then Connectors, then Add custom connector.
2. Paste the server address: https://mcp.99datarooms.com/authed-mcp
3. Sign in with the email on your 99 Data Rooms account and enter the one-time code we email you. There is no password step. If your account uses two-factor sign-in, you also enter the code from your authenticator app.
4. Tick the rooms this assistant may reach, and confirm. You also see what you are allowing: reading is the default, and adding documents or organising folders are separate permissions you grant only if you want them.
5. Check it worked. Ask Claude a question with one right answer you can see for yourself, such as which rooms it can reach or how many documents are in one of them, and compare the answer with the app.

If you are already signed in to 99 Data Rooms in the same browser, expect to sign in again with the emailed code: the connector's sign-in runs on its own address, separate from the app.

Steps in Claude Code

1. Add the server: run `claude mcp add --transport http 99dr https://mcp.99datarooms.com/authed-mcp`
2. Run `/mcp` and choose to authenticate. A browser window opens.
3. Finish the emailed-code sign-in and the room choice in that window.
4. Run `/mcp` again and check that it lists the server as connected.

ChatGPT's connectors can use the same server address, and the full setup for each client sits on our AI assistants page. Other clients are accepted only if they sign in through a local address on your own computer, or through Claude's or ChatGPT's own sign-in page; any other hosted client, and any custom app link, is refused.

What Claude can do once it is connected

Claude can only use the tools our server offers, and only within what your own account may already do. With the default read permission it can list your rooms and documents, read documents, search the text inside them, compare two versions of a document, read Q&A threads, and see a room's viewing totals. With the add permission it can create a text document, upload a file or save a draft answer to a Q&A question, and with the organise permission it can create folders, move documents and rename them. Our guide to what an AI assistant can actually do inside your data room goes through every tool.

It cannot delete anything, change who a document is shared with, issue a link, publish a Q&A answer, send a document for signature or draft a contract from our clause library. Those stay in the app, where you do them yourself. The assistant's tools use no Legal credits; they have usage limits per connection instead.

Keeping it under control

• It acts as you. Every call runs with your own permissions, so Claude never sees a room or a document you could not open yourself, and a PDF, Office file or image you may not download comes back as its details only.
• It is logged. Each tool call is written to an audit log the room owner can read, and a change is refused if its log entry cannot be written.
• You can switch it off. In Settings, Connected apps, choose Revoke. The room owner can also turn a room's AI access off at any time.
• Your documents go to your AI provider. When Claude reads a document, its contents go to Anthropic under your own agreement with them, not to a supplier of ours. Our Data Processing Addendum explains this.
• Treat documents as untrusted text. A document can contain instructions aimed at an assistant. Our server labels document content as untrusted, but no one can promise to stop that kind of prompt injection, so read what Claude proposes before you act on it.

If it does not work

• No rooms listed: check that the room owner is on Pro or Business and that the room's AI access switch is on, then reconnect.
• A room is missing: you did not tick it when you connected. Connect again and tick it.
• Sign-in failed: use the email address on your 99 Data Rooms account, and request a fresh code if the first one has expired.
• A write was refused: the connection was granted read only, or your role in that room does not allow adding documents. Uploading a file other than a text document is for the room owner.

Frequently asked questions

Which plan do I need? The room owner needs Pro (£49/mo) or Business. Members of that room can connect whatever plan they are on themselves.

Can Claude see all my rooms? No. It sees only the rooms you ticked when you connected, and only those whose AI access switch is on.

Can Claude do something I cannot do myself? No. Every call runs as you, under your own permissions in each room.

How do I disconnect it? In Settings, Connected apps, choose Revoke for that connection.

Is this the same as the server on our MCP page? No. The public MCP server answers questions about 99 Data Rooms itself and touches no customer data. The server in this guide reaches your own rooms, after you sign in.

Connect it in two minutes

If your rooms are on Pro or Business, open Claude's connector settings now and paste the address above. If they are not yet, the pricing page shows what each plan includes, and the AI assistants page lists every tool and every safeguard in one place.

Sources

• Model Context Protocol, specification: authorization, https://modelcontextprotocol.io/specification/2025-06-18/basic/authorization

Our prices on this page are UK prices in GBP and include VAT where it applies. Checkout shows the price for your country, and any tax added to it.