Ideals

Run a virtual data room: projects, documents, groups, diligence Q&A.

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What the Ideals connector does

The Ideals MCP server connects Claude, ChatGPT or any MCP client to Ideals, a virtual data room for M&A due diligence, fundraising and litigation. Forty-six tools manage projects, documents, participant groups and diligence Q&A. Twenty write, four delete, and one invites a person into a deal room by email. Ideals' OAuth scopes separate read from write.

Verified connector

Listed by Anthropic as a partner connector in its Connectors Directory.

Connection checked by Agentman on .

Anthropic states this reflects the level of review a connector received, not a security audit.

Ideals tools (46)

  • add_users_to_project
  • answer_question
  • ask_question
  • cancel_closure_schedule
  • close_project
  • copy_documents
  • create_folder
  • create_group
  • create_project
  • delete_documents
  • delete_documents_from_recycle_bin
  • delete_groups
  • delete_users
  • download_file
  • export_activity_logs
  • export_document_index
  • get_activity_logs
  • get_attributes
  • get_corporate_accounts
  • get_current_user
  • get_document_summary
  • get_folder_documents
  • get_group_details
  • get_groups
  • get_label_groups
  • get_link_templates
  • get_permissions_by_document
  • get_permissions_by_folder_and_group
  • get_permissions_report
  • get_project_details_by_id
  • get_projects
  • get_qna_configuration
  • get_qna_threads
  • get_recycle_bin_documents
  • get_report_actions
  • get_user_details
  • get_users
  • move_documents
  • patch_group
  • rename_file
  • rename_folder
  • restore_documents_from_recycle_bin
  • search_documents
  • search_qna_threads
  • update_group
  • update_user

Tool names from Anthropic's directory listing. This server requires sign-in, so we could not read tool descriptions or parameter schemas.

Limits

  • add_users_to_project invites a person into a deal room by email address alone. No prior Ideals account is required in the request body. Permissions come from the groupId, not from the call.
  • delete_documents_from_recycle_bin is irreversible. Ideals states deleted items cannot be restored. It is item-scoped rather than an empty-the-bin action, which limits but does not remove it.
  • close_project terminates access for all participants at once, and Ideals documents closed projects as having all project endpoints inaccessible. We could not verify whether closure is reversible — no reopen operation is documented and none is exposed as a tool.
  • The Q&A tools are marked under development and not available for active use. Their documented behaviour is planned functionality, not verified live behaviour.
  • Anthropic's directory record carries no permissions field at all — over a connector that grants room access and destroys documents.
  • No dynamic client registration. The RFC 8414 metadata advertises no registration endpoint; Ideals publishes a fixed client id for manual setup instead.
  • We did not verify that a client can request a subset of the fourteen scopes at consent time. The separation is present in the metadata; we did not authenticate to watch a consent screen honour it.
  • The connector inherits the authenticating user's project membership and permissions. It is a ceiling, not a floor — an agent connected as an administrator has an administrator's reach.
  • Streamable HTTP only. Ideals states local stdio transport is not available and that support for local clients is planned.
  • Available on selected paid plans only, with integrations enabled at corporate-account and project level.
  • Anthropic's snapshot lists 46 tools; Ideals documents 47. The delta is rename_documents.
  • No prompts are listed in Anthropic's snapshot.
  • We did not read the live schemas. The endpoint returned 401 to an anonymous handshake, so tool names come from Anthropic's directory snapshot and their behaviour from Ideals' published OpenAPI document and MCP tool table — not from a wire response, and with no safety annotations available at all. No tool on this page can be described as annotated read-only or annotated destructive, because we could not read the annotations. Treat every write-shaped name as acting.

Frequently asked questions

Can the Ideals MCP server give someone access to confidential deal documents?

Yes, by email address. Ideals documents the invite-participants endpoint as adding users to a project, and the request body takes only an email and a name plus the identifier of the group they land in. That group carries the document permissions, so access level is inherited rather than chosen per person. Ideals states users receive invitation emails when the group has active project access.

What does delete_documents_from_recycle_bin destroy in Ideals?

Files and folders, permanently. Ideals documents the action as irreversible and states that documents deleted from the recycle bin cannot be restored. The call takes a list of item identifiers, so it destroys what it is given rather than emptying the bin wholesale. A separate tool, delete_documents, only moves items to the bin, where the restore tool can still recover them.

What happens when an agent calls close_project on an Ideals data room?

It terminates access for every participant at once. Ideals documents closure as immediate when no date is supplied, and says a project can be closed from any status. Supplying a future date schedules it instead, and a second tool cancels a scheduled closure before it fires. Ideals also documents closed projects as having all project endpoints inaccessible.

Can the Ideals connector answer a buyer's due-diligence question on my behalf?

Not yet, and the shape is narrower than it looks. Ideals marks both Q&A tools as under development and not available for active use. When live, the documentation says the backend picks the post type from the caller's Q&A role: an expert produces a draft, a coordinator produces an answer that an approver may hold. Question submitters cannot use it at all.

Does the Ideals MCP connector separate read access from write access?

Yes, and this is unusual. The protected-resource metadata advertises fourteen scopes split by verb and by domain, including separate documents.read and documents.write, users.read and users.write. Ideals publishes a tool-to-scope table mapping every tool to one of them. A grant limited to the read scopes reaches no create, delete or invite tool.

Does Anthropic's directory say what permissions the Ideals connector needs?

No. The directory record has no permissions field at all — not a read-only label, not a read-and-write one. That absence sits over a connector that can invite participants into a deal room and permanently destroy documents. The scope separation described on this page comes from Ideals' own live OAuth metadata, not from the listing, so read it there.

What do you need to enable the Ideals MCP server?

A paid plan, plus integrations switched on twice. Ideals states the MCP server is available on selected paid subscription plans and that integrations must be enabled at both the corporate account level and the project level before use. Separately, the authenticating user must already be an invited participant of any project the agent touches, with project access enabled.

Sources

  • Ideals API documentation — https://gateway.idealsvdr.com/api-docs/#description/mcp-server (fetched 2026-08-19; the documentation URL in Anthropic's directory. A Scalar-rendered API reference whose underlying OpenAPI document is served at /swagger/v1/swagger.json) · retrieved 2026-08-19
  • Ideals OpenAPI document — https://gateway.idealsvdr.com/swagger/v1/swagger.json (fetched 2026-08-19; OpenAPI 3.0.4, title "Ideals public endpoints", 53 operations across 14 tags. Source for every operation summary, description and request schema cited on this page, including the invite-participants body, the irreversibility note on permanent recycle-bin deletion, the closure semantics, the Q&A role table and its under-development warning, the project-status availability table, the MCP prerequisites and the tool-to-scope table) · retrieved 2026-08-19
  • Live RFC 9728 protected-resource descriptor — https://gateway.idealsvdr.com/.well-known/oauth-protected-resource/mcp (fetched 2026-08-19; the form named by the www-authenticate header. Authorization server https://auth.idealsvdr.com, resource https://gateway.idealsvdr.com/mcp, 14 scopes_supported. The root form returns a byte-identical 360-byte document; the path-insert form returns a zero-byte HTTP 404) · retrieved 2026-08-19
  • Live RFC 8414 authorization-server metadata — https://gateway.idealsvdr.com/.well-known/oauth-authorization-server (fetched 2026-08-19; issuer https://auth.idealsvdr.com, PKCE plain and S256, grant types including authorization_code, client_credentials and refresh_token, no registration_endpoint. The /mcp path-append variant returns HTTP 404) · retrieved 2026-08-19
  • Live anonymous probe — 2026-08-19: an anonymous initialize POST to https://gateway.idealsvdr.com/mcp returned HTTP 401 with body {"error":"Bearer token required"} and www-authenticate: Bearer resource_metadata="https://gateway.idealsvdr.com/.well-known/oauth-protected-resource/mcp". No tool was ever called and no authentication was attempted · retrieved 2026-08-19
  • www.idealsvdr.com/robots.txt — https://www.idealsvdr.com/robots.txt (fetched 2026-08-19; User-agent: * with disallows on admin, login, search and /rooms/ paths, plus two sitemap declarations. No Content-Signal directives, and no Content-Signal response header on the API documentation host). gateway.idealsvdr.com/robots.txt and /llms.txt both return HTTP 404 · retrieved 2026-08-19
  • Ideals llms.txt — https://www.idealsvdr.com/llms.txt (fetched 2026-08-19; vendor-published index describing Ideals as a virtual data room for M&A, due diligence and fundraising, with links to its document-management and users-and-permissions product pages) · retrieved 2026-08-19
  • Ideals help centre, enabling integrations — https://helpcenter.idealsvdr.com/en/articles/13714935-integrations (attempted 2026-08-19; returns a 301 redirect to a zero-byte response for a direct fetch. Not read — the prerequisite wording cited on this page comes from the OpenAPI document, not from this article) · retrieved 2026-08-19
  • Anthropic connector directory — https://claude.ai/directory/bda453db-cbf8-43d5-ae9a-8a3540961190 (snapshot 2026-08-16; 46 tool names, no prompts, no permissions field on the record, author Ideals, partner tier, added 2026-07-24) · retrieved 2026-08-16

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