Digify MCP. Track document access and audit VDRs via natural conversation.
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Digify MCP Server manages secure files, tracks data room activity, and analyzes documents using your AI client. List all secure files, monitor VDR members, and get detailed view analytics on proposals or financials.
It provides granular access control and deep engagement metrics for compliance and M&A workflows.
What your AI agents can do
Get dataroom details
Gets specific settings and the member list for a defined virtual data room.
Get file access statistics
Pulls detailed usage data on who viewed a specific file and how long they viewed it.
Get secure file details
Retrieves the security settings and detailed information for one specific protected file.
Retrieve detailed information and security settings for a specific file, or list all files and their expiration dates.
List all VDRs in your account, and then get specific details, including member lists, for any given data room.
Get detailed analytics showing who viewed a file, for how long, and from what IP address.
List everyone who has access to a file, or check the specific viewing rights and permissions for any listed recipient.
Search for files by keyword or get a high-level summary of views and security rights across multiple assets.
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Digify MCP Server: 10 Tools for Document Governance
Use these tools to list, search, and get detailed security metrics for secure files and virtual data rooms via your AI client.
019d7585get dataroom details
Gets specific settings and the member list for a defined virtual data room.
019d7585get file access statistics
Pulls detailed usage data on who viewed a specific file and how long they viewed it.
019d7585get secure file details
Retrieves the security settings and detailed information for one specific protected file.
019d7585get security account metadata
Retrieves your Digify account's usage limits and system metadata.
019d7585list expired secure files
Identifies and lists secure files that have reached their expiration date.
019d7585list file recipients
Lists all people who have been granted access to a specific secure file.
019d7585list secure files
Lists every secure file you have uploaded to the Digify platform.
019d7585list virtual datarooms
Lists all virtual data rooms (VDRs) contained in your account.
019d7585quick file audit
Provides a fast, high-level summary of file views and current security rights.
019d7585search secure files
Searches for secure files using a specific keyword from the filename.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Digify, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
You've got the Digify MCP Server running through your AI client. It's built to handle secure files and data room tracking, giving your agent a tight grip on who sees what and when. You can list every secure file you've uploaded, or check out which files have already expired. You'll also see a list of every virtual data room you've set up.
When you need to drill down, you can get all the settings and the member list for any specific virtual data room. For files, you can pull the security settings and detailed info for one protected file, or you can run a quick audit to get a high-level summary of views and current security rights across multiple assets.
You can search for secure files using a keyword from the filename. To manage who sees what, you can list all people who've been granted access to a file, and you can also get specific details about the secure file's recipients. If you want usage stats, you can pull detailed data showing who viewed a specific file and how long they spent on it.
You can also get usage data showing who viewed the file and what IP address they used. You'll never have to worry about file security again.
How Digify MCP Works
- 1 Connect the Digify integration to your AI client and provide your API Key.
- 2 Instruct your AI client using natural language (e.g., 'List all VDRs').
- 3 Your AI client executes the tool, and the server returns the structured data (e.g., member lists, view statistics) directly into the conversation.
The bottom line is that your AI client executes the security checks and data retrievals on your behalf, without you needing to navigate the Digify web portal.
Who Is Digify MCP For?
Legal and Compliance Officers, M&A Analysts, and Corporate Development staff. You use this when you need proof of control over sensitive data. You're the person who wakes up at 2 AM worrying about whether a non-NDA recipient saw a critical financial model. You need a single source of truth for who saw what, and when.
Runs quick audits (quick_file_audit) to confirm all sensitive documents adhere to retention policies and track access logs for regulatory audits.
Monitors participant engagement with deal documents in VDRs, checking who viewed the M&A proposal and for how long using get_file_access_statistics.
Checks which prospects have viewed specific sales decks or proposals by calling list_file_recipients, ensuring proper follow-up.
What Changes When You Connect
- See who viewed a proposal and for how long by running
get_file_access_statistics. This gives you granular engagement data, which is essential for proving due diligence. - Audit entire data rooms instantly. Use
list_virtual_dataroomsto see every VDR, then useget_dataroom_detailsto check member counts and activity status. - Instantly verify who has access to a file. Instead of checking multiple permission tabs, run
list_file_recipientsto get a complete list of authorized users for any secure document. - Keep compliance airtight. Use
list_expired_secure_filesto find documents that are past their expiration date, minimizing legal risk. - Get a quick snapshot of the whole system by calling
quick_file_audit. This provides a high-level overview of views and security rights across your entire portfolio. - Search across large volumes of data. Use
search_secure_filesto find a document by keyword, saving time when you're dealing with thousands of files.
Real-World Use Cases
Audit a Data Room after a Board Meeting
The compliance officer needs to know if the board saw the 'Q3 Financials' deck. They ask their agent to run get_file_access_statistics on the file. The agent replies with a list: 'John viewed it for 22 minutes, Jane viewed it for 10 minutes.' The compliance officer confirms the necessary review period was met.
Onboarding a New Partner
A corporate development professional needs to give a new partner access to a specific project folder. They use list_file_recipients to see who is currently authorized. Then, they use get_dataroom_details to confirm the room status and add the new partner's access.
Tracking Sales Pitch Engagement
A sales professional needs to know if a prospect opened the final proposal. They ask the agent to run get_file_access_statistics on the proposal. The agent reports the view count and duration, allowing the sales professional to tailor the follow-up call.
Finding a Specific Document Quickly
A user knows they saved a file with 'Synergy' in the name but can't remember which VDR it's in. They run search_secure_files with the keyword 'Synergy'. The agent returns a list of matching files, saving them from manual directory browsing.
The Tradeoffs
Manually checking every file's status
A user logs into Digify, clicks 'Files,' then filters by 'Security,' then clicks 'Activity Log,' and repeats this for every document they care about. This takes minutes and forces them to copy/paste data into a spreadsheet.
→
Use list_secure_files to get a list, and then run quick_file_audit or get_file_access_statistics to pull the required data for all files in one go. Your agent handles the looping.
Confusing VDR and File scope
A user thinks that viewing a file in a VDR means they are tracking the file's overall security. They only check the VDR dashboard, missing individual file-level permissions.
→
First, use list_virtual_datarooms to identify the VDR. Then, use get_dataroom_details to view the room scope. For file-specific permissions, run list_file_recipients on the document name.
Ignoring file expiration dates
A user assumes that because a document was uploaded, it remains secure forever, leaving the company exposed to long-term compliance risk.
→
Run list_expired_secure_files immediately. This tool proactively surfaces files that have passed their secure retention date, preventing compliance gaps.
When It Fits, When It Doesn't
Use this server if your primary need is verifiable data governance: knowing who saw what, and when. If you need to audit compliance, track M&A deal flow, or manage highly sensitive legal documents, Digify is essential. Don't use this if your only goal is basic file storage; use a simple cloud storage solution for that. If you only need to check a single file's metadata without tracking usage, get_secure_file_details handles that. But if you need the 'why' (who accessed it and how long), you need the full suite of tools.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Digify. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Tracking sensitive document access used to require hours of manual log diving.
Today, tracking a single document's access involves jumping between the main file view, the permissions tab, and the separate activity log. You have to click through every user and every date range. Then you copy the data, paste it into Excel, and start manually cross-referencing who saw the file and for how long. It's a tedious mess.
With the Digify MCP Server, you just ask your agent: 'Who viewed the M&A proposal and for how long?' Your AI client runs the necessary tools and returns a clean, structured list of names, timestamps, and view durations. The data is ready to use immediately.
Digify MCP Server: Monitor file security and recipient lists.
You used to have to check the VDR dashboard for the room status, then navigate to the specific file, and finally check the 'Permissions' tab to see who was allowed access. These were three separate steps, each with its own UI element.
Now, you can run `list_file_recipients` or `get_secure_file_details` directly through conversation. You get the full access matrix—the list of people and their specific rights—in one clean response. The complexity is abstracted away.
Common Questions About Digify MCP
How do I use the `list_secure_files` tool to see everything? +
Run list_secure_files to get a master list of every secure file you've uploaded. This list includes the filename and basic metadata, letting you start your audit or search process.
What does `get_file_access_statistics` track? +
get_file_access_statistics tracks who viewed the file and for how long. It provides concrete metrics, such as 'User X viewed the document for 15 minutes,' making it useful for engagement tracking.
Can I check VDR member lists using `get_dataroom_details`? +
Yes, get_dataroom_details provides comprehensive details for a specific VDR. This includes the full list of active members and the current security settings for that data room.
How do I search for a file using `search_secure_files`? +
You run search_secure_files and provide a keyword. The agent searches the file names and returns a list of matching secure files, which is faster than manual searching.
What is the difference between `quick_file_audit` and `get_file_access_statistics`? +
quick_file_audit gives a fast, high-level summary of views and security rights across multiple files. get_file_access_statistics drills down into one specific file to get precise, time-bound view metrics.
How do I use `list_file_recipients` to check who has access to a file? +
It lists every person granted access to the file. You can then check their specific viewing rights and permissions for that secure asset.
What does `get_security_account_metadata` tell me about my Digify account? +
It retrieves your account's usage limits and metadata. You can use this to monitor your overall account health and potential billing thresholds.
What is the difference between `list_virtual_datarooms` and `list_secure_files`? +
The former lists all your data rooms (VDRs). The latter shows every single secure file you've uploaded. You use the first tool to manage the containers, and the second to see the content.
How do I get a Digify API Key? +
Log in to your Digify account, navigate to the API section in your settings, and you can generate or retrieve your unique API Key from there. Note that API access may require a specific plan.
Can the agent show exactly who viewed a file? +
Yes, you can use the get_file_access_statistics tool to see a list of recipients who have opened your secure file and their total viewing duration.
Does the integration support watermarking settings? +
The agent can retrieve current security settings for a file, including whether watermarking is enabled. Adjusting these settings should be managed via the Digify dashboard.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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