• NEW ROOM
  • ACCESS
  • AUDIT
  • HUMAN

How to set up and manage data rooms with your AI

Connect Digify to your AI client to handle sensitive document sharing without leaving your chat interface.

Ask AI about this page

Short answer

How can I use my AI to manage Digify data rooms?

You can instruct your AI to spin up new data rooms, invite specific guests, and audit who has access to your files. This turns your chat window into a control center for secure document sharing. You'll see the specific outcomes of these actions below.

Where every action lands.

The outcomes of your commands

Your AI translates your text into direct actions within Digify.

NEW ROOM

Instant data rooms

Your AI builds a fresh, secure environment for your files. You get a ready-to-use space for due diligence or sensitive transfers.

ACCESS

Guest management

The AI handles the heavy lifting of inviting people. You just name the guest and the room, and the access is set.

AUDIT

Permission checks

Ask your AI who can see what. It pulls the current guest list so you can verify permissions instantly.

HUMAN

Manual oversight

You retain full control over the actual files. The AI manages the room and the people, but you decide what goes inside.

The workflow

What your AI does when you ask.

The AI acts as the bridge between your natural language and the Digify API.

  1. Create a room

    When you ask for a new space, the AI sets up the secure environment immediately.

    create_dataroom

  2. Invite people

    You can tell your AI to add a specific person to a room, and it handles the invitation process.

    invite_guest

  3. Check permissions

    If you need to know who is currently in a room, the AI pulls that list for you.

    list_dataroom_guests

  4. Verify room details

    The AI can pull specific information about a room to confirm its status or settings.

    get_dataroom

Try it

Copy these to start.

Use these prompts to trigger actions in Digify.

Starting points

These are templates. Swap out the bracketed text with your actual room names or email addresses.

Digify Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_exEBPTug320UVnggTeyjPVb1GX9rspOdAMZiZ1S5/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Digify capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "digify-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_exEBPTug320UVnggTeyjPVb1GX9rspOdAMZiZ1S5/mcp"
    }
  }
}
Copy into chat04

  • Create a new data room called Project Phoenix.

  • Invite sarah.jones@example.com to the Project Phoenix data room.

  • Show me a list of all guests in the Project Phoenix room.

  • Get the details for the Project Phoenix data room.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Digify once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start managing rooms through your preferred AI client immediately.

Connect Digify to your AI

FAQ

How the Digify Connector behaves

  • 01

    Can my AI delete files inside the data room?

    No. The AI can manage the room and the guests, but it does not have tools to delete or modify the files themselves.

  • 02

    Can the AI change the security settings of a room?

    No. The AI is limited to creating rooms, inviting guests, and retrieving room or guest information.

  • 03

    Does the AI see my Digify password?

    No. Your login stays encrypted and secure on the Vinkius side.

  • 04

    Can I use this with any AI client?

    Yes, as long as the client is MCP-compatible, like Claude, Cursor, or Windsurf.

  • 05

    Can the AI remove a guest from a room?

    No. The current tools only allow for creating rooms, inviting guests, and listing or getting room data.

  • More questions about Digify? See everything the Digify Connector can do

Connect Digify to Claude, Cursor, ChatGPT & more