• ACCESS LISTS
  • ROOM STATUS
  • FILE DETAILS
  • HUMAN ACTION

How to audit file access permissions with your AI

Connect Digify to your AI client to run instant permission checks. You can query exactly who can see what without clicking through every folder.

Ask AI about this page

Short answer

How can I check who has access to my files?

Your AI uses Digify tools to pull recipient lists and data room details based on your questions. You'll get a clear breakdown of permissions for any specific file or room.

Audit outcomes

Where your audit results land.

The AI processes your request and organizes the findings into these categories.

ACCESS LISTS

Full recipient lists

The AI pulls every email or user currently authorized to view a file. You get a clean list to compare against your expected users.

ROOM STATUS

Data room summaries

Get a high-level view of who is inside a specific data room. This shows you the current state of access for entire collections of documents.

FILE DETAILS

Specific file metadata

The AI retrieves granular details about a single document. This includes specific permission settings and security configurations.

HUMAN ACTION

Permission cleanup

The AI identifies discrepancies, but you must manually revoke access in Digify. It flags the outliers so you know exactly who to remove.

The workflow

What your AI does when you ask for an audit.

The AI acts as a bridge between your natural language questions and the Digify permission engine.

  1. Identify the target

    The AI first locates the specific file or data room you are asking about to ensure it's looking at the right data.

    get_dataroom_details
  2. Pull recipient data

    Once the file is identified, the AI fetches the list of everyone who has been granted access.

    list_file_recipients
  3. Verify security settings

    The AI checks the specific security parameters of the document to see how it's protected.

    get_secure_file_details
  4. Report discrepancies

    The AI compares the current access list against your query to highlight any unexpected users.

    list_file_recipientsget_secure_file_details

Try it

Copy these to start.

Use these prompts to begin your audit immediately.

Starting points

Replace the bracketed text with your actual file names or data room IDs.

Digify Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_DO6huwaaOoNkDP0uIdQQ91onfea7XACAYtuOUBDe/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_DO6huwaaOoNkDP0uIdQQ91onfea7XACAYtuOUBDe/mcp"
    }
  }
}
Copy into chat04
  • Who has access to the 'Q4 Merger' data room?

  • List all recipients for the 'Project Alpha' sensitive document.

  • Show me the security details for the 'Payroll_2023' file.

  • Are there any unauthorized users in the 'Investor Relations' data room?

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

Start here

Connect Digify once, then ask.

One click connects your Digify account to your AI client. Your credentials stay encrypted and secure on our side.

Connect Digify to your AI

FAQ

How the audit works

  • 01

    Can the AI remove users from a file?

    No. The AI can only read and report on existing permissions. You must log in to Digify to change or revoke access.

  • 02

    Can I audit an entire folder at once?

    The AI works best when you target specific files or data rooms. You can ask about a data room to see the access for that collection.

  • 03

    Does the AI see the actual content of my documents?

    No. The AI only accesses the metadata and the list of recipients. It cannot read the text inside your files.

  • 04

    Can the AI create new data rooms?

    No. The current tools only allow the AI to retrieve details and recipient lists.

  • 05

    How does the AI know which file I'm talking about?

    It uses the names or IDs you provide in your prompt to look up the correct file details in Digify.

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

Connect Digify to Claude, Cursor, ChatGPT & more