vdr-index-setup

Design deal-specific Virtual Data Room folder structures for Datasite.

4|2|Updated Apr 8, 2026
One-click install
npx skills add https://github.com/DatasiteAI/mcp-skills --skill vdr-index-setup
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: vdr-index-setup
Source: https://github.com/DatasiteAI/mcp-skills/tree/main/skills/vdr-index-setup
Command: npx skills add https://github.com/DatasiteAI/mcp-skills --skill vdr-index-setup

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

VDR Index Setup helps deal teams create and tailor a professional Virtual Data Room index to organise and navigate due diligence content within Datasite, ensuring a deal-specific folder structure is ready before documents are uploaded.

Core Features & Use Cases

  • Propose and design a deal-specific VDR folder hierarchy based on deal context and triggers (e.g., "set up a data room", "build a deal room structure").
  • Push the confirmed structure to Datasite and invite team members to collaborate.
  • Adapt an existing index or import from a reference deal, applying deal-specific tailoring for the sector and transaction type.

Quick Start

Tell me the deal context and I will design, propose, and set up the VDR folder structure.

Frequently Asked Questions about vdr-index-setup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I set up a virtual data room index for due diligence?▼

Yes, you can adapt an existing virtual data room folder structure by importing a reference index from a previous deal. The system applies deal-specific tailoring to adjust the imported folder hierarchy for the new sector and transaction type.

How does VDR folder structure design work for new deals?▼

VDR folder structure design works by analyzing your deal context to propose a customized folder hierarchy for navigating due diligence content. Once confirmed, the structure is pushed directly to Datasite and team members are invited to collaborate.

Can I import a reference index to build a deal room structure?▼

Yes, you can import a reference index to build a deal room structure, applying deal-specific tailoring for the sector and transaction type. This allows you to adapt an existing folder hierarchy rather than creating a new one from scratch.

Does Datasite support automated virtual data room setup?▼

Datasite supports automated virtual data room setup through APIs that retrieve project overviews, manage subscriptions, and create content folders. This enables programmatic proposal and deployment of a tailored VDR index directly into the platform.

What are the limitations of automated VDR index creation?▼

A limitation of automated VDR index creation is that it cannot perform content-level analysis of uploaded documents without Blueflame-enabled access. The Skill focuses on designing and deploying the folder structure, not analyzing the files within it.