Sifrsys

Sifrsys is a virtual data room for fundraising, M&A and due diligence. With this connector Claude does the work instead of describing it. Set up a room: Claude creates it, adds documents (in the conversation, from a link, or by handing you an upload page when the files are on your computer), and sorts them into folders. It can rename, move and version documents and keep the room tidy. Control access: invite investors, buyers or advisers by email or phone into permission groups (view only, download, watermarked), change or revoke access, set an expiry, and manage which rooms each team member can reach. See what is happening: who opened what, who has gone quiet, and the full audit trail. Research inside your rooms: search finds the documents relevant to a question, fetch returns the matching passages with page numbers, and the room AI answers diligence questions with page-level citations. Claude can also draft Q&A answers for your team; nothing reaches the asker until a person publishes it. Everything Claude does runs under your account and can never exceed your own role. Each action, reads included, is written to a hash-chained audit log as done by an assistant on your behalf. By default, sending invitations, widening access, publishing Q&A answers and changing the team wait for an admin's one-time approval, and deletions, branding and portal publishing are switched off for assistants until an owner allows them. You choose the organization and see every permission on the consent screen, and you can revoke the connection at any time under Settings > Agents & API. Document text and Q&A come from third parties, so the connector marks that content as untrusted data, never instructions. Works on every Sifrsys plan, including the free one.