:Harvey:Support

Early Access Feature

Datasite Integration

Browse, search, and analyze Datasite data room documents directly from Harvey.

Timeline
November 18 (General Availability)
Categories
Integrations
General Availability Access
Regional Availability
US, EU, AU

Interested in testing this feature?

Contact your Customer Success Manager for early access.

Overview

Connect your Datasite account to Harvey to work with virtual data room (VDR) content for M&A, restructuring, and capital raising transactions. Once connected, Harvey can list the Datasite projects you have access to, navigate folders, pull the project index, read document metadata, and run semantic search across a data room using Datasite's Blueflame AI.

Point Harvey at the documents you need for due diligence, red flag review, summaries, and drafting. Your work stays tied to the current version of the data room, so you don't need to download files from Datasite and upload them into Harvey before you start.

Enable the Datasite Integration (Admins)

Important: An admin must enable Datasite from the Connector Library and grant access before workspace members can sign in and use it.

  1. Go to Settings Command Center → Configurations → Connectors.
  2. Find Datasite in the list and select Add. You'll see Datasite's available integrations and documentation links, such as the terms of service and privacy policy.
  3. Select Add to begin the setup flow.
  4. Next to the MCP option, select Connect, then Authorize.
  5. Follow the authentication and configuration steps for Datasite.

Datasite is now available in your workspace. Each member signs in with their own Datasite account before using it in Harvey.

Note: Datasite is an MCP integration. To manage tool access, set each Datasite tool to Always allow, Ask user, or Block. Review what each tool does before setting it to Always allow.

For more on enabling and managing connectors, see Connector Library.

How to Use Datasite in Harvey

Sign In to Datasite

  1. Go to Settings Personal Settings → Connectors.
  2. Select Datasite.
  3. Select Sign in next to the Datasite integration. Harvey redirects you to Datasite to authenticate.
  4. Log in to Datasite with your credentials and approve access.
  5. Return to Harvey. Datasite now shows that your account is signed in.

Note: If you don't sign in from Personal Settings, Harvey will you to authenticate with Datasite the first time you add it as a source in a thread.

Use Datasite in a Thread

  1. In a thread, select Sources and turn on Datasite.
  2. Write and run your query. For example, ask Harvey to search a data room for a specific provision or summarize the documents in a project folder.
  3. If Harvey needs to take an action that requires confirmation, review the request and approve or decline it as the response is generated.

To change the default behavior for each Datasite tool go to [icon:Settings] Personal Settings → Connectors, select Datasite, and adjust the settings under Tools. For more details, see Using Connectors in Harvey.

FAQs

Q: Which Datasite projects can Harvey access?

Harvey can access any Datasite project your account has permission to view. Datasite's access controls carry over to Harvey, and Harvey can't see anything your account can't.

Q: Do I need to download documents from Datasite and upload them to Harvey?

No. Harvey reads data room content through the integration.