The assistant in the data room
It answers questions in plain language, searches by meaning and not only by keywords, drafts answers grounded in the documents and flags the gaps. It is built into Diligence and Acquire projects.
Datasite is a virtual data room for mergers and acquisitions. Its AI agent, Blueflame AI, works inside the room: it answers questions about the documents, drafts answers to diligence question lists and flags the gaps. Since April 28, 2026, an MCP server also lets Claude, ChatGPT and Microsoft Copilot work on the live content of a room, without the documents leaving it.
Datasite and Blueflame AI has a free plan. The recommended plan to start with: Datasite contract, by quote. Prices checked on October 20, 2026 on the vendor’s official page.
Who it’s for: M&A teams, on the sell side and the buy side, and funds that run diligence in Datasite data rooms.
It answers questions in plain language, searches by meaning and not only by keywords, drafts answers grounded in the documents and flags the gaps. It is built into Diligence and Acquire projects.
You drop a list of questions. The assistant searches the project and drafts answers. The result is an Excel file with proposed answers, confidence scores and citations where they exist. The scores help you choose what to review, they do not replace checking.
From your assistant, you create a room, organize the content, manage access, summarize key points (change of control, termination, exclusivity) with references to the files, compare versions, and draft diligence summaries and issue lists. The documents stay with Datasite.
Also
The pages we read give no price for Blueflame AI or for MCP.
| Plan | Price | Who it’s for |
|---|---|---|
| Datasite contract Recommended to start | By quote | M&A teams, funds, advisory banks |
A free Datasite trial of up to 90 days is offered on the MCP page, with a free preparation project.
If you already have a Datasite room, ask for MCP to be enabled and test on a dummy project. Otherwise, the free trial lets you judge the assistant without committing a real deal.
Your data. Datasite states that documents stay in its environment, that company data is not used to train AI models, and that the AI’s access follows each user’s permissions.
What it does less well
The prompt to copy
Here is a list of diligence questions. For each one, draft an answer from the project documents, with references. If the information is not in the room, write “to be completed” and make nothing up.
In the starter kit for one job.
Datasite contract: by quote. Prices checked on October 20, 2026 on the vendor’s official page.
Yes. A free Datasite trial of up to 90 days is offered on the MCP page, with a free preparation project.
Datasite states that documents stay in its environment, that company data is not used to train AI models, and that the AI’s access follows each user’s permissions.
Hebbia: To sift documents in a grid, outside a data room. Harvey: For contract review, with review tables and a workspace for files. Claude: The assistant you connect to the data room through the MCP server.
Page checked on October 20, 2026. Brands are named to identify the tools. No affiliation.