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.