> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.firmroom.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# FirmRoom MCP: Setup, FAQ, and Documentation

FirmRoom MCP connects your FirmRoom data rooms to the AI tool you already use, such as Claude, ChatGPT or Microsoft Copilot.
The connector can read and write. You can ask your AI to search and read documents in a data room, organize folders, and create and update Q&A (Requests), all with the same permissions you have in FirmRoom.
MCP ([__Model Context Protocol__](https://modelcontextprotocol.io/)) is an open standard, so any AI tool that supports it can connect to FirmRoom.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/e/4/b/5e4b6de79838d800/screenshot-2026-11-10-at-10000_gjqw8h.png)
## **Turning on FirmRoom MCP for your organization**

FirmRoom MCP is in early access. FirmRoom turns it on for selected organizations. If you would like it for yours, contact [__support@firmroom.com__](mailto:support@firmroom.com).
Once it is turned on, your organization admin decides who may connect:
1. Go to **Settings > General**.
2. Find the **FirmRoom MCP** section.
3. Choose one of the following:
* **Disabled**: nobody in your organization can connect. This is where every organization starts.
* **Enabled for any user, limited to their own access**: anyone with access to your rooms can connect their AI tool. The AI can reach only what that person can reach in FirmRoom.
4. Click **Update**.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/e/4/b/5e4b6de79838d800/screenshot-2026-11-10-at-10042_1o5ik3u.png)
"Any user" includes guests you have invited to a room, such as clients or counterparties, not only members of your organization. Each guest still reaches only the rooms, folders and documents their room permissions allow.
## **Setup**
Every AI tool asks for the FirmRoom MCP address during setup:
https://mcp.firmroom.io/mcp
After you enter it, a browser tab opens and asks you to sign in to FirmRoom. Sign in, review what the AI tool is asking for, and approve it. Your AI tool can then work with FirmRoom within your own permissions.
If the sign-in screen says MCP is not available to you, ask your organization admin to check the setting in **Settings > General**.
## **Connecting through Claude**
(See also Anthropic's article "[__Get started with custom connectors using remote MCP__](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp)".)
1. Open Claude and go to [__**Customize > Connectors**__](https://claude.ai/customize/connectors).
2. Click the **+** button and choose **Add custom connector**.
3. Enter:
* **Name**: FirmRoom
* **Remote MCP server URL**: https://mcp.firmroom.io/mcp
4. Click **Add**.
5. Click **Connect** on the new connector, then sign in to FirmRoom and approve the connection.
On Claude Team and Enterprise plans, an owner may need to add the connector for the organization first. Members then connect it from the same page.
*\[Screenshots: Add custom connector dialog; FirmRoom consent screen]*
## **Connecting through ChatGPT**
1. Go to **Settings > Plugins**.
2. Click **Add > Add custom MCP Server**.
3. Enter:
* **Name**: FirmRoom
* **MCP Server URL**: https://mcp.firmroom.io/mcp
* **Authentication**: OAuth
4. Click **Create**, then sign in to FirmRoom and approve the connection.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/e/4/b/5e4b6de79838d800/screenshot-2026-11-10-at-10043_x5nthu.png)

**Connecting through Microsoft Copilot (Microsoft 365)**
--------------------------------------------------------
MCP servers are added to Copilot Studio agents one agent at a time.
1. Go to [__copilotstudio.microsoft.com__](https://copilotstudio.microsoft.com/) and sign in with your Microsoft 365 account.
2. Open the agent that should reach FirmRoom.
3. Go to **Tools > Add a tool > + Add > Model Context Protocol (MCP)**.
4. Enter:
* **Server name**: FirmRoom
* **Server URL**: https://mcp.firmroom.io/mcp
* **Authentication**: OAuth 2.0, **Dynamic (with discovery)**
5. Test the agent, then publish it. It then appears in Microsoft 365 Copilot chat.
More information: Microsoft's "[__Connect your agent to an existing Model Context Protocol (MCP) server__](https://learn.microsoft.com/en-us/microsoft-copilot-studio/mcp-add-existing-server-to-agent)".
## **Connecting through other AI tools**
Any AI tool that supports remote MCP servers with OAuth sign-in can connect. Look for a setting named "custom connector", "MCP server" or "integration", enter https://mcp.firmroom.io/mcp, and sign in to FirmRoom when asked.
For example, in Manus: **Settings > Integrations > Custom MCP Servers > Add Server**, name it FirmRoom, enter the URL, click **Test Connection**, then **Save**.


## **Security**
**Is FirmRoom MCP secure?**
Data travels over HTTPS between FirmRoom and the AI tool you connect. Every request runs as you, under the permissions you already have in FirmRoom. The AI cannot see or change anything you could not see or change yourself.

**Do documents leave FirmRoom?**
No files are downloaded to your computer. When the AI reads a document, its text is sent to your AI provider as part of your conversation. The AI can read a document's text only if you are allowed to download that document in FirmRoom. For documents you can only view, the AI sees the name and location but not the contents.

**Can the AI delete anything?**
No. FirmRoom MCP cannot delete rooms, folders, documents, Q&A (requests) or comments.

**Is AI activity recorded?**
Changes made through FirmRoom MCP appear in the room's activity log like any other change, attributed to you. Reads are not logged.

**Can I disconnect?**
Yes. Remove the connector in your AI tool. Your organization admin can also set FirmRoom MCP to **Disabled** at any time, which stops every connection in the organization.
## **What you can do**
**What can the AI do in FirmRoom?**
* Find and read documents in a data room, and search across their content
* Create folders and rename them
* Create request lists, and create and update Q&A (requests): status, priority and description
* Read and post comments on Q&A (requests)
* Link documents and folders to Q&A (requests)
**What can it not do?**
* Delete anything
* Upload, move or edit documents
* Create or delete rooms
* Manage users, permissions, groups or billing
* Export a whole room in bulk
**Example prompts**
* "Which documents in the Project Atlas room mention change of control?"
* "Summarize the leases in the Real Estate folder and list their expiry dates."
* "Show me every open high-priority request in the Legal list, grouped by assignee."
* "Read the buyer's latest comments on the open requests and draft replies for me to review."
* "Create a request list called Tax with requests for the last three years of returns."

**Does it work alongside other MCP connectors?**
Yes. If your AI tool has other connectors, it can use them in the same conversation, for example comparing a contract in FirmRoom with notes in another system.
## **FirmRoom MCP tools**
Tools are the individual actions FirmRoom MCP offers to your AI tool. When you ask a question, the AI picks the tools it needs, calls them as you, and works from the results.

**Organizations**
* list_organizations: the organizations this connection can reach.
* get_my_connection: which organization and person this connection acts for.

**Rooms**
* list_rooms: the rooms you can access. The starting point for everything else.
* get_room_permissions: your access level in a room.
* list_room_people: the people in a room, by name and email, as far as your permissions show them.

**Data room: folders and documents**
* list_room_folders: a room's folder tree.
* save_room_folder: create a folder, or rename one.
* list_room_documents: find documents by name, folder, type or upload date.
* search_documents: search the text of a room's documents, with matching snippets.
* get_document_content: the full text of one document.

**Q&A (Requests)**
* list_room_categories: a room's request lists.
* save_room_category: create or rename a request list.
* list_room_tasks: find Q&A (requests) by list, status, priority, assignee, due date and more.
* save_room_task: create or update a request.
* list_room_task_comments: the comments on a request.
* save_room_task_comment: post a comment on a request, or edit your own.
* update_task_documents: link documents to a request, or unlink them.
* update_task_folders: link folders to a request, or unlink them.
* list_statuses: the request statuses your organization uses.
## **Need help?**
Email [__support@firmroom.com__](mailto:support@firmroom.com).