Your findings, in your own environment.
Connect DiligenceSquared over MCP and query your findings directly from ChatGPT, Claude or Copilot.
Connect it to your AI.
Today you add DiligenceSquared as a custom connector. One-click setup from the Claude and ChatGPT directories is coming soon.
- 1
In Claude (claude.ai or the desktop app), open Settings → Connectors.
- 2
Click “Add custom connector” and give it a simple name like DiligenceSquared.
- 3
Paste this as the connector URL:
https://platform.diligencesquared.com/mcp - 4
Sign in with your DiligenceSquared account, then click Allow.
- 5
The first time Claude uses a tool, click Allow. Then ask, for example, “List my DiligenceSquared projects.”
On Team or Enterprise plans, a workspace Owner enables the connector for everyone first; each member still signs in with their own account.
- 1
On chatgpt.com, open Settings → Connectors → Advanced and turn on Developer mode (sometimes labeled “Apps & Connectors”).
- 2
Back in Connectors, choose Create to add a custom connector, and give it a name.
- 3
Paste this as the server URL:
https://platform.diligencesquared.com/mcp - 4
Sign in with your DiligenceSquared account when prompted.
- 5
DiligenceSquared appears in the composer’s tools. Ask, for example, “List my DiligenceSquared projects.”
In the ChatGPT desktop app you can instead add it under Settings → MCP servers (Streamable HTTP), or just ask Codex to connect it for you.
On Business, Enterprise, or Edu, an admin enables Developer mode and publishes the connector; members then turn it on.
We're bringing DiligenceSquared to Microsoft 365 Copilot. It is set up by your IT admin, so reach out and we'll help you enable it for your organization. Contact us.
Nine read-only ways to reach your research.
- list_projects
- List projects and see which deliverables are available.
- list_transcripts
- List the expert-call transcripts in a project.
- get_transcript
- Read a transcript and its available metadata.
- list_expert_qa_questions
- List the published Expert Q&A questions.
- get_expert_qa_answers
- Read Expert Q&A answers with supporting quotes.
- get_report_outline
- See the structure of a published report.
- get_report
- Read published report sections and exhibits.
- search
- Search relevant passages across authorized transcripts.
- fetch
- Open the full source returned by a search.
Four quick checks.
- Connection expired
- If a previously working connector stops authenticating, open its connector or plugin settings, reconnect DiligenceSquared, and sign in again.
- Connector or tools unavailable
- Confirm DiligenceSquared is connected and enabled for the current chat. Work accounts may also require an administrator to enable it.
- Project or deliverable missing
- The connector mirrors your DiligenceSquared access. Ask your workspace administrator to confirm project access and that the report or Expert Q&A is published.
- Request fails or times out
- Retry once with a narrower request. If it still fails, contact support with the client, time, and exact error message, but no sensitive research data.
Read-only, and only ever your own data.
Read-only
It reads your reports, transcripts, and Expert Q&A. It can never change, delete, or add anything.
Scoped to you
You sign in with your own DiligenceSquared account, so you only ever see the projects that account can access.
Your data stays yours
Findings are fetched live to answer your question. They are never stored by the AI assistant or used to train any model.
Need help connecting, or have a question about access?
Get in touch and we'll help you get set up.