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.
Find DiligenceSquared in your AI's connector directory and connect in a click. You sign in with your own account, so it only ever sees the projects that account can access.
- 1
In Claude (claude.ai or the desktop app), open Customize → Connectors, or Settings → Connectors.
- 2
Search for DiligenceSquared and open it.
- 3
Click Connect.
- 4
Sign in with your DiligenceSquared account, then click Allow. The screen shows what you are granting: read-only access to your projects.
- 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 adds DiligenceSquared for everyone first (Organization settings → Connectors → search). Each member still signs in with their own account.
- 1
Open ChatGPT’s plugin directory: on the web, Plugins → search, or Settings → Browse plugins. In the desktop app, Plugins → search, or Settings → Plugins → Browse directory.
- 2
Find DiligenceSquared and open it.
- 3
Turn it on and confirm you trust the provider.
- 4
Sign in with your DiligenceSquared account when prompted.
- 5
DiligenceSquared appears in the composer’s tools. Ask, for example, “List my DiligenceSquared projects.”
On Business, Enterprise, or Edu, an admin enables DiligenceSquared for the workspace first, then members 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.
- list_report_versions
- List the published versions of a report.
- 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.