Open source — a skill + CLI for your agent
An open-source skill and CLI that turns a repo into a dataroom, published on your own Vercel. Claude or Codex connects with your Notion, Gmail, Dropbox and more to create and edit the room and manage access — one private link per recipient, read receipts, revocation you can prove.
install the skill · then ask claude for a dataroom
One private link per recipient organization — no accounts, no sign-up wall. Their whole team uses the same link; you always know which firm is reading.
Every page view and download, grouped per recipient, in your own PostHog. Ask Claude “who read the financials this week?” and get an answer.
Deal died? One command kills the link — and the CLI probes the live URL until it sees a 403 before it ever says “revoked.” No silent failures.
Built from where your files already live
The documents already exist — they're just scattered. Connect your sources and Claude reads the full context, pulls the right files, organizes the sections, and drafts the dataroom. You approve what goes in; nothing ships without your say.
you › build a fundraising room from my dropbox + notion
claude › $ pnpm portal init "acme-fundraise"
✓ scanned 214 files · 4 sections drafted
✓ deck.pdf · model_v3.xlsx → 02-financials
claude › Draft room ready for review. Nothing ships until you approve.▌
Same machine, different content
Deck first, full model in diligence. See which fund actually opened the financials before the partner meeting.
Curated first-look room; HR and cap-table detail unlock post-LOI. Buyers never learn what other buyers see.
SOC 2, security docs, DPA — one link per prospect's security team. Revoke when the eval ends, not months later.
Profile up front, pay stubs at stage two. Revoke everything the day you sign a lease.
Bank statements and W-2s, one link per lender. Stop re-emailing PDFs; kill every broker's copy the day you close.
One link per recommender, attorney-only sections kept invisible, proof of who read the file before the deadline.
LINK № 1 — FIRST LOOK
LINK № 2 — POST-LOI
Sections can show as “on request” — or stay completely invisible until a recipient's tier is raised. First-look readers never learn Employment & HR exists.
Self-hosting is free forever. A managed version — instant revocation, custom domains, watermarking, zero setup — is on the roadmap.
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