Ideals integrations extend your existing workflows by enabling secure data exchange, AI-powered document analysis, workflow automation, and centralized access management – all within a trusted, enterprise-grade environment.
💰 Using third-party tools requires a separate paid subscription with those tools, which is not included in your Ideals subscription.
You can connect Ideals with the tools your team already uses to streamline workflows, automate tasks, and securely collaborate across projects.
With integrations, teams can:
Run analysis, review documents, and manage tasks from one place – without giving up on security.
Set up folders, review documents, process Q&A, and track activity in a fraction of the time.
Reduce manual work and improve operational efficiency.
Build scalable, connected workflows around the tools they already use.
As our integrations ecosystem continues to grow, Ideals helps teams work faster, collaborate more effectively, and maintain full control over sensitive information throughout every stage of a project.
ℹ️ Simple integrations (e.g. Jurimesh, Emma Legal) are included with Premier, Elite, and Enterprise Ideals subscription plans.
MCP-based integrations (e.g. Claude, ChatGPT, Copilot) are included with Premier and Elite subscription plans. Clients with the Enterprise subscription plan require the API add-on to use MCP integrations.
Available integrations
Ideals currently supports integrations with the following third-party platforms:
Simple integrations
Jurimesh: automate legal due diligence by scanning project documents, detecting risks, and generating structured reports to support deal decisions.
Emma Legal: analyze project documents, identify missing information, and highlight legal risks, helping teams focus on key findings instead of manual review.
Prudentia Sciences: evaluate life sciences assets by surfacing the scientific and clinical risks that matter most for deal decisions.
MCP-based integrations
MS Copilot: enhance productivity and work smarter with an integrated AI companion.
ℹ️ We are continuously exploring new integrations. If your company uses tools that are not currently supported, contact us to share your needs and help us prioritize future integrations.
How integrations work
Integrations are designed to work within your existing project setup. Meaning:
Access to data is based on current user permissions.
Only authorized users can perform actions with permitted documents.
All actions are tracked and recorded in the activity log.
Integration availability and setup
Availability of integrations depends on several levels of configuration. To use integrations in a project, the following actions must be taken:
Enable an integration in the corporate account for selected projects.
Enable an integration for selected groups within the project.
Connect an integration with Ideals from the third-party platform.
ℹ️ If you'd like to connect your corporate AI assistant or internal chat solution to Ideals via MCP (Model Context Protocol) and a native integration for your platform is not currently available, please contact your key Ideals contact to discuss available connectivity options.
💡 Learn how to enable and manage integrations for your projects.
Connecting integration
Participants with enabled integration access can connect to Ideals VDR directly from Claude, ChatGPT, or Copilot. To get started, open your preferred platform.
Claude
To connect Claude, you need to add a custom connector. To do this:
Click Customise (briefcase icon
) in the left sidebarSelect Connectors.
Click plus icon
and then Add custom connector.
💡 If you don't see the Add custom connector option or encounter errors – contact your Claude workspace administrator (typically your IT team)
Enter the following Ideals MCP details in the form:
Name: Ideals
Remote MCP server URL: https://gateway.idealsvdr.com/mcp
OAuth Client ID: claude-mcp-client
Click "Advanced settings" to see this field
Click Add and then Connect.
ChatGPT
To connect ChatGPT:
In ChatGPT, go to Apps.
Search for Ideals and click Connect.
MS Copilot
You need to add MCP connectors to your agents according to the Microsoft guidelines. Reach out to your key Ideals contact or support@idealsvdr.com for connection details.
Sign in with Ideals account
After clicking Connect, you can choose what your AI is allowed to access in Ideals VDR, including:
Your name and email address.
Corporate account details and linked projects.
Project names, settings, and metadata.
Documents you have permission to access.
Any additional data explicitly approved during the connection setup.
Disconnecting integration
Users can review all active integration connections in their Security settings and disconnect if needed.