Ideals

Finance and Trading · by Ideals · Verified

Connector Search, manage, and update your Ideals project from Claude

Install

In Claude, open Settings, then Connectors.
Find Ideals in the directory, or choose Add custom connector and paste the URL below.
Sign in to Ideals and review what it asks to reach.

Connector URL

https://gateway.idealsvdr.com/mcp

Claude Code

claude mcp add --transport http vdr-ideals https://gateway.idealsvdr.com/mcp

Run in a terminal, then run /mcp in Claude Code to sign in.

Add in Claude Open on claude.com

About

Run your Ideals data room from Claude – build project structures, manage users, search and summarise documents, track project activity, and more – all through natural conversation, no compromises on security, and without switching tools

Tools

add_users_to_project
answer_question
ask_question
cancel_closure_schedule
close_project
copy_documents
create_folder
create_group
create_project
delete_documents
delete_documents_from_recycle_bin
delete_groups
delete_users
download_file
export_activity_logs
export_document_index
get_activity_logs
get_attributes
get_corporate_accounts
get_current_user
get_document_summary
get_folder_documents
get_group_details
get_groups

24 of 46 tools. claude.com lists the rest. The maker decides what the tools do and can change them. Add connectors only from makers you trust.

From the maker

Facts

Kind: Connector
Category: Finance and Trading
Made by: Ideals
Runs: Remote server
Works in: Claude, Claude API, Claude Code, Claude Desktop
Sign-in: Required
Added: 2026-07-24
Source: Verified