DealRoom API

The DealRoom API is a secure interface for managing your DealRoom instance. With the DealRoom API, you can write applications or automation scripts to create new rooms, manage users and permissions, upload documents, create requests, etc.

All DealRoom APIs are built using REST conventions and designed to have a predictable URL structure. They use many standard HTTP features, including methods (POST, GET, PUT, DELETE) and error response codes.

All DealRoom API calls are made under https://<organization>.delroom.net/api/v0/ and all responses return standard JSON. To use the API, you will need to generate an API token. This can be done easily through the “Profile Settings Panel” that is accessible through the header on the DealRoom web app.

Organizations use DealRoom API for:

  • Reflect changes from internal project management tool into DealRoom, including changes made by users who may not have access to DealRoom
  • File transfer from internal project management tool into DealRoom

If you are trying to accomplish an action through this API and are not sure on what endpoints to use, or if you have ideas on more endpoints we could create to make your workflow easier, please do not hesitate to contact us at support@dealroom.net

Frequently asked questions

What is an M&A software API used for?

An M&A software API lets a team's own scripts or internal systems create and update records in the deal platform without anyone re-keying data. Typical uses are creating project rooms, managing users and permissions, uploading documents and creating diligence requests from another system. DealRoom's API follows REST conventions, returns JSON and is most often used to reflect changes from an internal project management tool into DealRoom, including changes made by people who never log in to DealRoom.

Is API access included with DealRoom or an add-on?

API access is an add-on feature that is not included in every DealRoom package. It has to be enabled in your environment before tokens can be generated. Once enabled, users create tokens from the Public API Tokens tab in their user settings. Because DealRoom prices by project rooms rather than by seat, adding API access does not add per-user cost. Your customer success manager can confirm whether your plan includes it; packages are listed at https://dealroom.net/products/pricing.

Where is the DealRoom API documentation?

DealRoom provides OpenAPI documentation on request through support@dealroom.net or your customer success manager rather than through a public developer portal. All calls are made against your organization's DealRoom subdomain under the /api/v0/ path, use standard HTTP methods such as GET, POST, PUT and DELETE and return JSON with conventional error codes. If an endpoint you need does not exist, DealRoom asks customers to describe the workflow to support, since new endpoints are added from customer requests.

What is the difference between the DealRoom API and DealRoom MCP?

The DealRoom API is for developers writing code: scripts and integrations that create rooms, manage users, upload documents and create requests on a schedule or in response to events in another system. DealRoom MCP is for dealmakers using an AI assistant: it lets Claude, ChatGPT or Microsoft Copilot read and write DealRoom data from a plain-language request, with no code and under the user's existing permissions. Many teams will use both. Details on MCP are at https://dealroom.net/mcp.

Which integrations does DealRoom offer without custom code?

DealRoom ships several integrations that need configuration rather than API work: Outlook and Gmail add-ins for logging deal email, Slack notifications, single sign-on through Okta and Azure AD, two-factor authentication for external users and deal-card enrichment from Apollo.io and PitchBook. CRM hand-offs, for example passing early outreach from HubSpot into the pipeline, can be set up with configuration. The API and MCP cover the cases these packaged integrations do not.

How do you get deal data out of M&A software for reporting?

Most teams pull reporting from a built-in BI layer rather than from the API. DealRoom's BI Reporting, built on embedded Google Looker, ships dashboards for pipeline by phase, funnel, durations and productivity, supports custom dashboards, exports to Excel and can email scheduled reports to internal or external recipients. The API is the better route when another system needs to push data into DealRoom; BI reads DealRoom data but does not write back to deal cards. See https://dealroom.net/platform/bi-reporting.