M&A Deal Room Management

PREREQUISITES:

• Use the box skill for Box MCP auth, tool selection, and base workflows. If it is not installed, run: npx skills add https://github.com/box/box-for-ai --skill box
• Use the box-legal-workflows skill for Box collaboration role definitions, Box AI usage boundaries, and reusable confirmation phrasings. If it is not installed, run: npx skills add box/box-for-ai --skill box-legal-workflows

Build and run an M&A data room in Box: create the folder hierarchy, scope role-based access with Box collaborations, validate permissions before sharing, and answer due-diligence questions with Box AI plus citations. This skill is the deal-room-specific recipe; the underlying Box tool mechanics live in the capability references below. Deal risk, materiality, and terms are attorney calls. Not legal advice.

Box capability references

Reach for these for tool mechanics rather than restating them here:

• The box skill's references/content-workflows.md — create the folder hierarchy, upload/copy, classify-and-file submissions
• The box skill's references/collaboration.md — role-based access, shared links, permission audits (list_item_collaborations)
• The box skill's references/mcp-search.md — locate documents, folder-scoped search
• The box skill's references/ai-and-retrieval.md — due-diligence Q&A and term extraction with citations

Folder structure