sieve_dataroom_add
Add documents like pitch decks or financials to a deal's data room for screening. Creates new deals when needed or adds to existing ones using company name or deal ID.
Instructions
Add a document to a deal's data room. Creates the deal if needed.
This is the primary way to get documents into Sieve for screening. Upload a pitch deck, financials, or any document -- then call sieve_screen to analyze everything in the data room.
Provide company_name to create a new deal (or find existing), or deal_id to add to an existing deal.
Provide exactly one content source: file_path (local file), text (raw text/markdown), or url (fetch from URL).
Args: title: Document title (e.g. "Pitch Deck Q1 2026"). company_name: Company name -- creates deal if new, finds existing if not. deal_id: Add to an existing deal (from sieve_deals or previous sieve_dataroom_add). website_url: Company website URL (used when creating a new deal). document_type: Type: 'pitch_deck', 'financials', 'legal', or 'other'. file_path: Path to a local file (PDF, DOCX, XLSX). The tool reads and uploads it. text: Raw text or markdown content (alternative to file). url: URL to fetch document from (alternative to file).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | ||
| company_name | No | ||
| deal_id | No | ||
| website_url | No | ||
| document_type | No | other | |
| file_path | No | ||
| text | No | ||
| url | No |