Peony's API access and Custom integrations are Deal Team tier features. They're enabled on request — email sean@peony.ink to turn them on for your workspace — and are also included on Enterprise. The Deal Team plan is $64 per admin/mo (minimum 4 admins). API access is not auto-included on the Data Room plan.

Beyond programmatic access, the API lets you tie Peony's features into your existing workflows — connecting data room analytics, e-signatures, and viewer activity to the tools your team already uses.

Example Use Cases

CRM integration. Push data room analytics and signed agreements into your CRM so your deal team sees which buyers are actively engaged without leaving Salesforce or HubSpot.
Automated counterparty onboarding. When a new buyer or investor is added in your deal management platform, automatically create a personalized data room link with the right permissions.
Internal dashboards. Pull viewer activity into your own reporting tools to track deal engagement across your portfolio.
Subscriber management. Sync your payment or membership platform with Peony's email allowlist — when a subscriber churns, access is revoked automatically.

API Keys and Rotation

For security, API keys are valid for one year and are regenerate-only — there is no in-place renewal. Before a key expires, create a new key and update your connected apps. You can keep multiple keys active at once, so you can roll out a new key and cut over without any downtime.

If an automation tool (for example, Relay) starts returning an API error, an expired key is the most common cause. Generate a fresh key, swap it into the automation, and the connection resumes. If you need a short extension to complete a rotation, email sean@peony.ink.

Connect Your Own AI and Audit It

Connecting your own LLM (GPT, Claude, or Gemini), MCP, or CLI tool to a data room is an Enterprise feature, scoped per use case Enterprise. Email sean@peony.ink with what you want to connect and what you want the model to do, and we'll advise on the best approach. On other plans, Peony's native AI Q&A handles day-to-day document questions, answering from the room's own documents without any external connection.

What makes this useful is the audit, not the connection. The moment an AI assistant reaches confidential documents, your access log normally goes silent on what the AI actually read — leaving an unattributed actor in the room — which is exactly the record counsel or a regulator will ask for. With Peony's Enterprise audit, the connected AI gets a row like every other viewer, so you can produce the complete list of documents it touched and the queries it ran during diligence.

Common Questions

Is API access included on the Data Room plan?

No. API access is a Deal Team tier feature, enabled on request, and included on Enterprise. It's not auto-included on the Data Room plan. If you're on Data Room and need a specific API workflow, email sean@peony.ink — tell us which endpoints you need and how you plan to use them, since rate limits are managed to protect concurrent usage.

Can I pull the audit trail via API (who signed or viewed which documents)?

This isn't self-serve today and is being scoped. Share the exact workflow you're building — including how often you'd poll — so we can fit it within the API rate limits.

Do you support Zapier or CRM integrations?

Custom integrations — including Zapier and CRM connections — are available on the Deal Team and Enterprise tiers. They're scoped per use case and enabled on request.

Why do my API keys stop working after a while?

Keys expire one year after they're created, by design. Create a new key before the old one expires, update your connected apps, and you're set. Because multiple keys can be active at the same time, you can rotate without downtime.

Next Steps

Plans and pricing — see which features are included on each tier.

Contact

Email sean@peony.ink to discuss your integration needs.