Connect ChatGPT and Claude

Connect ClearPolicy to ChatGPT or Claude so you can draft and publish policies, send document requests, check status, and send reminders using plain language.

Use ChatGPT or Claude to work with your ClearPolicy organization in everyday language. Draft or revise a policy, ask who still needs to sign, send a document to someone, or send reminders — without clicking through the app.

ClearPolicy connects through a secure industry standard called MCP (Model Context Protocol). You do not need to understand the technical details. In most cases, you add ClearPolicy inside ChatGPT or Claude, sign in when prompted, and start asking questions.

This is a personal connection. Each team member connects their own ChatGPT or Claude account. Access applies to whichever organization you have selected in ClearPolicy when you authorize the connection.

What you can do

Once ClearPolicy is connected, you can ask your AI assistant to:

• Create a new document as a draft, and describe what the policy should say
• Review or update a draft revision, then publish it when you are ready
• Send a document for electronic signature
• Check who still has a pending request
• Send reminders for outstanding requests
• Add a person, then send them a document in the same conversation
• Check whether a specific person has completed a document
• Work with groups (list groups, add a person to a group)
• Review compliance across documents in your organization

Connect ChatGPT

The easiest way to connect is through the ChatGPT Apps library:

1. Open the ClearPolicy listing in the ChatGPT Apps library (link above).
2. Install the app and sign in to ClearPolicy when prompted to approve access.
3. Return to Settings → AI assistants in ClearPolicy to confirm you are connected.

Manual MCP setup (alternative)

If ClearPolicy does not appear in your Apps library, or your plan does not support Apps yet, add a custom MCP connector:

1. Open ChatGPT and go to Settings.
2. Open Apps & Connectors (some plans require Developer Mode first).
3. Add a custom MCP connector.
4. When ChatGPT asks for connection details, use the values in Connection details below.
5. Save the connector. ChatGPT opens ClearPolicy so you can sign in and approve access.
6. Return to Settings → AI assistants in ClearPolicy to confirm you are connected.

The exact labels in ChatGPT can vary by plan. If you do not see Apps & Connectors, check ChatGPT’s help for adding a custom MCP connector.

Connect Claude

1. Open Claude (web, Desktop, or Code).
2. Add a custom connector or remote MCP server.
3. When Claude asks for connection details, use the values in Connection details below.
4. Save the connector. Claude opens ClearPolicy so you can sign in and approve access.
5. Return to Settings → AI assistants in ClearPolicy to confirm you are connected.

If you use Claude Desktop, add the same server to your claude_desktop_config.json, then restart Claude Desktop before connecting.

Example prompts

Try prompts like these after ClearPolicy is connected:

Create a draft remote-work policy covering equipment, availability, and data security.

Update the draft volunteer handbook to add a section on background checks, then show me the revised text.

Publish the latest draft of the code of conduct after I review it.

Send our employee handbook to Sarah Jones for signature.

Who still has a pending acknowledgment request for the code of conduct?

Send reminders to everyone with an outstanding request for the volunteer policy.

Has John Davis signed the data privacy policy?

Connection details

Use these values when your AI assistant asks for a remote MCP server:

Setting	Value
Server URL	https://api.clearpolicy.app/mcp
Transport	Streamable HTTP
Authentication	OAuth 2.0

After you save the server, your assistant should redirect you to ClearPolicy to authorize the connection. You do not need to create API keys or copy bearer tokens.

JSON configuration

Many MCP clients use this standard remote server shape:

{
  "mcpServers": {
    "clearpolicy": {
      "type": "http",
      "url": "https://api.clearpolicy.app/mcp"
    }
  }
}

If your client uses a JSON-based MCP config, you can usually adapt this example directly.

Other supported AI tools

ClearPolicy uses the same connection details for other MCP-compatible clients:

Provider	How to connect
Cursor	Add a remote MCP server in Settings or in .cursor/mcp.json.
VS Code	Add a remote MCP server with MCP: Add Server or in .vscode/mcp.json (GitHub Copilot agent mode).
Perplexity	Add a custom remote connector in Account Settings → Connectors (Pro, Max, or Enterprise).
Grok	Add a custom connector from grok.com → Connectors.
Gemini	Add a custom MCP connector where your Google AI client supports remote HTTP MCP with OAuth.
Windsurf	Add a remote MCP server in Cascade MCP settings or in mcp_config.json.

Other clients that support remote HTTP MCP servers and OAuth 2.0 may also work. If OAuth fails with an invalid redirect error, the client may not be whitelisted yet. Email [e-mail] to request whitelisting of other providers.

Client support for remote MCP and OAuth setup still varies. If your client does not yet support remote HTTP MCP servers with OAuth, ClearPolicy will not appear as a working option until that support is available.

Available actions

The ClearPolicy connection exposes these actions to your AI assistant.

Documents

List documents

Browse documents in your organization. Filter by name to find the right document.

Get document

View document details, including the current version, draft status, and completion counts.

Create document

Create a new document as a draft. You can describe what the policy should say in the conversation. The document is not published until you publish the draft.

Get document revision

Read a draft or published revision, including the body text, so you can review or prepare an update.

Update document revision

Update a draft revision’s body or summary. Published revisions cannot be edited — create a new draft first.

Create document revision

Start a new draft revision of an existing document (for example, after the current version is published).

Publish document revision

Publish a draft so it becomes the current version for signing. Your assistant should confirm with you before publishing.

People

List people

Browse people in your organization. Filter by name or email address.

Get person

View a person’s profile and document compliance summary.

Create person

Add a new person so they can receive signature requests.

Groups

List groups

Browse groups in your organization.

Get group

View group details and related membership information.

Add person to group

Add a person to a group so they can receive group-based document requests.

Signing requests

Send signing request

Send a signature request to one or more people.

List signing requests

Review requests by document, person, or status.

Get signing request

Check the status of a specific request.

Send reminder

Send a reminder email for a pending request. Reminders are not sent when the latest email delivery failed.

Cancel signing request

Cancel a pending request.

Documentation

Your ClearPolicy MCP connection can also answer product how-to questions using the same public documentation as docs.clearpolicy.app — no second connector required.

Search docs

Search product guides and API reference for questions like how reminders work or how to connect Planning Center.

Query docs

Read specific documentation pages when you need exact steps or wording from a guide.

These documentation tools do not access your organization data. For live people, documents, and signing status, use the tools above.

Subscription requirements

Reading data works for supported organizations, but write actions such as creating people, creating or updating documents, publishing drafts, and sending requests require an active subscription or trial. If your organization does not have access, the server returns a message that points you to billing.

Rate limiting

Each OAuth connection is limited to 120 requests per minute. AI assistants that make many tool calls in one conversation share this allowance for that connection.

If you exceed the limit, the server returns 429 Too Many Requests. Wait for the period shown in Retry-After before sending more requests.

Troubleshooting

I added the server, but nothing happens

Make sure your AI assistant supports remote MCP servers over HTTP and supports OAuth for those servers.

OAuth failed

Make sure you sign in with a ClearPolicy account that has access to the right organization. If you belong to multiple organizations, confirm you are authorizing the correct one.

A write action failed because of billing

Your organization needs an active subscription or trial for write operations. Open your billing settings in ClearPolicy and try again.