What MCP enables
With an AI assistant connected to ClearPolicy via MCP, you can:- Ask the AI to show you who still hasn’t signed a document and send them reminders
- Get a compliance summary across all your documents and contacts
- Send a document to specific people for signature without opening the ClearPolicy interface
- Add new contacts and immediately send them a signing request in a single conversation
How to configure
ClearPolicy exposes an MCP server that your AI tool connects to using an API access token. To get started, generate an API access token in ClearPolicy (see API Authentication) and add the ClearPolicy MCP server to your AI tool’s configuration.MCP support varies by AI tool. Claude Desktop supports MCP natively. Refer to your AI tool’s documentation for setup instructions.
Available tools
The ClearPolicy MCP server exposes the following tools to connected AI assistants.Documents
List documents
Browse all documents in your organization. Filter by name to find the right document to send.
Get document
Retrieve details for a specific document, including how many people have signed or acknowledged it and how many haven’t.
People
List people
Browse contacts in your organization. Filter by name or email address to find the right person.
Get person
Retrieve a specific contact’s profile and see which documents they have or haven’t signed.
Create person
Add a new contact to your organization so they can be sent documents for signature or acknowledgment.
Signing requests
Send signing request
Send a document to one or more people for signature or acknowledgment.
List signing requests
Check who has signed a document and who hasn’t. Filter by document, person, or status (sent, signed, expired, and more).
Get signing request
Check whether a specific person has signed or acknowledged a document, and when.
Send reminder
Send a reminder email to someone with an outstanding signing request.
Cancel signing request
Cancel a pending signature or acknowledgment request.
Built-in workflows (prompts)
ClearPolicy includes guided prompts that give your AI assistant step-by-step instructions for common compliance tasks. Select a prompt in your AI tool to get started.Send a document for signature
The Send signing request prompt guides the AI through finding a document and sending it to the right people. If you already know which document you want to send, you can provide the name as a hint and the AI will find the best match before asking who should receive it.Check outstanding requests
The Outstanding requests prompt instructs the AI to fetch all pending signing requests, group them by document, and present a clear list of who still needs to sign. You can then ask the AI to send reminders to any or all of them.Compliance dashboard
The Compliance dashboard prompt gives you a full overview of your organization’s compliance posture. The AI lists each document, shows how many people have completed it, how many have a pending request, and how many haven’t been sent a request at all — then summarizes any urgent gaps.MCP requires an API access token to authenticate. See API Authentication for instructions on generating a token.