Before you connect
- Sign in to ClearPolicy and select the organization you want the assistant to use.
- Complete any setup requested during authorization. A person and a published document are needed before this connection can be authorized.
- Your team role determines which actions are allowed.
- Write actions require an active trial or subscription.
Connect ChatGPT
- Open the ClearPolicy listing in the ChatGPT Apps library.
- Follow the installation prompts and sign in to ClearPolicy.
- Check the organization shown and approve access.
- Return to Settings → AI assistants in ClearPolicy to check the connection.
Manual MCP setup
If your ChatGPT plan supports custom MCP connectors, you can add one using the connection details. Follow ChatGPT’s current connector instructions; menu names and plan availability vary.Connect Claude
- Open Claude’s connector settings and add a custom remote connector, where supported by your plan.
- Enter the ClearPolicy server URL from connection details.
- Follow the sign-in prompt to ClearPolicy, check the organization, and approve access.
- Check Settings → AI assistants in ClearPolicy after connecting.
Connection details
The client should open ClearPolicy for authorization. You do not need to create or paste a REST API token.
Available actions
Document drafting works with editable rich-text content. These tools do not rewrite an uploaded PDF or Word document as rich text. Manage uploaded content in the app.
Published revisions cannot be edited; start a draft revision first. Changes to a document’s Requires a signature setting are made in the app, not through these tools.
Review the proposed document and audience before confirming publishing, sending, reminders, or group changes. Adding a person to a group can create that group’s automatic requests. The email follows within a minute.
Example prompts
Documentation and organization data
The Search docs and Query docs actions use public product documentation. They do not look up a person’s live status. The people, document, and signing-request actions provide organization data. The docs connection used by in-app Support is different from the product MCP server above. Connecting ChatGPT or Claude to ClearPolicy already includes the documentation actions; a second connector is not needed.Other supported AI tools
Other clients need support for remote Streamable HTTP MCP and OAuth. Use the same server URL with the client’s own setup instructions. If authorization reports an unsupported or invalid redirect, contact support with the client name and error.Subscription requirements
Supported read actions and write actions have different access requirements. Adding people, editing or publishing documents, and sending requests require an active trial or subscription. Your team permissions still apply.Rate limiting
Each OAuth token is limited to 120 requests per minute. If the server returns429 Too Many Requests, wait for the interval indicated by Retry-After before retrying.