ClearPolicy

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ClearPolicy is a document signing and compliance tracking tool for organizations. Once connected, your AI assistant can import documents, send signature requests, track who has and hasn't signed, and manage your contacts — all by prompt.

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Productivity, Other, Security, Automation

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

export const ChatGptInstallCard = ({href, title, description, cta}) =>

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.

This is apersonal 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.

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

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

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

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

If you useClaude Desktop, add the same server to yourclaude_desktop_config.json, then restart Claude Desktop before connecting.

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?

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

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.

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.

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

Other clients that supportremote HTTP MCP serversandOAuth 2.0may also work. If OAuth fails with an invalid redirect error, the client may not be whitelisted yet. Emailsupport@clearpolicy.appto 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.

The ClearPolicy connection exposes these actions to your AI assistant.

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

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

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.

Each OAuth connection is limited to120 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 returns429 Too Many Requests. Wait for the period shown inRetry-Afterbefore sending more requests.

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

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.

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