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Connect Claude to Chamelio to work with your workflows, tasks, and documents from a Claude conversation. Claude connects to the Chamelio MCP server and acts as you: it sees exactly what you can see in Chamelio, and nothing more.

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What You Can Do

Find Contracts

Search your contracts and documents by name or field values, and read their extracted data

Track Work

Check the status of tasks and workflows, and get download links for signed documents

Ask the Agent

Hand complex questions to the Chamelio agent and start new workflow requests

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Prerequisites

  • A Chamelio account.
  • MCP turned on for your organization. An admin goes to Settings > Beta features in Chamelio and switches on the MCP toggle. If the toggle isn’t there, contact your Chamelio account team.
  • For Claude Code: Claude Code installed.

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Connect

Use this server URL in every Claude product:
1

Add the connector

In Claude, go to Customize > Connectors and click Add custom connector.On a Team or Enterprise plan, an Owner first adds the connector under Admin settings > Connectors. Members then find it under Customize > Connectors and click Connect, skipping to step 3.
2

Enter the details

Enter a name, such as Chamelio, and paste the server URL. If Claude asks how to set up the OAuth client, choose Register automatically. Leave request headers empty - no API key is needed.
3

Sign in to Chamelio

Click Connect. A browser window opens to Chamelio. Sign in if needed, review the requested permissions, and approve.
Connectors you add on claude.ai are also available in Claude Desktop when you sign in with the same account.
Claude asks for your permission before it uses a Chamelio tool. You can allow a tool once, always allow it, or block it in the connector’s settings.

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Try It

Once connected, ask Claude things like:
  • “Find our MSA with Acme in Chamelio and summarize the key terms.”
  • “Which of my Chamelio tasks are still in progress?”
  • “Get me the signed documents for task 12345.”
  • “Ask the Chamelio agent which vendor contracts renew automatically this quarter.”
  • “Start a new NDA request in Chamelio for Contoso.”
Before starting a workflow, Claude confirms the details with you - starting one creates a real task that people will be asked to act on. Questions handed to the Chamelio agent can take a minute or two. For the full list of what Claude can do, see the MCP Tool Reference.

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Disconnect

  • Claude.ai and Claude Desktop: go to Customize > Connectors, open the Chamelio connector, and remove it.
  • Claude Code: run claude mcp remove chamelio.

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Troubleshooting

Claude connected, but MCP is turned off for your organization. Ask an admin to switch on Settings > Beta features > MCP.
Claude acts as you, and you don’t have access to that workflow, task, or document in Chamelio. Ask the item’s owner or your admin for access.
Claude only sees items you can see in Chamelio. Search in the Chamelio web app with the same account to confirm you have access.
Make sure you are signing in to the Chamelio organization you expect. Remove the connector and add it again to restart the sign-in.
Claude and the Chamelio agent use Large Language Models (LLMs), which may occasionally generate inaccurate responses. Always verify critical legal information.