> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chamelio.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Claude to Chamelio (beta)

> Use Chamelio from Claude through the Chamelio MCP server - ask about your contracts, check tasks, and start workflows.

Connect Claude to Chamelio to work with your workflows, tasks, and documents from a Claude
conversation. Claude connects to the Chamelio [MCP server](/api-reference/mcp/overview) and acts as
you: it sees exactly what you can see in Chamelio, and nothing more.

## What You Can Do

<Columns cols={3}>
  <Card title="Find Contracts" icon="magnifying-glass">
    Search your contracts and documents by name or field values, and read their extracted data
  </Card>

  <Card title="Track Work" icon="list-check">
    Check the status of tasks and workflows, and get download links for signed documents
  </Card>

  <Card title="Ask the Agent" icon="sparkles">
    Hand complex questions to the Chamelio agent and start new workflow requests
  </Card>
</Columns>

## Prerequisites

* A Chamelio account.
* MCP turned on for your organization. An admin goes to **Settings > Beta features** in
  [Chamelio](https://app.chamelio.ai) and switches on the **MCP** toggle. If the toggle isn't
  there, contact your Chamelio account team.
* For Claude Code: Claude Code installed.

## Connect

Use this server URL in every Claude product:

```text theme={null}
https://mcp.chamelio.ai/mcp
```

<Tabs>
  <Tab title="Claude.ai and Claude Desktop">
    <Steps>
      <Step title="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.
      </Step>

      <Step title="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.
      </Step>

      <Step title="Sign in to Chamelio">
        Click **Connect**. A browser window opens to Chamelio. Sign in if needed, review the
        requested permissions, and approve.
      </Step>
    </Steps>

    Connectors you add on claude.ai are also available in Claude Desktop when you sign in with the
    same account.
  </Tab>

  <Tab title="Claude Code">
    <Steps>
      <Step title="Add the server">
        Run:

        ```bash theme={null}
        claude mcp add --transport http chamelio https://mcp.chamelio.ai/mcp
        ```

        Add `--scope user` to make it available in all your projects, or `--scope project` to
        share it with your team through the project's `.mcp.json`.
      </Step>

      <Step title="Authenticate">
        Start Claude Code, run `/mcp`, select **chamelio**, and choose **Authenticate**. A browser
        window opens to Chamelio. Sign in and approve.
      </Step>

      <Step title="Check the connection">
        Run `claude mcp list`. The Chamelio server shows as connected.
      </Step>
    </Steps>
  </Tab>
</Tabs>

<Info>
  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.
</Info>

## 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](/api-reference/mcp/tools).

## Disconnect

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

## Troubleshooting

<AccordionGroup>
  <Accordion title="&#x22;MCP is not enabled for this organization&#x22;">
    Claude connected, but MCP is turned off for your organization. Ask an admin to switch on
    **Settings > Beta features > MCP**.
  </Accordion>

  <Accordion title="&#x22;You do not have access to this resource&#x22;">
    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.
  </Accordion>

  <Accordion title="Claude can't find something I know exists">
    Claude only sees items you can see in Chamelio. Search in the Chamelio web app with the same
    account to confirm you have access.
  </Accordion>

  <Accordion title="Sign-in fails or loops">
    Make sure you are signing in to the Chamelio organization you expect. Remove the connector and
    add it again to restart the sign-in.
  </Accordion>
</AccordionGroup>

<Warning>
  Claude and the Chamelio agent use Large Language Models (LLMs), which may occasionally generate
  inaccurate responses. Always verify critical legal information.
</Warning>