Claude

Before you start, read Connect Clerx: use your invited email and sign out of any other Clerx account.

The connector URL:

https://mcp.clerx.com/mcp

Add the connectorCopy Anchor Link

Free, Pro, Max or Ultra planCopy Anchor Link

1. In Claude, go to Customize > Connectors.
2. If Clerx is in the connectors directory, select it and click Connect. Otherwise click Add custom connector and paste the URL above.
3. Leave the OAuth settings empty and click Add.
4. Click Connect. The Clerx sign-in page opens. Sign in with the email your firm invited you under, then allow the permissions.

Team or Enterprise planCopy Anchor Link

An Owner adds the connector once for the organization. Each member then connects with their own sign-in. If you are not an Owner, ask one.

Owner:

1. Go to Organization settings > Connectors.
2. Click Add, then Custom. If Claude asks for the connector type, choose Web.
3. Paste the URL above and click Add.

Each member:

1. Go to Customize > Connectors and find Clerx. It has the Custom label.
2. Click Connect, sign in with the email your firm invited you under, and allow the permissions.

Use itCopy Anchor Link

In a chat, click the + button, select Connectors, and turn Clerx on. Then ask, "What calls came in today?"

DisconnectCopy Anchor Link

Go to Customize > Connectors, click Remove or open the three-dot menu, and follow the prompts. Owners do this under Organization settings > Connectors. Read the Legal Terms to see what disconnecting does and does not do.

If Clerx shows as connected but Claude finds no tools, see Troubleshooting.

These steps follow Anthropic's guide, Add a connector that isn't in the directory.