Connect Clerx
Add the Clerx connector to your AI assistant and sign in.
Before you start
- Use your invited email. Your firm admin invites you to Clerx by email. You sign in to the connector with that same email.
- Sign out of any other Clerx account first. If your browser is already signed in to a different Clerx account, the connector can pick up that account instead of yours. Open app.clerx.com and sign out.
- Your firm must be enabled. Clerx turns the connector on for each firm. If yours is not on yet, the connection succeeds but your assistant finds no Clerx tools. Email support@clerx.com to ask for it.
The connector URL
https://mcp.clerx.com/mcpType it exactly as shown: lowercase, with no slash at the end.
Pick your assistant
Claude
Add Clerx in Claude on the web or desktop app.
ChatGPT
Add Clerx as a custom MCP server in ChatGPT.
Every assistant follows the same flow: add the connector URL, sign in to Clerx with your invited email, allow the permissions listed in What Claude Can Access, then ask a question such as "What calls came in today?"
If Clerx shows as connected but your assistant finds no tools, see Troubleshooting.
Disconnect
Each assistant's page above ends with how to disconnect. Read the Legal Terms to see what disconnecting does and does not do.