---
title: Clerky MCP Server
description: Connect Claude, ChatGPT, and other MCP-compatible AI assistants to Clerky.
---

# Clerky MCP Server

Clerky works with AI assistants that support remote
[Model Context Protocol (MCP)](https://modelcontextprotocol.io/docs/getting-started/intro)
servers, including Claude and ChatGPT. Once connected, the assistant can use
available Clerky MCP tools with the team access you authorize.

The MCP server URL is:

```text
https://mcp.clerky.com/mcp
```

Jump to the setup instructions for your AI tool:

- [Claude](#claude)
- [ChatGPT](#chatgpt)
- [Other AI assistants](#other-ai-assistants)

## Before You Begin

Make sure you have:

- A Clerky account you can sign in with.
- Access to the Clerky teams you want the connector to use.

Keep in mind:

- If you use Claude Team or Enterprise, or a ChatGPT Business, Enterprise, or
  Edu workspace, an owner or admin must add and approve the connector before
  members can install it.
- Current Clerky MCP tools are read-only.
- Team selection controls which Clerky teams the connector may access.
- AI-generated answers can be incomplete or inaccurate. Review the underlying
  Clerky data before relying on assistant summaries for legal, tax, financing,
  or governance decisions.

## Claude

Claude supports remote MCP servers as custom connectors.

### Claude Web and Desktop

The steps are the same in Claude Web and Claude Desktop. On a personal
account, you add the connector yourself:

1. Open **Settings** > **Connectors**.
2. Open the **Add** dropdown and select **Add custom connector**.
3. In the Name field, enter: `Clerky`.
4. In the Remote MCP server URL field, enter:

   ```text
   https://mcp.clerky.com/mcp
   ```

5. Click **Add** to save the connector.
6. Click **Connect** to complete the Clerky OAuth flow and choose the teams the
   connector may access.
7. Start a new chat and ask a question. Name Clerky explicitly, for example:
   "Use Clerky to show my startup's ownership breakdown."

If you use Claude Team or Enterprise, an organization owner or admin must add
and approve the connector in **Admin settings** > **Connectors** before
members can install it. Members don't add the connector themselves and won't
see an **Add custom connector** option. Once the connector is approved, open
**Settings** > **Connectors**, find `Clerky`, click **Connect**, complete the
Clerky OAuth flow, and choose the teams the connector may access.

## ChatGPT

ChatGPT supports apps and custom MCP apps.

If you use a ChatGPT Business, Enterprise, or Edu workspace, a workspace owner
or admin must add and approve the connector before members can install it. In
those workspaces, an owner or admin performs the setup steps below. After
approval, members open **Settings** > **Plugins**, find Clerky, and connect
their own Clerky account.

If Clerky is listed in the ChatGPT Plugins directory, open **Settings** >
**Plugins**, find Clerky, and connect it.

To add Clerky as a custom MCP app, developer mode must be enabled first. The
toggle is in **Settings** > **Security and login**. If developer mode is unavailable, a
workspace admin has to enable it. See
[OpenAI's developer mode guide](https://developers.openai.com/api/docs/guides/developer-mode)
for details.

### ChatGPT Web

1. In ChatGPT on the web, open **Settings** > **Plugins** > **Browse Plugins**
   (or go to `chatgpt.com/plugins`).
2. Click the plus button to create a new plugin. The **New Plugin** dialog
   opens.
3. Enter `Clerky` in the **Name** field. You can leave the **Description** field blank.
4. For **Connection**, keep **Server URL** selected and enter:

   ```text
   https://mcp.clerky.com/mcp
   ```

5. For **Authentication**, select **OAuth**. Clerky MCP connections use
   OAuth only.
6. Check **I understand and want to continue** to acknowledge OpenAI's
   warning about custom MCP servers. The **Create** button stays disabled
   until you do.
7. Click **Create**.
8. Complete the Clerky OAuth flow and choose the teams the app may access.
9. Start a new chat and ask a question. Name Clerky explicitly, for example: "Use Clerky
   to show my startup's ownership breakdown."

ChatGPT may ask for confirmation before it uses apps, depending on your app
permission settings.

### ChatGPT Desktop

1. In ChatGPT Desktop, open **Settings** > **Plugins** and switch to the
   **MCPs** tab.
2. Click **+ Add Server**.
3. Enter `Clerky` in the **Name** field.
4. Change the type to **Streamable HTTP**.
5. Enter the MCP server URL:

   ```text
   https://mcp.clerky.com/mcp
   ```

6. Click **Save**.
7. Complete the Clerky OAuth flow and choose the teams the app may access.
8. Start a new chat and ask a question. Name Clerky explicitly, for example: "Use Clerky
   to show my startup's ownership breakdown."

## Other AI Assistants

### Cursor

Add the following configuration to the project's `.cursor/mcp.json` (or
`~/.cursor/mcp.json` to make Clerky available in all projects):

```json
{
  "mcpServers": {
    "clerky": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://mcp.clerky.com/mcp"
      ]
    }
  }
}
```

### Other MCP clients

If your assistant supports remote MCP servers, you can use the Streamable
HTTP transport:

```text
https://mcp.clerky.com/mcp
```

On first use, the MCP client should open a browser-based OAuth flow so you can
sign in and authorize team access.

## What You Can Ask

Current Clerky MCP tools help you identify an authorized team and retrieve cap
table data for that team.

For example, you can:

- **Check cap table ownership:** "Who owns what on our cap table, and what's
  my ownership percentage?"
- **Review fundraising history:** "How much have we raised through SAFEs, and
  what were the key terms?"
- **Track available equity:** "How much equity remains in our option pool?"
- **Model exit proceeds:** "If we sold the company for $1B, roughly how much
  would each stockholder receive, assuming all SAFEs and notes convert?"
- **Create visualizations:** "I've attached three term sheets. Create a
  visualization to help me understand which one is best for me."

If your assistant is also connected to your accounting or banking tools, you
can combine them with Clerky data:

- **Reconcile equity compensation:**
  "Cross-check our equity grants against our bookkeeping system."
- **Verify investor funding:**
  "Compare our SAFE issuances against incoming wires in our bank account."

The Clerky MCP server currently provides:

| Tool | Description |
| --- | --- |
| `list_teams` | Lists the Clerky teams available through the current authorization. |
| `get_team_cap_table` | Returns cap table data for the selected team. |

Because these results may include sensitive company and equity information,
use `get_team_cap_table` only when that data is needed for the current task.

## Security

Treat cap table data as confidential.

- **OAuth only.** Clerky MCP uses OAuth. You don't paste Clerky credentials or
  access tokens into prompts — the MCP client handles OAuth and token storage.
  When an assistant calls a Clerky tool, Clerky authorizes the request using
  your OAuth authorization and the selected teams.
- **Scope access to the teams you need.** The connector can use Clerky tools
  only with the teams you authorize. You can deny the request instead of
  authorizing it.
- **Mind the assistant provider's terms.** Tool results may be included in the
  assistant conversation and handled according to the provider's terms, data
  controls, and workspace settings. Use provider settings appropriate for your
  organization.
- **Verify before you rely on it.** Review Clerky source data before relying on
  assistant-generated summaries or analysis.

## Authentication

Clerky MCP server connections use OAuth. The MCP client opens a browser-based
Clerky login and authorization flow the first time you connect.

During authorization, Clerky asks which teams to include. You can select
individual teams or allow access to all teams. Select only the teams you want
the connector to use.

## Troubleshooting

Match the symptom below.

- **I don't see Clerky tools.** Enable Clerky for the current conversation.
  In ChatGPT, open the plus menu near the message composer and select Clerky.
  Some assistants load MCP tools only when a conversation starts, so also try
  a new chat.
- **Authentication doesn't complete.** Disconnect and reconnect Clerky in the
  assistant's settings. Complete OAuth in the same browser session
  where you are logged in to Clerky.
- **The assistant picked the wrong team.** Ask the assistant to call
  `list_teams`, then tell it exactly which team to use before asking for cap
  table data.