Connecting to Glade via AI (MCP)

Query your cases, clients, invoices, and tasks in plain English — directly inside Claude, ChatGPT, or any MCP-compatible AI tool.

Glade connects to AI assistants using MCP (Model Context Protocol), an open standard. Once connected, your AI assistant can answer questions about your firm's live Glade data — no dashboards, no exports, no switching tabs.

Available at no extra charge to all Glade customers. Setup takes a few minutes and requires no API keys, developer involvement, or IT support.

Supported AI Clients

Before You Start

You'll need a Glade account with dashboard access. When you connect, you'll be redirected to sign in with your Glade credentials. Your data is scoped to the firms you belong to — you can only see what you are already authorized to see in Glade.

Setup Instructions

Claude Web (claude.ai)

Works on Free, Pro, Max, Team, and Enterprise plans.

1. Click your profile icon (bottom-left) → Settings

2. Click Connectors in the sidebar

3. Click Add custom connector (scroll past the pre-built options)

4. Name it Glade and enter the URL: https://mcp.prod.glade.ai/mcp

5. Click Add, then Connect — you'll be redirected to Glade to sign in

6. Once authorized, Glade is available in any new conversation

Try it:

• What are my pending invoices?

• Summarize my active cases this week

Claude Desktop

Method 1 — Settings UI (Pro / Max / Team / Enterprise)

1. Go to Settings → Connectors

2. Click Add custom connector

3. Name it Glade and enter: https://mcp.prod.glade.ai/mcp

4. Click Connect and sign in with your Glade credentials

Note: On Team plans, only the workspace owner can add custom connectors.

Method 2 — Config file (all plans)

Open Settings → Developer → Edit Config, then add to claude_desktop_config.json:

{"mcpServers":{"glade":{"command":"npx","args":["mcp-remote","https://mcp.prod.glade.ai/mcp"]}}}

Requires Node.js. Restart Claude Desktop after saving, then sign in when prompted.

Claude Code (CLI)

claude mcp add glade --transport http https://mcp.prod.glade.ai/mcp

Run from your project directory, or add --global to enable across all projects. Then type /mcp, select glade, and click Connect.

ChatGPT

Requires Plus, Pro, Business, Enterprise, or Edu plan. Not available on Free.

1. Go to Settings → Apps → Advanced and enable Developer mode (account admins only — once enabled, all team members can use it)

2. Go to Settings → Apps → click the + icon

3. Enter: https://mcp.prod.glade.ai/mcp

4. Click Connect and sign in with your Glade credentials

5. Glade tools will be available in your next conversation

Glade is not yet in the ChatGPT pre-built Apps library — you must add it manually via Developer Mode.

What You Can Ask

Once connected, your AI assistant has read access to your Glade workspace: cases, clients, invoices, payments, tasks, team members, documents, bookings, and more.

Tip: Ask for a table or markdown format when you want to copy results into a spreadsheet.

Attorneys

Your queries are automatically scoped to your firm.

• List all ongoing cases grouped by assignee and status as a table

• Which clients have unpaid invoices? Show client name, amount, and days overdue

• What tasks are overdue across all my active workflows? Group by workflow

• Give me a full overview of [client name] — their cases, invoices, and recent payments

• Which workflows were completed this month?

Firm Administrators & Legal Ops

• How much do clients owe us right now, and who has missed payments?

• Who on our team has the most pending tasks right now?

• Where are our case bottlenecks? Show average time per stage

• Show me every client conversation that still needs a response

• For [Law Firm], compare open case counts and completion rates by attorney

Current Limitations

• Read-only — you can query and analyze data, but cannot create, update, or delete records. Write actions are planned for a future release.

• Not all data is accessible yet — Glade exposes the most commonly requested data (cases, clients, invoices, tasks, payments, team members, documents, and more). Some entity types are not yet available, but coverage will expand over time based on demand.

Security & Privacy

Access Controls

Glade's MCP connector was built with client confidentiality as a first principle:

• Read-only by design — the connector cannot create, modify, or delete anything in your Glade account

• Role-scoped — each request is bound to your existing Glade permissions; staff only see what they're authorized to see, and data never crosses firm boundaries

• OAuth 2.1 authentication — industry-standard, encrypted in transit; your Glade credentials are never shared with the AI model

• Audit logging — all access is logged for compliance and auditing

Data Privacy & Model Training

When your AI assistant queries Glade through MCP, the results are passed to the model to generate a response. Here's how your data is handled:

• Not used for training — Glade uses enterprise-tier accounts with Anthropic and OpenAI where provider terms explicitly prohibit using customer data to train models

• Session-only — the model does not store or persist case data beyond the active conversation

• On-demand only — Glade never proactively sends data to AI providers; the model requests specific data through scoped tool calls, and Glade's server controls exactly what is returned

• Opt-in required — any use of data for model improvement requires explicit, manual opt-in; this is off by default for all commercial and enterprise tiers

Using a Commercial AI Plan

To ensure the strongest privacy protections, use a commercial or enterprise AI account:

These plans guarantee that provider terms prohibit your data from being used for model training by default.

For provider-specific privacy settings:

• Anthropic: claude.ai/settings/data-privacy-controls

• OpenAI: chatgpt.com/#settings/DataControls

Troubleshooting

Questions or Feedback?

This is an early release and we're actively expanding capabilities. If something isn't working, data looks wrong, or you'd like to see a new capability, contact Glade support.