Connecting to Glade via MCP

Connect your AI assistant to Glade to query your workspace data — clients, cases, tasks, invoices, payments, documents, filing, and messaging — directly in natural language, and take actions on your behalf.

MCP (Model Context Protocol) is an open standard, which means Glade works with any MCP-compatible AI client — not just Claude and ChatGPT. The Glade MCP server is live at https://mcp.prod.glade.ai/mcp.

✨ Already in Glade 2.0: G, Glade's AI assistant, is built into the Glade 2.0 dashboard and runs on this same MCP server — no external AI client needed. Click the chat icon in the lower left or press G on your keyboard. See Chat With Glade Support (2.0). This article is for connecting an external AI client to the same data.

📣 This is an early release. Things may be rough around the edges and capabilities are still expanding. We'd love your feedback — please share what's working, what's missing, and what you'd like to see next.

Supported Clients

Before You Start

You'll need a Glade account with creator access. When you connect, you'll be prompted to sign in via OAuth — your data is scoped to the workspaces you belong to.

Claude Code (CLI)

Option A — CLI (recommended):

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

Option B — Manual config: Add to .mcp.json in your project root:

{
  "mcpServers": {
    "glade": {
      "type": "http",
      "url": "https://mcp.prod.glade.ai/mcp"
    }
  }
}

Type /mcp in Claude Code, navigate to glade, and select Connect.

Claude Desktop

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

1. Go to Settings → Connectors.

2. Click Add custom connector (custom connectors only available to admin)

3. Enter a name (e.g. Glade) and the URL: https://mcp.prod.glade.ai/mcp

4. Click Connect and sign in.

Method 2 — Config file (all plans)

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

Restart Claude Desktop after saving. Requires Node.js.

Claude Web (claude.ai)

1. Click your profile icon → Settings → Connectors.

2. Click Add custom connector.

3. Enter a name and the URL: https://mcp.prod.glade.ai/mcp

4. Click Add, then Connect and sign in.

ChatGPT

1. Go to Settings → Apps → Advanced and enable Developer mode.

2. Go to Settings → Apps and click +.

3. Enter the server URL: https://mcp.prod.glade.ai/mcp

4. Click Connect and sign in.

What You Can Do

Ask your AI assistant about anything in your workspace in plain language. The Glade MCP server can read across every major area of the product and take a growing set of actions on your behalf.

Data you can access

Actions you can take

Write actions are available to every workspace. Today these include:

• Create and update tasks — add a task to a case or change its status, due date, or assignee

• Send a message in a client chat or a workflow thread

• Escalate a client conversation to Glade support

• Update a service

• Reschedule or cancel a booking — move an appointment to a new time (optionally reassigning it) or cancel it, notifying the client

• Update client & contact details — correct a client's or contact's name, email, or phone

• Invite team members and set roles — add a staff member to a firm, or change an existing member's role

• Update questionnaire answers — set or correct responses on an in-progress questionnaire

• Resend a client's portal invite — send a fresh sign-in link to a case's client

• Re-trigger a stuck workflow step — re-run a step (such as a contract or signing task) that never fired

• Re-extract a document — re-run data extraction on an uploaded document

• Build custom reports — create, update, duplicate, or delete saved reports on the dashboard

• Void an invoice — mark an invoice as void

• Refund a payment — issue a full or partial refund on a payment

• Remove processing fees from an invoice — stop passing card/processing fees on to the client

• Glade admins — add, update, or resolve firm-health risks; add or edit firm notes; mark onboarding milestone steps complete or skipped; and update firm details

Example prompts — Attorneys

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

• Which clients have unpaid invoices? Show as a table with 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

• Summarize the latest messages on [client name]'s case and what they're waiting on

• Is [client name]'s e-filing packet ready? What's blocking pre-filing review?

• What hearings are on my court calendar next week? Group by attorney

• Add a task to follow up with [client name] about their missing paystubs, due Friday

• Reschedule [client name]'s consultation to next Tuesday afternoon

• Build a saved report of all cases with an outstanding balance, sorted by amount owed

• Refund [client name]'s last payment and void the duplicate invoice

Example prompts — Glade Admins

• For [Law Firm Name], list all ongoing cases grouped by assignee and status

• For [Law Firm Name], which clients have unpaid invoices?

• Compare workflow completion rates across [Firm A] and [Firm B]

• Show [Law Firm Name]'s onboarding progress and any open firm-health risks

• Log a new risk for [Law Firm Name] about slow PACER setup

Known Limitations

• Full document text may be incomplete — document summaries and metadata are reliable, but long document bodies can be truncated.

• Some data isn't exposed yet — e-signature envelopes and credit report contents aren't available through MCP.

• No memory across conversations — each conversation starts fresh.

• Scoped to your workspaces — you'll only ever see data for firms and cases you're a member of. Use persons_me to check what you have access to.

Troubleshooting