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

Client	Type	Notes
Claude Code	CLI	See setup below
Claude Desktop	Desktop app	See setup below
Claude Web (claude.ai)	Web	See setup below
ChatGPT	Web	Requires a paid plan (Plus or higher); see setup below
Gemini CLI	CLI	Add Glade as an MCP tool source
Cursor	Code editor	Add via MCP settings in Cursor
Windsurf	Code editor	Add via MCP settings in Windsurf
Any MCP-compatible client	—	Point to `https://mcp.prod.glade.ai/mcp`

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)

Go to Settings → Connectors.
Click Add custom connector (custom connectors only available to admin)
Enter a name (e.g. Glade) and the URL: https://mcp.prod.glade.ai/mcp
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)

Click your profile icon → Settings → Connectors.
Click Add custom connector.
Enter a name and the URL: https://mcp.prod.glade.ai/mcp
Click Add, then Connect and sign in.

ChatGPT

Requires a paid ChatGPT plan (Plus, Pro, Business, Enterprise, or Edu) with custom connector access.

Open the Plugins page ("Work with ChatGPT across your favorite tools"), click the + button in the top right, and choose Create plugin.
In the New Plugin form, enter a Name (e.g. Glade) and a Description (e.g. Glade MCP), set Connection to Server URL and enter https://mcp.prod.glade.ai/mcp, then choose OAuth under Authentication. Check I understand and want to continue and click Create.
On the Add Glade to ChatGPT card, click Sign in with Glade.
On the Glade authorization screen, confirm you're signed in as the right account and click Allow.

Available Tools

Ask your AI assistant about anything in your workspace in plain language. It picks the right tools for you, so you never have to name them. The tables below list every tool the Glade MCP server provides. Read tools only look at your data. Write tools make changes on your behalf, and most AI clients ask you to approve each one before it runs.

Cases & Workflows

Tool	Access	What it does
List User Workflows (Cases)	Read	List cases with filters and pagination
Get User Workflow (Case)	Read	Full case details: status, steps, people, and linked workflows
List User Workflow Notes	Read	Read the internal notes on a case
Create User Workflow Note	Write	Add an internal note to a case
Trigger Workflow Step	Write	Re-run a stuck step, such as a contract or signing task that never fired
Resend Client Portal Invite	Write	Resend a client's portal invite for a case
List Compiled Documents for a Workflow	Read	List the generated PDFs on a case, such as the petition and schedules
Download Compiled Workflow Document	Read	Get a download link for a generated case PDF
List Case Entities	Read	List creditors, assets, income records, and aliases on a case
Get Case Entity	Read	Full detail for one entity, including where each value came from
Get Case Data Schema	Read	List the case data fields available to templates and autofill
List Workflow Templates	Read	List your firm's workflow templates
Get Workflow Template	Read	Steps and settings for one workflow template

Clients & Contacts

Tool	Access	What it does
List Customers	Read	List clients with filters and pagination
Get Customer	Read	Full profile for a specific client
Update Contact Details	Write	Correct a client's or contact's name, email, or phone
List Organizations	Read	List client organizations (groups of clients who work together)
Get Organization	Read	Details for one client organization
List Organization Members	Read	List the people in a client organization
Get Organization Member	Read	Details for one organization member

Firm & Team

Tool	Access	What it does
Get Current User	Read	Who you are, and which firms and workspaces you can access
List Creators	Read	List the firms you belong to
Get Creator	Read	Your firm's details and settings
List Team Members	Read	List your firm's team members and their roles
Get Team Member	Read	Details for one team member
Invite Team Member	Write	Invite someone to join your firm
Update Team Member Role	Write	Change an existing team member's role
List Agencies	Read	List the agencies you belong to
Get Agency	Read	Details for one agency
List Agency Members	Read	List the people who work for an agency
Get Agency Member	Read	Details for one agency member

Tasks

Tool	Access	What it does
List Tasks	Read	List tasks with filters for status, assignee, due date, and case
Get Task	Read	Full details for a specific task
Create Task	Write	Create a task, optionally tied to a client or case
Update Task	Write	Change a task's status, priority, due date, title, or assignees
List Task Efficiencies	Read	Time-to-completion records for individual workflow tasks
Get Task Efficiency	Read	Timing and reopen details for one task record
List Task Efficiency Aggregates	Read	Volume, completion rates, and completion times by workflow and task type
List Task Efficiency Reports	Read	List AI-generated reports on task performance trends
Get Task Efficiency Report	Read	Read the full text of one task efficiency report

Messaging

Tool	Access	What it does
List Conversations	Read	List client chat threads, filtered by client or status
Get Conversation	Read	Details for one client chat thread
List Conversation Messages	Read	Read the messages in a client chat thread
Send Conversation Message	Write	Reply in a client chat thread as you
Get Attachment Download URL	Read	Get a download link for a file shared in a client chat
Escalate Glade Conversation to Human Support	Write	Hand the current conversation to a person on the Glade support team
List User Workflow Messages	Read	Read the message thread on a case
Send User Workflow Message	Write	Post a message in the message thread on a case
Get Workflow Message Attachment Download URL	Read	Get a download link for a file shared in a case thread

Invoices & Payments

Tool	Access	What it does
List Invoices	Read	List invoices with filters for status, client, and case
Get Invoice	Read	Full details for a specific invoice, including line items
Void Invoice	Write	Void an invoice
Remove Invoice Processing Fees	Write	Stop passing card and ACH processing fees to the client on an invoice
List Payments	Read	List payments with filters for client, date, and status
Get Payment	Read	Full details for a specific payment
Refund Payment	Write	Refund all or part of a payment
List Payment Plans	Read	List payment plans and their balances
Get Payment Plan	Read	Full schedule and status for one payment plan
List Services	Read	List your firm's services and pricing
Update Service Details	Write	Edit a service's title, description, and other details

Bookings

Tool	Access	What it does
List Bookings	Read	List appointments and consultations
Get Booking	Read	Full details for a specific appointment
Get Availability	Read	Show open booking times for a service over a month
Create Booking	Write	Book an appointment and notify the client
Reschedule Booking	Write	Move an appointment and notify the client
Cancel Booking	Write	Cancel an appointment and notify the client

Documents

Tool	Access	What it does
List Document Requests	Read	List document requests and the files clients have uploaded
Get Document Request	Read	Full details for one document request, including uploaded files
Re-run Document Extraction	Write	Re-read an uploaded document and refresh the data pulled from it

Questionnaires & Forms

Tool	Access	What it does
List Questionnaires	Read	List questionnaires assigned to clients
Get Questionnaire	Read	Read a questionnaire's questions and answers
Update Questionnaire Responses	Write	Set or correct answers on a questionnaire in progress
List Questionnaire Snapshots	Read	List saved point-in-time copies of a questionnaire
Get Questionnaire Snapshot	Read	Read the answers captured in one snapshot
List Questionnaire Field Changes	Read	Show the change history for one answer
Get Questionnaire Field Debug Info	Read	Show where an answer came from and who last changed it
List Form Requests	Read	List intake form requests, optionally for one case
Get Form Request	Read	Read a form request's questions and answers
Get Form Request Diagnostics	Read	Show what's still unanswered on a form request, and why
Update Form Request Responses	Write	Set or correct answers on a form request in progress

Questionnaire Templates

Tool	Access	What it does
List Questionnaire Templates	Read	List your firm's questionnaire and form templates
Get Questionnaire Template	Read	A template's sections and settings
List Questionnaire Template Fields	Read	List the fields in a template
Get Questionnaire Template Field	Read	Full settings for one template field
Check a Template Expression	Read	Test a condition, autofill, or validation rule without saving it
List PDF Templates	Read	List the PDFs a template can fill in
List Questionnaire Template Agents	Read	List a template's AI agents
Create a Questionnaire Template	Write	Start a new questionnaire or form template
Save a Template Section	Write	Add or edit a section on a draft template
Delete a Template Section	Write	Remove a section from a draft template
Reorder Template Sections	Write	Change the order of sections on a draft template
Create a Template Field	Write	Add a field to a draft template
Update a Template Field	Write	Edit a field on a draft template
Delete a Template Field	Write	Remove a field from a draft template
Reorder Template Fields	Write	Change the order of fields on a draft template
Set a Field's PDF Fills	Write	Choose which PDF fields a template field fills in
Save a Template AI Agent	Write	Add or edit an AI agent on a draft template
Publish a Questionnaire Template	Write	Make the draft the live version for new questionnaires

E-Filing & Court

Tool	Access	What it does
Get eFiling Packet	Read	Everything that makes up a case's filing packet, and what's missing
Get eFiling District for a Case	Read	The district a case files into, and that court's filing requirements
Get Pre-Filing Review for a Case	Read	Results of the latest pre-filing review, including blocking issues
Get Court Docket	Read	A case's full PACER docket and parties of record
List Court Notices	Read	List PACER notices, orders, and motions received for your cases
Get Court Notice	Read	Full details for one court notice
Download Court Notice Attachment	Read	Get a download link for a court notice document
List Court Calendars	Read	List upcoming and past hearings, filtered by case or date
Get Court Calendar	Read	Full details for one hearing

Custom Reports

Tool	Access	What it does
List Custom Reports	Read	List your firm's saved dashboard reports
Get Custom Report	Read	A saved report's filters and columns
Create Custom Report	Write	Save a new report on the dashboard
Update Custom Report	Write	Change a saved report's filters, columns, or name
Duplicate Custom Report	Write	Copy a saved report
Delete Custom Report	Write	Delete a saved report

Help & Documentation

Tool	Access	What it does
Search Help Center	Read	Search Glade's help center articles
Get Help Center Article	Read	Read one help center article in full
List Documentation	Read	List Glade's product documentation by area
Get Documentation	Read	Read one product documentation page
Search Documentation	Read	Search Glade's product documentation by keyword

Firms (Glade staff only)

These tools appear only for Glade staff. Firms never see them in their tool list.

Tool	Access	What it does
List All Firms	Read	List every firm on the Glade platform
Get Firm Detail	Read	A firm's account details, lifecycle state, and assigned CSM
Update Firm Fields	Write	Change a firm's lifecycle state, CSM, segment, filing states, and key dates
Get Firm Integration Statuses	Read	Show whether a firm's PACER, credit reporting, payments, and calendar are connected
Get Firm Account-Setup Progress	Read	Show a firm's onboarding checklist and progress
Complete a Firm Onboarding Step	Write	Mark an onboarding step as done on a firm's behalf
Skip a Firm Onboarding Step	Write	Mark an onboarding step as skipped on a firm's behalf
List Firm Change History	Read	Show the history of staff changes to a firm
List Firm Notes	Read	Read internal staff notes on a firm
Add a Firm Note	Write	Add an internal staff note to a firm
Edit a Firm Note	Write	Edit an internal staff note
Delete a Firm Note	Write	Delete an internal staff note
List Firm Risks	Read	List the risks and blockers logged against a firm
Log a Firm Risk	Write	Log a new risk or blocker against a firm
Edit a Firm Risk	Write	Change a risk's severity, owner, details, or dates
Resolve a Firm Risk	Write	Close a risk once it is fixed
Delete a Firm Risk	Write	Delete a risk logged by mistake
List CSM Candidates	Read	List Glade staff who can be assigned as a firm's CSM

Government Forms (Glade staff only)

Tool	Access	What it does
List Government Forms	Read	List the official forms Glade generates, such as Form 113 and 122A-1
List Government Form Versions	Read	List every version of a form and which one is live
Get Government Form Files	Read	Read the template files for one form version
Compile-check a Government Form	Read	Check a form version for errors without publishing
Preview a Government Form as PDF	Read	Render a form version with sample data as a PDF
Save Government Form Files	Write	Edit the template files on a draft form version
Publish a Government Form	Write	Make the draft the version used for filed documents

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

Issue	Fix
OAuth flow doesn't open	Check that `https://mcp.prod.glade.ai` is reachable in your browser.
Unauthorized errors on tool calls	Token may have expired. Disconnect and reconnect to re-authenticate.
No data returned for a tool	Confirm you're a member of the workspace you're querying. Use `persons_me` to check.
Write actions aren't showing up	Disconnect and reconnect so your client refreshes its tool list. If they're still missing, ask Glade support from inside Glade 2.0 (press G).
Claude Desktop config not working	Ensure Node.js is installed. Run `npx mcp-remote https://mcp.prod.glade.ai/mcp` to test.
ChatGPT: can't add a custom plugin	Custom MCP connectors require a paid plan (Plus, Pro, Business, Enterprise, or Edu). Open the Plugins page and use + → Create plugin.