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Connect Corporify to your AI Tool

Learn how to connect Corporify to AI tool to streamline your workflow.

Corporify now supports MCP (Model Context Protocol), an open standard that lets AI assistants connect securely to your Corporify data. This means you can connect Corporify to Claude, ChatGPT, Mistral or Copilot, and ask it questions in plain language. The assistant retrieves the answer directly from your Corporify environment. 

Once set up, you can ask the AI tool to look up: 

  • Entity details
  • Shareholders
  • UBOs
  • Governing bodies
  • Delegations of authority
  • Investments
  • Documents

To activate MCP, the first step is to send an email to support@corporify.com, so we can enable this feature on your system.

Once the feature has been enabled, you can follow the steps below for the AI assistant you would like to integrate with. 

Integrate Claude

Below you can find a step-by-step guide on how to connect Corporify to your Claude account.

For detailed instructions, click 'Start tutorial' below. 

 

Step-by-step:

  1. Open Claude, click your name in the bottom left, and select 'Settings'. 
  2. Go to the 'Connectors' tab. 
  3. Click 'Add' (top right corner), then 'Add custom connector'.
  4. Enter a name for the connector and your Corporify environment URL (e.g., https://xxx.corporify.eu/ws/mcp). Where "xxx" refers to your silo name. 
  5. Click on 'Add'.
  6. Log in to Corporify and restart Claude.
  7. Open Claude and click the '+' icon, and select the Corporify plugin from the list.

Integrate Mistral

To integrate Mistral, you need an API token, which you can generate in the silo settings of your environment. Click here for instructions on creating an API token.

Below you can find a step-by-step guide on how to connect Corporify to your Mistral account.

For detailed instructions, click 'Start tutorial' below. 

 

Step-by-step:

  1. Open Mistral and click on 'Context'.
  2. Click on 'Connectors'.
  3. Click on '+ Add Connector'.
  4.  Select the option 'Custom MCP Connector'. 
  5. Enter a name for the connector and your Corporify environment URL (e.g., https://xxx.corporify.eu/ws/mcp). Where "xxx" refers to your silo name. 
  6. Select 'API Token Authentication' and add the token generated in Corporify.
  7. Click on 'Create'.

Integrate ChatGPT

Below you can find a step-by-step guide on how to connect Corporify to your ChatGPT account.

For detailed instructions, click 'Start tutorial' below. 

 

Step-by-step:

  1. Open ChatGPT and click on 'Settings'.
  2. Select the tab 'Security and login' and enable 'Developer mode'.
  3. Go to the tab 'Plugins' and click on '+'.
  4. Enter a name for the plugin and your Corporify environment URL (e.g., https://xxx.corporify.eu/ws/mcp). Where "xxx" refers to your silo name. 
  5. Select 'OAuth' as Authentication mode and accept the terms.
  6. Click on 'Create'.
  7. Log in to Corporify and restart ChatGPT.
  8. Open ChatGPT, click the '+' icon, and select the Corporify plugin from the list. 

Integrate Copilot

Integration with Microsoft Copilot requires additional configuration and is somewhat more complex to set up than our other integrations, but it is supported.

Since the connection needs to be configured within your own Microsoft environment, we recommend starting with your internal IT team as they will be the ones setting up the connection to our MCP connector, so it's best if they try to get it working on their end first.

If your team runs into issues or needs help along the way, please contact support@corporify.com.