Ready to make Claude an expert on your organization's policies? By connecting the Model Context Protocol (MCP) server, you allow Claude to "reach into" PolicyCo and pull real-time answers about your compliance and documentation.
No more copying and pasting long policy text. Just ask and receive.
MCP is turned on by default in PolicyCo, so there is nothing to enable on your end. You only need to connect it to Claude.
What You'll Need
Your MCP Access URL, found under Settings → Personal Profile → MCP Access
A Claude.ai account
How to Connect
In PolicyCo, go to Settings → Personal Profile.
Scroll to the MCP Access section and click the copy icon next to the URL.
Open Claude, either the app or the web page. In the left sidebar, click Customize → Connectors.
Click the plus sign at the top: Add custom connector.
Name the connector "PolicyCo", paste your MCP Access URL into the Remote MCP server URL field, and click Add.
Claude sends you to PolicyCo to sign in and approve the connection.
Choose what Claude can do. You can let Claude only read your PolicyCo information, or also allow it to make changes (the write tools below).
Look for the green checkmark page. Once it's finished thinking, you should see a screen with a green checkmark. This means the bridge is built!
What Claude Can Do With PolicyCo
PolicyCo gives Claude two kinds of tools. Read tools only look at your information. Write tools change things, and they are only available if you allowed Claude to make changes when you approved the connection. Claude can only see and do what your own PolicyCo account is allowed to see and do. Nothing Claude does ever approves or publishes a document: edits go to drafts, and a person still approves them.
Read tools
list_policies: List your policies with their name, tag, and status.
list_policy_articles: List the articles inside a policy.
get_policy_articles_content: Read the full text of a policy's articles.
list_articles: Look up specific articles, with their details and text.
list_procedures: List your procedures with their name, department, and status.
get_procedures_content: Read the full text of procedures.
list_departments: List departments, their managers, and how many people are in each.
search_document_text: Keyword search across the names and text of your policies, articles, and procedures.
find_documents: Find the documents that are actually about a topic, most relevant first.
search_documents: Meaning-based search that finds related wording even when the words differ. Available when AI features are turned on for your organization.
list_tasks: List your tasks with their status and due dates, including reviews you need to do.
list_bookmarks: List the articles and procedures you have bookmarked.
preview_policy_import: Preview how a markdown document would be split into articles before importing it. Nothing is saved.
list_third_parties: List your third parties.
get_third_party: Get the details of one third party, including its contacts and services.
list_third_party_type_options: List the third party type options available in your organization.
discover_company: Look up a company from its website and suggest details such as name, phone, and address, and show any existing third parties on that domain.
discover_contact: Look up a contact from an email address and show any existing contacts with that email.
Write tools
create_policy: Create a new, empty policy.
update_policy: Rename a policy.
create_article: Add a new article to a policy.
update_article_draft: Write content into an article's draft. Published content is never changed directly.
submit_article_for_review: Send an article into the review workflow.
create_procedure: Create a new, blank procedure.
update_procedure_draft: Write content into a procedure's draft. Published content is never changed directly.
submit_procedure_for_review: Send a procedure into the review workflow.
import_policy: Create a whole policy, with all of its articles, from one markdown document in a single step.
upload_attachment: Upload a PDF, Word document, text or Markdown file, or image so Claude can read it as reference or import material. It does not create anything in PolicyCo by itself. Available when AI features are turned on for your organization.
bookmark_document: Bookmark an article or procedure for you.
unbookmark_document: Remove one of your bookmarks.
create_third_party: Add a third party.
update_third_party: Update a third party's details.
create_contact: Add a contact.
update_contact: Update a contact's details.
create_service: Add a service to a third party.
update_service: Update a service's details.
link_third_party_service_contact: Link a contact to a third party's service.
unlink_third_party_service_contact: Remove the link between a contact and a service.
create_third_party_type_option: Add a new third party type option.
update_third_party_type_option: Update a third party type option.
Put it to Work
Open a new chat with Claude and try asking something specific to your team, like:
"List my policies in PolicyCo."
"Do I have any reviews coming up in the next 3 months?"
"Create a draft policy for remote work."
Claude will now use your actual PolicyCo data to provide accurate, up-to-date answers.
Troubleshooting
If you don't see the green checkmark, double-check that your Server URL doesn't have any extra spaces at the end. Your MCP Access URL is personal to you, so don't share it with others. Still stuck? Hit us up in the chat!