MCP server for AI assistants: Unforged, in the assistant you already use.
In short Unforged works inside AI assistants such as Claude, ChatGPT and Copilot. Add it as a connector, sign in with your Unforged account, and you can ask your assistant to check a signature, find a record or see what’s waiting for review, with the same access you have in the app.
- 1In your assistant’s settings, add a custom connector with the address below.
- 2Sign in with your Unforged account and choose your organisation.
- 3Ask it something, like “What needs attention in folio today?”
https://api.unforged.sh/mcphttps://us-ohio.api.unforged.sh/mcpThings people ask
- Check the signature on this delivery note against Sam Okafor’s references.
- Which signatures from this week need a second look?
- Show me the reference signatures we hold for Priya Shah.
- How many checks have we run this month, and what will they cost?
- Find the lease for 14 Marchmont Road and tell me when it ends.
- What needs attention in folio today?
- Who has opened the Hartley file since it was filed, and why?
- File this signed engagement letter under Clients, as a seven-year record.
- What’s waiting in each of our queues this morning?
- Open the oldest item in the mandates queue and show me the check’s result.
- Your assistant can do only what your role lets you do, and nothing more.
- Approving, deleting and releasing holds stay with people in the app.
- It can’t touch your API keys, billing, team or settings.
- In folio, a record’s history shows which actions came through an AI assistant.
- If your organisation asks for a reason before a record is opened, your assistant asks you too.
Which assistants can I use?
Any assistant that takes a custom connector, which includes Claude, ChatGPT, Microsoft Copilot, Cursor and Claude Code. If yours asks for a server address, give it the one on this page.
Do I need an API key?
No. You sign in with your Unforged account, the same way you do on the web. For scripts and coding tools you can use an API key instead. Using an API key →
How do I give it a document to check?
Your assistant asks whose signature it is, then gives you a link to upload the document in Unforged. It does the same for reference signatures if there aren’t any yet, and reads you the result.
Does it cost anything extra?
No. A signature check costs the same as one made any other way, and finding, reading and listing things are free.
Where is my data kept?
Where it always is: your organisation stays in the region you chose. If your data is kept in the US, use the US address on this page.
What does the assistant’s provider see?
What you ask, and the answers Unforged gives back to it. How they keep that is set by your plan with them, so check its terms before you share client records.