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# ContractHero MCP: Query contract data from your AI assistant

*The screenshots in this article show the German interface. The English label is given first, with the German label in brackets.*

Your contracts live in ContractHero — but more and more of your questions go to an AI assistant. The MCP interface connects the two: you query your contract data directly in your AI tool, in plain language, without opening ContractHero at all.

**MCP** stands for *Model Context Protocol*, an open standard that lets AI tools reach into external systems. ContractHero exposes a set of functions through it, and your assistant calls them on its own as soon as a question touches your contracts. Technically it is our public API — just packaged so an AI tool can use it directly. You don't need to write a line of code.

## What's in it for you

* **Ask instead of click.** Ask about contracts, deadlines or counterparties without setting a single filter or navigating through views.
* **Work with the content, not just the metadata.** Have clauses found, terms compared, or exact passages quoted from the contract text.
* **In the tool you already use.** Ready-made guides exist for **Claude**, **ChatGPT** and **Copilot** — and in principle any MCP-capable tool works.
* **Nothing for IT to build.** No development work — the setup is a single URL.

## What you can ask for

* Search and list contracts by category, counterparty, term or field value
* Pull up a single contract with all of its stored metadata
* Read the contract text and have individual passages quoted
* List the documents attached to a contract, including their status
* Read a specific document's text, page by page
* List categories and your own custom contract fields
* Retrieve counterparties and their master data
* List the contact types your organisation uses — person, company, vendor and so on
* See which information can be tracked on a contact, including fields that are still empty
* Review tasks and upcoming deadlines

The set of available functions keeps growing, driven largely by customer feedback.

## How it works

### 1. Find your connection in ContractHero

Go to **Settings → Integrations → Apps** („Einstellungen → Integrationen → Apps") and pick the category **AI Assistants / MCP** („KI-Assistenten / MCP") on the left. You'll see the tiles for **ChatGPT**, **Claude**, **Copilot** and **"Other AI assistants"** („Weitere KI-Assistenten"), each marked **"Setup"** („Einrichtung").

![ContractHero Integrations page with the AI Assistants / MCP category and the tiles for ChatGPT, Claude, Copilot and other AI assistants](https://storage.crisp.chat/users/helpdesk/website/-/1/2/5/2/12522a019f980500/mcp-integrationen-ki-assistent_kgpmvr.png)

Click the tile for your assistant. A dialog opens — "Connect to ChatGPT" („Mit ChatGPT verbinden"), for example — containing the **MCP server URL** and a step-by-step guide written for that specific tool.

![Connect to ChatGPT dialog showing the MCP server URL and the four-step setup instructions](https://storage.crisp.chat/users/helpdesk/website/-/1/2/5/2/12522a019f980500/mcp-verbinden-dialog-server-ur_hgbdtq.png)

The server URL is the same for every user and every organisation. What makes the connection yours is the sign-in that follows: the assistant only ever sees what your own ContractHero account is allowed to see.

The **"Connection"** („Verbindung") section of the same dialog also shows whether a connection already exists — with the access type, the date it was connected and when it was last authenticated.

### 2. Set the connection up in your AI tool

The path differs per tool. The matching instructions are always in the dialog from step 1 as well.

#### Claude

1. Open Claude and go to **Settings → Connectors** — in Claude Desktop or on claude.ai.
2. Choose **"Add custom connector"** („Eigenen Connector hinzufügen") and paste the server URL into the URL field. Alternatively, ContractHero is now listed in **Claude's connector directory** and can be added straight from there.
3. Sign in with your ContractHero account and confirm read access.
4. Start asking — "Show me my active contracts", for example.

#### ChatGPT

1. **Enable developer mode:** on the web, open **Settings → Apps → Advanced settings**.
2. Go to **Settings → Connectors** and choose **"Create"**. Name the connector **ContractHero** and paste the server URL into the MCP server URL field.
3. Sign in with your ContractHero account and confirm read access.
4. Start asking.

#### Copilot

1. **Add ContractHero as an MCP server:** in **VS Code**, run **"MCP: Add Server"** from the command palette, choose **"HTTP"** and paste the server URL. **Visual Studio, JetBrains and Xcode** use the same MCP configuration.
2. Sign in with your ContractHero account and confirm read access.
3. **Switch Copilot Chat to agent mode.** MCP tools are only available there. Open the tool picker and make sure ContractHero is enabled.
4. Start asking.

### 3. Sign in and start asking

Once you've signed in, the functions are available automatically in a **new chat** — there is no separate activation step. They won't appear in conversations that are already running, so start a fresh one. New functions are added automatically; you don't need to reconnect for them.

## Asking good questions

The assistant gives you precise answers when the question is precise. Name the category, the counterparty, the time frame or the field. With a large contract portfolio, ask one question at a time and drill down with follow-ups rather than sending one long instruction.

| Vague | Precise |
| --- | --- |
| "Show me my contracts." | "List every active supplier contract with Acme GmbH that expires before December 2026." |
| "What's in my contracts?" | "Search the NDA category for a data retention clause and quote the passage." |

If the assistant doesn't reach for ContractHero on its own — for example because you have other contract tools connected — just add **"in ContractHero"** to your question.

## What you can rely on

* **Read-only, no exceptions.** Nothing can be created, changed, deleted or uploaded — not contracts, not tasks, not contacts.
* **Your permissions still apply.** Everyone signs in with their own ContractHero account and sees exactly what they are allowed to see in ContractHero.
* **Your data is not used for training.** ContractHero does not train models on customer data. Your content is only ever analysed in response to your request.
* **No bulk export.** Answers come from targeted queries, never from a dump of your database.

## Common questions

### What applies on the AI providers' team, business and enterprise plans?

On business plans, your workspace administration usually decides whether custom connectors are allowed at all. The specifics differ by provider:

* **ChatGPT (Business and Enterprise):** the administration has to **allow custom connectors first**. Without that, developer mode is of little use and the connector cannot be created.
* **Microsoft 365 Copilot:** the VS Code route does not apply here. Instead, the administration adds ContractHero as a custom connector in **Copilot Studio**. The VS Code route is for Copilot in the development environment.
* **Claude (Team and Enterprise):** individual members usually cannot add connectors themselves — the connection is set up centrally, once. On personal Pro or Max plans, users add it themselves.

The same holds for all three: the connection is read-only and initially applies to your own account only. Your administration can enable or disable the connector for the whole organisation. Signing in afterwards is individual — each person only ever sees their own permissions.

### Can I find ContractHero in my AI tool's connector directory?

In **Claude**, yes — ContractHero is listed there and can be added straight from the directory. For **ChatGPT** and **Copilot** you still create the connection yourself using the server URL. The server-URL route works in every case, Claude included.

### Can the AI change or delete anything in ContractHero?

No. Every function is read-only by design.

### Does the AI learn from our contract data?

No. Your content is searched and analysed on request — ContractHero does not train any models on it.

### Why don't I see any ContractHero functions in Copilot?

Most likely Copilot Chat isn't running in **agent mode** — MCP tools are only available there. Open the tool picker and check that ContractHero is enabled.

### Which plan do we need?

The MCP interface is an add-on and is not included in every plan — it has to be enabled for your account. Your contact at ContractHero can tell you where you stand.

### Are there additional costs?

Nothing is billed on top by ContractHero. Whatever your AI provider charges under your own plan still applies.

### Does this only work with Claude, ChatGPT and Copilot?

No. MCP is an open standard and works with any MCP-capable AI tool. We provide ready-made guides for these three because they are the most widely used — for anything else, use the **"Other AI assistants"** tile.

### How do I disconnect it again?

Remove the connector in your AI tool's settings. Access ends immediately.

### Will more functions be added?

Yes. The scope keeps growing based on customer feedback — tell us which queries you're still missing.

## Good to know

* **The server URL is the same everywhere.** You'll find it under **Settings → Integrations → Apps**, inside your assistant's tile. What governs your view of the data is your own sign-in.
* **Functions only show up in new chats.** Start a fresh conversation after connecting — existing ones don't know about it.
* **Copilot needs agent mode.** That's the most common reason nothing happens even after a successful connection.
* **Permissions are your safety net.** What someone sees through the AI is decided by their role in ContractHero. Worth reviewing your [roles and permissions](https://support.contracthero.com/en-us/article/how-can-i-create-new-roles-14s3bj/) before you roll this out to a team.
* **Precision beats length.** A short question naming the category, party and time frame outperforms a long instruction.

## Want to set this up for your team?

Your contact at ContractHero enables the add-on and walks you through the first connection. Reach us via the web chat, by email at support@contracthero.com, or by phone at **+49 30 577 123 32** — we're happy to set it up together on a call.

## Related articles

* [Public REST API: drive ContractHero from your own systems](https://support.contracthero.com/en-us/article/public-rest-api-drive-contracthero-from-your-own-systems-jl9hrk/)
* [Webhooks: send real-time ContractHero events to your systems](https://support.contracthero.com/en-us/article/webhooks-send-real-time-contracthero-events-to-your-systems-lwn7xb/)
* [What are integrations? An overview of connections to your existing systems](https://support.contracthero.com/en-us/article/what-are-integrations-an-overview-of-connections-to-your-existing-systems-1k4h119/)
* [How can I create new roles?](https://support.contracthero.com/en-us/article/how-can-i-create-new-roles-14s3bj/)
* [How does contract analysis work?](https://support.contracthero.com/en-us/article/how-does-contract-analysis-work-xuoo2i/)