Your data privacy when using the connector is described in the
MCP Connector Privacy Policy. Tool results enter
your Claude conversation, so the connector minimizes the personal data it returns.
Prerequisites
- A Legal Talent account on a plan that includes the Claude connector
(
connector:connect). - At least one verification workflow configured in your dashboard (needed to create session links).
- A Claude plan that supports connectors (Pro, Max, Team, or Enterprise).
Setup
Add the connector in Claude
In Claude go to Settings → Connectors → Add custom connector and paste the
server URL:
Sign in and authorize
Claude opens the Legal Talent sign-in. Log in with your dashboard account and
approve the requested scopes on the consent screen. Authentication uses OAuth
2.1 (Authorization Code + PKCE); Claude never sees your password.
Write actions (approving a session, re-issuing a link, running a paid screening)
are annotated so Claude asks for your confirmation before executing.
Usage examples
Below are real prompts you can paste into Claude once the connector is connected. The Tools used line shows what runs under the hood.Onboarding & verification links
Create a verification link for a person
Create a verification link for a person
Create a KYC verification link for Juan Pérez (juan@acme.com) using our onboarding workflow, valid for 14 days, in Spanish.Claude lists your workflows, picks the onboarding one, creates the session and returns the shareable access link. If your tenant has email notifications configured, providing the email also triggers the invitation automatically.Tools used:
list_workflows → create_session_linkRe-issue a link that was exposed
Re-issue a link that was exposed
The link for session sess_abc123 leaked — re-issue it and invalidate the
old one.
Claude regenerates the link; the previous one stops working immediately. This
is a destructive action, so Claude confirms first.Tools used: regenerate_session_linkExtend an expiring session
Extend an expiring session
Session sess_abc123 is about to expire — extend it 7 more days.
Tools used: extend_sessionAML / sanctions screening
Screen a company for sanctions, PEP and adverse media
Screen a company for sanctions, PEP and adverse media
Run a sanctions, PEP and adverse-media screening on ACME S.A., a company incorporated in Uruguay.Claude creates the screening and returns a summary (status, risk, hit counts). If your plan has no remaining quota, it returns a secure payment link instead of charging you — it never starts a payment on its own.Tools used:
create_screening → get_screeningScreen an individual with context
Screen an individual with context
Screen Maria Gonzalez, born 1985-04-12, nationality UY. Focus adverse media on financial crime.Tools used:
create_screeningGet a screening result and its PDF report
Get a screening result and its PDF report
Give me the result of screening scr_789 and a link to the PDF report.
Claude returns the summary and a short-lived download link to the finalized
PDF report.Tools used: get_screening → finalize_screeningList recent screenings
List recent screenings
List the screenings we ran this week and their risk levels.Tools used:
list_screeningsReview queue & compliance decisions
See your manual-review queue
See your manual-review queue
Show the sessions in manual review assigned to me.Tools used:
list_sessions (with status=manual_review, assigned_to=me)Inspect a session before deciding
Inspect a session before deciding
Walk me through session sess_abc123: status, risk score, and any flagged
checks.
Tools used: get_sessionApprove or reject a session
Approve or reject a session
Approve session sess_abc123 — documents and screening look clean.
Recording a compliance decision is a write action, so Claude confirms before
submitting it to the audit trail.Tools used: update_session_statusAsk the client to fix a document
Ask the client to fix a document
On session sess_abc123, ask the client to re-upload the ID front — it’s
blurry.
Tools used: request_session_correctionsAssign a session to a teammate
Assign a session to a teammate
Assign session sess_abc123 to María for review.
Claude resolves María from your team directory, then assigns the session.Tools used: list_team_members → assign_sessionMetrics & usage
Open an interactive metrics dashboard
Open an interactive metrics dashboard
How are this month’s verification sessions going?Claude renders an interactive metrics canvas inside the chat — summary, SLA, and daily trend — with filters you can adjust in place. (Falls back to a text summary on hosts that don’t support interactive apps.)Tools used:
sessions_metrics_canvasCheck consumption and remaining quota
Check consumption and remaining quota
How much adverse-media screening have we used this month, and how much is left?Tools used:
get_usage → get_quota_remainingGood to know
- Scoped to your tenant. The connector always acts within the organization you signed in as. It never accepts a tenant chosen by the client.
- Least privilege. Actions run with a scoped, per-connection API key you can revoke at any time from the dashboard or by removing the connector in Claude.
- Confirmations on writes. Read actions run freely; anything that changes state (decisions, re-issuing links, paid screenings) is confirmed first.