Connect ChatGPT or Claude to your Service Agreements

You can let ChatGPT or Claude read and draft your Service Agreements directly, without copying and pasting between windows. You stay in control: the assistant can prepare and check drafts, but finalizing, sending, signing, and cancelling remain human-only actions inside RCIC App.

Connector address

https://rcicapp.ca/api/mcp

Before you start

Four things must be true:

Your account is on the Premium plan. The connector is Premium-only.
The account Owner has turned the connector on. Go to Settings → Integrations → AI Connector. It is off by default, and only the Owner can switch it on.
Your seat has access to the Service Agreements module. Owners always do; other team members need it granted.
Your subscription is in good standing. An expired trial or a lapsed or cancelled subscription blocks new writes even when reading still works.

Each team member connects their own assistant separately. Connecting is personal to you, not shared across the firm.

What the assistant can and cannot do

It can read

Your list of agreements, one agreement's full detail, an agreement's status, your templates, whether a signed PDF exists (and the dashboard link to it), and the validation state of a draft.

It can write, drafts only

Create a new draft, edit fields on a draft, apply AI-populate proposals, and run an AI review.

It cannot

Finalize an agreement, send one to a client, sign or countersign, cancel one, or produce a public link to a signed PDF. Those stay with you.

One paid action: an AI review costs 1 store-credit point per run. The assistant is told to confirm with you before running it.

The privacy point, stated plainly

When an assistant reads one of your agreements, the client's name, the fees, and the matter details enter that conversation in your own ChatGPT or Claude account. From that moment they are handled under your agreement with OpenAI or Anthropic, under their retention and training settings, outside RCIC App.

That is a deliberate decision for you to make as the regulated professional. It is why the connector is off by default and why only the Owner can switch it on. Review your AI provider's data settings before you connect, and consider whether your client engagement terms need to mention it.

Where your firm uses the connector with client information, we recommend connecting a business or enterprise plan rather than a personal one. Business and enterprise plans are not used for model training by default; personal plans may be, depending on your own settings.

Full detail is in our Privacy Policy, section 11 (AI Features).

Connect Claude

In Claude, open Settings → Connectors.
Choose Add custom connector.
Name it anything you like (for example, "RCIC App").
Enter the server URL: https://rcicapp.ca/api/mcp
Save. Claude will send you through a sign-in and consent screen. Sign in with your normal RCIC App credentials and approve.
You should now see 11 tools available.

Connect ChatGPT (personal Plus or Pro account)

In ChatGPT, open Settings → Connectors and turn on Developer mode (under Advanced).
Create a custom connector.
Enter the server URL: https://rcicapp.ca/api/mcp
Set Authentication to OAuth. Leave client ID and secret blank: our server registers ChatGPT automatically.
Save, then sign in and approve.
In each new chat, switch the connector on. Developer-mode connectors are enabled per conversation, not once and for all. This is the step people miss.

Connect ChatGPT (Business, Team, or Enterprise workspace)

Workspaces add an admin layer with three settings that will each block you silently if they are wrong. Work through all three.

Create the app in the workspace admin console under Apps, with the connector address above and OAuth authentication.
Set "Enable all new actions". When ChatGPT asks which actions the app may use in future, choose Enable all new actions. If you pick one of the other options, tools we add in future updates will not appear, and your assistant will tell you a feature does not exist when it does.
Check the domain restriction. If you restricted the connector to approved work domains, the account you are signing in with must be on that list, or you will see "Your admin restricts this connector to approved work domains." Add the domain or remove the restriction.
Then connect from the Plugins page, not the admin console: the app's tools only appear after a real user has signed in and approved. Until then the actions list is empty and Refresh is greyed out. That is expected, not a fault.

After an RCIC App update: reconnect

When we ship new connector features, disconnect and reconnect the connector.

Assistants read the list of available tools once, when they connect, and cache it. Until you reconnect, your assistant is working from the old list and will tell you, honestly but wrongly, that a field or capability does not exist.

If a connection ever reports itself as expired, reconnecting is also the fix.

Troubleshooting

What you see	What it means
"This account is not on the Premium plan."	The connector is Premium-only.
"The AI connector is turned off for this account."	The Owner has not enabled it under Settings → Integrations → AI Connector.
"Your team member seat does not have access to the Service Agreements module."	Ask your Owner to grant module access to your seat.
"This account's subscription state does not allow new writes."	Reading still works; billing needs attention before drafting resumes.
The assistant says a field does not exist	You are on a cached tool list. Disconnect and reconnect.
"Connector name already exists"	A disabled app still holds that name. Delete it properly, or use a different name with the same address.
Actions list empty, Refresh greyed out (workspace admin)	No one has authorized the app yet. Connect as a user first.
"You've reached the RCIC App connector limit"	A safety limit on how many requests a minute. Wait the stated number of seconds.

Reviewing and removing connections

Go to My Profile → Connected apps to see every AI assistant you have connected to your own account, and disconnect any of them. Disconnecting takes effect immediately: that assistant loses access until you connect it again.

Every connector action is recorded in your account's audit trail, including which assistant made it and when.

Need help?

Email us at info@investatech.com and we will help you get connected.