Integration · CRM & sales

Connect Claude & ChatGPT to Legl

Ask your AI which engage requests are still waiting on clients, whether a payment request has been paid, or to run a sanctions check on a business in Legl. It can send engage requests and payment requests, search official company registries, save businesses and run company and sanctions reports. Client intake questions get answered without opening each record.

Connect Legl free

Free plan, no credit card. Takes about a minute.

Try asking

“Which engage requests are still waiting on the client?”
The AI lists engage requests filtered by status, with client, matter reference and the date each was created.
“Send an engage request to Sarah Jones, [email protected], with our standard onboarding workflow.”
It finds the workflow and a reviewer and creates the engage request. Legl emails Sarah a link unless you ask it not to.
“Request 250.00 GBP from Tom Clark for matter M-1042.”
It creates a payment request with the amount and matter reference. Legl does not email it automatically, and Tom is charged only when he pays.

What your AI can do

Client onboarding

Send engage requests from your workflows, pick a reviewer, and read each request's status and the client's checks, documents and answers.

Payment requests

Create payment requests in GBP, list them by status or paid date, and mark them paid or closed.

Business checks

Search official company registries, save businesses, run company and sanctions reports, and read risk assessments.

“Add Acme Holdings Ltd from the UK company registry and run a sanctions check.”
It searches the registry, saves the business in Legl and runs a sanctions report on it.
“Which payment requests were paid last week?”
It lists payment requests filtered by paid date, with amounts and your invoice and matter references.
“What has Sarah Jones submitted on her engage request?”
It reads the engage request with the client's results: checks, documents and answers.

25 tools for Legl

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_businessChanges dataAdd a business to Legl from a registry search result: pass the registry `id` and `name`, plus optional country code and client reference. Search saved businesses first to avoid duplicates.
create_engage_requestChanges dataSend a client an engage request: pass the client's first and last name, email, the `workflow` URL (from list_workflows) and the reviewer's email. By default Legl emails the client a link (set send_email to false to stop that).
create_paymentChanges dataCreate a payment request for a client: first and last name, email and `amount` in GBP (e.g. 250.00), plus optional invoice and matter references and documents. The client is charged only when they pay; Legl does not email the request automatically.
get_businessGet one saved business by `reference`.
get_business_reportGet one business report by `reference`.
get_company_reportGet the latest company report for a saved business by `reference`.
get_engage_requestGet one engage request by `reference`, optionally with the client's results (checks, documents, answers).
get_organisationGet your law firm's Legl organisation details. Use to confirm which firm you are working in.
get_paymentGet one payment request by `reference`, including its status and amount.
get_risk_assessmentGet one risk assessment by its UUID, including answers, score and status.
get_sanctions_reportGet the sanctions report for a saved business by `reference`.
get_workflowGet one engage workflow by `reference`, including the steps the client will complete.
list_business_reportsList business reports, filtered by status, client or matter reference, or company or sanctions report dates.
list_engage_requestsList client engage (onboarding) requests, filtered by status, client or matter reference, or created, reviewed or completed dates.
list_paymentsList payment requests, filtered by status, created, paid or transferred dates, or your invoice and matter references.
list_reviewersList the people at your firm who can be assigned as reviewers on engage requests.
list_risk_assessment_templatesList your firm's risk assessment templates.
list_risk_assessmentsList risk assessments, filtered by status or hidden reference.
list_workflowsList your firm's engage workflows. Use a workflow's URL when creating an engage request.
run_company_reportChanges dataRun a company report on a saved business by `reference`, optionally tagged with a matter reference.
run_sanctions_reportChanges dataRun a sanctions screening on a saved business by `reference`, optionally tagged with a matter reference.
search_businessesSearch the businesses (companies) already saved in Legl by name, registration number or client reference.
search_company_registrySearch the official company registry of a country by name or registration number (`country_code`, `search_type`, `search_value`). Use the returned id to add the business to Legl.
update_engage_requestChanges dataUpdate an engage request's status or hidden reference by `reference`.
update_paymentChanges dataUpdate a payment request by `reference`: mark it paid or closed via `status`, or change its internal comment. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Legl from the app list.
2
Paste your key
Paste your Legl API token. Legl issues tokens on request: email [email protected] from your firm's Legl account and ask for an API token. The token works for your law firm only. If it leaks, ask Legl to revoke it and issue a new one.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Legl?

It can read and list engage requests, workflows, reviewers, payment requests, saved businesses, business reports and risk assessments, and search company registries. It can send engage requests, create payment requests, save businesses, run company and sanctions reports, and update the status of engage requests and payment requests.

Does the AI see my Legl credentials?

No. Your Legl API token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Sending an engage request emails your client and a payment request asks a client for money, so those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Legl account.

How do I get a Legl API token?

Legl issues API tokens on request. Email [email protected] from your firm's Legl account and ask for one. The token only gives access to your own law firm. If it is ever exposed, ask Legl to revoke it and issue a new one, then paste the new token into PipMCP.