- Which companies are still waiting on a document?
- What stage is the EIN order for Acme LLC at?
- What would a Delaware LLC with an EIN and a registered agent cost us?
- Why did our endpoint never get
company.incorporatedyesterday? - What does the March statement come to, and which companies are behind it?
Connect
The server is at:- Claude
- Claude Code
- ChatGPT
- Codex
- Cursor
- VS Code
- Windsurf
- Gemini CLI
- Zed
- Cline
- Other
For Claude.ai, Claude Desktop and the Claude mobile apps, add a custom
connector with this address:
- Open Settings > Connectors and choose Add custom connector.
- Name it
Clemta Partnerand paste the address. - Choose Connect.
1
Add the server
Use the instructions for your client above.
2
Sign in and approve
Your client opens the partner dashboard. Sign in if you are not already,
check which agent is asking, and approve. A connection is either test or
live, never both.
3
Ask
Start with “which mode am I in?”. The agent tells you whether it is
reading the sandbox or real data.
What a connection is
Approving creates an MCP connection in the partner dashboard: which agent, approved when, in which mode, last used when.- Read-only. The agent can look things up. It cannot change anything.
- Sees what your account sees. A connection covers all your companies. Use a test connection while you try things out.
- Logged. Every lookup shows in the dashboard’s Logs, next to your integration’s requests.
Revoke a connection
Delete the connection in the partner dashboard. The agent loses access on its next question and tells you the connection is no longer valid. Removing the server from your MCP client does not delete the connection. Delete it in the dashboard too if you are done with it.What it cannot do
The agent cannot:- create or update an account or a company
- place, cancel or pay for a service order
- submit or sign a tax filing, or fulfill a requirement
- create, re-enable or delete a webhook endpoint
- move a test company with the sandbox
Next
Tools
What the agent can look up, and what to ask.
Build with an AI agent
Skills and docs search for the coding agent that writes your integration.