Intapp Celeste MCP Server

Intapp Celeste is an agentic AI platform purpose-built for regulated professional firms across legal, accounting, consulting, investment banking, private capital, and real assets. Announced on February 25, 2026 and currently in limited release through the first half of 2026, Celeste combines industry-specialized AI agents with a Context Engine that understands a firm's data, terminology, relationships, and work patterns. It enforces professional compliance standards including ethical walls, conflicts checks, MNPI controls, and independence rules on every agent action.

Intapp has built a Model Context Protocol (MCP) server as part of the Celeste architecture to make firm context, including clients, matters, deals, relationships, documents, and approvals, available to third-party AI agents and applications. Celeste integrates natively with Intapp DealCloud, Intapp Conflicts, Intapp Intake, and Intapp Time, and it connects with external assistants such as Anthropic Claude (Cowork), Microsoft Copilot, and Harvey using MCP, A2A, and standard APIs. An "AI Wall" architecture ensures that confidential firm information is only seen by users and agents with the appropriate permissions.

Note: Celeste is in limited release and Intapp has not yet published public developer documentation, tool schemas, server URLs, or setup instructions for its MCP server. The details below summarize what Intapp has publicly disclosed in its launch announcements. Firms interested in connecting must work with Intapp directly through the limited release program.

Tools

Status

Intapp Celeste is in limited release for the first half of 2026. Intapp has not published a public MCP server URL, OAuth client configuration, or developer setup guide. Access is currently granted through Intapp's guided implementation program.

Prerequisites

• An Intapp customer account with at least one supported product (Intapp DealCloud, Intapp Conflicts, Intapp Intake, or Intapp Time)
• Enrollment in the Celeste limited release program
• Coordination with Intapp implementation and security teams to provision the MCP connection and apply firm-specific compliance policies (ethical walls, MNPI, independence)

Expected client compatibility

Per Intapp's launch announcements, Celeste's MCP server is designed to be invoked from:

• Anthropic Claude (including Claude Cowork)
• Microsoft Copilot
• Other MCP-compatible AI assistants and agent frameworks

Placeholder configuration

Intapp has not published an official config block. Once Intapp issues server connection details to your firm, an MCP client configuration will typically look like the following (values must be supplied by Intapp):

{
  "mcpServers": {
    "intapp-celeste": {
      "url": "<provided by Intapp>",
      "transport": "http",
      "auth": {
        "type": "oauth2",
        "client_id": "<provided by Intapp>"
      }
    }
  }
}

Contact your Intapp account team for the actual endpoint, authentication flow, and permitted scopes.

• Surface DealCloud relationship, deal, and pipeline context inside Claude or Copilot so professionals can ask about clients, matters, and prospects without leaving the assistant
• Run conflicts and intake screening from an AI assistant before opening a new matter, with results enforced by Intapp's compliance and AI Wall controls
• Generate pitch books, deal screens, and buyer lists by giving an agent governed access to a firm's historical deal data and relationships
• Analyze Intapp Time data through a Revenue Realization style workflow to compare hours worked, hours recorded, and hours billed
• Let Anthropic Claude or Harvey invoke practice-of-law workflows that require firm context while enforcing ethical walls, MNPI, and independence

• "Pull all open DealCloud opportunities for healthcare clients I cover and summarize stage, last activity, and next steps."
• "Before I open a new matter for Acme Corp, run a conflicts and intake check and flag any ethical wall issues."
• "Compare hours worked, recorded, and billed for the M&A team last quarter using Intapp Time data."
• "Build a buyer list of likely acquirers for a mid-market industrials target using our historical DealCloud deals and relationships."
• "Summarize our prior engagements and key contacts at this client, respecting any ethical walls on my account."

• Purpose-built for highly regulated professional firms, with ethical walls, conflicts, MNPI, and independence enforcement built into the architecture
• Native access to Intapp DealCloud, Conflicts, Intake, and Time data through a single governed interface
• Designed for interoperability with Claude, Microsoft Copilot, and Harvey via MCP, A2A, and APIs
• Backed by Intapp, a publicly traded vendor (NASDAQ: INTA) already widely deployed across law, accounting, and private capital firms

• In limited release with no public developer documentation, MCP server URL, or tool schema as of launch
• Available only to Intapp customers on supported products, not a general-purpose MCP server
• Implementation requires guided onboarding with Intapp rather than self-service install, which slows experimentation

• Harvey (legal AI platform, available as a Claude Cowork MCP connector for law firm workflows)
• Microsoft Copilot with custom enterprise connectors for firms already standardized on the Microsoft 365 stack
• Direct integration with Intapp's REST APIs for DealCloud, Conflicts, Intake, and Time when MCP is not yet available