NetDocuments MCP Server

NetDocuments is a cloud-native document and email management platform used by law firms and corporate legal teams. The NetDocuments MCP connector, built in collaboration with Anthropic, lets MCP-compatible AI clients like Claude and ChatGPT reason over a firm's NetDocuments repository without copying or moving documents out of the platform. Every interaction runs against the user's existing NetDocuments credentials, so ethical walls, matter-level restrictions, access controls, retention policies, and audit trails apply automatically.

The connector exposes secure search and retrieval of NetDocuments content, plus drafting workflows that ground generated text in the firm's own precedents. Typical workflows include comparing engagement letters, surfacing template precedents, pulling matter-specific documents, and preparing for depositions, often combined in multi-step requests that also pull from web search, email, and other connected systems.

This is a provider-hosted remote MCP server listed in Anthropic's connector marketplace. It is enabled by NetDocuments administrators for ndMAX Enterprise customers; there is no open-source repository to self-host. Setup is performed in the Claude (or other client) connector settings using NetDocuments' OAuth flow.

Tools

Prerequisites

• An active NetDocuments tenant on the ndMAX Enterprise plan
• Administrator approval to enable MCP connectivity (controlled via an admin toggle in NetDocuments)
• An MCP client that supports remote MCP servers with OAuth (such as Claude.ai, Claude Desktop with custom connectors, or Claude Code)

Enable the connector in NetDocuments

Contact your NetDocuments representative or administrator to enable the MCP connector for your tenant. NetDocuments controls activation via a single admin toggle for the firm.

Add the connector in Claude

1. Open Claude and go to Settings, Connectors (or Add custom connector).
2. Find NetDocuments in the Anthropic connector marketplace, or add it as a custom remote MCP server using the URL provided by your NetDocuments administrator.
3. Authenticate with your NetDocuments credentials through the OAuth flow.
4. Approve the requested scopes (search, document retrieval).

Notes on configuration

• There is no local install. The server is hosted by NetDocuments and accessed by URL.
• Permissions, ethical walls, and matter security from NetDocuments are enforced at query time. The connector cannot grant access beyond what the authenticated user already has.
• For programmatic use, Claude's MCP connector API accepts the remote server URL plus an OAuth client ID and secret in advanced settings.

• Ask Claude to find and summarize prior engagement letters for a specific practice area, then draft a new one grounded in the firm's templates
• Locate precedent templates or sample motions across matters the user has permission to see, without exporting files out of NetDocuments
• Pull all documents associated with a given client or matter and prepare a briefing pack for a deposition or hearing
• Run multi-step research that combines NetDocuments precedents with external web research and email context in a single Claude conversation
• Compare clauses or terms across multiple agreements stored in NetDocuments and surface differences for review

• "Find the three most recent engagement letters we've sent to financial services clients and draft a new one for Acme Bank."
• "Search NetDocuments for our standard NDA template and compare it to the counterparty's draft I just pasted."
• "Pull all filings related to matter 12345 and prepare a deposition prep summary."
• "Find precedent motions to compel from our litigation group in the last two years and summarize the strongest arguments."
• "Locate the latest client alert on the new SEC rule and rewrite it for a banking audience."

• Official connector built in collaboration with Anthropic, with documents staying inside NetDocuments at all times
• Enforces existing NetDocuments security: ethical walls, matter-level restrictions, DLP, retention, and audit trails apply automatically
• No custom integration work; firms enable it via a single admin toggle and users authenticate with their normal credentials
• Works across Claude, Claude Code, and other MCP-compatible clients listed in the Anthropic marketplace

• Limited to ndMAX Enterprise customers; not available on lower NetDocuments tiers
• Public documentation does not list the exact tool names, parameters, or endpoint URL; setup details come from the NetDocuments representative
• Provider-hosted only with no open-source implementation, so capabilities cannot be extended or self-hosted

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