Certivus
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Use Certivus with your AI assistant

Check your clients' identity, AML and risk status, draft risk assessment updates for your MLRO to approve, and start identity and AML checks after you confirm the price.

Server address

Your assistant asks for this address when you add Certivus.

https://mcp.certivus.com/mcp

Add it to your assistant

  • Claude

    1. Open Claude and go to Settings, then Connectors.
    2. Choose Add custom connector.
    3. Name it Certivus and paste the server address from this page.
    4. Sign in with Rajoka ID when asked, then allow access.

  • ChatGPT

    1. Open ChatGPT and go to Settings, then Connectors.
    2. If you cannot add your own connector, turn on developer mode under Advanced settings.
    3. Choose Create, name it Certivus and paste the server address from this page.
    4. Sign in with Rajoka ID when asked, then allow access.

  • Claude Code

    claude mcp add --transport http certivus https://mcp.certivus.com/mcp

  • Cursor

    {
  "mcpServers": {
    "certivus": {
      "url": "https://mcp.certivus.com/mcp"
    }
  }
}

  • VS Code

    {
  "servers": {
    "certivus": {
      "type": "http",
      "url": "https://mcp.certivus.com/mcp"
    }
  }
}

Or ask your assistant to set it up

Paste this into a chat.

Connect to Certivus at https://mcp.certivus.com/mcp and show me what you can do.

What it can do

Actions

  • Start a prepared Certivus check certivus_actions_commit

    Consumes a prepared token, creates the verification case and charges once.

    Makes changes, with your confirmation

Checks

  • Prepare a Certivus check certivus_checks_prepare

    Prices and prepares a KYC and AML check without charging.

    Makes changes, with your confirmation

Clients

  • Get Certivus client status certivus_clients_get

    Gets identity, risk, assessment, AML and open-matter status for one client.

    Read only

  • Find Certivus clients certivus_clients_list

    Lists active, non-demo clients in one granted firm.

    Read only

Companies House

  • Search Companies House certivus_companies_house_search

    Searches the public UK register by company name or number and creates nothing.

    Read only

Compliance

  • Get Certivus compliance health certivus_compliance_health_get

    Gets the firm's authoritative compliance posture and action-queue totals.

    Read only

Drafts

  • List pending risk-review drafts certivus_drafts_list

    Lists pending meeting-based risk drafts without transcript text.

    Read only

Firm

  • Get the selected Certivus firm certivus_firm_get

    Gets the selected firm's facts, staff, services and risk cadence.

    Read only

Me

  • Get the connected Certivus identity certivus_me_get

    Gets the connected person, selected firm, granted firms and capabilities.

    Read only

Meeting updates

  • Draft a risk update from a meeting certivus_meeting_updates_create

    Drafts risk-answer changes from a consented meeting transcript for MLRO review.

    Makes changes, with your confirmation

Risk assessments

  • Get a client risk assessment certivus_risk_assessments_get

    Gets the active risk questions and current answers for one client.

    Read only

Things to try

  • Which of my clients are high risk and due a risk assessment this month?
  • What is the identity and AML status of Fairhaven Joinery Ltd?
  • How is our firm's compliance health looking, and what needs action first?
  • Search Companies House for Fairhaven Joinery and tell me if they are already a client.
  • Draft a risk assessment update for this client from my meeting notes.
  • Start an identity and AML check for this client, and show me the price before it runs.

How it stays safe

  • Sign in with Rajoka ID.
  • Changes need two-step sign-in.
  • An assistant only makes the changes you ask for, and bigger changes wait for your confirmation.
  • You can see and disconnect every assistant at any time on the Connected assistants screen in Certivus.
  • We keep a record of what assistants do for 12 months.

Your data

  • An assistant can only see what your own account can see in Certivus.
  • It reads your data only when you ask it to.
  • We do not train AI models on your data.

Manage and check

Questions

I disconnected in Claude, is it gone?

Yes, Claude can no longer use it. To end it at our end too, disconnect it on the Connected assistants screen in Certivus. If you do not, it ends by itself after 90 days unused.

Can an assistant change my data without asking?

No. It only makes changes you ask for, and bigger ones wait for your confirmation. Changes also need two-step sign-in.

What can an assistant see?

Only what your own account can see in Certivus. It sees nothing else.

Do you train AI models on my data?

No. We do not train AI models on your data.