Connect Claude to Certivus
In brief: Connect Claude, choose its permissions, use Certivus tools and fix common connection problems.
Connect Claude to Certivus to work with your firm's compliance records from Claude. You can:
- Find clients and review their compliance status.
- Check your firm's compliance health and work that needs attention.
- Prepare a quote and start a KYC and AML check after you confirm.
- Turn a meeting transcript into a draft risk update for your MLRO to review in Certivus.
Claude can act only for the firm and permissions you choose.
Before you start
You need:
- A Certivus firm account.
- Claude on the web, desktop or mobile.
Claude Code is not supported yet.
Connect Claude
- In Claude, go to Customize > Connectors, choose Add, then Add custom connector.
- Enter the name Certivus and the URL
https://mcp.certivus.com/mcp, then choose Continue. - Under OAuth client, choose Use your own OAuth client and enter the client ID
19bd75ce-21d1-4f1d-822a-755b5d74b6e4. Leave the client secret empty. Choose Add. - Choose Connect and sign in with Rajoka ID.
- Ask Claude something about your clients. The first time, Claude replies with a Certivus link. Open it.
- On the Certivus page, choose what Claude may do. If you belong to more than one firm, choose the firm first.
- Read only
- Read and propose risk assessment updates
- Read, propose risk updates and start checks
- Choose Allow, then return to Claude and ask again.
What the tools do
| Tool | What it does | Read only |
|---|---|---|
find_clients | Finds active clients using filters such as name, risk, status, jurisdiction or review date. | Yes |
client_status | Shows one client's identity, risk, assessment history, AML results and open matters. | Yes |
compliance_health | Shows your firm's compliance score, traffic light, failed factors and MLRO action totals. | Yes |
prepare_check | Prepares a KYC and AML check and shows the current price without starting or charging. | Yes |
start_check | Starts the prepared check and charges your firm's prepaid balance after you confirm. | No |
get_risk_assessment | Shows one client's active risk questions, current answers, risk level and next review date. | Yes |
propose_risk_update | Uses a meeting transcript to create a draft risk update for MLRO review. | No |
list_pending_risk_reviews | Lists pending meeting-based risk updates with review links and counts. | Yes |
Costs and confirmation
Preparing a check is free. Claude shows the current price before asking you to confirm. No verification case is created at this stage.
The check starts only after you confirm. Certivus then charges the quoted price to your firm's prepaid balance.
Risk updates from meetings
Before Claude sends a meeting transcript, confirm that the client knew the meeting was recorded. Certivus uses the transcript to create a draft risk update.
Nothing in the client's live risk assessment changes until your MLRO reviews and approves the draft in Certivus.
Revoke Claude's access
Go to Settings > Integrations, find Claude and choose Revoke. Revocation takes effect on Claude's next request. You can connect Claude again later.
Troubleshooting
Claude says Certivus needs consent
Open the link from Claude. Choose a permission option, then choose Allow. Return to Claude and try again.
You belong to more than one firm
Pick the firm on the Certivus page. Then choose the permissions and select Allow.
"Authorization failed" in Claude
Reconnect the Certivus connector. If it still fails, contact support@certivus.com and include the reference shown in the error.
A check did not start
The quote may have expired after 10 minutes, or the price may have changed. Ask Claude to prepare a new check and confirm the new quote.
Privacy
See the Connected AI assistants section of the Certivus privacy notice for the information shared with Claude, what Certivus records and how to revoke access.
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