The Firmcheck MCP server lets an AI assistant work directly in your Firmcheck account: look up clients, create them, keep manager and partner details up to date, and read the related parties behind a company - without you switching to the dashboard and clicking through screens.
MCP (Model Context Protocol) is a standard way for AI assistants to connect to a system and use it. The server exposes a set of "tools" - individual actions such as "list clients" or "update a client" - that the assistant can call on your behalf.
In practice it means you describe what you want in plain language, and the assistant works out which Firmcheck actions to run. The MCP server is a wrapper around the Firmcheck API, so anything the API can do, the assistant can do - and nothing more.
The Firmcheck MCP server works with Claude only - on claude.ai, the Claude desktop app and Cowork. Other AI assistants, including ChatGPT and Microsoft Copilot, are not supported at this time.
Watch a 2 minute video demo: https://firmcheck.wistia.com/s/bhxvd4bu2lm5h06
A Firmcheck login with admin access for the firm you want to connect to.
A Claude account on a plan that supports custom connectors.
You sign in with your own Firmcheck login, so each person connects their own assistant. Actions then run at firm level, exactly as the Firmcheck API does - so changes made over MCP are recorded against the firm, not against the person who made them.
https://mcp.firmcheck.com/mcpb6ov7cn6lh2b75bno7ch6kh2The client secret stays empty.
Authentication is by OAuth. There are no API keys to generate, copy or rotate: when you connect, Claude opens the Firmcheck sign-in page, you log in as normal and approve access. You can revoke access at any time from your connector settings in Claude.
Go to Firm settings, then “AI settings”
Enable the MCP connector
Open Settings, then Connectors.
Choose Add custom connector.
Name it Firmcheck and paste the server URL
Ensure ‘Use your own Oauth client’ is selected for Oauth access.
Enter the Client ID
Leave the Client secret field empty.
Save, then choose Connect. It will ask you to sign in to Firmcheck and approve access.
Check it worked by asking: "Which Firmcheck firm am I connected to?" You should get your firm's name back.
Once connected, the following tools are available.
firmcheck_get_firm - Your firm with its services, business units and staff. This is where the assistant finds the IDs it needs to set a partner, manager, business unit or service.
firmcheck_list_clients - List your clients, with an option to return only those changed since a given date.
firmcheck_get_client - One client in full, including the individual, sole trader or organisation behind it.
firmcheck_create_client - Create a client. For a UK company, importing by company number pulls the details straight from Companies House.
firmcheck_update_client - Update status, partner, manager, business unit, services, reference number or next review date.
firmcheck_list_individuals, firmcheck_get_individual, firmcheck_update_individual
firmcheck_list_organisations, firmcheck_get_organisation, firmcheck_update_organisation
firmcheck_list_sole_traders, firmcheck_get_sole_trader, firmcheck_update_sole_trader
firmcheck_list_related_parties - The directors, PSCs, shareholders, beneficial owners, trustees, nominees and secretaries recorded against an organisation.
firmcheck_create_related_party - Add a related party, either linking someone Firmcheck already holds or creating a new record.
firmcheck_update_related_party - Change the roles held by a related party.
firmcheck_delete_related_party - Remove the relationship. The person or company itself is not deleted.
These stay in the Firmcheck app at this stage:
Sending ID verification requests and reading verification results.
AML determinations and risk assessments. The assistant can see a client's AML determination status, but cannot start or complete one.
Documents and attachments.
Archiving and off-boarding clients. Clients already archived, discarded or off-boarded are not returned by the tools at all.
Managing staff, services and business units. These are readable, but are set up in Firm Settings.
Editing fields maintained by Companies House, such as a company's name and registered address.
Prompt: "Set the manager on every client to Jane Doe."
What happens:
Calls firmcheck_get_firm to find Jane Doe's staff ID and confirm she is set up as a manager
Pages through firmcheck_list_clients to get every client
Calls firmcheck_update_client for each one and reports the total updated
Because this replaces any manager already assigned, ask the assistant to show you the list first if you want to check it
Prompt: "Create a new existing client, Fairhaven Joinery Limited. John Doe is the partner and we're providing payroll services."
What happens:
Finds the company number and calls firmcheck_create_client using the Companies House import
Firmcheck fetches the registered name, address and officers, so the directors arrive as related parties automatically
Sets the partner and the Payroll service using IDs from firmcheck_get_firm
Returns a link to the new client, ready for CDD
Prompt: "Add Ella Paynter as a director of Northside Holdings."
What happens:
Finds the organisation with firmcheck_list_organisations
Checks firmcheck_list_individuals first, so an existing record is linked rather than duplicated
Calls firmcheck_create_related_party with the Director role
Send her ID verification request from her profile in Firmcheck - that part is not available over MCP
Prompt: "Which clients have been updated since Monday, and what changed on them?"
What happens:
Calls firmcheck_list_clients with a modified-since date. A change to the client, its entity or its AML determination all count
Calls firmcheck_get_client on anything that looks worth a closer look
Summarises the week as a short list you can scan
Prompt: "Which clients have no next review date, and which have no manager assigned?"
What happens:
Pages through every client and checks the fields you asked about
Returns two lists of gaps to work through
You can then ask it to fill them in, for example "set the next review date to 31 March 2027 on all of those"
The real advantage of MCP is that the assistant can hold more than one system open at once. If your practice management, onboarding or engagement letter software also offers an MCP server, connect it alongside Firmcheck and you can reconcile the two in a single conversation - no exports, no spreadsheets, no copying between tabs.
Both connectors need to be switched on for the conversation, and each one only does what your own login is allowed to do in that system.
Prompt: "Compare the client contact emails in our practice management system against Firmcheck, and show me anywhere they differ."
What happens:
Pulls the client and contact list from your practice management tool
Pages through firmcheck_list_individuals to get the Firmcheck side
Matches records on name, company number or reference, and lists every mismatch side by side
Once you've approved the list, calls firmcheck_update_individual to bring Firmcheck into line
Ask for the comparison first and the updates second - that way you keep a check on which system is treated as the source of truth
Prompt: "List everyone who has signed an engagement letter in the last six months but doesn't have a client record in Firmcheck."
What happens:
Pulls signed engagements or completed onboarding records from your engagement letter tool, filtered to the period you asked for
Pages through firmcheck_list_clients to build the comparison set
Reports the gap: clients you have engaged but never set up for CDD
Can then call firmcheck_create_client for each one, importing UK companies by company number so the officers arrive as related parties automatically
Run it monthly and it becomes a standing check that nothing has slipped through onboarding
Changes are live and there is no undo. The connection writes to your real Firmcheck data. For anything bulk, ask the assistant to list what it plans to change before it starts.
Updates only touch the fields you mention. Two exceptions: a client's services and a related party's roles are replaced as a whole set, not added to.
Changes are recorded against the firm, not the person. You connect with your own login, but actions run at firm level like the API, so the audit trail will not show which member of staff made a change over MCP.
Duplicates are possible. Ask the assistant to check for an existing record before adding a person or company that Firmcheck may already hold.
Be specific about the client. Firms often have similar names on file, so give a company number or reference where you can.
Firmcheck holds AML and client data on your behalf. We process it per our Data Processing Addendum. You linking the data to an AI assistant doesn't change who's accountable for the data under UK GDPR, that's still your firm’s responsibility as data controller, not ours or the AI vendor’s. Before switching the connector on for your team, it's worth checking:
Look at which AI assistant account tier you're connecting. A personal account login is built for individual use, not a firm's compliance data. Model training, retention, and contractual terms on consumer tiers are usually looser than on Business, Team, Enterprise, or API plans, which more often default to no training on your data.
Reflect the change in your paperwork. Your record of processing activities and privacy notice should mention the assistant, and it's worth asking whether the volume of client data it can reach means further investigation is needed.
Remember confidentiality doesn't stop at GDPR. Industry body rules on client confidentiality still apply, so check your client paperwork matches what’s required.
You're responsible for satisfying yourself that your chosen AI assistant is appropriate for the client and AML data you decide to expose to it.
The assistant says it has no Firmcheck tools. Check the MCP connector is enabled in Firm settings, AI settings, and that the connector is switched on for that conversation, then disconnect and reconnect it.
Sign-in fails or access is refused. Confirm you are signing in to the right firm, and that your user has permission for what you are asking.
A company's details will not save. Names and addresses that came from Companies House are maintained there and cannot be edited through the API.
It says the client already exists. That UK company is already on your file. Ask the assistant to find it instead.
A client is missing. Archived, discarded and off-boarded clients are not returned over MCP. Look for them in the app.
Get in touch with the Firmcheck support team and we'll help you get connected.