Search

Connect Athennian to AI Tools Using Read MCP

Alix
Alix
  • Updated
Accelerate legal research, compliance audits, ownership analysis, and due diligence by connecting Athennian entity data directly to AI assistants.
 

Overview

Read MCP (Model Context Protocol) provides a secure, standardized connection between Athennian and third-party AI tools like Claude, ChatGPT, Microsoft Copilot, and Gemini. It empowers teams to query entity data, execute multi-step analysis, and audit governance records using natural language prompts.
 
The integration operates strictly read-only, ensuring Athennian remains the authoritative system of record. Native Roles and Permissions configured in Athennian automatically propagate to all connected AI tools in a single click, restricting data access strictly to assigned user authorization levels. Sensitive customer data is never used by Athennian to train AI models.
 
Availability: Customers with the All-Access API add-on.
 

Set Up the Read MCP Connection

  1. Go to the Settings page in the AI tool (Claude, Claude, ChatGPT, Microsoft Copilot, Gemini, etc)
  2. Navigate to Connectors
  3. Locate the desired Athennian environment and select Connect
  4. Log in via SSO to authenticate and interpret existing Athennian permissions
  5. Paste the generated Athennian API Key provided by an administrator
  6. Select Authorize to grant the AI tool read access to Athennian data

Generate an API Key for Read MCP (Administrator)

  1. Navigate to the Access > API Keys page in Athennian
  2. Click + New to create a new key
  3. Enter a descriptive API Key Name
  4. Select Administrator or the appropriate System Role level
  5. Click + Add Access Group to select the specific Access Groups
  6. Select Generate
  7. Copy the generated API Key before leaving the screen

Access and Run Predefined MCP Prompts

  1. Navigate to the top-right profile icon in Athennian and select the Settings page
  2. Select the MCP Prompts page under Application to view the built-in library of predefined prompts
  3. Choose a prompt for recurring governance tasks, such as Cap table analysis, Expiring registrations, or Annual maintenance walkthrough
  4. Copy the desired prompt or open it directly in the connected AI tool
  5. Paste the prompt into the AI tool chatbot interface
  6. Select Always Allow when prompted to permit data processing

Query Entity Data and Perform Multi-Step Analysis

  1. Open the connected AI tool chatbot interface
  2. Enter a natural language prompt to perform portfolio-wide checks or governance analysis
  3. Utilize specialized prompt structures for common governance tasks:
    • Audit Entity Data Health: Prompt the AI to compare entity statuses, incorporation/formation dates, registrations, open tasks, and supporting Documents to identify gaps or discrepancies ranked by priority
    • Trace Ownership and Beneficial Owners (UBO/KYC): Prompt the AI to trace ultimate beneficial ownership across multiple levels, calculate direct and indirect percentages, and flag missing ownership data
    • Monitor Compliance Obligations: Prompt the AI to review upcoming registrations, bring-forward dates, annual filings, and open tasks due within the next 90 days
    • Prepare for Transaction Diligence: Prompt the AI to review ownership chains starting from a parent Entity, surfacing missing formation documents, incomplete minute books, and unresolved tasks
    • Audit Roles and Affiliations: Prompt the AI to identify all directorships, officer positions, and ownership roles associated with specific individuals across all Entities
  4. Review returned entity lists, evidence-backed findings, and flagged data gaps

Video Instructions

Review the video below for a visual walkthrough on setting up and querying data using Read MCP: