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
- Go to the Settings page in the AI tool (Claude, Claude, ChatGPT, Microsoft Copilot, Gemini, etc)
- Navigate to Connectors
- Locate the desired Athennian environment and select Connect
- Log in via SSO to authenticate and interpret existing Athennian permissions
- Paste the generated Athennian API Key provided by an administrator
- Select Authorize to grant the AI tool read access to Athennian data
Generate an API Key for Read MCP (Administrator)
- Navigate to the Access > API Keys page in Athennian
- Click + New to create a new key
- Enter a descriptive API Key Name
- Select Administrator or the appropriate System Role level
- Click + Add Access Group to select the specific Access Groups
- Select Generate
- Copy the generated API Key before leaving the screen
Access and Run Predefined MCP Prompts
- Navigate to the top-right profile icon in Athennian and select the Settings page
- Select the MCP Prompts page under Application to view the built-in library of predefined prompts
- Choose a prompt for recurring governance tasks, such as Cap table analysis, Expiring registrations, or Annual maintenance walkthrough
- Copy the desired prompt or open it directly in the connected AI tool
- Paste the prompt into the AI tool chatbot interface
- Select Always Allow when prompted to permit data processing
Query Entity Data and Perform Multi-Step Analysis
- Open the connected AI tool chatbot interface
- Enter a natural language prompt to perform portfolio-wide checks or governance analysis
- 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
- 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: