Connect Docket Navigator to Claude

Connect Docket Navigator to Claude to search Docket Navigator data, work with saved research, create and edit binders and alerts at your request, and open supporting material in Docket Navigator.

Note

During the beta, Docket Navigator uses a custom MCP connector for Claude. Docket Navigator sends the custom MCP URL directly by email after your group is added to the beta program. Contact Docket Navigator Customer Support if you need the URL resent.

These instructions will be updated when Docket Navigator becomes available through the Claude Connectors Directory.

Before you begin

Confirm that:

• Docket Navigator Customer Support has activated Docket Navigator Connect for your group.
• Your group’s administrator has enabled the Claude connector from the AI & Integrations page.
• The appropriate Claude Owner or Primary Owner has the custom MCP URL from the Docket Navigator beta email.
• Each person connecting Claude has an active subscription in Docket Navigator to at least one library.

The setup has three parts. Your group’s administrator enables the Claude connector in Docket Navigator, a Claude administrator adds Docket Navigator to the Claude organization, and each user connects their own account.

1. Enable Claude for your Docket Navigator group

A Docket Navigator group administrator must enable the Claude connector for the group.

1. Sign in to Docket Navigator.
2. Open AI & Integrations.
3. Under Group settings, find Claude connector.
4. Select On.

The Claude connector is now available to every member of the Docket Navigator group. Each member controls their own connection under Your settings.

Caution

Turning off the Claude connector disconnects every user in the Docket Navigator group. If the group administrator turns it on again, each user must reconnect their account.

2. Add Docket Navigator to a Claude organization

For a Claude Team or Enterprise organization, a Claude Owner or Primary Owner must add Docket Navigator before members can connect.

1. Open Claude and select the appropriate organization from the account menu.
2. Select Organization settings.
3. Under Libraries & Access, select Connectors.
4. Select Add, then Custom > Web.
5. In Name, enter Docket Navigator.
6. In Remote MCP server URL, paste the URL supplied in the Docket Navigator beta email.
7. Leave the optional OAuth Client ID and OAuth Client Secret fields blank.
8. Leave Managed authorization turned off so each member can authorize the connector with their own Docket Navigator account.
9. Select Add.

Docket Navigator will appear in the organization’s connector list as a custom web connector with individual authorization.

For more information about administering remote custom connectors, see Anthropic’s custom connector instructions.

3. Connect your Docket Navigator account

After Docket Navigator has been added to the Claude organization, each user connects individually.

1. Make sure you are working in the appropriate Claude organization.
2. Select Customize in the Claude sidebar.
3. Select Connectors.
4. Find Docket Navigator in the connector list.
5. Select Connect.
6. Sign in with your Docket Navigator account when prompted.

If your group administrator has enabled the Claude connector, you can view and manage your individual connection in Docket Navigator. On AI & Integrations, open Your settings. The card labeled Claude shows whether your account is connected and when the connection was made. Select Disconnect on that card to revoke the connection from Docket Navigator without changing the group-wide connector setting.

If you are already signed in to Docket Navigator, you may proceed directly to the consent screen.

4. Review and allow access

Docket Navigator displays the account being connected and the permissions Claude is requesting.

Claude will be able to:

• Search your dockets, documents, and litigation data.
• Create and edit binders and alerts on your behalf.
• Open pages in Docket Navigator.

Claude will be unable to:

• Delete data.
• Change your account settings.
• Take action on behalf of other users.

Confirm that the displayed email address is correct, review the permissions, and select Allow. Docket Navigator then returns you to Claude and confirms the connection in the browser.

Selecting Cancel ends the authorization process without connecting the account.

Install the Docket Navigator skill

After you connect the Docket Navigator MCP connector, Docket Navigator recommends installing the general-purpose Docket Navigator Claude skill. The connector exposes Docket Navigator tools to Claude; the skill teaches Claude how to use those tools efficiently and in Docket Navigator product terms.

The skill helps Claude:

• choose the right MCP tools with fewer redundant calls;
• keep binders, profiles, Document Types, Legal Issues, Motion Success, and outcomes distinct;
• plan and validate searches before opening binders or downloading filings;
• cite URLs and sources returned from Docket Navigator rather than inventing facts; and
• work across the libraries your account can access.

The skill complements the use-case skills on other MCP Help Center pages. Install it once per Claude user (or provision it for your organization) in addition to connecting the MCP connector.

Download the ZIP file below. It contains a docket-navigator folder with SKILL.md and supporting reference files—the structure Claude expects for a custom skill upload.

Download Docket Navigator skill (ZIP)Learn more about Claude Skills

Add the skill in Claude

1. Download docket-navigator-skill.zip and confirm the archive contains a docket-navigator folder with SKILL.md inside it.
2. In Claude, select Customize in the sidebar.
3. Select Skills.
4. Select +, then Create skill, then Upload a skill.
5. Upload docket-navigator-skill.zip.
6. Turn the Docket Navigator skill On.

Keep the Docket Navigator connector enabled for the conversations where you want research against your account. Skills and connectors work together: the connector provides access; the skill provides procedure.

Note

Claude Skills require the capabilities Anthropic enables for your plan. Team and Enterprise organizations may need an owner to turn on code execution and Skills before members can upload custom skills. See Use skills in Claude for plan-specific requirements.

Use Docket Navigator in Claude

After connecting, you can ask Claude to use Docket Navigator during a conversation. Claude may ask you to approve a Docket Navigator tool before it runs. Review the requested action before approving it, particularly when Claude proposes creating or editing a binder or alert.

Claude can also enable or disable connectors for an individual conversation. Select the + button beside the chat composer, select Connectors, and use the available connector controls.

Disconnect Claude

To disconnect your individual account from Docket Navigator:

1. Open AI & Integrations in Docket Navigator.
2. Under Your settings, open the card labeled Claude.
3. Select Disconnect.

You can also manage the connection from Customize > Connectors in Claude.

A Docket Navigator group administrator can disable the Claude connector for the entire group from Group settings. This disconnects every member of the group and requires each member to reconnect if the integration is enabled again.

Troubleshooting

Docket Navigator does not appear in Claude

Confirm that you are working in the correct Claude organization and that a Claude Owner or Primary Owner has added the custom connector supplied for the Docket Navigator beta.

Claude cannot access Docket Navigator

Confirm that the Claude connector is turned on under the Docket Navigator group’s AI & Integrations settings and that your individual Docket Navigator connection is active.

You were disconnected after previously connecting

A Docket Navigator group administrator may have disabled the Claude connector. After the administrator enables it again, return to Customize > Connectors in Claude and reconnect your account.