add-person-to-group-tool
ChatGPTAdd one person to a ClearPolicy group. When the group has automatic request issuance enabled, this assigns the group documents and sends the grouped attestation request notification for newly assigned published documents.
cancel-signing-request-tool
ChatGPTCancel a pending signature or acknowledgment request. This cannot be undone.
create-document-revision-tool
ChatGPTCreate a new draft revision for an existing document (for example after a version was published). If a draft already exists, returns that draft instead. File-based documents (PDF/Drive) cannot be edited as rich text via ChatGPT — use the web app.
create-document-tool
ChatGPTCreate a new ClearPolicy document with a draft rich-text revision. Optionally set the initial body as Markdown. Does not publish — use publish-document-revision after the user reviews the draft.
create-person-tool
ChatGPTAdd a new person to the current ClearPolicy organization so they can be assigned documents, added to groups, and sent signature or acknowledgment requests.
get-document-revision-tool
ChatGPTGet a document revision including its body and lock_version for review. Table-bearing blocks are preserved as read-only HTML in content_markdown, not round-trippable Markdown. Edit those bodies in the ClearPolicy editor or omit body_markdown when copying them to a new draft. Use the latest_draft_revision_id or latest_published_revision_id from create-document / get-document.
get-document-tool
ChatGPTGet details of a document, including how many people have signed or acknowledged it and how many haven't.
get-group-tool
ChatGPTGet details for one ClearPolicy group, including counts and resource URIs for its members and documents.
get-person-tool
ChatGPTGet a person's profile and see which documents they have or haven't signed or acknowledged.
get-signing-request-tool
ChatGPTCheck whether a specific person has signed or acknowledged a document, and when.
list-documents-tool
ChatGPTFind documents available to send for employee signatures or policy acknowledgments. Use this to browse what documents the organization has ready to send.
list-groups-tool
ChatGPTFind groups in the current ClearPolicy organization. Use this when an MCP client does not support resources or when the user asks to browse groups.
list-people-tool
ChatGPTFind people in the organization who can be sent documents for signature or acknowledgment. Search by name or email.
list-signing-requests-tool
ChatGPTCheck who has signed a document and who hasn't. Filter by document, person, or status (pending, signed, expired, etc.) to track compliance.
publish-document-revision-tool
ChatGPTPublish a draft document revision so it can be sent for electronic signature. Generates a PDF and document hash. Confirm with the user before publishing. After publishing, use send-signing-request to distribute it.
query-docs
ChatGPTRead or search ClearPolicy documentation pages via a sandboxed virtual filesystem (rg, cat, head, tree, ls, etc.). Prefer search-docs for conceptual questions; use this when you need exact page content, keyword/regex matches, or docs structure. Paths are documentation pages (e.g. /guides/reminders.mdx), not the customer organization.
search-docs
ChatGPTSearch ClearPolicy customer documentation for product how-tos, guides, and API reference. Use this for "how do I…" questions (reminders, Planning Center, groups, billing, etc.). Do not use this for organization-specific data — use list/get tools instead.
send-reminder-tool
ChatGPTNudge someone who hasn't signed or acknowledged a document yet by sending them a reminder email.
send-signing-request-tool
ChatGPTSend a document to one or more people to sign or acknowledge. Use this when a user wants their team or contacts to sign a policy, agreement, or compliance document.
update-document-revision-tool
ChatGPTUpdate a draft document revision body (Markdown) and/or summary. Published revisions cannot be edited — create a new draft revision first. Prefer rich-text drafts created via create-document.
