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Custodio Legal

Connect Custodio to your assistant

Custodio Legal

Video tutorials in Spanish

These walkthroughs show the complete flow in the Spanish interface.

Custodio publishes a remote MCP server at https://custodio.legal/mcp. MCP lets assistants such as Claude or ChatGPT discover Custodio tools and use them with your authorization. You do not copy a password or create an API key: the client opens Custodio’s secure sign-in and receives a revocable credential. The web version of this chapter includes the public Claude and ChatGPT tutorials at the end, with Spanish captions and a direct YouTube link.

Before you start

  • Every Custodio plan reads through the connector, Free and Solo included. For the assistant to also prepare actions (a task, a draft, a follow-up) your practice needs Pro, Max, or Teams.
  • Use a client that supports OAuth-authenticated remote MCP servers. Access depends on your client plan and workspace role.
  • In Custodio, open My account → How you sign in → Connect an assistant and select Copy MCP address. You do not need to type it or append /sse, a key, or query parameters.
  • Connect only from an account and device you control. Start with a demo practice that contains no sensitive client data.

Copyable MCP address in My account, under How you sign in

Compatibility

Client Availability published by the provider Custodio status on September 2, 2026
Claude web and Claude Desktop Remote MCP connectors on Pro, Max, Team, and Enterprise Claude web certified on Max: discovery, OAuth, consent, per-call approval, and a safe read completed with 7 demo matters (#1153). Claude Desktop was not tested in this session
ChatGPT web Custom MCP servers from Plugins → Add, depending on plan and workspace role ChatGPT web recertified on Plus on 15 Oct 2026: plugin with a custom MCP server, OAuth, approval, and a safe read completed with the example matter. The earlier certification, on Pro in Work mode, is #1153
Another remote MCP client Must support Streamable HTTP, OAuth with PKCE, dynamic registration, and credential refresh Compatible when those capabilities are present; validate with a demo account first

The table separates what each provider publishes from a real authenticated test. Certification covers only the listed surfaces and plans; it does not implicitly extend to other clients or modes.

Connect with Claude

  1. In Custodio, open My account → How you sign in → Connect an assistant and select Copy MCP address.
  2. In Claude, open Settings → Connectors. On Team or Enterprise, an owner must first enable organization connectors.
  3. Select Add custom connector.
  4. Enter Custodio Legal and paste the address you copied.
  5. Select Add, then Connect. Claude opens Custodio for sign-in.
  6. Read the permissions, choose the correct practice, and select Authorize.
  7. In a chat, open Search and tools, enable Custodio, and enable only the tools needed for that conversation.

Connect with ChatGPT

The location differs between personal and managed workspaces. The official OpenAI documentation keeps current plan and role details.

  1. In Custodio, open My account → How you sign in → Connect an assistant and select Copy MCP address.
  2. In ChatGPT web, open Settings → Apps → Advanced settings and enable Developer mode. On Business or Enterprise/Edu, a workspace admin may first need to enable it.
  3. Create a custom app named Custodio Legal.
  4. Paste the address you copied as the remote MCP server. Do not paste a Custodio password or API key.
  5. Connect the app. In Custodio, sign in, review permissions, choose a practice, and select Authorize.
  6. Open a new chat and select Custodio from the tools menu. In a managed workspace, test the draft app before deciding whether to publish it to anyone else.

Choose the practice and permissions

The Custodio screen is the source of truth. An authorization belongs to one person, one practice, and one set of scopes. Switching practices on the web does not move that credential.

Custodio screen for choosing the practice and reviewing the permissions requested by an MCP client

Available permissions include reading matters and intelligence, searching retained knowledge, preparing drafts, and keeping the connection active. Connection renewal grants no additional access.

Custodio exposes no execution tools over MCP. An assistant may read and may prepare specific actions, but cannot approve them. Open the returned link, review the frozen payload in Custodio, and confirm it yourself. Nothing happens without that human signature.

First safe test

Start with a read and verify the practice:

Use Custodio to list my open matters. State which practice you queried and how many you found. Do not prepare or modify anything.

Then test a narrow question:

Find the matter by filing number and summarize only its status and latest proceeding. Cite the Custodio source you used.

To test the approval boundary:

Prepare a follow-up task for this matter, but do not execute it. Return the Custodio review link.

Never ask the assistant to bypass permissions, approve on your behalf, or copy information between practices.

Create a matter from the assistant

On the Pro, Max and Teams plans the assistant can prepare a new matter: judicial, with its filing number, area and branch, or extrajudicial, with its service type. Custodio checks the same things as the creation screen — your plan’s quota, who it is assigned to, that the filing number follows your country’s format and that your practice does not already have it — and returns a link. The matter only exists once someone at the practice confirms it at that link; if it is judicial and your country has online lookup, it is watched from then on.

Prepare in Custodio a judicial matter with filing number 11001310300120260014200, area Civil, against Constructora del Río S.A.S. as defendant. Do not confirm it: give me the link.

Before preparing matters with parties, the practice’s administrator has to have declared in Custodio that the practice holds the data subjects’ authorization.

On every plan, the assistant can also count business days on your country’s judicial calendar, read the procedural terms with their norm, and read or assemble a filing number. You only see the tools your country offers: if your country has no judicial calendar loaded, the counter does not appear.

Look up the court portal and add parties or hearings

On every plan, the assistant can ask your country’s court portal about a filing number —which court has it, who the parties are and its latest actions— or search a party’s proceedings by a person’s or a company’s name, in the countries whose portal allows it. It is the same lookup the new-matter screen runs under «Bring in a matter you already have»: the assistant places the query and, a few seconds later, reads the answer. It creates no matter.

Look up filing number 11001310300120260014200 in Custodio and tell me who the parties are.

On the Pro, Max and Team plans the assistant can also prepare a party or a hearing on a matter that already exists. As with a new matter, nothing is recorded until someone at the practice confirms it at the link the assistant gives you. For a hearing, give it the date and hour with their time zone; for parties, the practice has to have made the same declaration on third-party data that a new matter requires.

Disconnect or revoke

You may disconnect Custodio in the client. To revoke at the source, open My account → How you sign in → Authorized applications, find the client, and select Revoke access. Revocation immediately invalidates that grant’s tokens; it does not delete matters or sign you out of the web app.

Authorized applications in My account, where a person can revoke an MCP client’s access

Troubleshooting

What you see What to check
The client rejects the URL Copy the address again from My account → How you sign in → Connect an assistant and confirm the client supports remote MCP over Streamable HTTP
There is no option to add an app or connector Check your plan, role, and workspace policy; a managed workspace may require an owner or admin
Custodio says preparing actions requires the Pro plan or higher The practice is on Free or Solo, which read but do not prepare; change to Pro, Max, or Teams from My plan
Custodio refuses the authorization The practice has no active subscription; check it in My plan
The wrong practice appears Cancel and authorize again with the correct practice; a credential never switches practices by itself
The assistant cannot find a tool Its scope was not granted, the tool is disabled in the client, or the plan lacks the capability
The connection expired Reconnect. Custodio supports renewal, but a revoked or expired credential requires authorization again
It prepared something but nothing happened This is the safety boundary: open the review link and confirm inside Custodio
You suspect an account or device was exposed Revoke the app in Custodio and in the client, then change sign-in credentials when appropriate

Client references: Claude remote MCP connectors and MCP apps in ChatGPT.