AI & Machine Learning · Cody + Claude
Cody MCP with Claude: Instant Company Answers and Automated Workflows
The short answer
Claude works with Cody through the Model Context Protocol, an open standard that acts as a secure adapter between the two. Once connected, Claude can search your company knowledge held in Cody, summarise documents and answer business questions, with access limited to what your organisation allows.
What is Cody?
Cody is an AI assistant built for businesses. It is trained on a company's own knowledge and data, so it can give instant answers and insights tailored to each team. Organisations use it to find information quickly, understand long documents and get answers to everyday operational questions without searching through many folders or systems. It suits teams that hold large amounts of internal knowledge and want faster access to it.
How Claude connects to Cody through MCP
The Model Context Protocol, or MCP, is an open standard that lets Claude use other software securely. Think of it as a universal adapter between Claude and a tool like Cody. Your organisation decides what Claude may read and what it may do, and the connection can be switched off at any time.
Once connected through Cody's MCP server or its direct API, using an API key for sign-in, Claude can search your company knowledge, summarise documents stored there and answer business questions in plain language. Typically it can also trigger workflows that Cody supports, so a team member can ask for an action in ordinary words rather than navigating several screens.
Permissions and approvals keep people in charge. Access is granted with least privilege, so Claude only sees what it needs. Consequential actions can require a person to approve them before they happen, and audit logs record what was requested and what was done.
What you can automate
Policy and procedure lookup
Staff often ask the same questions about leave, expenses or security rules. Claude can search Cody's company knowledge and return the relevant policy with its source, so employees get an accurate answer in seconds rather than waiting for a reply from HR or operations.
Document summarisation for busy leaders
Executives rarely have time to read every report. Claude can summarise long contracts, meeting notes or project updates held in Cody, highlighting key points, dates and open decisions, so leaders can prepare for meetings in minutes.
Customer support knowledge assistance
Support agents need accurate product and service details quickly. Claude can draw on Cody's knowledge to suggest answers to customer questions, which an agent reviews before replying. This typically shortens response times and keeps answers consistent across the team.
Onboarding new team members
New hires face a flood of internal information. Claude can answer their questions about tools, processes and team responsibilities using Cody's knowledge, reducing repeated questions to managers and helping new staff become productive sooner.
Operational reporting questions
Managers often need a quick answer to a business question that spans several documents. Claude can search Cody, pull the relevant figures or facts and present them clearly, with the underlying sources listed for checking.
An end-to-end workflow: Contract query to legal review
TriggerA sales manager asks in Claude whether a customer's contract allows an early renewal discount.
Claude searches Cody's company knowledge for the customer's contract and related terms.
Claude summarises the relevant clauses and notes the dates and conditions.
Claude checks the customer record in the CRM for the current account status.
Claude drafts a short answer with the clause references and a suggested reply.
The legal team reviews and approves the draft before anything is sent to the customer.
The approved answer and its sources are logged for audit.
OutcomeSales managers receive accurate contract answers in minutes instead of days, while legal keeps control over what reaches the customer. Typical results depend on the quality of the knowledge held in Cody.
How we set it up
Free automation audit
We review how your teams use Cody and related systems, and identify the questions and workflows worth automating first.
Secure connection
We connect Claude to Cody using your API key for sign-in, with least-privilege access so Claude sees only what each workflow needs.
Workflow design
We design the end-to-end process across Cody and your other systems, such as Microsoft 365, CRM or ticketing, with people approving consequential actions.
Testing against real cases
We test the workflow using real past questions and documents from your business, and refine it until answers meet your standards.
Launch and training
We launch with monitoring and audit logs in place, then train your team so they can use the new workflow confidently.
Who benefits
- Operations director
- Faster access to operational knowledge and fewer repeated questions across teams.
- Customer support lead
- Consistent, reviewed answers to customer questions drawn from company knowledge.
- HR manager
- Employees get policy answers instantly, and new hires onboard with less support time.
- IT head
- Controlled, auditable access to company knowledge with permissions you set and can revoke.
Security and control
- Least-privilege access so Claude sees only the knowledge each workflow requires.
- Human approval before consequential actions, such as sending messages or changing records.
- Audit logs recording questions asked, sources used and actions taken.
- Source citations in answers so staff can verify information before relying on it.
- Regular review of permissions and connections as your business and staff change.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can run this integration under their existing data protection and sector rules, with access controls set to match. In India, the integration can be designed to meet the Digital Personal Data Protection Act, 2023. Organisations in the UAE and Saudi Arabia can align it with local data protection laws. Claude can be hosted in India, the United States, the United Kingdom or the European Union, and the hosting region is chosen to meet your requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Cody MCP server do?
The Cody MCP server acts as a secure bridge between Cody and an AI assistant such as Claude. It lets the assistant search company knowledge in Cody, summarise documents and answer business questions, within the access you grant. Alternatively, Cody's direct API can be used for the same purposes where an MCP server is not the right fit.
Is connecting Cody to Claude secure?
Security depends on how the connection is set up. We use least-privilege access, so Claude only reaches the knowledge each workflow needs. Sign-in uses an API key, which we store securely, and audit logs record activity. Human approval can be required before any consequential action takes place.
What can Claude do with Cody once connected?
Typically, Claude can search your company knowledge, summarise documents, answer questions in plain language and trigger workflows that Cody supports. The exact capabilities depend on what your Cody setup allows and the permissions you grant, which we confirm during the audit.
How long does setup take?
Timelines vary with the number of workflows and systems involved. A simple knowledge-search connection can often be set up within a few weeks, including testing. More complex workflows across several systems take longer. The free automation audit gives you a realistic plan.
Which plan or permissions do I need?
You need a Cody account with API access and an API key for sign-in. The specific plan and permission level depend on your Cody subscription and the features you want to use. We check these during the audit so you know what to arrange before setup begins.