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Enable Klarify AI

Klarify AI can be used in two ways: through the built-in AI Assistant inside Klarify, or through external AI clients that connect to the Klarify MCP server. Organization administrators configure both from the AI Assistant settings page.

Instructions

Click the Settings icon in the left sidebar, then select AI Assistant under ORG SETTINGS.

Enable the AI Assistant

Turn on Enable AI Assistant to let everyone in your organization use the AI Assistant.

When this setting is off, the AI Assistant is unavailable to your members.

Enable document indexing

Turn on Enable Document Indexing to make your published procedures searchable by AI tools, so they can give better answers about your work.

Indexing applies to published documents. Drafts and unpublished changes are not included.

Use the AI Assistant on a document

After the AI Assistant is enabled, open a process model or task instruction and click AI Assistant in the document header. The assistant receives the open document and its visible draft or published version as context, so you can use phrases such as “this process” or “this task” without looking up its name or ID.

The assistant offers starter questions that match the document type. For a process model, you can ask it to summarize the process, identify step owners, explain decision points, or list each task’s performer candidates and the employees who currently fill those positions. For a task instruction, you can ask for its purpose, owner, steps, and linked content.

  1. Click a suggested question to send it, or type your own question.
  2. Review the answer and its links to Klarify content.
  3. Select a follow-up suggestion to continue, or press → while the composer is empty to place the first follow-up in the composer without sending it.

The AI Assistant is not shown to anonymous or guest viewers. A historical version selected from Version history is not automatically supplied as document context; return to the current draft or published version before referring to “this document.”

Configure MCP connections

Use MCP connections to connect external AI clients to your Klarify workspace. Each user signs in with their own Klarify account, so the client can only access what that user is allowed to access.

Select the connection type that your AI client supports:

  • Dynamic (recommended) — Copy the MCP server URL into Claude or another client that supports dynamic registration. Sign-in and setup happen automatically.
  • Manual (enterprise) — Create an OAuth application for Microsoft Copilot Studio or another client that requires manually configured credentials. Klarify provides the Client ID, Authorization URL, Token / Refresh URL, and Scopes. You can also request a client secret and register the client’s Redirect URL.