Connect Remindax to Claude and other AI assistants
The Remindax MCP server plugs your account straight into Claude and other AI assistants through the open Model Context Protocol. Once connected, you can run your whole expiry-tracking workflow in plain language — no clicking through screens.
- Free to use during beta for every Remindax account.
- Secure OAuth sign-in — no passwords or API keys pasted into your AI.
- Read-only by default; making changes is always opt-in.
Manage reminders by just talking
Your assistant reads and acts on your Remindax data.
- “What’s expiring in the next 30 days?”
- “Add a passport for John Smith expiring 2027-03-15 and remind our admin.”
- “Upload this receipt to a Payments folder and attach it to the trade license.”
- “Mark the vehicle insurance as completed.”
Connector URL
https://app.remindax.com/mcp
Why connect Remindax to your AI
Bring expiry tracking into the assistant you already use every day, instead of copy-pasting between apps.
Do it by talking, not clicking
Look things up, create items, chase renewals, and file documents conversationally.
Your AI, your data
The assistant works on your own Remindax account, scoped to what you authorize. No copy-pasting between apps.
Ask questions across everything
“Which clients have documents expiring this quarter?” — answered in one message.
Capture on the fly
Hand a document to your assistant and have it tracked, filed, and reminded — in seconds.
Built for teams
Multi-company and multi-department aware, with per-company permissions you control.
Nothing gets deleted by AI
The connector can create, update, archive, and pause — deleting items and files stays in the Remindax app.
What you can do
The connector exposes 20 tools. Your assistant picks the right one automatically — you just describe what you want.
Dashboard & insights
The same headline numbers as your Remindax dashboard: total tracked items, how many are expired, how many are expiring soon, compliance percentage, and status breakdowns.
“Give me my Remindax dashboard summary.”
Find & review items
Search and filter tracked documents exactly like the Explorer screen — by type, date range, expired or expiring, status, document type, or contact — and open any item for full detail including its reminder schedule.
“Show me everything expired in the Accounts department.”
“What’s due in the next 7 days, soonest first?”
Create & update items
Add new expirations and renewals, update titles, dates, and notes, mark items completed or pending, and archive or pause reminders — with the assistant confirming before it changes anything. Changing an expiry date automatically reschedules that item’s reminders.
“Add a trade license expiring 2026-12-01 for Acme Ltd.”
“Push the office lease renewal to next March.”
Contacts & reminder recipients
Search your contacts and add new ones, so every item you create has someone to remind.
“Find the contact for Sarah.”
“Create a contact for our HR manager, [email protected].”
Files & attachments
Create Drive folders, upload files — either a link or a document you attach right in the chat — and attach them to any item.
“Upload this PDF to a new folder called Payments.”
“Attach the Emirates ID file to John’s visa item.”
Companies, departments & folders
Browse the structure behind your account — the companies on it, the departments inside each one, and the item and Drive folder trees — so the assistant can scope a question to exactly the right place.
“Which departments does Acme Ltd have?”
Connecting takes about 30 seconds
Remindax is a remote MCP server, and it uses standard, secure OAuth 2.1 — the same “sign in and approve” flow you know from connecting any other app.
- 1 Add the connector in your AI client using the URL
https://app.remindax.com/mcp. - 2 Log in to Remindax in the browser window that opens — email and password, or Google, Facebook, or LinkedIn, however you normally sign in.
- 3 Choose what to share on the consent screen: which companies the assistant may access, and whether to tick Allow changes. Leave it unticked for read-only access.
- 4 Done. Start a new chat and just ask.
No passwords, no API keys
You never paste a password or an API key into your AI. Access is granted through Remindax’s own login and can be revoked at any time.
- Pick which companies the assistant may access — all of them, or one specific company.
- Write access is a separate tick box, and it is off unless you turn it on.
- Disconnect the connector in your AI client, or manage access from Remindax.
Steps to add a custom connector vary slightly by client — look for Settings → Connectors → Add custom connector.
Permissions you control
Access is grouped into clear permissions. Viewing is granted automatically; making changes is always opt-in.
| Permission | What it allows | Granted |
|---|---|---|
| View companies | See your companies and departments | Automatically |
| View dashboard | Dashboard counts and compliance | Automatically |
| View expirations | Items expiring soon | Automatically |
| View items | Search and open your tracked items | Automatically |
| View contacts | Search your contacts | Automatically |
| View Drive | Browse folders and files | Automatically |
| Change items | Create and update items, status, archive | Only if you tick “Allow changes” |
| Change contacts | Create contacts | Only if you tick “Allow changes” |
| Change Drive | Upload files, create folders, attach to items | Only if you tick “Allow changes” |
Two safety rules are built in and cannot be bypassed by the assistant.
Nothing is deleted through AI
The connector can create, update, archive, and pause — but deleting items or files stays in the Remindax app. Ask the assistant to delete something and it will tell you to do it in the app.
Multi-tenant isolation
Every request is locked to your account and the companies you authorized. The assistant can never see or touch another account’s data.
Smart defaults, so you don’t have to specify everything
The connector is built to feel effortless in conversation, not like filling in a form by voice.
Default company and department are automatic
Ask “what’s expiring soon?” and it uses your defaults. Name a company or department only when you mean a specific one — or say “all departments” for a company-wide view.
Documents are named by kind, people are contacts
“Add a passport for John” creates an item titled Passport with John as the reminder recipient. The document type is detected automatically, and created if it does not exist yet.
Every reminder has a recipient
Creating an item needs at least one contact. If none is set, the assistant asks whom to notify rather than guessing.
Confirm before change
For any create or update, the assistant states what it is about to do and waits for your go-ahead.
The 20 tools behind the conversation
For developers and power users — the full tool list, grouped by area. Your assistant calls these on your behalf; you never invoke them directly.
Items (Explorer)
| Tool | What it does |
|---|---|
search_items | Filter items by type, period, status, document type, contact |
get_item | Full detail of one item including reminders, tags, activity |
list_expirations_due_soon | Items expiring within N days, soonest first |
create_item | Create an expiration or renewal — resolves the document type, requires a contact |
update_item | Update title, date, notes, tags, folder, type — reschedules reminders on a date change |
set_item_status | Mark completed or pending |
set_item_state | Archive, unarchive, activate, or deactivate reminders |
Dashboard
get_dashboard_summary | Total, expired, and expiring counts, compliance percentage, and status breakdown for a company |
Contacts
search_contacts | Find recipients by name, email, or phone |
create_contact | Add a new contact — email required |
Files & Drive
| Tool | What it does |
|---|---|
create_file_upload | Start a fast direct upload — returns an upload URL and token |
upload_file | Upload from a public URL, or small inline content |
create_drive_folder | Create or nest a Drive folder |
attach_file_to_item | Link an existing Drive file to an item |
search_drive_files | Find files by name |
list_drive_folders | Browse the Drive folder tree |
list_item_attachments | List files attached to an item |
Directory
list_folders | Item folder tree of a department |
list_departments | Departments of a company |
list_companies | Companies on your account, and the default |
Read tools and write tools
Every tool carries a permission. The read tools work as soon as you connect; the write tools stay dark unless you ticked Allow changes on the consent screen.
Read
Dashboard, expirations, items, contacts, Drive, companies.
Write
Items, contacts, and Drive — opt-in, and confirmed in chat before running.
Security and privacy
Connecting an assistant to your compliance data is a decision worth understanding. Here is exactly what the connector does and does not do.
- OAuth 2.1 with PKCE. Modern, secure authorization — no passwords or long-lived keys handed to the AI.
- You choose the scope. Per-company access, and an explicit opt-in for any write access, both shown on the consent screen.
- Tenant-isolated. Every action is validated against your user and your authorized companies on the server.
- Audit trail. Actions taken through the connector are recorded in your Remindax audit log, tagged as performed via the AI assistant.
- Files stay in your Remindax storage. Uploaded documents go to your account’s secure cloud storage and count toward your plan, just like the web app.
- Your data is not used to train models. Remindax only sends the specific data your assistant requests in order to carry out your instructions.
Works with Claude, ChatGPT, and other MCP clients
The connector implements the open Model Context Protocol (revision 2025-06-18) as a remote, OAuth-secured server — so it works with any MCP client that supports remote connectors.
- 1 Claude on desktop, web, and mobile — the primary, fully tested client.
- 2 ChatGPT and other MCP-compatible clients that support custom connectors with OAuth.
Paste this into your client
https://app.remindax.com/mcp
What it looks like in practice
Three ordinary moments from a week of tracking renewals.
Morning check-in
You: What needs my attention in Remindax today?
Assistant: You have 3 items expiring in the next 7 days and 12 already expired. The soonest is “Trade License — Acme Ltd” on the 18th…
Capture a document
You: (attaches a PDF) Track this vehicle insurance, expires 2026-09-30, remind the fleet manager, and file the PDF under Vehicles.
Assistant: Created “Insurance” expiring 2026-09-30 with the fleet manager as the contact, uploaded the PDF to Vehicles, and attached it. 3 reminders scheduled.
Bulk review
You: Which clients have anything expiring this quarter?
Assistant: (searches items) 7 items across 5 clients…
Beta status and known limits
The features are stable and production-backed, and the beta includes everything on this page: full read access, plus opt-in create and update for items, contacts, and files, across all your companies and departments. A few things are worth knowing before you connect.
- Deletion is app-only. By design, the AI cannot delete items, files, or attachments — use the Remindax app for that.
- Uploading an attached file works best when your assistant sends it directly to Remindax. Very large files may need to be shared as a link instead.
- Removing an attachment from an item is done in the app, not via chat.
- Appointments and events: creation currently covers expirations and renewals. Appointment and event creation is on the roadmap.
- Tool changes need a reconnect. As improvements ship during beta, you may occasionally need to remove and re-add the connector for your client to pick up new tools.
On the roadmap
- Appointment and event creation
- Richer bulk actions
- Calendar and task tools
- A “Connected AI Apps” management screen in Settings
Troubleshooting
-
Missing permission or scope errors, or write actions refused
Reconnect the connector and make sure Allow changes is ticked on the consent screen.
-
The assistant asks which company for a simple request
It may be running on an older cached tool set. Start a new conversation, or remove and re-add the connector.
-
A new capability is not showing
Remove and re-add the connector so your client refreshes the tool list.
Tell us what to build next
This is a beta and your feedback shapes what ships next — what works, what is confusing, and what you wish it could do. Tell us the assistant you used, what you asked, and what happened.
Frequently asked questions
It is a remote connector that lets an AI assistant work with your Remindax account through the open Model Context Protocol. You add it once using the URL https://app.remindax.com/mcp, and then manage expirations, contacts, and files in plain language instead of clicking through screens.
Claude on desktop, web, and mobile is the primary, fully tested client. ChatGPT and other MCP-compatible clients that support custom connectors with OAuth also work.
The connector is free to use during beta for all Remindax accounts. Files uploaded through it count toward your plan’s storage, exactly as they do in the web app.
No. You paste the connector URL into your AI client, sign in to Remindax the way you normally do, and approve what to share. It takes about 30 seconds and there are no keys to generate or store.
No. Deletion is not available through the connector at all. It can create, update, archive, and pause — but deleting items, files, or attachments stays in the Remindax app.
Yes — that is the default. Viewing permissions are granted automatically, and creating or changing anything requires ticking “Allow changes” on the consent screen. Leave it unticked and the connection stays read-only.
Only the ones you pick. On the consent screen you choose whether the assistant may access all your companies or a single specific one, and every request is validated against that choice on the server.
No. Remindax only sends the specific data your assistant requests in order to fulfill your instructions, and that data is not used to train models.
Yes. Actions taken through the connector are recorded in your Remindax audit log and tagged as performed via the AI assistant, so there is always a clear record of what changed and when.
Remove the connector in your AI client, or manage access from Remindax. Access can be revoked at any time, and nothing in your account is changed by disconnecting.
Ask your assistant what’s expiring next
Licenses, insurance policies, contracts, and certifications — tracked, filed, and chased from the chat window you already have open.