iManage MCP Server uses the Model Context Protocol (MCP)—an open standard for connecting AI-enabled clients to external services—to let you securely access your iManage applications from supported AI tools. All existing security policies, permissions, and audit trails remain intact, and your data never leaves iManage.
You decide which connectors to enable, which tools to turn on, and how much access to allow (for each client and session) so you can benefit from the latest AI innovations without compromising the security, governance, and content integrity that iManage delivers.
This document includes the following sections:
- What's new in iManage MCP Server
- Preface
- Introduction to iManage MCP Server
- Understanding the integration
- Adding iManage connectors for MCP-enabled clients
- Adding the iManage plugin for Copilot Cowork
- Adding the iManage connector as a data source in Microsoft 365 Copilot
- Tools available for each MCP connector
- Enabling/disabling the tools for your MCP connector
- Possible use cases
- Accessing your session details