You can connect Gerri directly to Claude Cowork as a custom connector, giving Claude full access to the Gerri API. Once connected, you can upload agreements for review, check review results, manage playbooks, and more - all through natural language in your Cowork session.
Connecting Gerri to Cowork
To add Gerri as a connector, open Claude Cowork and go to Customize > Connectors. Click Add custom connector.
In the dialog that appears, enter the following:
Name: Gerri
Click Add. Claude will initiate an OAuth process to authenticate you with Gerri. Follow the prompts to authorize the connection.
Once connected, Gerri will appear in your list of active connectors.
What you can do
With Gerri connected, you can ask Claude to perform any action the Gerri API supports, in plain language. Examples include:
Upload an agreement and ask Gerri to review it
Retrieve the results of a review, including redline evaluations and flag violations
Create, update, or delete playbook rules
List your recent reviews or check the status of a specific one
For a full overview of what the Gerri API supports, see Using the Gerri API.