AI assistants · MCP connector

Ask your AI assistant who still owes you documents

Connect File Request Pro to Claude, ChatGPT or any assistant that supports MCP connectors. Check what's missing, chase clients and review uploads in a conversation, while your files keep landing in your own Google Drive, OneDrive, SharePoint or Dropbox.

Included in every paid plan and in the free trial.

Who hasn't sent their documents for the 2026 tax return yet?

3 of 18 clients are still outstanding:

  • Ada Lovelace: bank statement, signed engagement letter (due Friday)
  • Bob Martin: P60 (overdue by 2 days, reminder opened yesterday)
  • Cleo Park: hasn't opened her link yet

Want me to send them a reminder?

Yes, and tell Bob we need it by Monday.

Done. Reminders sent to Ada and Cleo listing what's missing, and Bob's includes your note about Monday.

Your collection status, one question away

The assistant works through your own account: the same pages, requests and files you see in the dashboard.

See exactly what's missing

Ask about any client or Workflow. The assistant checks each request's pending items, step progress, due date and email history, so you get the real list, not a guess.

Chase and send in plain language

"Send the onboarding checklist to [email protected], due in two weeks." "Remind everyone overdue." Requests and reminders go out from your account, with your branding and reply-to address.

Review uploads faster

List the files waiting for review, open a download link, then accept them or ask the client for a replacement. Accepting the last file completes the request automatically.

Built so an assistant can't embarrass you in front of a client

Chasing clients is exactly where an overeager bot could do damage, so the limits are built in, not left to the AI.

  • No duplicate emails. The same request sent twice in 10 minutes returns the first one, and an assistant won't remind a client who was emailed in the last 24 hours, including by your scheduled reminders.
  • No deletions. Assistants can't delete pages, submissions or files, or change your settings.
  • You approve every connection. Sign in, see which app is asking, approve. Disconnect it any time in Settings.
  • On the record. On plans with the activity history, downloads and file reviews appear there as "you via Claude", next to your team's own actions.
  • Your clients' answers stay data. The assistant is told to treat anything a client typed or uploaded as information, never as instructions.

Connect in under a minute

No API keys. Add the connector, sign in, approve.

Claude: add File Request Pro from the connectors directory, or add a custom connector with https://filerequestpro.com/mcp.

ChatGPT, Cursor and others: add a remote MCP server with the same URL.

Claude Code: claude mcp add --transport http filerequestpro https://filerequestpro.com/mcp

Step-by-step instructions, example prompts and troubleshooting are in the setup guide. How data is handled: AI connections privacy.

Stop checking the dashboard to see who's still missing documents. Ask.

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