Connect your assistant
Your assistant needs this address, the same for everyone:
https://expirationpilot.com/mcp
Claude
- In Claude, open Customize → Connectors, press + Add, then Add custom connector.
- Name it ExpirationPilot, paste the address above and press Add. Leave the sign-in settings as Claude fills them in: no API key is needed.
- Press Connect next to ExpirationPilot. Our page opens: sign in if you are asked to, check what Claude will be able to do and press Allow.
- In a chat, press + → Connectors and switch ExpirationPilot on.
On a Claude Team or Enterprise plan, an owner adds the connector once under Organization settings → Connectors. Each person then presses Connect under Customize → Connectors. On the free plan you can add one custom connector.
ChatGPT
Where your ChatGPT plan lets you add your own connectors, the steps are the same: add a connector with the address above, sign in to ExpirationPilot and press Allow.
Claude Code
Run this once in a terminal, then sign in and press Allow when it opens your browser:
claude mcp add --transport http expirationpilot https://expirationpilot.com/mcp
The assistant acts as you: it sees the same account you see when you sign in, and anything it sends goes out in your name. What it does shows in the activity history under your name, marked as done with the assistant (for example "Giulia, with Claude").
What you can ask
- Drop in a PDF and say "Add this to ExpirationPilot". The assistant reads the dates in the certificate, licence or contract and adds the expiration, with its reminders. It only sends us what it read: the file itself is not stored, so add it on the expiration's page (the assistant gives you the link).
- "Add these certificates." Paste a list and it adds up to 50 at a time. Ones you already track with the same name, type and date are skipped.
- "What expires in the next 60 days?" Any number of days up to a year ahead, and it can include the overdue ones too.
- "Which subcontractors are overdue?" With how many days overdue and whether a document request is already out.
- "Who hasn't sent their paperwork?" The document requests still waiting: who was asked and when, whether they opened the link, the next follow-up, and an email that bounced. It also tells you how many uploads are waiting for your review.
- "Which uploads are waiting for me?" You get each one with a link to its review page. Open it in ExpirationPilot to see the file and approve it or send it back: the assistant cannot do that for you.
- "Ask Delta Plumbing for their new insurance certificate." It sends a document request to the contact of that expiration, up to 25 at a time, with your personal message if you give one.
- "Ask Jeff for the new one 30 days before it expires." It plans the document request to go out by itself on that day. Adding a contact alone does not: a request goes out automatically only when the expiration or its type says how many days before. The assistant can tell you whether one is planned and when.
- "Change the date on the Acme certificate to 14 March 2027." It corrects the expiration as you would on its Edit page: the name, type, date, reference, folder, notes, contact or who is responsible. The reminders follow the new date. It says what it changed.
- "Who is on my team?" or "Make Giulia responsible for the forklift licence." It knows your teammates, including the ones you invited who have not joined yet, and can make one of them responsible.
What it will not do
- Delete an expiration, stop tracking or pause one, mark it renewed, or change your settings.
- Review or approve an uploaded document. You do that in ExpirationPilot, as today.
- Keep the PDF you dropped in. Add the file on the expiration's page.
- Send a reminder on the spot. Reminders go to your team on their schedule, and the follow-ups to your contacts once a week.
It can empty a field when you ask it to, such as a note, a reference, the contact or the date. Every change it makes is in the activity history.
Before it emails anyone
A document request emails someone outside your company, so ExpirationPilot tells the assistant to check with you first. Each expiration has at most one open request: if one is already out, the assistant tells you when it was sent and nothing is sent again. After that, we follow up once a week, up to 6 times, until the document arrives or a week after the expiration date.
Disconnect
Go to Settings → Team in ExpirationPilot. Under Connected assistants, press Disconnect next to the assistant. It can no longer see or change anything. When someone is removed from your team, their assistants are disconnected too.
What the assistant reads goes to the AI company you chose. Our privacy policy explains how that works.
If something goes wrong
- It keeps asking you to sign in. Sign in to ExpirationPilot in the same browser first, then connect again.
- It says to choose a plan. Your trial or your plan has ended. Sign in to ExpirationPilot, choose a plan, and the assistant works again.
- A request could not be sent. The expiration needs a contact with an email address. Add one on the expiration's page, then ask again.
- Nothing was added. When a batch does not fit your plan's number of expirations, none of it is added. Stop tracking the ones you no longer need, or choose a bigger plan.