Connect Guardian to your AI tools
Access your compliance status, generate forms, and manage documents — directly from Claude Desktop, Claude Code, or Codex. No install required.
1
Get your token
One token works for every Guardian client below. You only need to generate it once.
Checking sign-in status...
2
Choose your app
The token above works in any of these — pick one to see its install steps.
3
Add to Claude Desktop
Claude Desktop has a built-in extension installer — no config file editing required.
- Download guardian.dxt and double-click to install it.
- In Claude Desktop, open Settings → Extensions → Guardian Compliance → Configure.
- Paste your token (above) into the Guardian API token field. Leave Guardian API URL at its default. Click Save.
Do not edit
claude_desktop_config.json — the Configure panel is the only place Claude Desktop reads the token from.4
Try it out
After restarting your app, try these prompts:
"What's my compliance status?""When is my next deadline?""Generate my Form 8843""Do I need to file FBAR?"20 tools available
Compliance Context
guardian_statusguardian_deadlinesguardian_risksguardian_documentsguardian_ask
Form Filing
generate_form_8843run_compliance_checkget_filing_guidance
Documents
upload_documentbatch_uploadparse_documentclassify_document
Gmail
gmail_searchgmail_readgmail_draftgmail_sendgmail_reply
Power users: local install
Install the Python package for additional tools (local document parsing, Gmail integration, RAG queries):
pip install compliance-os[agent] && guardian-mcp install