Documentation

How to Use ClinicaLister

Practical, step-by-step guides for the everyday workflow — search, follow, analyze, and monitor clinical trials.

Guides

Pick a guide to get started. New here? Begin with Getting Started.

Getting Started

Sign in, run your first search, follow trials, and read your dashboard — the complete first-run walkthrough.

Searching Trials

Find trials with saved queries, every filter and its options, column control, deep search, and following.

Building Queries

Create reusable, precise search criteria — every field, every operator, AND/OR logic, autocomplete, auto-follow, and backups.

Following & Dashboard

Your Follow-Up portfolio: dashboard charts, cross-filtering, the table view, and the map.

Dashboard Charts

How the 50+ interactive charts work, the chart types you'll see (with examples), and a full catalog with the calculation behind each.

Map View

See your followed trials' sites on an interactive map — cluster and heat-map views, a draw-to-filter polygon, and per-facility details.

Diseases & Knowledge Graph

Explore your portfolio by MONDO disease — cards, table, search and charts — plus the interactive disease ↔ molecule ↔ trial knowledge graph.

Table & Custom Fields

The table view, column catalog and manager, custom fields you define yourself — on trials and on drugs, devices, and diseases — card badges, and row dialogs.

Monitoring & Alerts

Track changes by severity, configure which field changes count as Critical, read the change history, and use the sponsor activity matrix.

Drug & Device Intelligence

The Drug & Devices tab: browse linked drugs and devices, every filter, and validate suggested links.

Drug & Device Details

Everything inside the drug and device detail panels — every section, what it contains, and where the data comes from.

Exports & Data Extraction

Export your portfolio, generate AI-ready data, connect an AI assistant, extract EU trial documents, and back up your work.

MCP Server

Connect Claude and other AI assistants directly to ClinicaLister's live trial, drug, device, and regulatory data through the Model Context Protocol — capabilities, clients, data contexts, tiers, and security.

MCP Tools Reference

The full catalog of ClinicaLister MCP tools — search, trials, drugs, devices, safety, pricing, regulatory, the disease/molecule knowledge graph, publications, contacts, and your own data — grouped by domain.

Report Recipes & Personas

ClinicaLister ships 58 ready-made report recipes across eight categories — competitive intelligence, market access, regulatory, MSL, device, research, investor, and cross-persona. How recipes work, and the full catalog by persona.

Plans & Licensing

The four ClinicaLister plans and their limits, how personal, team, and organization licenses combine, and how to upgrade.

Teams & Seats

Create a team, invite members, assign and reclaim seats, and accept an invitation — everything a team owner or member needs.

Organizations & SSO

Run multiple teams under one organization, verify your domain, enable single sign-on and automated provisioning, and manage roles and audit logs.

Billing & Documents

Check out securely, choose monthly or annual billing, and find your invoices, purchase orders, and contracts in one place.

Account & Security

Manage your profile and preferences, turn on two-factor authentication, review your trusted devices, get sign-in alerts, and exercise your data rights.