# Bounsel MCP for AI Agents AI Agent Connect > Bounsel lets you manage your entire contract lifecycle from a single chat interface. You can list active documents, generate new ones from smart templates, and send them out for signature without ever leaving your AI client. It handles the heavy lifting of document automation so you can focus on closing deals and staying compliant. Bounsel turns your AI into a dedicated legal assistant for your team. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_oMr390YFKHUEYzwXlcZbIYfecSjTshtMhtzvHFy5/ai-agent-connect - **Tags:** contract-lifecycle-management, e-signatures, document-automation, template-management, legal-tech, workflow-automation ## Description Bounsel lets you manage your entire contract lifecycle from a single chat interface. Managing contracts usually means jumping between tabs, hunting for the right template, and manually entering data into a portal. This Connector changes that by letting you handle the whole lifecycle through a conversation. You can ask your agent to pull up a specific contract, see what's pending, or spin up a new NDA using your pre-set templates. It bridges the gap between your legal documents and your daily workflow, making it much easier to keep everyone on the same page. When you find this in the Vinkius catalog, you're getting a way to turn your AI into a dedicated legal operations assistant. You don't have to worry about the UI of the CLM; you just tell the agent what you need done, and it handles the rest. Instead of copy-pasting data into a form, you just give the agent the details and let it do the work. This is about moving away from the friction of manual entry and toward a system where your documents move as fast as your conversations do. You can check statuses, manage your team's access, and keep your workspace clean without ever opening a browser tab. ## Tools ### create_document Generate a new document by merging your data into a smart template. It handles the heavy lifting of manual entry for you. ### delete_document Remove a draft or a canceled document to keep your workspace tidy. Use this to purge old files that are no longer needed. ### get_account_info Pull company account details for your records. It provides a quick way to see your high level account status. ### get_document Retrieve the specific metadata and details for a single document. This is useful for checking the status of a specific file. ### get_template See the details and required fields for a specific smart template. It ensures you have all the data needed before you start drafting. ### list_documents See a complete list of all documents in your CLM. This gives you a bird's eye view of every active contract. ### list_templates Browse all your available smart templates. Use this to see what kinds of contracts you can generate right now. ### list_users Get a list of all users who have access to the account. It helps you manage team permissions quickly. ### send_document Initiate the digital signature process for a finished document. It notifies the recipients to sign the file immediately. ## Prompt Examples **Prompt:** ``` List all the active contracts we have right now. ``` **Response:** ``` I've retrieved your documents. You have 5 recent files, including: | Document Name | ID | | :--- | :--- | | **NDA - Acme Corp** | doc_1 | | **Employment Agreement - Jane** | doc_2 | | **Sales Agreement - TechCorp** | doc_3 | | **MOU - Global Logistics** | doc_4 | | **NDA - Vertex** | doc_5 | ``` **Prompt:** ``` I need to send the NDA for Acme Corp for signature. ``` **Response:** ``` Document **doc_1** (NDA - Acme Corp) has been successfully sent for signature. The recipients will receive an email shortly with the link to sign. ``` **Prompt:** ``` What templates do we have available for new hires? ``` **Response:** ``` I found 3 templates that might work for new hires: * **Offer Letter** (ID: tpl_3) * **Employment Agreement** (ID: tpl_2) * **Standard NDA** (ID: tpl_1) Would you like me to create a document using one of these? ``` ## Capabilities ### Generate new contracts from templates Create a new document instantly by merging your data with pre-configured smart templates. ### Send documents for digital signature Initiate the signature process for any completed document automatically. ### Browse all active legal documents Retrieve a complete list of all contracts and documents in your account. ### View specific template requirements Check the required fields for any smart template to ensure accurate data entry. ### Manage account users and permissions Retrieve lists of users and account info to manage your team's access. ### Remove old drafts and canceled files Delete drafts or canceled documents to keep your workspace organized. ## Use Cases ### Rapid NDA Generation A salesperson needs an NDA. They ask the agent to create one. The agent uses `create_document` with the Standard NDA template to get it done in seconds. ### Contract Status Audits A legal ops person wants to see what's pending. They ask the agent to list documents. The agent uses `list_documents` to summarize all active files. ### Automated Onboarding HR needs to send a contract for a new hire. They ask the agent to send doc_1 for signature. The agent uses `send_document` to notify the candidate. ### Permission Audits An admin needs to check who has access to the CLM. They ask the agent to list users. The agent uses `list_users` to provide a clear list of team members. ## Benefits - Stop hunting for templates by using `list_templates` to see exactly what's available for your needs. - Speed up the sales cycle by using `create_document` to generate NDAs and sales agreements instantly. - Reduce manual data entry by using `send_document` to trigger signatures automatically for your team. - Keep your workspace clean by using `delete_document` to purge old drafts and canceled files. - Manage your team's access easily by using `list_users` to see who has permissions in real time. ## How It Works The bottom line is you get a direct line to your contract data without the manual clicking. 1. Subscribe to the Bounsel MCP on Vinkius. 2. Enter your Bounsel API Key in the configuration settings. 3. Ask your agent to list documents, create a new contract, or send a file for signature. ## Frequently Asked Questions **Can Bounsel help me automate my contract drafting?** Yes, it lets your agent use smart templates to create new documents instantly. You just provide the data, and it handles the generation process for you. **How do I send a contract for signature using Bounsel?** You can simply ask your agent to send a specific document for signature. It will initiate the digital signature process for you without you having to open the web portal. **Can I manage my team's access to Bounsel?** Yes, your agent can retrieve lists of users to help you audit permissions and manage who has access to your account information. **Does Bounsel work with my existing CLM account?** Yes, it connects directly to your existing Bounsel account. You just need to provide your API key to get started. **Can I see all my templates at once?** Yes, your agent can pull a full list of your available smart templates. This makes it much faster to see what types of contracts you can generate. **How does Bounsel make legal ops faster?** It removes the need to navigate the web portal for routine tasks. By handling document listing, creation, and signature requests through a chat, your team saves significant time on manual clicks. **Can I automatically generate a contract from a template?** Yes! Use the `create_document` tool. Provide the Template ID, a name for the new file, and a JSON string containing the data to fill into the template's fields. **How do I send a completed document for signature?** Simply ask the agent to `send_document` and provide the Document ID. It will trigger Bounsel's signature workflow for all defined recipients. **Can I delete a draft document?** Yes. Use the `delete_document` action with the Document ID to permanently remove it from your Bounsel workspace.