# File Retention Schedule AI Agent Connect > File Retention Schedule MCP manages the entire lifecycle of your digital documents. It connects your AI client to organizational and regulatory retention rules to determine exactly when files need to be kept, archived, reviewed, or destroyed. Instead of manual tracking, your agent handles the math and the logic for every file in your system. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_EJRpd1gYBhyIj62tYLjdCVCQGQLHPsorGYk56xmO/ai-agent-connect - **Tags:** retention, lifecycle, compliance, document-management, automation ## Description Managing document lifecycles manually is a liability. This MCP connects your AI client to the specific retention rules your organization follows, turning your agent into a compliance officer. You can use it to calculate precise timelines for any file based on its metadata, ensuring you never delete something too early or keep something too long. It handles the heavy lifting of identifying which documents are ready for archiving or permanent destruction, making it easy to manage massive datasets without missing a single deadline. Whether you are dealing with tax records, HR files, or legal documents, the MCP validates that any manual overrides still follow your established policies. It keeps your data lifecycle predictable and your audit trails clean. ## Tools ### calculate_retention_milestones This tool builds a complete lifecycle timeline for a specific file. It uses file metadata and your retention rules to set exact dates for every stage. ### filter_files_by_action This tool pulls a list of files that have reached a specific lifecycle stage. Use it to find everything ready for deletion or archiving. ### get_category_rules This tool retrieves the default retention settings for a specific document classification. It tells your agent what the standard rules are for a given category. ### validate_retention_override This tool checks if a user-requested retention change follows your organizational policy. It prevents accidental non-compliance when manual changes are requested. ## Prompt Examples **Prompt:** ``` What is the lifecycle timeline for file ID 'doc_123' which is a 'Tax' document created on 2020-01-01? ``` **Response:** ``` For file doc_123 (Tax), the keep date is 2030-01-01, the archive date is 2025-01-01, the review date is 2029-01-01, and the delete-on date is 2030-01-01. ``` **Prompt:** ``` Are there any files ready to be deleted as of today? ``` **Response:** ``` There are 12 files currently eligible for permanent destruction based on their retention schedules. ``` **Prompt:** ``` What are the default retention rules for the 'HR' category? ``` **Response:** ``` The default retention for HR documents is 5 years, with archiving occurring after 3 years and a review triggered 1 year before deletion. ``` ## Capabilities ### Timeline Generation Your agent calculates specific keep, archive, and deletion dates for individual files. ### Batch Identification The agent finds groups of files that need to move to the next lifecycle stage. ### Policy Enforcement The agent checks manual retention overrides against your official organizational rules. ### Rule Retrieval Your agent looks up the standard retention settings for any document category. ## Use Cases ### Regulatory Compliance Ensure tax and financial records are kept for the exact duration required by law before being purged. ### Storage Optimization Identify large batches of old documents that can be moved to cheaper archive storage. ### Data Privacy Automate the permanent destruction of sensitive user data once its retention period expires. ### Audit Preparation Use the agent to quickly pull lists of files that have undergone specific lifecycle stages. ## Benefits - Automates the calculation of archive and deletion dates. - Prevents non-compliance by validating manual retention overrides. - Identifies batches of files ready for specific lifecycle actions. - Standardizes document handling through category-specific rules. ## How It Works Connect the MCP to your client and let your agent handle the lifecycle logic. 1. Connect your MCP-compatible client to Vinkius. 2. Provide your agent with document metadata or category types. 3. The agent uses the MCP tools to calculate dates or fetch rules. 4. Your agent executes the identified lifecycle actions like archiving or deletion. ## Frequently Asked Questions **How does this MCP help with document compliance?** It connects your AI client to specific retention rules, allowing the agent to calculate exact dates for archiving and deletion while validating that any manual changes still follow policy. **Can I use this with Claude or Cursor?** Yes, you can connect this MCP to any MCP-compatible client including Claude, Cursor, and Windsurf. **What happens if I want to keep a file longer than the rule allows?** You can request a retention override, and the MCP will use the validation tool to check if that request complies with your organization's rules. **Can the AI identify all files that need to be deleted today?** Yes, the agent can use the filtering tool to identify all files that have reached their scheduled destruction date. **Does this MCP host my files?** No, this MCP provides the logic and rules for your agent to manage your existing files. Vinkius hosts the MCP itself to ensure it is always ready to run. **How does a legal hold affect file retention?** When a legal hold is active, the `calculate_retention_milestones` tool ensures the deletion date is pushed to the infinite future, preventing any files from being flagged for destruction. **Can I override the default retention period for a category?** You can attempt an override, but you should first use `validate_retention_override` to ensure the proposed duration complies with mandatory regulatory requirements for that category. **How can I find all files that need to be archived?** You can use the `filter_files_by_action` tool with the 'archive' action type and a specific reference date to retrieve a list of all files ready for long-term storage.