# Legito MCP for AI Agents AI Agent Connect > Legito MCP lets you manage your entire document lifecycle through your AI agent. You can handle template suites, document records, and user permissions without switching tabs. It connects your Legito workspace directly to tools like Claude or Cursor so you can build, track, and download documents using plain English commands. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_f92c5v8FhPppIYVgYx3InXXsvcs6iBcNrTfQAm4A/ai-agent-connect - **Tags:** document-automation, template-management, lifecycle-management, workflow-automation, legal-ops, version-control ## Description The Legito MCP brings your document management workspace directly into your AI agent's reach. Managing a mountain of legal contracts and HR documents usually means jumping between different tabs, hunting for the right template, and double-checking who has access to what. It's a mess of manual clicks that slows down everyone involved. You end up wasting time on admin work instead of actual work. This Connector changes that by letting you interact with your data through natural conversation. Instead of digging through folders, you just ask your agent to find a specific record or pull up the latest version of a contract. You can handle the heavy lifting of document management, like listing active records, managing user groups, and setting permissions, right from your chat interface. It's built to let you move faster on document automation while keeping your workspace organized. When you use it through the Vinkius catalog, you're basically giving your AI agent a direct line to your document lifecycle. This means you can audit shares, update version data, and grab downloads without ever leaving your conversation. It turns a multi-click process into a single natural language command, making it way easier to get work done without the usual friction of manual data entry or hunting for files. ## Tools ### list_categories List categories. See all the different groups and categories in your workspace. ### create_user_group Create a new user group. Set up a new department or team for your users. ### list_currencies List supported currencies. Check which currencies are valid for your document types. ### delete_document_record Delete a document record from your system. Use this to remove outdated or incorrect entries. ### delete_user_group Delete a user group. Remove departments or groups that are no longer needed. ### delete_user Delete a user from your workspace. Remove accounts for former employees or contractors. ### list_document_records List document records in your workspace. Use this to see all active files at a glance. ### get_document_version_data Get data for a specific document version. Pull metadata for a specific contract or agreement. ### download_document_version Download a document version. Get files in your preferred format directly through the agent. ### get_info Get workspace info. See a high-level overview of your current workspace configuration. ### remove_share_from_user_group Remove a document share from a user group. Revoke access for an entire department at once. ### remove_share_from_user Remove a document share from a user. Take away access for a specific individual instantly. ### remove_user_from_group Remove a user from a user group. Move users between departments or roles easily. ### share_with_user Share a document with a user. Grant specific access to a single individual for a contract. ### get_shares Get shares for a document. See exactly who has access to a specific file. ### list_template_suites List Legito template suites. See all available starting points for new documents. ### update_document_record Update a document record. Edit the details of an existing entry in your workspace. ### update_document_version_data Update document version data. Modify the specific details of a document version. ### update_user_group Update a user group. Change the settings or details for an existing group. ### update_user_permissions Update permissions for a user. Change what a specific person is allowed to see or do. ### update_user Update a user. Edit the profile information for a member of your workspace. ### list_user_groups List user groups. See all departments and groups within your organization. ### get_user_permissions Get permissions for a user. Verify exactly what access a specific person has. ### list_users List users. See a list of everyone currently in your workspace. ### add_user_to_group Add a user to a user group. Quickly assign a new hire to their department. ### list_advanced_styles List advanced styles. See the styling options available for your documents. ### list_countries See a list of countries and their specific laws. Use this to check regional legal requirements. ### create_document_version_data Create new document version data from a template suite. This helps generate new contracts quickly. ### create_user Create a new user in your workspace. Use this to add new team members to your system. ### share_with_user_group Share a document with a user group. Give an entire team access to a specific file. ### list_timezones List timezones. See which timezones are supported by your workspace. ## Prompt Examples **Prompt:** ``` List all the document records we have for the marketing department. ``` **Response:** ``` I've pulled the records for the Marketing department. You have 8 active entries, including: | Document Name | Code | Status | | :--- | :--- | :--- | | Social Media Agreement | SM-22 | Active | | Influencer Contract | IC-45 | Active | Would you like to see the details for any of these? ``` **Prompt:** ``` Can you give the new intern access to the HR template suite? ``` **Response:** ``` I've updated the permissions. The user **Jane Doe** now has access to the **HR template suite**. I also made sure they're added to the **General Staff** group. Is there anything else you need for their onboarding? ``` **Prompt:** ``` I need to download the signed version of the 'Service Agreement' as a PDF. ``` **Response:** ``` I'm grabbing that for you now. I've found the latest signed version of the Service Agreement. **Download Link:** [Download_SA_Signed.pdf] Let me know if you need any other versions. ``` ## Capabilities ### Retrieve active records Pull a list of all document records currently in your workspace. ### Fetch version data Get specific metadata and details for any individual document version. ### Generate versions from templates Create new document version data using your existing template suites. ### Manage user access Add users to groups, update permissions, and manage sharing settings. ### Download documents Generate and download document versions as PDF or DOCX files directly. ### Query workspace settings Check workspace info, supported currencies, timezones, and legal settings. ## Use Cases ### Finding a contract during a meeting A lawyer asks the agent to find a specific service agreement. The agent uses list_document_records and get_document_version_data to provide the details instantly. ### Onboarding a new hire An HR admin tells the agent to create a new user and add them to the Marketing group. The agent uses create_user and add_user_to_group to handle the setup. ### Updating permissions An ops manager needs to revoke a contractor's access. The agent uses remove_share_from_user to handle the request in one step. ### Downloading a signed PDF A manager asks for a copy of a signed doc. The agent uses download_document_version to provide a direct download link in the chat. ## Benefits - Faster contract retrieval: Use list_document_records to find exactly what you need in seconds without browsing folders. - Simplified permissions: Manage access with share_with_user or remove_share_from_user_group without leaving your chat interface. - Instant document downloads: Get files as PDF or DOCX using download_document_version immediately after a request. - Automated onboarding: Quickly set up new team members using create_user and add_user_to_group to handle the heavy lifting. - Centralized template access: Use list_template_suites to find the right starting point for any new contract in your organization. - Easy workspace oversight: Get a bird's-eye view of your setup with get_info and list_countries to stay compliant. ## How It Works The bottom line is you get a direct conversational bridge to your Legito workspace. 1. Subscribe to the Connector and provide your Legito Workspace URL, API Key, and Private Key. 2. Connect the Connector to your preferred client like Claude, Cursor, or Windsurf. 3. Start asking your agent to manage documents, users, or templates in plain English. ## Frequently Asked Questions **How does the Legito MCP help with contract management?** It lets your AI agent act as a personal assistant for your contracts. You can ask it to find specific records, check who has access, or download versions without opening the Legito dashboard. **Can I use the Legito MCP to manage user permissions?** Yes. You can use your AI client to add users to groups, update their specific permissions, and remove access from certain documents using plain English. **Is the Legito MCP good for HR onboarding?** It's a great fit for HR. You can automate the creation of new user accounts, assign them to the correct departments, and quickly download the onboarding documents they need. **Does the Legito MCP support downloading files?** Yes, it can. Your agent can trigger a download for specific document versions in formats like PDF or DOCX and provide you with a direct link. **Can the Legito MCP help me find specific document templates?** It can. You can ask your agent to list available template suites or categories so you can find the right starting point for a new contract instantly. **What kind of document lifecycle tasks can I automate with Legito?** You can automate listing records, creating new version data from templates, updating existing records, and managing the sharing settings for your entire organization. **Can I download a specific document version in PDF format?** Yes! Use the `download_document_version` tool by providing the document code and specifying 'pdf' as the format. Your agent will retrieve the download link or data immediately. **How do I see all available template suites in my workspace?** Simply ask the agent to run the `list_template_suites` action. It will return a complete list of all template suites configured in your Legito environment. **Is it possible to check what permissions a specific user has?** Yes. By using the `get_user_permissions` tool with a user's identifier, the agent can retrieve the exact permission set assigned to that user in the workspace.