How to Use the Concord CLM MCP in Claude

Q: Can I use Concord CLM templates directly in Claude Desktop?

Yes, your agent can call listtemplates to view all your saved layouts. You can then tell the agent to build a new draft using any of those templates.

Q: Does the Concord CLM MCP integration support webhooks?

The listwebhooks tool allows you to inspect your active webhook configurations. This helps you verify that your external systems are receiving real-time status updates from your contract pipeline.

Q: How do I find signed agreements using Concord CLM in Claude Desktop?

You can ask your agent to run listsignedagreements. This tool returns a clean list of fully executed contracts so you do not have to search manually.

Get your contracts signed and tracked directly inside Claude Desktop without leaving your chat window.

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Connect Concord CLM MCP to Claude Desktop

Create your Vinkius account to connect Concord CLM to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Concord CLM with Claude Desktop

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Draft and Send Agreements in Claude Desktop

The `create_agreement` tool lets your agent draft contract documents directly inside Claude Desktop. You just provide the raw text or template ID, and the tool builds the draft in your Concord account. Once the draft is ready, your agent calls `send_for_signature` to route the contract to your signers. This removes the manual back-and-forth of downloading files, logging into a separate portal, and uploading them again.

Live Contract Status Tracking

Running the `list_agreements` tool fetches your active pipeline so you can check pending signatures during your chat. If you need to find a specific contract quickly, the agent runs `search_agreements_by_name` to filter your list. Getting updates on closed deals is just as fast. The `list_signed_agreements` tool isolates completed contracts, allowing you to verify execution dates without digging through folders.

Manage Templates and Users with this MCP Server

The `list_templates` tool pulls your pre-approved contract layouts directly into your workspace. Your agent references these templates to spin up new documents in seconds, ensuring your legal terms stay consistent. Organization management is handled via the `list_users` tool, which displays active team members. You can quickly map signers to their internal accounts before sending out agreements.

Setup guide

Set up Concord CLM MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Concord CLM MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Concord CLM MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under concord-clm-mcp.

json

{
  "mcpServers": {
    "concord-clm-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Concord. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Concord CLM MCP in Claude Desktop

Open your Claude Desktop configuration file and add the Concord CLM MCP server to your mcpServers list. Restart the app, and you will see the tools available via the hammer icon in your chat window.

Yes, your agent can call `list_templates` to view all your saved layouts. You can then tell the agent to build a new draft using any of those templates.

The `list_webhooks` tool allows you to inspect your active webhook configurations. This helps you verify that your external systems are receiving real-time status updates from your contract pipeline.

You can ask your agent to run `list_signed_agreements`. This tool returns a clean list of fully executed contracts so you do not have to search manually.

Your contract text, signer emails, and agreement metadata are processed through an isolated V8 sandbox. No data is stored on Vinkius servers, and all API calls require your direct authentication token.

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