How to Use the HotDocs MCP in Mastra AI

Q: How do I track historical HotDocs jobs in Mastra AI?

Use the listworkitemsbydate tool inside a Mastra AI cron workflow to audit completed jobs. The agent can query specific date ranges and log the status of each work item directly into your database for compliance tracking.

Q: What is the best way to handle template updates?

Your agent should query listtemplatepackages to discover new templates, then use gettemplatepackage to inspect the structure. This lets your Mastra workflow adapt dynamically when legal teams upload new document versions.

Automate complex legal workflows with Mastra AI and this HotDocs MCP Server using resilient conditional branching.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect HotDocs MCP to Mastra AI

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

GDPR Free for Subscribers

Setup HotDocs with Mastra AI

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Resilient multi-step document generation workflows

The `create_work_item` tool initiates a tracking instance in HotDocs Advance that your Mastra AI agent monitors through its built-in workflow engine using this MCP Server. If the initial API call fails, Mastra's automatic retries handle the hiccup so your background process doesn't crash. After creating the work item, the agent uses `create_interview_session` to prepare the interview data. Mastra's state machine ensures that the session ID is safely stored and passed to the next step of your legal automation pipeline.

Automate XML answers with Mastra AI

The `update_answers` tool feeds structured data into your active document template using Mastra AI's conditional branching logic. If the agent detects missing business data, it branches to a retrieval step before formatting the final XML string. To verify the data is complete, the agent runs `get_unanswered_variables` before proceeding. If variables are missing, the workflow pauses for human approval or loops back to fetch the missing details automatically.

Automate assembly and error recovery

The `complete_assembly` tool runs the document compilation engine within a managed Mastra AI step. If the assembly fails due to a template version mismatch, the agent queries `list_template_versions` to find the active version and retries the process. Once compiled, the agent uses `list_documents` to find the generated files and `get_document_content` to grab the download links. The entire pipeline deploys to your cloud with a single command.

Setup guide

Set up HotDocs MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All HotDocs tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "hotdocs-mcp-client",
  servers: {
    "hotdocs-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "HotDocs Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to HotDocs tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent HotDocs transactions"
);
console.log(result.text);

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 HotDocs Advance. 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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect HotDocs now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about HotDocs MCP in Mastra AI

Mastra AI uses built-in exponential backoff to retry failed calls to tools like `complete_assembly` or `update_answers`. If HotDocs Advance throttles your requests during peak hours, the workflow engine pauses and retries until the document is successfully built.

Yes, you can configure your Mastra AI workflow to pause after calling `get_unanswered_variables`. Once a human reviews the missing fields and approves the step, the agent uses `update_answers` to submit the final data and finish the document.

Use the `list_work_items_by_date` tool inside a Mastra AI cron workflow to audit completed jobs. The agent can query specific date ranges and log the status of each work item directly into your database for compliance tracking.

Your agent should query `list_template_packages` to discover new templates, then use `get_template_package` to inspect the structure. This lets your Mastra workflow adapt dynamically when legal teams upload new document versions.

Yes, because this MCP server processes your template structures and XML answers entirely in memory. Vinkius hosts the server in a zero-trust, ephemeral sandbox, ensuring your legal templates and client data are never stored or logged on external servers.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript