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HotDocs MCP Server for Cursor 14 tools — connect in under 2 minutes

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Cursor is an AI-first code editor built on VS Code that integrates LLM-powered coding assistance directly into the development workflow. Its Agent mode enables autonomous multi-step coding tasks, and MCP support lets agents access external data sources and APIs during code generation.

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Classic Setup·json
{
  "mcpServers": {
    "hotdocs": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
HotDocs
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High SecurityEnterprise-grade
IAMAccess control
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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About HotDocs MCP Server

Connect your HotDocs Advance tenancy to any AI agent and take full control of your document automation workflows through natural conversation.

Cursor's Agent mode turns HotDocs into an in-editor superpower. Ask Cursor to generate code using live data from HotDocs and it fetches, processes, and writes. all in a single agentic loop. 14 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.

What you can do

  • Template Discovery — List all template packages and their versions available in your HotDocs tenancy
  • Work Item Management — Create, inspect, and manage work items that hold interview data and assembled documents
  • Interview Sessions — Initialize interview sessions programmatically for interactive data collection
  • Automated Document Assembly — Inject answers via XML and trigger document generation without manual UI interaction
  • Document Retrieval — List and download assembled documents (PDFs, Word docs) directly from the agent
  • Validation & Auditing — Check unanswered variables, list work items by date range or user, and audit assembly history

The HotDocs MCP Server exposes 14 tools through the Vinkius. Connect it to Cursor in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect HotDocs to Cursor via MCP

Follow these steps to integrate the HotDocs MCP Server with Cursor.

01

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"

02

Add the server config

Paste the JSON configuration above into the mcp.json file that opens

03

Save the file

Cursor will automatically detect the new MCP server

04

Start using HotDocs

Open Agent mode in chat and ask: "Using HotDocs, help me...". 14 tools available

Why Use Cursor with the HotDocs MCP Server

Cursor AI Code Editor provides unique advantages when paired with HotDocs through the Model Context Protocol.

01

Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context

02

Cursor's Composer feature can generate entire files using real-time data fetched through MCP. no copy-pasting from external dashboards

03

MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment

04

VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools

HotDocs + Cursor Use Cases

Practical scenarios where Cursor combined with the HotDocs MCP Server delivers measurable value.

01

Code generation with live data: ask Cursor to generate a security report module using live DNS and subdomain data fetched through MCP

02

Automated documentation: have Cursor query your API's tool schemas and generate TypeScript interfaces or OpenAPI specs automatically

03

Infrastructure-as-code: Cursor can fetch domain configurations and generate corresponding Terraform or CloudFormation templates

04

Test scaffolding: ask Cursor to pull real API responses via MCP and generate unit test fixtures from actual data

HotDocs MCP Tools for Cursor (14)

These 14 tools become available when you connect HotDocs to Cursor via MCP:

01

complete_assembly

This processes all collected answers and assembles the final documents based on the template configuration. After calling this, the assembled documents become available for download via list_documents and get_document_content. You must have already created a work item, created a version/session, and provided answers (via interview or update_answers). The workItemId and versionId must match an existing work item and its version. Complete document assembly for a work item version

02

create_interview_session

This endpoint prepares the system to collect answers for the template variables. The response contains interview data needed to render the HotDocs interview UI. Use this before displaying the interview to the user or before assembling documents. The versionId should be unique for each interview session (e.g., v1, v2, or a UUID). Create a new interview session for a work item

03

create_work_item

A work item is associated with a specific template package and holds answers provided during interviews. You must provide a unique workItemId (alphanumeric identifier you choose) and optionally a templatePackageId. The workItemId becomes the reference for all subsequent operations (interview, assembly, download). IMPORTANT: workItemId must be unique and URL-safe (letters, numbers, hyphens only). Create a new work item in HotDocs Advance

04

get_auth_token

This is primarily a utility function for debugging authentication issues. The token is used internally by all other tools automatically. If other tools fail with auth errors, verify your credentials are correct. Get a fresh HotDocs API access token

05

get_document_content

Use this to download the final generated document (PDF, Word, etc.) after assembly is complete. You need the workItemId and the documentId (obtained from list_documents). The response includes the document content and a download URL for direct access. Download/get content of an assembled document

06

get_template_package

Use the template package ID obtained from list_template_packages. This helps understand the template structure before creating work items. Get details of a specific template package

07

get_unanswered_variables

This shows which template variables were not provided answers during the interview process. Useful for validating interview completeness before or after document assembly. Requires the workItemId and documentId (from list_documents). The response includes the list of unanswered variables and assembly results. Get unanswered variables from an assembled document

08

get_work_item

Use this to inspect a work item before or after conducting interviews or assembling documents. The workItemId is the unique identifier you assigned when creating the work item. Get details of a specific work item

09

list_documents

After completing assembly, this shows all generated documents with their IDs, names, and metadata. Use the document IDs returned here to download individual documents via get_document_content. Each document entry includes filename, creation date, and assembly results information. List all assembled documents for a work item

10

list_template_packages

Template packages define the structure of documents that can be assembled. Each package contains interview questions and document output configurations. Use this to discover what templates are available for document assembly. The response includes package IDs which are required for creating work items. List all available template packages in HotDocs Advance

11

list_template_versions

Each template can have multiple versions over time. This shows version history and helps identify which version is currently live/active. Use the package_id from list_template_packages to query versions. List all versions of a template package

12

list_work_items

You can filter by user ID and/or date range to find specific work items. Leave all parameters empty to list all work items. This is useful for auditing, tracking progress, or finding existing work items to continue working on. Date format should be ISO 8601 (e.g., 2024-01-15 or 2024-01-15T10:30:00). List work items with optional filters

13

list_work_items_by_date

This is optimized for date-based filtering and auditing. Both fromDate and toDate are required for this tool. Use ISO 8601 date format (e.g., 2024-01-01 or 2024-01-01T00:00:00 for datetime). This is useful for generating reports on document assembly activity over time periods. List work items filtered by a specific date range

14

update_answers

The answer_xml parameter must contain valid HotDocs answer XML format that matches the template variables. This is useful for automated/batch document assembly where you already have the data. You can call this multiple times to incrementally add answers. Answer XML format example: <AnswerSet><A v="VariableName"><V>Answer Value</V></A></AnswerSet> Update answers for a work item using XML answer format

Example Prompts for HotDocs in Cursor

Ready-to-use prompts you can give your Cursor agent to start working with HotDocs immediately.

01

"List all available template packages in my HotDocs tenancy."

02

"Create a new work item 'contract-2024-001' using the employment contract template and assemble a document with these details: employee name is John Smith, position is Software Engineer, start date is March 1st 2024, salary is $95,000."

03

"Show me all work items created in the last 30 days and check if there are any unanswered variables in the documents."

Troubleshooting HotDocs MCP Server with Cursor

Common issues when connecting HotDocs to Cursor through the Vinkius, and how to resolve them.

01

Tools not appearing in Cursor

Ensure you are in Agent mode (not Ask mode). MCP tools only work in Agent mode.
02

Server shows as disconnected

Check Settings → Features → MCP and verify the server status. Try clicking the refresh button.

HotDocs + Cursor FAQ

Common questions about integrating HotDocs MCP Server with Cursor.

01

What is Agent mode and why does it matter for MCP?

Agent mode is Cursor's autonomous execution mode where the AI can perform multi-step tasks: reading files, editing code, running terminal commands, and calling MCP tools. Without Agent mode, Cursor operates in a simpler ask-and-answer mode that doesn't support tool calling. Always ensure you're in Agent mode when working with MCP servers.
02

Where does Cursor store MCP configuration?

Cursor looks for MCP server configurations in a mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.
03

Can Cursor use MCP tools in inline edits?

No. MCP tools are only available in Agent mode through the chat panel. Inline completions and Tab suggestions do not trigger MCP tool calls. This is by design. tool calls require user visibility and approval.
04

How do I verify MCP tools are loaded?

Open Settings → Features → MCP and look for your server name. A green indicator means the server is connected. You can also check Agent mode's available tools by clicking the tools dropdown in the chat panel.

Connect HotDocs to Cursor

Get your token, paste the configuration, and start using 14 tools in under 2 minutes. No API key management needed.