Verbinden Sie Hotdocs mit ChatGPT, Claude und Gemini

• 01 / 03HotDocs Variablen prüfen
• 02 / 03HotDocs Dokumente massenhaft erstellen
• 03 / 03Vorlagen finden

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HotDocs Advance Connector

Alles bereit. Wählen Sie Ihren MCP-Client und folgen Sie den Einrichtungsschritten.

Connector-Linkhttps://edge.vinkius.com/vk_preview_3LH8aFkSFUYBfyKkjUilqSyl7MVRZdxklYtrmoJe/mcpKopieren

Claude Desktop

Folgen Sie den Schritten unten, um sich in Sekunden zu verbinden.

1. 1In Claude Desktop, open Settings → Connectors.
2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3. 3Click Add and start a new chat — HotDocs Advance capabilities are ready to use.

Konfiguration · claude_desktop_config.jsonKopieren

{
  "mcpServers": {
    "hotdocs-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_3LH8aFkSFUYBfyKkjUilqSyl7MVRZdxklYtrmoJe/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

Schritt-für-Schritt-Anleitungen für jeden Client finden Sie im Guide. Verbinden

Geführte Einrichtung für Claude? HotDocs Advance in Claude und anderen KI-Tools einrichten

Alle KI-Clients ansehen, mit denen dieser Connector funktioniert ↑

• 01

  Rechtsteams

  Schnelle Erstellung von Verträgen, Vereinbarungen und Rechtsformularen durch Eingabe von Falldaten in natürlicher Sprache.

• 02

  Personalabteilungen

  Automatisierung von Angebotsschreiben, Arbeitsverträgen und Richtlinien in großem Umfang.

• 03

  Finanzdienstleister

  Rasche Erstellung von Kreditanträgen, Compliance-Formularen und Onboarding-Dokumenten für Kunden.

• 04

  Compliance & Operations

  Massenhafte Erstellung standardisierter Dokumente und Überprüfung der Vollständigkeit von Interviews über verschiedene Teams hinweg.

• 01

  How do I connect my HotDocs account?

  You subscribe to the MCP on Vinkius and enter your HotDocs Advance tenancy, API client name, service principal name, and password. Once connected, it is ready to use in your AI client.

• 02

  Can I use this with Claude or Cursor?

  Yes, this MCP is designed to work with any MCP-compatible client, including Claude, Cursor, and Windsurf.

• 03

  What file formats can I download?

  You can download assembled documents in formats like PDF and Word directly through your agent.

• 04

  How does the agent handle data entry?

  The agent can either run an interview session or use the update_answers capability to inject data using XML format for faster, automated assembly.

• 05

  Can I check if a document is missing information?

  Yes, you can use the get_unanswered_variables capability to see which template variables were not provided during the interview process.

• 06

  What credentials do I need to connect HotDocs Advance to this MCP server?

  You need four pieces of information: (1) your Tenancy Moniker (the subdomain in your HotDocs URL, e.g., 'mycompany' from mycompany.hotdocsadvance.com), (2) the API Client Display Name you created in Manage API Credentials, (3) the Service Principal Name you added to that client, and (4) the Service Principal Password (which is shown only once during creation). All of these are obtained from the HotDocs Advance Auth portal.

• 07

  Can I assemble documents automatically without going through the interview UI?

  Yes! Use the create_work_item capability to initialize a work item, then use update_answers to inject your data as HotDocs answer XML, and finally call complete_assembly to trigger document generation. This fully automated bypasses the interactive interview UI entirely, perfect for batch processing or integrating with external data sources.

• 08

  How do I find and download documents that have already been assembled?

  Use the list_documents capability with your workItemId to see all assembled documents and their IDs. Then use get_document_content with the workItemId and documentId to retrieve the actual file content. The response includes both the raw content and a direct download URL for easy access to your PDFs or Word documents.

• 09

  What is a work item and why is it important?

  A work item is a unique container in HotDocs Advance that holds interview answers, template associations, and assembled documents for a specific case. Think of it as a 'file folder' for each document automation request. It's identified by a unique ID you assign (like 'contract-john-doe-2024') and persists all data so you can revisit, update, and reassemble documents at any time.

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Vorschläge

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  Automate e-signature workflows via DottedSign — create signing tasks, manage templates, and track document sta

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