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Use HotDocs Advance with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Automate document assembly via HotDocs Advance. list templates, create work items, conduct interviews, and generate documents directly from any AI agent.

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Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 14 capabilities

The complete HotDocs Advance capability set.

These are the exact actions your AI can choose when you ask it to work with HotDocs Advance.

Capability set01 / 04

01-04

4 capabilities in this set.

Part of 14 available through HotDocs Advance.

  1. 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

  2. 02

    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

  3. 03

    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

  4. 04

    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

Capability set02 / 04

05-08

4 capabilities in this set.

Part of 14 available through HotDocs Advance.

  1. 05

    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

  2. 06

    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

  3. 07

    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

  4. 08

    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

Capability set03 / 04

09-11

3 capabilities in this set.

Part of 14 available through HotDocs Advance.

  1. 09

    List work items by date

    This is optimized for date-based filtering and auditing. Both fromDate and toDate are required for this capability. 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

  2. 10

    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

  3. 11

    Get auth token

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

Capability set04 / 04

12-14

3 capabilities in this set.

Part of 14 available through HotDocs Advance.

  1. 12

    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

  2. 13

    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

  3. 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

Observed, not estimated

896ms average. Fast in production.

HotDocs Advance is checked daily against the live service.

Daily averagePeak 1068ms
Aug 20Today
Fastest day
732ms
Slowest day
1068ms
14-day trend
Slowing+10%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 14 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of HotDocs Advance, so you can see the experience inside your AI.

It does not authenticate your account with HotDocs Advance. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

HotDocs Advance Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_3LH8aFkSFUYBfyKkjUilqSyl7MVRZdxklYtrmoJe/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  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.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "hotdocs-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_3LH8aFkSFUYBfyKkjUilqSyl7MVRZdxklYtrmoJe/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

FAQ

Questions HotDocs Advance owners ask.

  • 01

    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.

  • 02

    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.

  • 03

    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.

  • 04

    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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