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Connect Hotdocs to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Turn natural language conversations into finished legal and business documents.

Ask AI about this Connector

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

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 14 capabilities

We ship only the actions that matter.

Capability set01 / 04

01-04

4 capabilities in this set.

Part of 14 available through HotDocs Advance.

  1. 01

    Complete assembly

    This capability triggers the final document generation for a specific work item version. It processes all collected answers to produce the final files.

  2. 02

    Create work item

    This capability initializes a new work item in HotDocs Advance. You provide a unique ID and a template package to start a new document task.

  3. 03

    Get unanswered variables

    This capability identifies which template variables still need answers. It helps you verify if an interview is complete before you finish assembly.

  4. 04

    Get work item

    This capability retrieves the full details of a specific work item. Use it to check the status or data of a task you've already started.

Capability set02 / 04

05-08

4 capabilities in this set.

Part of 14 available through HotDocs Advance.

  1. 05

    List documents

    This capability shows all the documents that have been assembled for a work item. It provides the IDs you need to download the actual files.

  2. 06

    List template packages

    This capability pulls a list of all available template packages in your tenancy. It's how your agent finds out what documents it can build.

  3. 07

    List template versions

    This capability retrieves the version history for a specific template package. Use it to ensure you are using the most recent version of a form.

  4. 08

    List work items

    This capability lists your existing work items. You can filter the results by user or date to find specific tasks or audit your history.

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 capability finds work items within a specific date range. It is designed for generating activity reports or auditing recent document runs.

  2. 10

    Create interview session

    This capability prepares the system to collect data for a template. It generates the necessary data to run a HotDocs interview session.

  3. 11

    Get auth token

    This capability fetches a fresh HotDocs API access token. It is used to verify your credentials if other capabilities encounter authentication errors.

Capability set04 / 04

12-14

3 capabilities in this set.

Part of 14 available through HotDocs Advance.

  1. 12

    Get document content

    This capability downloads the actual content of an assembled document. It provides the file data or a direct download link for PDFs and Word docs.

  2. 13

    Get template package

    This capability retrieves the specific structure and details of a template package. Use it to understand the variables required for a template.

  3. 14

    Update answers

    This capability injects answers into a work item using XML format. It allows your agent to automate data entry for batch document assembly.

Real work

What teams actually run

01

Contract Generation

A legal professional provides client details in chat, and the agent assembles the final contract immediately.

02

Bulk HR Onboarding

An HR manager uses XML to feed employee data into templates for mass-producing offer letters.

03

Compliance Auditing

An operations lead asks the agent to find all incomplete work items from the previous week.

04

Loan Processing

A financial officer uses the agent to pull specific template versions and generate application forms.

Automate a task

Put HotDocs Advance to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

HotDocs Advance works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put HotDocs Advance to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

1133ms average. Fast in production.

HotDocs Advance is checked daily against the live service.

Daily averagePeak 1133ms
Oct 16Today
Fastest day
1133ms
Slowest day
1133ms
14-day trend
Stable0%

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

Guided setup for Claude? Set up HotDocs Advance in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work HotDocs Advance owners hand off.

Professionals who rely on standardized document sets for repetitive business processes.

  • 01

    Legal Teams

    They hand off case details to the agent to generate contracts and agreements.

  • 02

    HR Departments

    They use the agent to batch-produce offer letters and employment contracts.

  • 03

    Financial Services

    They automate the assembly of loan applications and onboarding forms.

  • 04

    Compliance Officers

    They use the agent to audit interview completeness and generate standardized reports.

FAQ

Questions HotDocs Advance owners ask.

  • 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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