• LISTS
  • PENDING
  • DETAILS
  • HUMAN

How to track contract status with your AI

Connect Bounsel to your AI client once. After that, you can ask for real-time updates on any document in your account.

Ask AI about this page

Short answer

How can I track my contract status with AI?

You ask your AI to pull lists of pending or active documents directly from Bounsel. It uses your account data to show you exactly what needs attention right now. You'll see a breakdown of your current document pipeline below.

Your contract overview

What you get from your AI

Instead of clicking through menus, you get direct answers about your document state.

LISTS

Active document lists

The AI pulls a full list of every document currently marked as active. You get a clean overview of what is live.

PENDING

Pending task alerts

The AI identifies documents waiting for signature or review. This helps you spot bottlenecks immediately.

DETAILS

Specific document data

You can ask for deep dives into a single contract. The AI pulls the specific metadata you need to make a decision.

HUMAN

Manual review needed

The AI identifies which documents require your physical signature or legal sign-off. It flags these so you don't miss them.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat interface and your Bounsel account.

  1. Scan your account

    The AI looks through your Bounsel account to find all relevant files.

    list_documents

  2. Filter by status

    It narrows down the list to only show the pending or active files you asked for.

    list_documents

  3. Pull specific info

    If you ask about a specific contract, the AI grabs the exact metadata for that file.

    get_document

  4. Present the summary

    The AI organizes the data into a readable list or summary in your chat window.

    get_document

Try it

Copy these to start.

Paste these directly into your AI client to begin.

Starting points

These are basic prompts. Swap out the document names or status types to fit your specific needs.

Bounsel Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_oMr390YFKHUEYzwXlcZbIYfecSjTshtMhtzvHFy5/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 — Bounsel capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "bounsel-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_oMr390YFKHUEYzwXlcZbIYfecSjTshtMhtzvHFy5/mcp"
    }
  }
}
Copy into chat04

  • List all my active documents in Bounsel.

  • Which contracts in my Bounsel account are currently pending?

  • Get the metadata for the Acme Corp service agreement.

  • Show me a list of all documents that need my signature.

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

Start here

Connect Bounsel once, then ask.

Follow the link to connect your account. Your login stays encrypted and secure, and you can immediately start using these commands in your preferred AI client.

Connect Bounsel to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit my contracts?

    No. The AI can only read document lists and metadata. It cannot change the content of your contracts.

  • 02

    Can the AI delete documents from Bounsel?

    No. The AI has no permission to delete any files in your account.

  • 03

    Does the AI see all my files?

    The AI only accesses the files it needs to answer your specific question using the provided tools.

  • 04

    Can I ask for specific document details?

    Yes. If you know the name of a document, the AI can pull its specific metadata for you.

  • 05

    How does the AI know which documents are pending?

    The AI uses the document list to check the status field of every file in your account.

  • More questions about Bounsel? See everything the Bounsel Connector can do

Connect Bounsel to Claude, Cursor, ChatGPT & more