• READY
  • SENT
  • REVIEW
  • DONE

How to generate and send agreements with your AI

Connect Concord CLM to your agent to turn chat commands into signed contracts. You'll move from template selection to signature requests without leaving your conversation.

Ask AI about this page

Short answer

How can I draft and sign contracts using my AI?

Your agent pulls your specific templates, populates them with the data you provide in chat, and sends them out for signature. You'll get the documents out the door by simply describing the deal to your agent.

The results of your request.

Where your contracts land.

Once you give the command, your agent handles the heavy lifting in Concord CLM.

READY

Drafted agreements

The AI builds a new contract using your specific templates. You get a finished document ready for review.

SENT

Signature requests

The agent triggers the e-signature process. The document goes straight to the recipient's inbox.

REVIEW

Human oversight

You decide when a draft is ready or when a signature request is sent. The AI won't finalize anything without your go-ahead.

DONE

Executed contracts

Once the recipient signs, the process is complete. The signed agreement is stored back in Concord CLM.

The workflow

What your AI does when you ask for a contract.

The agent acts as the bridge between your chat and your contract repository.

  1. Find the right template

    The agent looks through your Concord CLM library to find the exact template you need for the deal.

    list_templates

  2. Build the document

    The agent takes the details you typed in chat and uses them to fill out the contract fields.

    create_agreement

  3. Send for signature

    The agent pushes the completed agreement to the signing stage.

    send_for_signature

  4. Confirm completion

    The agent notifies you once the signature request has been successfully dispatched.

    send_for_signature

Try it

Copy these to start.

Use these prompts to kick off the process in your chat interface.

Starting points

These are basic starting lines. Swap out the bracketed text with your actual template names or client details.

Concord Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_ZrNiq6Iha56yb5RtbVoOsw2Hm44KtAR8HmPizise/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 — Concord capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "concord-clm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ZrNiq6Iha56yb5RtbVoOsw2Hm44KtAR8HmPizise/mcp"
    }
  }
}
Copy into chat04

  • List my available contract templates in Concord CLM.

  • Create a new NDA using the 'Standard Vendor NDA' template for Acme Corp.

  • Generate a service agreement for Client X using the template from my library.

  • Send the agreement I just created to the contact at Globex Corp for signature.

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

Start here

Connect Concord CLM once, then ask.

Just link your account once. Your credentials stay encrypted, and you can start managing contracts through any compatible client immediately.

Connect Concord CLM to your AI

FAQ

How the connector behaves

  • 01

    Can the AI send a contract without me checking it first?

    No. You must review the draft and give the agent the command to send it for signature.

  • 02

    Does the AI create its own contract language?

    No. The AI only uses the templates already existing in your Concord CLM account.

  • 03

    Can I edit the contract text inside the chat?

    No. The AI uses the template and the data you provide to generate the file. You'll need to use Concord CLM if you need to manually edit the document body.

  • 04

    Can the AI delete old contracts?

    No. There are no tools provided to delete or remove documents from your library.

  • 05

    What happens if I don't have a template for a specific deal?

    The agent can only create agreements from templates it can find in your account via the list tool.

  • More questions about Concord CLM? The Connector page answers them. See everything the Concord CLM Connector can do

Connect Concord to Claude, Cursor, ChatGPT & more