• READY
  • MISSING
  • ACTION
  • SUMMARY

How to audit template variables with your AI

Connect HotDocs to your AI client to find gaps in your document data. Your agent scans your existing work items to spot exactly which variables still need answers.

Ask AI about this page

Short answer

How can I find missing variables in my HotDocs templates?

Your AI uses the HotDocs connector to pull your work items and check for unanswered variables. You'll get a clear list of what's missing so you can prepare your documents for generation. This breakdown shows you how the process works.

Where every issue lands.

Audit outcomes

The AI categorizes the status of your document data into these specific buckets.

READY

Complete work items

The AI identifies items where all required variables are filled. You can move these straight to document generation.

MISSING

Unanswered variables

The AI flags specific variables that are still empty. You'll know exactly what information to collect next.

ACTION

Human review needed

Some items might have data that looks wrong or incomplete. You decide if these need manual correction before proceeding.

SUMMARY

Data health report

The AI aggregates the findings into a high-level view. You get a clear picture of your total document readiness.

The workflow

What your AI does when the data arrives.

The AI handles the heavy lifting of scanning through your HotDocs records to find gaps.

  1. Scan work items

    Your agent pulls a list of all current work items from your HotDocs account to begin the audit.

    list_work_items

  2. Inspect specific items

    The AI looks into individual work items to check their current state and contents.

    get_work_item

  3. Identify gaps

    The agent runs a check to find every variable that hasn't been answered yet.

    get_unanswered_variables

  4. Report findings

    Your AI summarizes the missing data and presents it in your chat interface.

    get_unanswered_variables

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are opening lines. Swap out the specific work item names or folder paths to match your actual HotDocs setup.

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"
    }
  }
}
Copy into chat04

  • List all my HotDocs work items so we can check them.

  • Check the work item 'Client_Contract_01' for any unanswered variables.

  • Find all unanswered variables in my current HotDocs project.

  • Which work items in my list are missing required template data?

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

Start here

Connect HotDocs once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted, and you can immediately start asking your AI about your HotDocs data.

Connect HotDocs to your AI

FAQ

How this task behaves

  • 01

    Can the AI fill in the missing variables for me?

    No. The AI can identify which variables are missing, but you must provide the actual data or update the work item yourself.

  • 02

    Will the AI change my existing HotDocs data?

    No. This connector only reads data from your work items to perform the audit. It cannot modify or delete your HotDocs records.

  • 03

    How does the AI know which variables are required?

    The AI uses the specific tool to pull the list of unanswered variables defined by your HotDocs template logic.

  • 04

    Can I audit a specific folder of work items?

    Yes, once you've connected, you can tell your AI to focus on specific work items or lists it finds.

  • 05

    Do I need to keep the HotDocs tab open?

    No. Once the connection is established through Vinkius, your AI client communicates with HotDocs directly.

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

Connect HotDocs Advance to Claude, Cursor, ChatGPT & more