• DATA
  • WORK
  • OUTPUT
  • REVIEW

How to batch generate documents with your AI

Connect HotDocs to your AI client once. From there, your agent handles the heavy lifting of mapping data to templates and running assemblies.

Ask AI about this page

Short answer

How can I use my AI to batch generate HotDocs documents?

Your AI reads your XML data sets and uses the HotDocs Connector to inject those values into your existing templates. It then triggers the assembly process for every document in your batch. You get finished files ready for review.

The results.

Where your data and files land.

The AI manages the data flow from your source files to the final document output.

DATA

XML data mapped

The AI reads your XML files and matches the values to your HotDocs template fields. This ensures the right information goes into the right variables.

WORK

Assembly tasks created

Each document request is turned into a specific work item. This keeps the high-volume process organized and trackable.

OUTPUT

Completed documents

Once the assembly finishes, the AI handles the final output. You receive the completed files directly through your workflow.

REVIEW

Human oversight

The AI flags any assembly errors or missing data. You step in only when a template fails to build or needs a manual check.

The workflow

What your AI does when the data arrives.

The AI takes over the repetitive task of mapping variables and triggering the HotDocs engine.

  1. Initialize the batch

    The AI starts by creating a record for each document that needs to be built from your data source.

    create_work_item

  2. Inject XML data

    Your agent maps the values from your XML files directly into the HotDocs variable set.

    update_answers

  3. Run the assembly

    The AI tells HotDocs to process the filled template and generate the final document.

    complete_assembly

  4. Verify the output

    The AI pulls the text from the finished document so you can check the content immediately.

    get_document_content

Try it

Copy these to start.

Use these prompts to kick off your document assembly tasks.

Starting points

These are starting points. Swap out the bracketed text with your specific file names or template IDs.

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

  • Use the HotDocs Connector to create work items for all XML files in my 'Client_Data' folder.

  • Map the data from 'Contract_Data.xml' into the 'Master_Service_Agreement' template.

  • Run the assembly for the work items created from the 'Q3_Batch' dataset.

  • Get the content of the last completed document to check the signature block.

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

Start here

Connect HotDocs once, then ask.

Just link your account once. Your credentials stay encrypted, and you can start running batch jobs immediately.

Connect HotDocs to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create new HotDocs templates?

    No. The AI uses your existing templates to inject data and run assemblies.

  • 02

    Will the AI delete my original XML files?

    No. The AI only reads the data from your files to populate the templates.

  • 03

    Does the AI handle the final signing of documents?

    No. The AI completes the assembly and provides the content, but you or your signing platform must handle the execution.

  • 04

    Can I run this for one document at a time?

    Yes. You can use the same tools to process a single XML file or a massive batch.

  • 05

    What happens if a variable in the XML doesn't match the template?

    The assembly will fail or result in an incomplete document, which you can then review.

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

Connect HotDocs Advance to Claude, Cursor, ChatGPT & more