• LISTED
  • VERSIONED
  • RETRIEVED
  • HUMAN

How to find and retrieve templates with your AI

Connect HotDocs to your agent to browse template libraries and pull specific document content into your chat.

Ask AI about this page

Short answer

How can I find and download HotDocs templates using AI?

Your agent searches your HotDocs library to identify specific template packages and versions. Once found, it pulls the document content so you can review or use it immediately.

Where every file lands.

The outcomes of your search

Your agent organizes the results based on what you need to do next.

LISTED

Template packages found

The AI identifies all available template sets in your HotDocs account. You get a clear list of what's ready to use.

VERSIONED

Specific versions identified

If a package has multiple iterations, the AI finds the exact version you're looking for. This ensures you don't use outdated logic.

RETRIEVED

Document content ready

The agent pulls the actual text and data from the assembled files. You can read the full content right in your chat window.

HUMAN

Manual edits required

The AI cannot modify the underlying HotDocs logic or template structure. You'll need to handle those changes in the HotDocs interface.

The workflow

What your AI does when you ask for a template.

The agent moves from broad searches to specific file retrieval in a few steps.

  1. Scan libraries

    The agent looks through your HotDocs account to find all available template packages.

    list_template_packages

  2. Pinpoint versions

    Once a package is identified, the agent checks for specific versions to match your request.

    list_template_versions

  3. Locate documents

    The agent finds the specific assembled documents associated with those templates.

    list_documents

  4. Read content

    The agent pulls the full text of the document so you can read it in your chat client.

    get_document_content

Try it

Copy these to start.

Use these prompts to trigger the HotDocs connection.

Starting points

These are basic requests. Swap out the names of the packages or documents to match your actual HotDocs library.

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 template packages.

  • Find the latest version of the 'Employment Agreement' template package.

  • Show me the content of the 'Client Intake' document.

  • What template packages do I have available in HotDocs?

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

Start here

Connect HotDocs once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can start chatting with your templates immediately.

Connect HotDocs to your AI

FAQ

How the HotDocs task behaves

  • 01

    Can the AI create new templates in HotDocs?

    No. The agent can only find and read existing templates and documents.

  • 02

    Can I edit a document's content through the chat?

    No. The agent retrieves content for you to read, but it cannot write or save changes back to HotDocs.

  • 03

    Does the AI see all my HotDocs files?

    The AI only sees the data it needs to answer your specific request using the available tools.

  • 04

    Can I download the files directly from the chat?

    The agent retrieves the content so you can read it in the chat. It does not trigger a browser download of the original file.

  • 05

    Will the AI delete any of my template packages?

    No. There are no tools provided to delete or modify your HotDocs library.

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

Connect HotDocs Advance to Claude, Cursor, ChatGPT & more