Conecta Hotdocs a ChatGPT, Claude y Gemini

• 01 / 03Cómo auditar variables de plantillas
• 02 / 03Generar documentos por lotes
• 03 / 03Cómo buscar plantillas

Día más rápido

1133ms

Día más lento

1133ms

Tendencia de 14 días

Estable0%

HotDocs Advance Connector

Todo listo. Elige tu cliente MCP y sigue las instrucciones de configuración.

Enlace del conectorhttps://edge.vinkius.com/vk_preview_3LH8aFkSFUYBfyKkjUilqSyl7MVRZdxklYtrmoJe/mcpCopiar

Claude Desktop

Sigue los pasos siguientes para conectarte en segundos.

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.

Configuración · claude_desktop_config.jsonCopiar

{
  "mcpServers": {
    "hotdocs-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_3LH8aFkSFUYBfyKkjUilqSyl7MVRZdxklYtrmoJe/mcp"
    }
  }
}

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

Las instrucciones paso a paso para cada cliente están en la guía. Cómo conectar

¿Configuración guiada para Claude? Conectar HotDocs Advance con Claude y otras IA

Ve todos los clientes de IA con los que funciona este connector ↑

• 01

  Equipos Legales

  Para generar contratos, acuerdos y formularios legales de forma instantánea mediante lenguaje natural.

• 02

  Departamentos de RR. HH.

  Para automatizar cartas de oferta, contratos de trabajo y documentos de políticas corporativas a escala.

• 03

  Servicios Financieros

  Para el ensamblaje rápido de solicitudes de préstamos, formularios de cumplimiento y documentos de alta de clientes.

• 04

  Compliance Officers

  They use the agent to audit interview completeness and generate standardized reports.

• 01

  How do I connect my HotDocs account?

  You subscribe to the MCP on Vinkius and enter your HotDocs Advance tenancy, API client name, service principal name, and password. Once connected, it is ready to use in your AI client.

• 02

  Can I use this with Claude or Cursor?

  Yes, this MCP is designed to work with any MCP-compatible client, including Claude, Cursor, and Windsurf.

• 03

  What file formats can I download?

  You can download assembled documents in formats like PDF and Word directly through your agent.

• 04

  How does the agent handle data entry?

  The agent can either run an interview session or use the update_answers capability to inject data using XML format for faster, automated assembly.

• 05

  Can I check if a document is missing information?

  Yes, you can use the get_unanswered_variables capability to see which template variables were not provided during the interview process.

• 06

  What credentials do I need to connect HotDocs Advance to this MCP server?

  You need four pieces of information: (1) your Tenancy Moniker (the subdomain in your HotDocs URL, e.g., 'mycompany' from mycompany.hotdocsadvance.com), (2) the API Client Display Name you created in Manage API Credentials, (3) the Service Principal Name you added to that client, and (4) the Service Principal Password (which is shown only once during creation). All of these are obtained from the HotDocs Advance Auth portal.

• 07

  Can I assemble documents automatically without going through the interview UI?

  Yes! Use the create_work_item capability to initialize a work item, then use update_answers to inject your data as HotDocs answer XML, and finally call complete_assembly to trigger document generation. This fully automated bypasses the interactive interview UI entirely, perfect for batch processing or integrating with external data sources.

• 08

  How do I find and download documents that have already been assembled?

  Use the list_documents capability with your workItemId to see all assembled documents and their IDs. Then use get_document_content with the workItemId and documentId to retrieve the actual file content. The response includes both the raw content and a direct download URL for easy access to your PDFs or Word documents.

• 09

  What is a work item and why is it important?

  A work item is a unique container in HotDocs Advance that holds interview answers, template associations, and assembled documents for a specific case. Think of it as a 'file folder' for each document automation request. It's identified by a unique ID you assign (like 'contract-john-doe-2024') and persists all data so you can revisit, update, and reassemble documents at any time.

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