# Bounsel MCP

> Bounsel connects contract lifecycle management directly to your conversation flow. It lets your AI client pull document metadata, draft new agreements using pre-configured smart templates, and trigger e-signatures—all without leaving your chat window or navigating a complex portal.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** contract-lifecycle-management, e-signatures, document-automation, template-management, legal-tech, workflow-automation

## Description

Managing legal documents shouldn't require jumping between tabs and remembering specific API endpoints. This MCP connects to Bounsel, allowing you to orchestrate entire contract workflows just by talking to your agent. You can ask for a list of all active agreements, pull up the details on a single file, or even delete old drafts to keep things clean.

Need a new NDA? Instead of manually filling out forms, simply tell your AI client which template you need and what data points to use; it handles the drafting instantly. Once it's ready, triggering the digital signature process is just a command away. Because this MCP lives on Vinkius, you connect once from any compatible agent and gain access to Bounsel’s full suite of tools for document oversight and team management. You move past the friction of legacy CLM systems and handle your legal paperwork right where you're already working.

## Tools

### create_document
Generates a brand-new document using one of Bounsel's available smart templates.

### delete_document
Permanently removes a specified draft or completed legal document from your workspace.

### get_account_info
Retrieves high-level information about the company account setup within Bounsel.

### get_document
Fetches specific, detailed metadata for a single document using its unique ID.

### get_template
Retrieves the full structure and required fields for a specific contract template.

### list_documents
Provides a comprehensive list of all documents managed within your CLM account.

### list_templates
Shows all available smart templates, including their names and purpose.

### list_users
Lists every user currently set up on the Bounsel account for management purposes.

### send_document
Triggers the official workflow to send a finished document out for digital signature.

## Prompt Examples

**Prompt:** 
```
List all active documents in Bounsel.
```

**Response:** 
```
I've retrieved your documents. You have 5 recent files, including 'NDA - Acme Corp' (ID: doc_1) and 'Employment Agreement - Jane' (ID: doc_2).
```

**Prompt:** 
```
Send document doc_1 for signature.
```

**Response:** 
```
Document 'doc_1' has been successfully sent for signature. The recipients will receive an email shortly.
```

**Prompt:** 
```
List available smart templates.
```

**Response:** 
```
Retrieving templates... You have 3 templates: 'Standard NDA' (ID: tpl_1), 'Sales Contract' (ID: tpl_2), and 'Offer Letter' (ID: tpl_3).
```

## Capabilities

### View Document Statuses
List all contracts or retrieve detailed metadata for a specific document.

### Draft Agreements from Templates
Create new legal documents by combining your input data with pre-set, smart templates.

### Initiate e-Signatures
Send completed agreements to required parties to kick off the digital signing process.

### Manage User Access
Get lists of account users and retrieve general company account information.

## Use Cases

### Onboarding a New Sales Partner
The sales manager needs an NDA for a new partner. They ask the agent to list_templates to find the correct boilerplate, then use create_document and send_document with the specific recipient details, all without ever logging into Bounsel.

### Auditing Contract Statuses
The legal operations team needs a quick snapshot of all current agreements. They simply ask to list_documents, getting metadata for five recent files and identifying which ones need follow-up or status checks.

### Account Cleanup
An employee left the company, leaving behind several old drafts. Instead of manually searching the portal, they use delete_document to clear out all outdated documents for a clean audit trail.

## Benefits

- Stop switching between the CLM portal and your chat window. You can now list documents, check status metadata, and initiate drafting—all within a single conversation with your AI agent.
- Eliminate manual template creation. Need an NDA? Tell your agent to create_document using 'Standard NDA' as a template, merging data instantly without copying fields.
- Speed up the sales cycle by automating agreements. After generating a document, simply ask your agent to send_document for signatures, getting the workflow started immediately.
- Maintain a clean workspace and reduce clutter. Use delete_document to purge old drafts or canceled contracts you no longer need visibility on.
- Get full context without guessing IDs. Instead of struggling to remember if 'Acme Corp' is active, use list_users to verify access rights before drafting anything.

## How It Works

The bottom line is that you control complex contract workflows using natural language, without needing to manually interact with the Bounsel web portal.

1. Subscribe to this MCP on Vinkius and enter your Bounsel API Key.
2. Your AI agent accesses the connection, making Bounsel’s tools available for conversation.
3. You issue a command—like 'List all NDAs' or 'Send document doc_1 for signature'—and receive real-time status updates.

## Frequently Asked Questions

**How do I use Bounsel MCP to check if a document is finished?**
Use list_documents or get_document to retrieve detailed metadata for any contract. This shows you the current status—whether it's drafted, pending review, or awaiting signature.

**Can I use Bounsel MCP to generate a new agreement?**
Yes, tell your agent to create_document and specify which smart template you want. The system merges your data with the pre-set legal framework instantly.

**What is the difference between list_templates and get_template in Bounsel MCP?**
list_templates shows you every available boilerplate contract, while get_template pulls all the technical details and required fields for one specific template.

**Does Bounsel MCP handle sending documents to multiple people?**
Yes. Using send_document triggers the full digital signature workflow, ensuring that every necessary recipient receives an official request email.

**Is Bounsel MCP only for corporate users?**
No. It works with any team managing contracts, whether you're a small sales group or large HR department. You just need the correct API keys.