# Concord CLM MCP > Concord CLM connects your AI agent directly into Concord's Contract Lifecycle Management platform. Use this MCP to manage every stage of a contract: look up specific agreements, create new documents from templates, route contracts for e-signature, or check the status of pending approvals—all without leaving your chat interface. ## Overview - **Category:** document-management - **Price:** Free - **Tags:** contract-management, negotiation, agreement-storage, signature-workflow, compliance-tracking ## Description This MCP lets you treat your entire contract repository like a conversation. Instead of logging into Concord and manually searching through dashboards, you just ask your agent what you need. You can locate any agreement by its ID or name instantly. Need to start a new deal? Tell the agent to draft it using an approved template and automatically route it for review. If you've finished negotiations, you can tell it to send the documents out for e-signature right from chat. It keeps track of who signed what and when. This capability makes managing legal paperwork feel less like admin work and more like having a dedicated paralegal sitting next to you. ## Tools ### create_agreement Draft and initiate a brand new agreement document inside Concord. ### get_agreement Retrieves all detailed information about one specific, known contract. ### get_current_user Pulls details on the user who is currently logged into Concord. ### list_signed_agreements Generates a list of every contract that has been fully signed and completed. ### list_agreements Retrieves a general overview listing multiple contracts available in Concord CLM. ### list_templates Shows all the standard document templates you can use within your organization. ### list_users Pulls a list of every user account registered in your Concord network. ### list_webhooks Displays a list of webhooks that are currently configured for the system. ### search_agreements_by_name Searches through all agreements to find matches based on keywords in their name. ### send_for_signature Starts the electronic signature workflow for a specified agreement, notifying designated parties. ## Prompt Examples **Prompt:** ``` Show me all signed contracts in Concord. ``` **Response:** ``` I found 12 signed agreements in your Concord account. Here are the most recent: 1. 'Vendor Agreement — Acme Corp' (signed Jan 15) 2. 'NDA — Beta Partners' (signed Jan 10) 3. 'Service Contract — Delta Inc' (signed Dec 28) Would you like details on any of these? ``` **Prompt:** ``` Send agreement 'agr-4521' for signature. ``` **Response:** ``` Done! Agreement 'agr-4521' has been sent for signature to all designated parties. You'll receive a notification once all signatures are collected. ``` **Prompt:** ``` Check the status of agreement ID 'agr-8901'. ``` **Response:** ``` Agreement 'agr-8901' (Marketing Retainer) is currently in the 'Review' stage. It is pending approval from Sarah Jenkins. ``` ## Capabilities ### Retrieve Agreement Details Fetch specific information about any contract using its unique ID. ### Find Agreements by Name Search the entire library for contracts based on keywords in their title. ### Initiate New Contracts Generate a brand new agreement, populating fields using pre-approved templates. ### Manage Signatures Trigger the e-signature process for an existing contract to send it to required parties. ### List Contract Statuses Get a list of all fully executed agreements or check the status of specific templates and users within your organization. ## Use Cases ### Onboarding a New Vendor A Procurement Manager needs to start an agreement with Acme Corp. They tell their agent, 'Create the Master Service Agreement using the standard vendor template.' The agent uses `create_agreement`, populates all necessary fields, and routes it for legal review automatically. ### Checking Deal Status A Legal Counsel needs to know if a key NDA is ready. They ask their agent to check the status of agreement ID 'xyz-123'. The agent uses `get_agreement` and reports back: 'It's currently in Review, pending Sarah Jenkins.' No dashboard clicks required. ### Mass Contract Cleanup An Operations Leader needs a list of every executed agreement for an audit. They prompt the agent to run `list_signed_agreements`, getting a clean list instantly, rather than running multiple reports in the Concord UI. ### Delegating Workflows The manager finishes negotiations on a contract and needs it signed by three parties. They tell their agent to `send_for_signature` for that specific agreement ID, triggering the signature workflow immediately. ## Benefits - Find agreements instantly. Instead of browsing folders, you can ask your agent to search for a contract using the `search_agreements_by_name` tool and get the details immediately. - Accelerate deal flow. Use the MCP to create brand new contracts with `create_agreement`, pulling data from approved templates so you don't have to manually populate fields. - Skip the email chain. When a contract is ready, just ask your agent to `send_for_signature`. The whole workflow kicks off without you ever leaving your chat window. - Gain instant visibility into compliance. Use `list_signed_agreements` to quickly get a rundown of all executed contracts, skipping days of manual reporting. - Understand the pipeline. If you need context on who can approve something or what templates exist, use tools like `list_templates` or `list_users` for immediate reference. ## How It Works The bottom line is that it gives your AI client direct access to Concord's core functions, letting you work with contracts using simple commands instead of complex UI navigation. 1. Add the Concord CLM integration to your AI toolset in Vinkius. You'll need an API Key from your Concord dashboard. 2. Your agent uses natural language to identify the contract action you want—like checking status or drafting a document. 3. The MCP calls the necessary internal tools, pulling real-time data and executing workflows directly into your chat response. ## Frequently Asked Questions **How do I use Concord CLM MCP to find an agreement?** You can search in two ways: by running `search_agreements_by_name` if you know keywords, or using the agent's natural language ability with `get_agreement` if you have the specific ID. **Can Concord CLM MCP create new agreements?** Yes. The `create_agreement` tool allows you to generate a completely new contract, automatically filling in fields from approved templates so it's ready for review right away. **Does the MCP handle e-signatures?** It triggers the signature process. You use the `send_for_signature` tool to initiate sending an existing agreement to all necessary parties in Concord. **How do I check if a contract is fully executed?** Run `list_signed_agreements`. This tool pulls a clean, accurate list of every contract that has successfully completed the entire signing workflow. **What kind of documents can Concord CLM MCP handle?** It manages all types of agreements within your organization's defined templates, including NDAs, vendor contracts, and service agreements.