Vinkius

HotDocs MCP for AI Agents. Automate Contract and Compliance Document Assembly

HotDocs MCP automates complex document assembly workflows by connecting your favorite AI agent directly to template libraries. It lets you create work items, conduct virtual interviews to gather required data, and generate finalized legal documents—like contracts or compliance reports—without ever touching the web interface.

HotDocs MCP is compatible with Claude Claude
HotDocs MCP is compatible with ChatGPT ChatGPT
HotDocs MCP is compatible with Cursor Cursor
HotDocs MCP is compatible with Gemini Gemini
HotDocs MCP is compatible with Windsurf Windsurf
HotDocs MCP is compatible with VS Code VS Code
HotDocs MCP is compatible with JetBrains JetBrains
HotDocs MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Discovering Templates

List all template packages and check version history to find exactly which document structure you need.

Managing Records

Create, inspect, and update work items—the digital records that hold the data for an assembly job.

Conducting Virtual Interviews

Initialize interactive sessions to programmatically collect specific answers required by a template before generation.

Generating Documents

Inject collected data and trigger the final assembly process to generate ready-to-download documents.

Auditing and Validation

Check which required variables were left unanswered or retrieve a complete history of document attempts for compliance checks.

Waiting for input…

AI Agent
HotDocs

What AI agents can do with HotDocs - 14 Tools for Document Automation

These tools allow you to programmatically manage every step of the document lifecycle: discovering templates, gathering answers, assembling files, and auditing results.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using HotDocs MCP

Complete Assembly

Runs the final process, taking all collected answers and building the full document based on the template's rules.

Create Interview Session

Prepares the system by setting up a unique session to collect structured answers for...

Create Work Item

Establishes a new record identifier, which acts as the single reference point for...

Get Auth Token

Retrieves a fresh API access token. Use this if any other tool fails due to...

Get Document Content

Downloads the finished document content, providing both the file and a direct URL...

Get Template Package

Fetches detailed information about a specific template package ID to understand its structure before building a record.

Get Unanswered Variables

Checks an assembled document and reports any variables that were not provided answers, helping you validate completeness.

Get Work Item

Retrieves the full details of a specific work item at any point—before or after...

List Documents

Lists all generated documents for a given work item, providing their IDs and...

List Template Versions

Shows the historical versions of a template package, helping you know which version...

List Template Packages

Lists every available document template package in your tenancy so you can discover...

List Work Items By Date

Finds specific records by filtering them using a defined start and end date range, useful for reporting.

List Work Items

Searches for work items using optional filters like user ID or a general date range to locate existing jobs.

Update Answers

Allows you to batch-feed data into an existing record using XML format, ideal when...

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

HotDocs MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The HotDocs integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with HotDocs, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
HotDocs MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by HotDocs Advance. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

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Token Compression

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The manual cycle of document creation is exhausting. Solved with Vinkius AI Gateway

Right now, generating a single client agreement means jumping between tabs. You have to copy the client name from one place into another, fill in dates on a separate form, and then cross-reference details across three different documents just to make sure you didn't miss anything. Then, you download all those PDFs and manually check that every variable is filled.

With this MCP, your agent handles the whole thing conversationally. You tell it what you need; it guides the data gathering process, injects everything into the right template, runs the assembly engine in the background, and gives you a single, final document ready to send out.

HotDocs MCP: Automated Document Assembly

The biggest manual steps that disappear are the repetitive data entry and the cross-checking phase. You never have to manually track down which variables were missed or worry about making sure the correct document version is used for a specific client type.

What changes now is control. Instead of being limited by a browser interface, you programmatically manage the entire document lifecycle—from template discovery right through to final file retrieval.

What your AI can actually do with this

Document creation shouldn't feel like filling out 17 separate forms in a browser. This MCP gives your AI client full control over document assembly using HotDocs Advance templates. You can tell your agent, 'Generate a new employment contract for Jane Doe,' and it handles everything after that.

Your agent first discovers the necessary template packages. It then creates a work item to track the process and initiates an interview session so you can answer questions conversationally. Once all data is collected, the system runs the final assembly, injecting all your answers into the correct document variables and generating files like PDFs or Word documents.

You don't just get a file; you get auditable proof of what information was captured along the way.

If you're building out an enterprise process—say, onboarding new clients or handling compliance audits—this MCP provides the necessary structure to make that happen programmatically. It’s one of the most powerful document automation tools available in the Vinkius catalog because it lets your AI act like a dedicated specialist, managing data flow and generation through natural conversation.

Built · Hosted · Managed by Vinkius HotDocs MCP - Automate Document Assembly and Contracts
Server ID 019d75b3-41ea-7194-81dc-117284079a8b
Vinkius Inspector
Compliance Grade A+
Score 98.33/100
Vinkius Inspector Badge — Score 98.33/100

Questions you might have

How do I find out what templates are available using HotDocs MCP? +

You use list_template_packages first. This tool gives you a master list of all template packages and their unique IDs, so you know exactly which document structure to work with.

Do I have to fill out the interview manually every time with HotDocs MCP? +

No. While create_interview_session starts a conversational flow, if you already have the data (like from a CRM), you can skip that step and use update_answers with XML directly.

Can I check for incomplete contracts using HotDocs MCP? +

Yes. After an assembly attempt, run get_unanswered_variables. This tells you exactly which required fields were missed, making your compliance audits much faster and more accurate.

What if I need to download the document content after using HotDocs MCP? +

You first call list_documents to get the unique document ID. Then, pass that ID along with the workItemId into get_document_content to retrieve the file.

Does HotDocs MCP handle multiple versions of a template? +

Yes. Use list_template_versions. This allows you to check the version history for any template package, ensuring you are always using the most current or required format.