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Vinkius

HotDocs Advance Connector for AI agents.

14 live capabilities

Automate legal, HR, and financial document assembly from any AI client.

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Why people use HotDocs Advance

HotDocs for Automated Document Assembly

This Connector puts that whole process into a single chat window. You just tell your agent what you need, and it handles the work items, data injection, and assembly in the background. You get the finished document delivered to you without ever leaving your current workspace.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get finished documents without ever opening the HotDocs web portal.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Legal Contract Batching

    A lawyer needs 50 NDAs.

  2. Real-world use case 02

    HR Onboarding

    An HR lead asks the agent to create a new hire package.

  3. Real-world use case 03

    Loan Processing

    A bank officer wants to check if a loan application is complete.

Complete set · 14capabilities

The complete HotDocs Advance capability set.

These are the exact actions your AI can choose when you ask it to work with HotDocs Advance.

Capability set01 / 04

01—04

4 capabilities in this set.

Part of 14 available through HotDocs Advance.

  1. 01 Capability

    List template packages

    Browse all the templates available in your HotDocs account. This is your starting point for finding the right form.

  2. 02 Capability

    Complete assembly

    Process collected answers to generate final documents. This makes the files ready for you to download.

  3. 03 Capability

    Create interview session

    Prepare the system to collect answers for template variables. Use this to set up the interactive data collection phase.

  4. 04 Capability

    Create work item

    Create a unique reference for a new document project. This ID is used for all following steps like interviews and assembly.

Capability set02 / 04

05—08

4 capabilities in this set.

Part of 14 available through HotDocs Advance.

  1. 05 Capability

    Get auth token

    Grab a fresh API access token for your session. This helps fix any permission issues you might run into.

  2. 06 Capability

    Get document content

    Download the content of a finished PDF or Word file. It provides a direct link to the file you just created.

  3. 07 Capability

    Get template package

    View the structure of a specific template package. This helps you understand what data is needed before you start a project.

  4. 08 Capability

    Get unanswered variables

    Identify which data points are missing from a document. It helps you audit the work before you finalize everything.

Capability set03 / 04

09—11

3 capabilities in this set.

Part of 14 available through HotDocs Advance.

  1. 09 Capability

    Get work item

    Inspect the details of an existing project. You can check the status or data of any work item by its ID.

  2. 10 Capability

    List documents

    See all the files that have been assembled for a specific project. Use this to find the IDs needed for downloading.

  3. 11 Capability

    List template versions

    See the history of a template's different versions. This lets you pick the correct one for your current needs.

Capability set04 / 04

12—14

3 capabilities in this set.

Part of 14 available through HotDocs Advance.

  1. 12 Capability

    List work items by date

    Find projects created within a specific timeframe. This is great for auditing activity or generating reports.

  2. 13 Capability

    List work items

    Find specific projects using filters like user ID or date. Use this to track progress across your team.

  3. 14 Capability

    Update answers

    Feed in data using a specific XML format. This is the fastest way to do batch updates for multiple documents.

Set up in minutes

One URL. Then ask HotDocs Advance to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use HotDocs Advance from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_3LH8aFkSFUYBfyKkjUilqSyl7MVRZdxklYtrmoJe/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it HotDocs Advance, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable HotDocs Advance for the conversation.

Where the request belongs

Work HotDocs Advance can move forward.

Built around the request

This is for professionals who handle high-volume paperwork and are tired of the manual data entry required to generate contracts, HR forms, and compliance documents.

01

Legal Counsel

Drafting dozens of contracts a week and needing a way to bulk-generate NDAs.

02

HR Manager

Sending out offer letters and policy updates at scale without manual copy-pasting.

03

Loan Officer

Gathering and assembling loan applications for new clients quickly.

04

Compliance Officer

Batch-generating standardized audit reports and checking for missing info.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Docupilot logo
01 10 capabilities

Docupilot

Equip your AI agent to automate document creation, manage templates, and track merges via the Docupilot API.

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Superdocu logo
02 12 capabilities

Superdocu

Automate document collection and client onboarding with Superdocu and AI agents.

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DocsGenFlow logo
03 10 capabilities

DocsGenFlow

Create documents automatically from templates with merge fields that pull data from your systems and generate polished output.

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Documint logo
04 10 capabilities

Documint

Equip your AI agent to automate document generation, manage templates, and track output files via the Documint API.

View Connector
Legito logo
05 31 capabilities

Legito

Automate document lifecycle management via Legito. manage template suites, document records, and user permissions directly from any AI agent.

View Connector
Docdown logo
06 10 capabilities

Docdown

Equip your AI agent to generate documents, manage templates, and track output files via the Docdown API.

View Connector

Bring your own AI

Change the model, client or framework. Keep HotDocs Advance connected.

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Before you connect

Questions about HotDocs Advance.

The practical details behind the request, access and result.

Can I use the HotDocs MCP to generate contracts?

Yes, it works by connecting to HotDocs Advance to pull templates and assemble documents like contracts using natural language.

Does the HotDocs MCP support Word and PDF files?

It handles both. You can use the agent to trigger assembly and then download the finished Word or PDF files directly.

How does this help with HR documents?

It automates the creation of offer letters and policy docs by feeding data into your HotDocs templates without manual entry.

Can I check if a document is missing any info?

Yes, the Connector can check for unanswered variables in a project so you know exactly what's missing before you finish it.

Is it easy to set up the HotDocs MCP?

It's straightforward. You just need your HotDocs Advance tenancy details and API credentials to get started with your AI agent.

Can I batch process multiple documents at once?

Yes, by using the XML update capability, you can feed in data for multiple documents in one go to speed up your workflow.

What credentials do I need to connect HotDocs Advance to this Connector?

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.

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.

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.

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.

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.

One connection away

Give your agent a direct line to HotDocs Advance.

Connect HotDocs Advance once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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