# Legito MCP > Legito helps manage the entire lifecycle of legal documents directly through your AI agent. You can list document records, retrieve specific versions, update user permissions, or create new users without switching programs. It connects your AI client to a robust system for template control and secure access management. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** document-automation, template-management, lifecycle-management, workflow-automation, legal-ops, version-control ## Description Connecting your AI agent to Legito lets you handle complex legal and document workflows using only natural conversation. Instead of jumping between separate systems, your agent works directly within the workspace, managing everything from user accounts to contract versions. You can list all existing document records or check a specific version's metadata instantly. Need to create a new document? The system allows you to access available template suites and generate initial drafts right away. Furthermore, it handles permissions by letting you share documents with entire user groups or adjust individual user rights. When you connect through Vinkius, this MCP makes managing templates and controlling who sees what—whether you're an HR manager onboarding staff or a legal team tracking contract status—effortless from any compatible client. ## Tools ### add_user_to_group Adds an existing user to a specified organizational group. ### list_advanced_styles Retrieves a list of detailed document styling options. ### list_categories Provides an inventory of existing user groups or departments. ### list_countries Lists the countries for which legal settings are supported. ### create_document_version_data Generates a new draft document version based on an established template suite. ### create_user_group Creates a brand-new user group within the system. ### create_user Establishes a new individual user account in the workspace. ### list_currencies Shows all currency types supported by the platform's global settings. ### delete_document_record Permanently removes a document record from the system. ### delete_user_group Removes an entire user group and its associated settings. ### delete_user Deactivates or removes a specific individual user account. ### list_document_records Retrieves a list of all document records available in the workspace. ### get_document_version_data Fetches detailed metadata for one specific version of a document. ### download_document_version Generates and downloads the content of a specified document version, usually as PDF or DOCX. ### get_info Retrieves general information about the connected workspace setup. ### remove_share_from_user_group Revokes document sharing access for an entire user group. ### remove_share_from_user Removes a specific document share from one individual user's account. ### remove_user_from_group Takes an existing user out of a specified organizational group. ### share_with_user_group Gives access to a document for every member within a designated user group. ### share_with_user Grants specific viewing or editing rights to one single user. ### get_shares Lists all people and groups who currently have access to a document. ### list_template_suites Provides an overview of all available template collections for contract generation. ### list_timezones Lists the time zones supported by the platform's configuration. ### update_document_record Modifies metadata or status details of an existing document record. ### update_document_version_data Changes the metadata associated with a specific draft version of a document. ### update_user_group Modifies settings or details for an existing user group. ### update_user_permissions Changes the level of access rights granted to a specific user. ### update_user Modifies general details for an existing individual user account. ### list_user_groups Displays all defined user groups or departments in the system. ### get_user_permissions Retrieves a detailed list of permissions assigned to an individual user. ### list_users Generates a complete roster of all active users in the workspace. ## Prompt Examples **Prompt:** ``` List all document records currently in the workspace. ``` **Response:** ``` I've retrieved the document records. You have 12 active records, including 'Service Agreement 2024' (Code: SA-99) and 'Employment Contract - John Doe' (Code: EC-102). Would you like details on a specific one? ``` **Prompt:** ``` Get the data for document version with code 'DOC-5543'. ``` **Response:** ``` Fetching data for 'DOC-5543'... I've found the version data. It includes 15 metadata fields and was last modified on October 12th. Would you like me to summarize the content or download it? ``` **Prompt:** ``` Download the document 'SA-99' as a docx file. ``` **Response:** ``` Processing download for 'SA-99' in docx format... Done! You can access the document via this generated link: [Download SA-99.docx]. ``` ## Capabilities ### Manage document records List all existing documents, check sharing statuses, retrieve specific metadata for versions, and update document record details. ### Control templates and forms View available template suites or create new document drafts using established legal frameworks. ### Handle user accounts and groups Create, delete, update users, or build out complex departmental structures by managing user groups. ### Manage access permissions Set specific sharing rules for documents across individual users or entire organizational groups. ### Query global settings Check foundational data like supported currencies, time zones, and country-specific legal parameters. ## Use Cases ### The contract audit request A client asks, 'Did John Doe get access to the Q3 service agreement?' Instead of logging into Legito and clicking through sharing tabs, your agent runs `get_shares` on the document record. It immediately confirms if John has viewing rights or if his share needs updating. ### Handling department changes An employee moves from Marketing to Sales. The Ops Manager asks their agent to update the user's group membership using `remove_user_from_group` and then `add_user_to_group`. This instantly revokes old access while granting new, correct permissions. ### Generating a compliance document You need a fresh NDA based on the latest internal template. You tell your agent to list available templates using `list_template_suites` and then execute `create_document_version_data` to generate the new, versioned contract draft. ### The cleanup of stale accounts Before an audit, you need to confirm all departed employees have zero access. Your agent runs `list_users`, identifies the old account, and executes `delete_user` while also running `remove_share_from_user` for their documents. ## Benefits - You instantly check sharing status for any contract. Instead of navigating multiple tabs, your agent runs the `get_shares` tool to tell you exactly who has viewed or edited a file. - Onboarding is faster when your agent handles account setup. You can use `create_user`, followed by `add_user_to_group`, and then grant initial access—all in one conversation. - Never lose track of document history again. Use the MCP to fetch data for a specific version using `get_document_version_data` or download it via `download_document_version` with minimal effort. - Compliance checks are simplified. You can list all available template suites (`list_template_suites`) and then use that structure to generate new, compliant document versions instantly. - You maintain a clear record of who belongs where. Your agent lists departments using `list_user_groups` or shows you the full roster with `list_users`, giving instant visibility into your organization's structure. ## How It Works The bottom line is you control document governance—from creation through sharing and deletion—all through your conversational AI client. 1. Subscribe to the Legito MCP and provide your workspace URL, API Key, and Private Key. 2. Instruct your AI agent to perform a specific task, like listing user groups or downloading a contract version. 3. The agent communicates with the connected system, executes the operation, and returns the requested data or file directly. ## Frequently Asked Questions **How does Legito help with document versioning?** It lets you manage the entire history of a file. You can list all document records to find the right one, then use `get_document_version_data` to check specific metadata before downloading it. **Can Legito create new user accounts?** Yes, you can use the `create_user` tool to establish a new account. You can then follow up by using `add_user_to_group` to place them in the correct department. **What if I need to change permissions for one person?** You use tools like `update_user_permissions` or, if the document is the focus, you can run `share_with_user` to grant or modify access specifically for that individual. **Does Legito handle template management?** Absolutely. You can list all available templates using `list_template_suites`, and then generate a new draft document using the `create_document_version_data` tool. **What is the difference between listing users and listing groups?** The `list_users` tool gives you every person's name. The `list_user_groups` tool shows you the different departments or roles that exist within your organization.