The Contractbook MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Contractbook account. It provides structured and secure access to your documents, templates, and automations, so your agent can find contracts, create drafts, update documents, retrieve PDF links, and delete documents on your behalf.
- Contract search and review: Have your agent search and filter visible documents, then retrieve the full details of a selected contract.
- Template-based draft creation: Let the agent browse available templates, review their fields and signing setup, and create draft documents with updated field values.
- Document updates: Direct your agent to revise selected fields in draft or stored contracts while preserving safe document versioning.
- PDF retrieval: Instruct your agent to obtain a temporary PDF download link for a document when its PDF is ready.
- Automation discovery and document cleanup: Have your agent list automations by trigger type or permanently delete documents you no longer need.