Contractbook for AI agents
Agents read Contractbook at once. Changes and sends are held for a person's approval by default.
About Contractbook
Contractbook is a contract lifecycle management platform for creating, organizing, sharing, sending, and signing contracts.
What an agent can do in Contractbook
Every Contractbook action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Contractbook without asking first. 6 actions.
- Get DocumentGet the full current Contractbook document, including the version required for a safe update.
- Get Document PDF LinkGet a short-lived PDF download URL for a document, or a not-ready message when Contractbook is still generating it.
- Get TemplateGet a template's full fields, parties, attachments, and signing configuration before creating a draft from it.
- List AutomationsList Contractbook automations for one trigger type; this only discovers automations and does not run them.
- List DocumentsSearch and filter documents visible to the connected Contractbook account, returning one page and a cursor for continuation.
- List TemplatesList all Contractbook templates visible to the connected account for choosing a template ID.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 3 actions.
- Create Document From TemplateCreate a draft document from a Contractbook template, optionally overriding its document fields; this does not send the draft for signature.
- Permanently Delete DocumentPermanently destroy a Contractbook document with no restore option. Signed documents cannot be deleted through this API; Contractbook rejects signed or otherwise undeletable documents rather than repo
- Update DocumentUpdate selected fields of a draft or stored contract using its current version; supplied collection fields replace their complete existing collections.
Changes wait in Needs you
Changes and sends in Contractbook are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Contractbook questions
Can an agent change data in Contractbook on its own?
Not by default. Changes and sends in Contractbook are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Contractbook?
This connector lists 6 read actions. Reads run at once, without waiting for approval.
How does Contractbook connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.