Integration

Concord integration

Concord is a contract lifecycle management platform. List, search, count and read an organization's agreements (drafts, reviews, negotiations, contracts and templates), create one from scratch, from a template or by copying a contract, download it as PDF or Word, read its versions, comments, tracked changes, activity log, key dates and smart fields, fill smart fields, manage attachments, members, folders and clause library entries, run approval workflows and request, finish or revoke signatures. Requesting a signature, sending an agreement to signing and inviting members make Concord email real people, and the signatures collected can make an agreement legally binding. Left out: organization administration (creating organizations, branding, user groups and organization invitations, subscription), saved reports, webhooks (their objects carry a custom secret header), Google Docs and DocuSign export, uploading a new version and posting comments (the reference gives no body for them), summary links, signed-with labels, edits of renewal clauses and key-date clauses, PDF form-field filling, replacing all signature slots at once, leaving an agreement, user preferences, and company approval template edits. The connection calls the production API (api.concordnow.com), not the sandbox. Authentication is an API key, generated in the Concord account, sent in the X-API-KEY header.

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When this happens, do that in Concord.Built from the 78 Concord tools below, on the connection you add once.

What you can do with Concord

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Agreement, 8 operations

create_agreementCreate agreementPOSTCreates an agreement and returns its uid. status DRAFT, TEMPLATE or CONTRACT; with source.uid set to a template it creates a draft from that template (filling its variables), set to a contract it copies the contract.
delete_agreementDelete agreementDELETEDeletes an agreement of the organization. To move it to the trash instead, use update_agreement_metadata with trash=true.
download_agreement_pdfDownload agreement pdfGETDownloads the agreement as a PDF file and stores it, returning a file reference. silent=true does not trigger activity tracking.
download_agreement_wordDownload agreement wordGETDownloads the agreement as a Word (.docx) file and stores it, returning a file reference. commentsVisibility chooses which comments are exported: ALL, PUBLIC, COMPANY or NONE.
get_agreementGet agreementGETReturns one agreement: uid, folder, last public version number, lock, metadata (title, description, status, tags, read, inbox, bookmark, trash and track-changes flags), the caller's permission, and who created it and when.
list_agreementsList agreementsGETLists the agreements of an organization the user can see, one page at a time, filtered by status (required), text search, tags, creator, folder access and date ranges. Each item carries its uuid, title, status, dates, tags and signature counts.
list_folder_agreementsList folder agreementsGETLists the agreements stored in one folder, one page at a time, with the same filters as list_agreements (status, text search, tags, creator, date ranges).
update_agreement_statusUpdate agreement statusPATCHChanges an agreement's status: SIGNING moves it to signature (its signers, real people, can then be asked to sign), BROKEN cancels it. Title, tags and flags are changed with update_agreement_metadata.

Clause, 7 operations

create_library_clauseCreate library clausePOSTAdds a clause to the organization's clause library: a title and description (300 characters at most each) and its plain text content. Returns the clause id.
delete_library_clauseDelete library clauseDELETEDeletes a clause from the organization's clause library.
delete_summary_clauseDelete summary clauseDELETEDeletes one key-date clause from an agreement's summary (ids from get_agreement_summary, under clauses).
get_library_clauseGet library clauseGETReturns one clause of the clause library: title, description, version, how many templates use it, creation date, and a temporary link to download its content.
get_summary_clauseGet summary clauseGETReturns one key-date clause of an agreement's summary (ids from get_agreement_summary, under clauses): title, how its date is defined (deadline, length or period), and its financial data.
list_library_clausesList library clausesGETLists the active clauses of an organization's clause library (id, title, description, version, link to their content), with the total count; sort by TITLE or CREATED_AT, paged with offset and limit.
update_library_clauseUpdate library clausePUTReplaces the title, description and plain text content of a clause in the clause library (title and content are required).

Folder, 7 operations

create_folderCreate folderPOSTCreates a folder with the given name under a parent folder (folder ids from list_folders) and returns it with its id, creator, dates and access.
delete_folderDelete folderDELETEDeletes a folder of the organization.
get_folderGet folderGETReturns one folder: id, name, parent, creator, creation and modification dates, and who has access (all organization users, or listed users, teams and invitations).
list_foldersList foldersGETReturns the folder tree of an organization from its root: each folder's id, name, parent, number of documents, who has access (users, teams, invitations) and its child folders.
list_shared_foldersList shared foldersGETReturns the folder tree of an organization limited to the folders shared with the current user: id, name, parent, number of documents, access and child folders.
move_agreementMove agreementPUTMoves an agreement into another folder of the organization (folder ids from list_folders).
update_folderUpdate folderPUTRenames a folder, moves it under another parent folder, or changes who has access to it.

Field, 6 operations

create_summary_fieldCreate summary fieldPOSTAdds a custom summary field (a name and a text value) to an agreement and returns it with its id.
delete_summary_fieldDelete summary fieldDELETEDeletes one custom summary field of an agreement (ids from list_summary_fields).
fill_smart_fieldsFill smart fieldsPATCHFills smart fields of the latest version of an agreement: each entry gives a field uuid (from list_smart_fields) and its values. Returns the resulting version number.
list_smart_fieldsList smart fieldsGETLists the smart fields of the latest version of an agreement: uuid, type, placeholder, current values, whether required or locked, who may fill it, and the options of choice fields.
list_summary_fieldsList summary fieldsGETLists the custom summary fields of an agreement (a name and a text value each, with their id).
update_summary_fieldUpdate summary fieldPATCHReplaces the name and value of one custom summary field of an agreement (ids from list_summary_fields) and returns the updated field.

Approval, 5 operations

delete_agreement_approvalDelete agreement approvalDELETERemoves the approval workflow from an agreement.
get_agreement_approvalGet agreement approvalGETReturns the approval workflow of an agreement: the company approval it follows, whether third-party signature is blocked until approval, its rules with who must approve (users or groups) and each one's status, and the overall status.
get_company_approvalGet company approvalGETReturns one company approval (approval workflow template) of an organization: title, description, third-party signature blocking, rules with the users or groups who approve, and whether it can be deleted.
list_company_approvalsList company approvalsGETLists the company approvals (approval workflow templates) of an organization: id, title, description, whether they block third-party signature, their rules and whether they can be deleted.
replace_agreement_approvalReplace agreement approvalPOSTReplaces the approval workflow of an agreement. Pass organizationApprovalId to apply a company approval (from list_company_approvals); otherwise rules defines a custom one. blockThirdPartySignature is required.

Attachment, 5 operations

delete_attachmentDelete attachmentDELETEDeletes one file attached to an agreement (ids from list_attachments).
download_attachmentDownload attachmentGETDownloads one file attached to an agreement (ids from list_attachments) and stores it, returning a file reference.
list_attachmentsList attachmentsGETLists the files attached to an agreement: id, file name, name, description, origin, whether it has a preview, creation date and who added it.
update_attachmentUpdate attachmentPATCHRenames an agreement attachment or changes its description (ids from list_attachments).
upload_attachmentUpload attachmentPOSTAttaches a file to an agreement, with an optional name (under 256 characters) and description (under 1024 characters), and returns the attachment id. isSignedContract=true marks the file as the signed contract.

Signature, 4 operations

finish_signingFinish signingPUTFinishes the signing of an agreement and moves it to its next status, which can make it a legally binding contract; returns the agreement id, uid and new status.
get_signature_settingsGet signature settingsGETReturns an agreement's signature setup: whether signing order is enforced, whether signature requests go out automatically, the provider (CONCORD or DOCUSIGN), and each signature slot with who may sign it and the signature once made.
revoke_signaturesRevoke signaturesDELETERevokes every signature already made on an agreement and moves it back to review.
update_signature_settingsUpdate signature settingsPATCHChanges an agreement's signature setup: signing order, automatic signature requests, signature slots (who may sign each), pre-set signature blocks and the provider (CONCORD or DOCUSIGN). Only the fields sent change.

Member, 3 operations

invite_agreement_membersInvite agreement membersPOSTInvites people to an agreement by email with a permission each, and sends them an invitation email with the given subject and message (sendWithDocument also sends the document).
list_agreement_membersList agreement membersGETLists the members of an agreement: active users with their permission, status, signature status and last access, and pending invitations with email, delivery and expiration. Personal data.
list_organization_membersList organization membersGETLists the members of an organization (and, on request, pending invitations), with name, email, job, role, groups and active flag, paged with start and limit. Personal data.

Permission, 3 operations

update_delayed_invitation_permissionUpdate delayed invitation permissionPUTChanges the permission (FULL, LIMITED or NO_EDIT) of a prepared, not yet sent, invitation to an agreement.
update_invitation_permissionUpdate invitation permissionPUTChanges the permission (FULL, LIMITED or NO_EDIT) of a person invited to an agreement who has not joined yet (invitation ids from list_agreement_members).
update_member_permissionUpdate member permissionPUTChanges the permission (FULL, LIMITED or NO_EDIT) of an active member of an agreement (user ids from list_agreement_members).

Auto, 2 operations

list_automated_templatesList automated templatesGETLists the automated templates of an organization (uid, title, description); salesforceReady=true keeps only those compatible with the Salesforce integration.
use_automated_templateUse automated templatePOSTGenerates an agreement from an automated template, filling its variables, and can invite people at once (inviteNowEmails, which sends emails) or as delayed invitations (inviteLaterEmails). Returns the new agreement's uid.

Delayed invitation, 2 operations

create_delayed_invitationCreate delayed invitationPOSTPrepares an invitation to an agreement for one email address and permission without sending it yet; send it later with send_delayed_invitation.
delete_delayed_invitationDelete delayed invitationDELETEDeletes a prepared, not yet sent, invitation to an agreement.

Endclause, 2 operations

cancel_agreement_renewalCancel agreement renewalDELETECancels a renewal of an agreement by deleting one of its end clauses (ids from get_agreement_summary, under endclauses).
get_end_clauseGet end clauseGETReturns one end (renewal) clause of an agreement's summary (ids from get_agreement_summary, under endclauses): length, renewal type and remaining renewals, notice periods, deadlines and the previous and next clause ids.

Last, 2 operations

get_last_end_clauseGet last end clauseGETReturns the latest end (renewal) clause of an agreement's summary: length, renewal type and remaining renewals, notice and early-termination notice periods, deadline and start date.
get_last_versionGet last versionGETReturns the latest version of an agreement: its content (HTML for an HTML agreement), document type, smart fields and PDF fields, signature fields, tracked changes and comments.

Me, 2 operations

get_current_userGet current userGETReturns the Concord user who owns the API key: id, name, email, time zone, phone numbers, the current organization id and account flags. Personal data.
join_agreementJoin agreementPOSTMakes the current user, an administrator with admin oversight enabled, a member of an agreement they can only read, so they can act on it.

Metadata, 2 operations

get_agreement_metadataGet agreement metadataGETReturns an agreement's metadata: owning organization, title, description, status, tags, read, inbox, bookmark, trash and track-changes flags, last access date, and whether it was created from a template.
update_agreement_metadataUpdate agreement metadataPATCHUpdates an agreement's title (127 characters at most), description, tags, and its read, inbox (archive), bookmark, trash and track-changes flags. Only the fields sent change.

Organization, 2 operations

get_organizationGet organizationGETReturns one organization's settings: name, description, contact details, parent and subsidiaries, signing authentication rules, invitation and signature options, email domains, allowed IPs, region, plan and logo.
list_organizationsList organizationsGETLists the organizations the user belongs to, with each one's id (the organizationId every other tool takes), name, subscription plan, role and features of the user there, and parent or subsidiary links.

Activity, 1 operation

list_agreement_activitiesList agreement activitiesGETReturns an agreement's activity: type AUDIT gives the audit trail (who did which action, when, with its status), type CHAT the chat activity (messages with their text and version). Personal data (names and emails of the people involved).

Comment, 1 operation

list_commentsList commentsGETReturns the comments of an agreement, keyed by comment id: the commented text, the comment, its visibility, author, version, whether it is resolved, and its replies. Personal data (author names).

Count, 1 operation

count_agreementsCount agreementsPOSTCounts the user's agreements in an organization by stage: drafts, reviews (validation), negotiations, signing, contracts, templates, canceled, archived canceled and trashed, plus the inbox total.

Diff, 1 operation

get_version_diffGet version diffGETReturns the differences between two versions of an agreement; from and to identify the two versions as listed by list_versions.

Event, 1 operation

list_organization_eventsList organization eventsGETLists the events of an organization over at most 7 days (who did what on which agreement, with dates). Only an organization Administrator can read them; other users are refused.

Group, 1 operation

list_user_groupsList user groupsGETLists the user groups (teams) of an organization, each with its id, name, description, member users and pending invitations. Group ids are used in approval rules and folder access.

Invitation, 1 operation

remove_invitationRemove invitationDELETEWithdraws a pending invitation to an agreement (invitation ids from list_agreement_members).

Lifecycle, 1 operation

update_agreement_lifecycleUpdate agreement lifecyclePATCHUpdates an agreement's lifecycle in its summary: signature date, effective date, calculated end date, and whether and when it was terminated. Only the fields sent change.

Request, 1 operation

request_signatureRequest signaturePOSTAsks the signers of an agreement to sign: colleagues are added and notified, external signers get an email invitation (real people are emailed); with a signing order only the next signer is asked. Signing can make it legally binding.

Rule, 1 operation

act_on_approval_ruleAct on approval rulePATCHActs on one rule of an agreement's approval workflow: ACCEPT approves it, REFUSE rejects it, CANCEL withdraws an earlier approval or refusal, ASK requests validation from its approvers (rule ids from get_agreement_approval).

Send, 1 operation

send_delayed_invitationSend delayed invitationPOSTSends a prepared (delayed) invitation to an agreement, which emails the invitee, optionally with a custom title and message.

Summary, 1 operation

get_agreement_summaryGet agreement summaryGETReturns an agreement's summary: lifecycle dates (signature, effective date, end, termination), renewal (end) clauses, key-date clauses with any financial data, links to other agreements, total value, document type and category.

Tag, 1 operation

list_tagsList tagsGETLists the tags of an organization with their id and name; with accessData=true also how many drafts, templates, negotiations and contracts use each tag and whether it is used in an access rule.

Track change, 1 operation

list_track_changesList track changesGETReturns the tracked changes of an agreement, keyed by change id: the changed text, insert or delete type, status, version, author and dates, and later amendments of the change.

User, 1 operation

remove_memberRemove memberDELETERemoves an active member from an agreement (user ids from list_agreement_members).

Version, 1 operation

list_versionsList versionsGETLists the versions of an agreement: id, version number and displayed version (x.y), date, comment, document type, visibility, and the user and organization that made it.

Use Concord from Claude Code, Cursor or Codex

Connect Concord in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Concord operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Concord

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Connect Concord once
Add your Concord connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
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The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.