Integration

Ironclad integration

Ironclad is a contract lifecycle management platform. Launch contract workflows from a template (synchronously or asynchronously), read and update workflows, approvals, roles, comments, documents, email threads and signers, send, schedule, cancel and remind signature requests, and create signer links; manage contract records with their properties, attachments and lifecycle actions, smart-import records from files, and manage entities, obligations and webhooks. SCIM user and group provisioning, data exports, attribute-source syncs, the BYOSP status callback and the webhook verification key are not exposed. Authentication is OAuth 2.0 (authorization code) on the ironcladapp.com production environment; the eu1 and demo environments are separate and not covered.

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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.

Record, 6 operations

create_recordCreate recordPOSTCreate a contract record by specifying its intended metadata properties.
delete_recordDelete recordDELETEDelete an existing record.
get_recordGet recordGETView a specific record and its associated data.
list_recordsList recordsGETView all records in the company, with filtering available via query parameters.
replace_recordReplace recordPUTUpdate an existing record with a new set of metadata.
update_recordUpdate recordPATCHUpdate specific fields on a record.

Entity, 5 operations

create_entityCreate entityPOSTCreates a new entity with a name, relationship type key, status, properties and an optional parent entity.
delete_entityDelete entityDELETEDelete an existing entity.
get_entityGet entityGETView a specific entity and its associated data.
list_entitiesList entitiesGETView all entities in the company, with filtering available via query parameters.
update_entityUpdate entityPATCHUpdate an entity's name, relationship type, and properties.

Obligation, 5 operations

create_obligationCreate obligationPOSTCreate an obligation. This endpoint has two modes. Standalone obligation: omit sourceObligationId. Creates an obligation on the contract given by parentId.
delete_obligationDelete obligationDELETEDelete an obligation. Accepts the ID or Ironclad ID of an obligation. Triggered instances are deleted directly.
get_obligationGet obligationGETView a specific obligation and its associated data. The response distinguishes a source obligation from an instance (occurrence) via the obligationType field; see the ObligationModel schema.
list_obligationsList obligationsGETView all source obligations in the company, with filtering available via query parameters.
update_obligationUpdate obligationPATCHUpdate an existing obligation. The path id identifies the obligation to update. name, obligationTypeKey, addProperties, and removeProperties can be updated on any obligation.

Webhook, 5 operations

create_webhookCreate webhookPOSTCreates a webhook for the specified events. Send separate requests if you need to create webhooks for multiple target URLs. Each target URL may only have one active registration.
delete_webhookDelete webhookDELETEDelete a specific webhook.
get_webhookGet webhookGETView the data associated with a specific webhook.
list_webhooksList webhooksGETView all webhooks associated with a specific company with filtering available via query parameters.
update_webhookUpdate webhookPATCHUpdate the data associated with a specific webhook.

Attachment, 4 operations

delete_record_attachmentDelete record attachmentDELETERemove an attachment associated with a specific record.
download_email_attachmentDownload email attachmentGETDownloads an attachment from an email thread of a workflow.
download_record_attachmentDownload record attachmentGETDownloads the file of an attachment stored on a record at the given attachment key.
upload_record_attachmentUpload record attachmentPOSTCreate an attachment on a specified record at the specified attachment key.

Comment, 3 operations

create_workflow_commentCreate workflow commentPOSTCreates a comment in the specified workflow's activity feed.
get_workflow_commentGet workflow commentGETReturn a single comment for a specified workflow.
list_workflow_commentsList workflow commentsGETReturn a list of comments on a workflow.

Id, 3 operations

list_entity_idsList entity idsGETReturns only the identifiers of the entities you can access, without entity bodies or properties. Use this to determine which entities are visible to your credentials without paying the cost of a full entity listing.
list_record_idsList record idsGETReturns only the identifiers of the records you can access, without record bodies or properties. Use this to determine which records are visible to your credentials without paying the cost of a full record listing.
list_workflow_idsList workflow idsGETReturns only the identifiers of the workflows you can access, without workflow bodies, schemas, or attributes. Use this to determine which workflows are visible to your credentials without paying the cost of a full workflow listing.

Scheduled send, 3 operations

delete_scheduled_signature_requestDelete scheduled signature requestDELETEDelete a scheduled signature request. The workflow must be on the Sign step and not yet out for signature.
schedule_signature_requestSchedule signature requestPOSTSchedule a signature request to be sent out for signature. The workflow must be on the Sign step and not yet out for signature.
update_scheduled_signature_requestUpdate scheduled signature requestPATCHUpdate a scheduled signature request. The workflow must be on the Sign step and not yet out for signature.

Smart import, 3 operations

add_smart_import_recordAdd smart import recordPOSTUpload a file to an existing import and create a record with smart import and predictions. Provide none of recordType, newRecordTypeId, or newRecordTypeDisplayName to default to Imported type.
create_smart_import_recordCreate smart import recordPOSTUpload a file to create a record with smart import and predictions. Provide none of recordType, newRecordTypeId, or newRecordTypeDisplayName to default to Imported type.
get_smart_import_predictionsGet smart import predictionsGETRetrieve status of predictions of specific smart import record or all records in an import, one of Record Id or Import Id is required.

Workflow, 3 operations

get_workflowGet workflowGETView the data associated with a specific workflow.
launch_workflowLaunch workflowPOSTLaunch a new Workflow synchronously.
list_workflowsList workflowsGETList all workflows in your Ironclad account.

Approval, 2 operations

list_workflow_approvalsList workflow approvalsGETReturns a list of approvals for the workflow. The approvalGroups property will display only triggered approvals (i.e. conditional approvals that have not been triggered will not appear).
update_workflow_approvalUpdate workflow approvalPATCHUpdates the status of an approval to the specified value. Approval statuses can only be updated during the Review step and when a given approval group is active (when it is that group's turn to approve).

Async, 2 operations

get_async_workflow_statusGet async workflow statusGETCheck the status of a workflow launch started with launch_workflow_async, by the asyncJobId it returned. The answer carries the job status and, once processed, the created workflow or the error.
launch_workflow_asyncLaunch workflow asyncPOSTLaunch a new Workflow asynchronously for non-blocking performance, which is helpful when/if you provide files to the Workflow.

Document, 2 operations

list_workflow_documentsList workflow documentsGETRetrieve all documents from a workflow that are included and excluded from the signature packet.
upload_workflow_documentUpload workflow documentPOSTCreate a document in the specified workflow attribute. If a document key to an existing draft document is provided, the new file will be uploaded as a new version of the existing document.

Email, 2 operations

get_workflow_email_threadGet workflow email threadGETList a single email thread for a specified workflow.
list_workflow_email_threadsList workflow email threadsGETList all email threads in the specified workflow.

Signer, 2 operations

delete_signerDelete signerDELETEDeletes a signer from a signature packet, as specified by the signerRoleName parameter. NOTE: Removing a signer will cancel the current packet that is out collecting signatures.
update_signerUpdate signerPATCHReassign a signer or edit an external signer's name or email, as specified by the signerRoleName parameter. The original signer will receive an email that the packet has been reassigned if it was sent out for signature.

Workflow schema, 2 operations

get_workflow_schemaGet workflow schemaGETReturns the fields used in the workflow's launch form.
list_workflow_schemasList workflow schemasGETReturns a list of workflow schemas. Each schema specifies the fields used in the workflow's launch form.

Action, 1 operation

run_record_actionRun record actionPOSTRuns a lifecycle action on a contract record: activate, terminate, supersede, extend, cancelAutoRenewal, editRenewal or undo. Each action takes its own properties, except cancelAutoRenewal which takes none.

Approval request, 1 operation

list_workflow_approval_requestsList workflow approval requestsGETReturns a list of approval requests that have taken place on the workflow.

Attribute, 1 operation

update_workflow_metadataUpdate workflow metadataPATCHThe workflow must be in the Review step in order for its data to be updated. Use the remove action to clear field values and the set action to add or modify values.

Cancel, 1 operation

cancel_workflowCancel workflowPOSTCancels a workflow; a comment explaining the cancellation is required.

Cancel signature request, 1 operation

cancel_signature_requestCancel signature requestPOSTCancel a signature request that was out for signature.

Download, 1 operation

download_workflow_documentDownload workflow documentGETDownload a document associated with a specific workflow via a reference to its document key.

Eligible assignee, 1 operation

list_role_eligible_assigneesList role eligible assigneesGETReturns a paginated list of users eligible to be assigned to the specified role on the workflow along with the user ID of current assignee if a user is already assigned to the role.

Embedded, 1 operation

create_embedded_signer_urlCreate embedded signer urlPOSTCreate an embeddable recipient URL for a signer to access the signature request. This functionality is exclusive to Ironclad Signature.

Export, 1 operation

export_records_xlsxExport records xlsxGETExports a records report as an XLSX file, for the given record types and the properties to include as columns; returns the file.

Instance, 1 operation

list_obligation_instancesList obligation instancesGETList the instances (occurrences) of a source obligation, ordered by due date with undated instances last. Every item has obligationType OCCURRENCE.

Metadata, 1 operation

get_records_schemaGet records schemaGETView the schema associated with contract records, including available record types and metadata properties.

Participant, 1 operation

list_workflow_participantsList workflow participantsGETReturns a list of workflow participants.

Pause, 1 operation

pause_workflowPause workflowPOSTPause an active workflow.

Recipient url, 1 operation

create_signer_urlCreate signer urlPOSTCreate a recipient URL for a signer or viewer to access the signature request. This functionality is exclusive to Ironclad Signature.

Relationship type, 1 operation

list_entity_relationship_typesList entity relationship typesGETReturns all entity relationship types.

Remind, 1 operation

remind_signerRemind signerPOSTSend a reminder email to a signer that a signature is needed. NOTE: You can only send a reminder after the signature packet has been sent out for signature.

Resume, 1 operation

resume_workflowResume workflowPOSTResume a paused Workflow.

Revert to review, 1 operation

revert_workflow_to_reviewRevert workflow to reviewPATCHReverts a workflow to the Review step. Only workflows sourced from Workflow Designer and in the Sign step can be reverted.

Role, 1 operation

update_workflow_role_assignmentUpdate workflow role assignmentPATCHUpdates the assignment of the specified role (e.g. Archiver, Signature Coordinator, etc.) on the workflow to a new user. The new assignee must be eligible to be assigned to the role per the workflow definition configured in workflow designer.

Send signature request, 1 operation

send_signature_requestSend signature requestPOSTSend a signature request. Note: You can only send a packet out for signature if all signers have an associated signature or initials tag (tag requirements are dependent on the signature provider).

Sign status, 1 operation

get_sign_statusGet sign statusGETReturns information about a workflow in the sign step. NOTE: The workflow must be in the sign step to access this route.

Signature, 1 operation

list_workflow_signersList workflow signersGETReturns a list of workflow signers and the status of their signature.

Signature packet, 1 operation

update_workflow_signature_packetUpdate workflow signature packetPATCHUpdate a workflow's signature packet by moving documents into it, moving documents out of it, or reordering documents within it. The request body specifies which workflow documents should be in the signature packet and their order.

Turn history, 1 operation

list_workflow_turn_historyList workflow turn historyGETReturns the turn history of a workflow: one object for each turn, paginated.

Type, 1 operation

list_obligation_typesList obligation typesGETReturns all obligation types.

Upload signed, 1 operation

upload_signed_documentUpload signed documentPOSTUpload a fully or partially signed document to a specified workflow that is in sign step.

Use Ironclad from Claude Code, Cursor or Codex

Connect Ironclad in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Ironclad 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 Ironclad

Create your workspace
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Connect Ironclad once
Add your Ironclad connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
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.