SpotDraft MCP Server

Last updated: June 17, 2026

What Is the SpotDraft MCP Server?

The SpotDraft MCP Server lets AI assistants like Claude talk directly to your SpotDraft workspace — reading contracts, extracting key terms, tracking legal intakes, and more — without any copy-pasting or manual context-sharing.

MCP (Model Context Protocol) is an open standard from Anthropic that gives AI agents a secure, structured way to connect to external tools and data. SpotDraft's MCP Server implements this standard so your AI can work with live contract data just like a member of your team would.

What Can You Actually Do With It?

Here's what teams are using the SpotDraft MCP Server for today:

⚖ Legal Ops: Contract Review at Scale

Scenario: Your legal team needs to review 10 vendor NDAs for auto-renewal clauses before the end of quarter.

Without MCP: Someone manually downloads each contract, pastes the text into ChatGPT, and summarizes them one by one. Takes days.

With MCP: You ask Claude: "Summarize all active NDAs, flag any with auto-renewal clauses, and show me their expiry dates."

Claude automatically:

Searches your contract library and filters by type
Reads the full text of each contract
Extracts expiry dates and renewal terms from key pointers
Surfaces any amendments or addenda linked to those contracts
Returns a structured summary — in seconds

💼 Sales: Pre-Call Counterparty Intelligence

Scenario: A sales rep has a call with Acme Corp in 30 minutes and needs to understand what's been agreed, what's pending, and what terms are already in place.

With MCP: "Tell me everything about Acme Corp — what contracts do we have with them, what's the status, and are there any open approvals?"

Claude looks up the counterparty, lists all their contracts, extracts key terms, and checks for pending approvals — delivered as a one-paragraph brief before the call.

💰 Finance: Renewal & Obligation Tracking

Scenario: Finance needs to know which contracts are up for renewal in the next 90 days and what the payment obligations are.

With MCP: "Which contracts expire in the next 90 days? What are the payment terms in each?"

Claude filters by date, finds the payment amounts and obligation clauses from metadata and produces a prioritized list — no spreadsheet needed.

What Data Is Available?

The MCP Server gives AI agents access to the following categories of SpotDraft data:

📄 Contract Management

Tool	What It Does
get_contract_list	Search and filter your full contract library — by ID, type, status, counterparty, and more
get_contract_status	Check the current workflow status of any contract
get_contract_content	Read the full extracted text of a contract (great for clause-level analysis)
get_contract_key_pointers	Extract structured metadata: dates, values, party names, renewal terms, etc.
get_contract_approvals	View the approval chain and who has approved or is pending
get_contract_activity_log	See the full activity history including all comments
get_contract_download_link	Generate a secure download link for a contract
get_related_contracts	Find the parent contract, amendments, and addenda linked to any contract

📐 Template Management

Tool	What It Does
get_templates	Browse all available contract templates
get_template_details	View the structure and details of a specific template
get_template_metadata	Get the metadata fields associated with a template

🤝 Counterparty Management

Tool	What It Does
get_counter_parties	List all counterparties in your workspace
get_counter_party_details	Get detailed information about a specific counterparty

🔍 Search & Discovery

Tool	What It Does
get_workspace_facets	Retrieve the available search filters (facets) for your workspace
get_workspace_facet_options	Get the specific options for a given search filter
get_key_pointers	Retrieve the full list of key pointer fields configured in your workspace
get_contract_types	See all contract type categories available in your workspace

👥 Users & Roles

Tool	What It Does
list_users	See workspace users, their roles, and active/inactive status
get_workspace_roles	View the roles and teams defined in your workspace (e.g., Legal, Sales, Admin)

✏ Contract Write Tools (Disabled by Default)

Tool	What It Does
upload_contract_version	Upload a new PDF version of an existing contract
send_contract_to_counterparties	Send a contract to counterparties by email
create_contract_approvals	Create and send ad hoc approval requests
add_contract_comment	Add a comment to a contract's activity log

All write tools are disabled by default for security. See the Write Mode section.

📋 Legal Intake Management (Requires access to the Legal Intake Module)

Tool	What It Does
get_legal_intakes	List all legal intake requests in your workspace
get_legal_intake_by_id	Get the full details of a specific intake
create_legal_intake ✏	Create a new legal intake request
update_legal_intake ✏	Update fields on an existing intake
delete_legal_intake ✏	Remove a legal intake

✏ = Write tool. Requires write mode to be enabled. See the Write Mode section below.

Technical Setup

Hosted Server Endpoints

Connect to the regional server that matches your SpotDraft workspace. If you're unsure which region you're on, contact SpotDraft Support or your CSM.

Region	Server URL
🇮🇳 India	https://mcp.in.spotdraft.com/mcp
🇺🇸 United States	https://mcp.us.spotdraft.com/mcp
🇪🇺 Europe	https://mcp.eu.spotdraft.com/mcp

Authentication Methods

⭐ OAuth 2.0 (Recommended)

Add the SpotDraft connector to your MCP client and sign in with your SpotDraft credentials. Your existing SpotDraft permissions apply automatically — the AI can only see what you can see. No API secrets to manage or rotate.

Most major AI clients (Claude.ai, Cursor, Cline) support OAuth natively as of 2026.

API Key (Basic Auth)

Pass your clientId:clientSecret as a Bearer token. Credentials are available under Developer Settings inside SpotDraft.

This method is fully supported and well-suited for automated pipelines or server-to-server integrations where OAuth flows aren't practical.

How the server tells them apart: Tokens containing a : character are treated as Basic Auth (clientId:clientSecret). Standard JWT tokens (three dot-separated parts) are treated as OAuth bearer tokens.

Enabling Write Mode

Write tools are disabled by default. To enable them, append ?enable_write=true to your MCP server URL

Example: https://mcp.us.spotdraft.com/mcp?enable_write=true

If you call a write tool without write mode enabled, the server returns a 403 error with a clear message explaining how to enable it.

⚠ Security note: Write mode is intentionally opt-in. We recommend enabling it only when your workflow specifically requires it, and only for the users or integrations that need it.

Connecting SpotDraft to Claude.ai

Step 1: Admin Setup (done once per organization)

Log in to claude.ai as an admin
Click your name in the bottom-left corner
Go to Organization Settings → Connectors
Click Add New → Custom
Enter your regional server URL (e.g., https://mcp.us.spotdraft.com/mcp)
Leave Client ID and Client Secret blank — OAuth handles authentication
Click Save — the connector is now available to all members in your organization

Step 2: Personal Authorization (each user, done once)

Log in to claude.ai
Go to Settings → Integrations (or Connected Apps)
Find SpotDraft in the list and click Connect
You'll be redirected to SpotDraft's OAuth login — sign in and authorize access
Once authorized, you'll be redirected back to Claude

Step 3: Using SpotDraft in a Conversation

Start a new chat in Claude
Toggle SpotDraft on using the tools/integrations icon in the chat composer
Ask Claude about your contracts, counterparties, legal intakes, approval statuses, and more

Frequently Asked Questions

Can the AI see all my contracts?

The AI can only see contracts that the authenticated user has permission to access in SpotDraft. Your existing access controls fully apply — no privilege escalation occurs.

What if I enable write mode and something goes wrong?

Write tools require explicit actions (e.g., the AI must be instructed to upload a file or send an email). They don't run automatically. You can disable write mode at any time by removing the enable_write=true parameter or environment variable.

Does the AI read the actual contract text?

Yes — the get_contract_content tool retrieves the full extracted text of a contract. This is different from metadata (key pointers). Contracts need to have had text extraction completed. For scanned PDFs without OCR, text may not be available.

Can I use this with tools other than Claude?

Yes. SpotDraft MCP Server works with any MCP-compatible client: Claude.ai, Cursor, Cline, and others. The server exposes standard MCP endpoints, and any client that supports MCP will work.

What is TOON mode?

TOON is an optional response format that returns AI-friendly natural language summaries instead of raw JSON for tool results. Enable it by adding ?response_format=toon to your server URL

Can I run the server locally for development?

Not today. The server is hosted for customer use. If you have any feedback and want to contribute, please contact your CSM or SpotDraft Support.

Which region should I use?

Use the region that matches your SpotDraft workspace. If you're unsure, contact your CSM or SpotDraft Support.

Getting Help

Your CSM: For workspace setup, onboarding, and any other help
Email: sidebar-team@spotdraft.com