Connect Contractbook to your AI agent

Productivity 9 actions available

Contractbook is a contract lifecycle management platform for creating, organizing, sharing, sending, and signing contracts.

We set up the connection using your own Contractbook account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Contractbook

Each one is a real action the agent can take on its own, the same things a person clicking around Contractbook could do. Read-only by default; write actions are confirmed against your policy.

  • Create Document From Template Create a draft document from a Contractbook template, optionally overriding its document fields; this does not send the draft for signature.
  • Permanently Delete Document Permanently 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 reporting success.
  • Get Document Get the full current Contractbook document, including the version required for a safe update.
  • Get Document PDF Link Get a short-lived PDF download URL for a document, or a not-ready message when Contractbook is still generating it.
  • Get Template Get a template's full fields, parties, attachments, and signing configuration before creating a draft from it.
  • List Automations List Contractbook automations for one trigger type; this only discovers automations and does not run them.
  • List Documents Search and filter documents visible to the connected Contractbook account, returning one page and a cursor for continuation.
  • List Templates List all Contractbook templates visible to the connected account for choosing a template ID.
  • Update Document Update selected fields of a draft or stored contract using its current version; supplied collection fields replace their complete existing collections.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Contractbook, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Contractbook questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Contractbook's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Contractbook to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all connections

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