SpotDraft MCP connector

• List List all SpotDraft roles Get active roles in the current workspace in SpotDraft. Returns id, name, and description of each role.
• List List all SpotDraft users Get all users in SpotDraft. Returns fields id, first_name, last_name, email, and designation for each user.
• Create Create a SpotDraft user Create and invite a user with email, first_name, last_name, designation, and role_ids in SpotDraft. Returns user creation confirmation.
• List List all SpotDraft organization entities Get all entities associated with the organization in SpotDraft. Returns id, name, reference_id, jurisdiction, organization_type, primary_address, and is_primary fields for each entity.
• Create Create a SpotDraft organization entity Create an entity with name, reference_id, jurisdiction_iso_code, organization_type_id, primary_address (city_name, state_name, zipcode, line_one, country_iso_code), and is_primary in SpotDraft. Returns created entity details.
• List List all SpotDraft organization types Get all organization types for a jurisdiction in SpotDraft. Requires jurisdiction_iso_code. Returns id, name, and jurisdiction details including id, name, and iso_code.
• List List all SpotDraft templates Get list of published templates in SpotDraft. Returns items array with id, name, and contract_type_id for each template.
• Get Get single SpotDraft template by ID Get details for a contract template by id in SpotDraft. Returns id, name, tags, and contract_type_id of the template.
• Update Update a SpotDraft template by ID Update template data for a contract template in SpotDraft using id. Returns id, name, contract_type_id, and updated tags.
• List List all SpotDraft contracts Get a list of contracts in SpotDraft filtered by client_email_address or client_name. Returns id, created, created_by, contract_link, contract_status, contract_name, counter_party_name, contract_type_name, reference_id, created_by_user_name, and created_by_user_email fields.
• Create Create a SpotDraft contract Create a contract in SpotDraft with contract_template_id and counter_party_details. Returns contract id, name, status, and created_at timestamp.
• Download SpotDraft contracts download Download the latest copy of a SpotDraft contract as a PDF. Pass the contract id from the list contracts tool (for example T-123 or H-123) as contract_id. Returns the raw PDF, stored by Elaichi as a downloadable file. Required: contract_id.
• List List all SpotDraft template metadata Get the list of fields required to create a contract with a given template in SpotDraft. Returns attributes defining the contract_data payload and counter_party_kind indicating if the counter party is Individual, Organisation, or Both.
• Get Get single SpotDraft webhook secret by ID Get the Base64 encoded webhook secret key in SpotDraft. Returns the hmac_key field which is the Base64 of the secret for webhook.
• Create Create a SpotDraft webhook secret Create a webhook in SpotDraft with title, url, and only_for_activities parameters. Returns webhook id, title, url, description, and subscribed activities.
• Delete Delete a SpotDraft webhook secret by ID Delete a webhook secret by id in SpotDraft. Requires id.
• List List all SpotDraft contract types Get list of contract types in SpotDraft. Returns id and name of each contract type.
• List List all SpotDraft contract type entities Get the list of contract type entities for contract_type_id in SpotDraft. Returns entity_id, entity_name, entity_type, jurisdiction_of_incorporation, address, and is_primary fields for each entity.
• Get Get single SpotDraft clickwrap by ID Get clickwrap details by clickwrap_public_id in SpotDraft. Returns id, name, description, created_by_org_user info, updated timestamp, agreements with current_version details, public_id, contract_type_id, and settings.
• Create Create a SpotDraft clickwrap Create a clickwrap contract in SpotDraft using clickwrap_public_id, user_identifier, and clickwrap_id. Returns agreements with id, version_id, and has_clicked status.
• Get Get single SpotDraft clickwrap consent status by ID Get consent status for a user identified by user_identifier for a specific clickwrap in SpotDraft. Returns status values NOT_ACCEPTED, ACCEPTED_OLDER_VERSION, or ACCEPTED_LATEST_VERSION.
• Get Get single SpotDraft contract approval by ID Get contract approvals for contract_id in SpotDraft. Returns approval details including id, approval_name, approval_type, approver info, sent_for_approval status, last_sent_at, notes, created_by info, current_status, and approval_actions with status, action_notes, created date, and latest flag.
• Create Create a SpotDraft contract approval Create and send adhoc approvals for a contract in SpotDraft using contract_id and approvals array. Returns created approvals with fields id, contract_id, is_sent, name, approver_user_id, approver_role_id, notes, and order.
• List List all SpotDraft contract key pointers Get list of key pointers for a given contract in SpotDraft. Requires contract_id of the form T-123 or H-123. Returns id, value, label, filed_name, data_type, and format_option fields for each key pointer.
• Update Update a SpotDraft contract key pointer by ID Update the specified key pointer value for a contract in SpotDraft. Requires contract_id and id. Returns the updated key pointer object including its new value.
• List List all SpotDraft contract recipients Get list of all recipients for a contract in SpotDraft using composite_id. Returns recipient details including id, recipient_type, user info (id, name, designation, email), title, recipient_order, note, is_sent_for_signature, created, last_sent_for_signature_at, recipient_action (is_success, action_notes, timestamp), and status.
• List List all SpotDraft contract recipient links Get recipient link for contract with contract_id and recipient_email in SpotDraft. Returns link details including URL and expiration.
• List List all SpotDraft contract activity log comments Get comments for a contract in SpotDraft using contract_id. Returns id, contract_id, comment text, and replies array with reply id and comment.
• Create Create a SpotDraft contract activity log comment Add comment to contract activity log with contract_id. Returns comment content, contract_id, comment id, and associated replies in SpotDraft.
• Create Create a SpotDraft contract version Upload a new contract version for contract_id in SpotDraft. Returns the uploaded contract_version details including document_name and execution status.
• List List all SpotDraft contract notes Get all notes associated with the contract in SpotDraft. Requires contract_id of the form T-123 or H-123. Returns id, text, and note_tag fields for each note.
• Update Update a SpotDraft contract note by ID Update a contract note with contract_id and id in SpotDraft. Returns updated note fields: id, text, and note_tag.
• List List all SpotDraft counterparties Get the list of counterparties in SpotDraft. Returns id, name, is_individual, contacts (id, name, email), primary_address (city_name, state_name, country_name, zipcode, line_one), status, and custom_fields (vendor_id, gst_number).
• Get Get single SpotDraft counterparty by ID Get details of a counterparty by id in SpotDraft. Returns id (unique identifier), name (unique within workspace), is_individual (individual or organization), status (ACTIVE or ARCHIVED), contacts (associated contacts), primary_address (address details), and custom_fields.
• Create Create a SpotDraft counterparty Create a counterparty in SpotDraft with required details including is_individual, contact_email, contact_name, and primary_address with city_name, country_name, and line_one. Returns the counterparty workspace id and status in response.
• Update Update a SpotDraft counterparty by ID Update counterparty details with id in SpotDraft. Requires name, brand_name, and custom_fields. Returns updated counterparty information including name, brand_name, and custom_fields.
• List List all SpotDraft counter party addresses Get list of counterparty addresses for counterparty_id in SpotDraft. Returns id, line_one, city_name, state_name, zipcode, country_name, email, and phone for each address.
• Create Create a SpotDraft counter party address Create a counterparty address in SpotDraft with required parameters city_name, country_name, and line_one. Returns the created address including city_name, country_name, line_one, and optional fields like email and phone.
• Update Update a SpotDraft counter party address by ID Update counterparty address with counterparty_id and id in SpotDraft. Returns updated address fields including city_name, country_iso_code, is_primary, line_one, state_name, and zipcode.
• List List all SpotDraft counter party contacts Get list of counterparty contacts for counterparty_id in SpotDraft. Returns id, name, email, and is_primary fields for each contact.
• Create Create a SpotDraft counter party contact Create a counterparty contact with email, name, and is_primary for counterparty_id in SpotDraft. Returns the created contact details including email, name, and primary status.
• Update Update a SpotDraft counter party contact by ID Update counterparty contact with counterparty_id and id in SpotDraft. Returns updated contact fields including email, is_primary, and name.
• Delete Delete a SpotDraft counter party contact by ID Delete a counterparty contact by counterparty_id and id in SpotDraft. Returns no content on success.
• List List all SpotDraft key pointers Get all key pointers for the Organization in SpotDraft. Requires contract_type_id. Returns id, descriptors with details like display_label, variable, type, help_text, required flags, and section info including id, section_type, and name.
• Create Create a SpotDraft user tasks list Create a user task list in SpotDraft with assignees, title, contract_id, due_date, due_date_key_pointer_id, notes, and reminders. Returns the created task details.
• Create Create a SpotDraft role member Add members to a role in SpotDraft using role_id and user_ids_to_add. Returns the added members with id, email, name, and designation.
• Delete Delete a SpotDraft role member by ID Delete role members by removing user_ids_to_remove from the role identified by role_id in SpotDraft. The response confirms the removal of specified user IDs.

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