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Create and send a new contract

The agent creates a new contract based on an existing template, populates it with specific data, and sends it to the designated signers for execution.

How it works

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The agent first uses template_get to retrieve the content and field definitions of the required template. It then prepares the contract data and calls contract_create (implied by the ability to send contracts, though the specific tool name isn't fully visible, the context implies creation and sending capabilities for Read/Write keys). Finally, it triggers the sending process. The user must ensure the template exists and the signer details are correct before the agent acts.

Prompt

Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.

Prompt for Create and send a new contract
Create a new NDA contract using the 'NDA Template' and send it to john@example.com.

MCP servers it needs

Source

The vendor page this playbook is drawn from, and the passage that supports it.

Read/Write All 12 tools ... template_get Get a specific template with its content and field definitions.
MCP Server | APISign

Each playbook is drawn from the vendor page it cites and reviewed by Koskamo before it is published. Koskamo does not run these servers or your agent: check what each tool will do before you let it act on your accounts.

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