Integration · Documents

Connect Claude & ChatGPT to Concord CLM

Ask your AI which contracts are waiting for signature, who still has to sign, or when an agreement ends in Concord. It can search agreements by status, read summaries, fields, versions, comments and the audit trail, and check approvals. It can also create agreements and folders, move contracts between folders and set lifecycle dates such as end date and renewal.

Connect Concord CLM free

Free plan, no credit card. Takes about a minute.

Try asking

“Which contracts are out for signature right now?”
The AI searches agreements with status SIGNING and lists them with title, parties and dates.
“Who has not signed the Nordic Foods agreement yet?”
It finds the agreement and reads its signature status: who has signed and who is pending.
“What are the key dates and clauses in our lease contract?”
It reads the agreement summary with key clauses, fields and dates.

What your AI can do

Search and read contracts

Search agreements by status, text, tags, parties and dates, and read summaries, fields, versions, attachments and PDFs.

Signatures and approvals

See who has signed and who is pending, check approval status, and read comments, members and the audit trail.

Create and organize

Create agreements and folders, update titles and tags, move agreements between folders and set lifecycle dates.

“Is the supplier agreement approved?”
It reads the approval workflow and its status for that agreement.
“Create a draft NDA for Acme in the Sales folder.”
It finds the folder ID and creates an agreement with status DRAFT, title and description in that folder.
“Set the end date of the Acme contract to 31 December 2027.”
It updates the agreement's lifecycle dates. Other settings stay as they are unless you ask to change them.

113 tools for Concord CLM

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_agreementChanges dataCreate an agreement with `title`, `description`, `status` (DRAFT, TEMPLATE or CONTRACT), optional `folder_id` and tags, or from a template via `source`.
create_agreement_approvalChanges dataCreate a new approval for a agreement. Required: block third party signature. API summary: Replace any approval.
create_agreement_messageChanges dataCreate a new message for a agreement. Required: body. API summary: Add or update comments.
create_agreement_userChanges dataCreate a new user for a agreement. Required: invitations or message. Search users first to avoid duplicates. API summary: Invite a Member.
create_clauseChanges dataCreate a new clause. API summary: Create clause.
create_companyChanges dataCreate a new company. Required: name. API summary: Create an Organization.
create_company_approvalChanges dataCreate a new approval for a company. Required: title, description, block third party signature, rules or deletable. API summary: Create a Company Approval.
create_company_clauseChanges dataCreate a new clause for a company. Required: title or content. API summary: Create clause.
create_company_invitationChanges dataCreate a new invitation for a company. Required: emails. API summary: Invite new user.
create_company_reportChanges dataCreate a new report for a company.
create_company_userChanges dataCreate a new user for a company. Search users first to avoid duplicates. API summary: Create user group.
create_delayed_invitationChanges dataCreate a new delayed invitation. Required: email or permission. API summary: Add a delayed invitation for an agreement.
create_email_domainVisible to othersEmail a branding (organization id). Has effects visible outside this system. API summary: Create Email Domain.
create_endclauseChanges dataCreate a new endclause. Required: title, event duration, deadline, length value, length unit or period type. API summary: Renew agreement.
create_fieldChanges dataCreate a new field. Required: name or value. API summary: Create Summary Field.
create_folderChanges dataCreate a folder with `name` inside a parent folder (`parent_id`).
create_linkChanges dataCreate a new link. Required: owner, target or type. API summary: Create link.
create_meChanges dataCreate a new me. API summary: Join.
create_requestChanges dataCreate a new request. API summary: Request signature.
create_webhookDeletesCreate a new webhook. Destructive action; may require approval. API summary: Create a webhook integration.
delete_agreement_approvalsMoves moneyPermanently delete a approval by agreement uid. Financial or irreversible action; may require approval. API summary: Discard approval from agreement.
delete_agreement_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete an attachment.
delete_agreement_signaturesMoves moneyPermanently delete a signature by agreement uid. Financial or irreversible action; may require approval. API summary: Revoke all signatures on an agreement.
delete_clauseDeletesPermanently delete a clause by clause id. Destructive action; may require approval. API summary: Delete summary clause.
delete_company_agreementDeletesPermanently delete a agreement by agreement uid. Destructive action; may require approval. API summary: Delete an agreement.
delete_company_approvalDeletesPermanently delete a approval by approval id. Destructive action; may require approval. API summary: Delete a Company Approval.
delete_company_clauseDeletesPermanently delete a clause by clause id. Destructive action; may require approval. API summary: Delete clause.
delete_company_folderDeletesPermanently delete a folder by folder id. Destructive action; may require approval. API summary: Delete Folder settings.
delete_company_reportDeletesPermanently delete a report by report id. Destructive action; may require approval. API summary: Delete Report.
delete_delayed_invitationDeletesPermanently delete a delayed invitation by delayed invitation id. Destructive action; may require approval. API summary: Removes a delayed invitation from a Negotiation.
delete_email_brandingMoves moneyEmail a branding (organization id). Financial or irreversible action; may require approval. API summary: Delete Email Branding.
delete_endclauseDeletesPermanently delete a endclause by endclause id. Destructive action; may require approval. API summary: Cancel agreement renewal.
delete_fieldDeletesPermanently delete a field by field id. Destructive action; may require approval. API summary: Delete Summary Field.
delete_invitationDeletesPermanently delete a invitation by invitation id. Destructive action; may require approval. API summary: Removes an invited user from a Negotiation.
delete_linkDeletesPermanently delete a link by link id. Destructive action; may require approval. API summary: Delete summary link.
delete_logosMoves moneyPermanently delete a logo by organization id. Financial or irreversible action; may require approval.
delete_mesMoves moneyPermanently delete a me by agreement uid. Financial or irreversible action; may require approval. API summary: Removes the current user from a Negotiation.
delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Removes an active user from a Negotiation.
download_agreement_pdfDownload an agreement as a PDF by `agreement_uid`.
export_integrationsChanges dataExport integrations.
get_agreementGet one agreement by `agreement_uid`, with title, status, parties and dates.
get_agreement_approvalGet the approval workflow and its status for an agreement by `agreement_uid`.
get_agreement_documentGet one document for a agreement by document id. API summary: Get an attachment.
get_agreement_status_changesGet the current status of a agreement by agreement uid. API summary: Get all trackchanges.
get_agreement_summaryGet an agreement's summary by `agreement_uid`: key clauses, fields and dates.
get_clauseGet one clause by clause id. API summary: Get summary clause.
get_companyGet one company by company id. API summary: Get Organization.
get_company_approvalGet one approval for a company by approval id. API summary: Get a Company Approval.
get_company_clauseGet one clause for a company by clause id. API summary: Get clause.
get_company_folderGet one folder for a company by folder id. API summary: Read.
get_company_reportGet one report for a company by report id. API summary: Get Report.
get_current_userGet the connected Concord user's own profile.
get_endclauseGet one endclause by endclause id. API summary: Get summary end clause.
get_last_versionList lasts. API summary: Get last Version.
get_signature_statusGet the signature status of an agreement by `agreement_uid`: who has signed and who is pending.
list_agreement_activityList an agreement's activity by `agreement_uid`: `type` AUDIT for the audit trail or CHAT for the discussion.
list_agreement_attachmentsList the attachments on an agreement by `agreement_uid`.
list_agreement_commentsList the comments on an agreement by `agreement_uid`.
list_agreement_fieldsList the summary fields of an agreement by `agreement_uid`.
list_agreement_membersList the people with access to an agreement by `agreement_uid`, including parties and invitations.
list_agreement_metadataList metadata for a agreement. API summary: Get Metadata.
list_agreement_pathsList paths for a agreement. API summary: Get agreement's path.
list_agreement_versionsList the versions of an agreement by `agreement_uid`.
list_company_approvalsList approvals for a company. API summary: List the Company Approvals.
list_company_autosList autos for a company. Optional filters: organization id 2 or salesforce ready. API summary: List Automated Templates from an organization.
list_company_brandingsList brandings for a company. API summary: Get Branding Settings.
list_company_clausesList clauses for a company. Optional filters: sort or sort by asc. Results are paginated. API summary: Get List active clauses.
list_company_foldersList folders for a company.
list_company_reportsList reports for a company. Optional filters: number of items by page. Results are paginated. API summary: List All Reports.
list_company_subscriptionsList subscriptions for a company. Optional filters: emails or role id. API summary: Get Subscription.
list_company_usersList users for a company. API summary: List user groups.
list_diffsList diffs. Optional filters: from or to. API summary: Get diff between two versions.
list_docxesList docxes. Optional filters: comments visibility. API summary: Get Word.
list_eventsList organization events (agreement activity) for up to 7 days ending on `end` (yyyy-MM-dd).
list_fields_list_fields_last_versionList fields. Optional filters: context or autosave. API summary: List fields from the latest version of an agreement.
list_folder_agreementsList the agreements in one folder by `folder_id`, with the same filters as search.
list_foldersList the organization's folders and their IDs.
list_lastsList lasts. API summary: Get summary last end clause.
list_organizationsList the organizations the connected user belongs to, with their IDs.
list_tagsList the tags used to label agreements.
list_usersList users. API summary: Get Preferences.
list_webhooksList webhooks. API summary: List webhooks integrations.
move_agreement_to_folderVisible to othersMove an agreement (`agreement_uid`) into a folder (`folder_id`).
restore_agreementviewVisible to othersRestore a agreementview (organization id). Has effects visible outside this system. API summary: Enable custom branding.
search_agreementsSearch agreements (contracts). `statuses` is required, for example DRAFT, NEGOTIATION, SIGNING, CURRENT_CONTRACT or COMPLETED_CONTRACT; filter further with `search` text, tags, parties and date ranges.
search_membersSearch the organization's members by `search` text.
send_brandingDeletesEmail a branding (organization id). Destructive action; may require approval. API summary: Update Email Sender.
send_delayed_invitationVisible to othersSend a delayed invitation (delayed invitation id). Has effects visible outside this system. API summary: Send an existing delayed invitation for an agreement.
submit_agreementVisible to othersCount a agreement (organization id). Has effects visible outside this system. API summary: Count Agreements.
update_agreementVisible to othersUpdate an agreement by `agreement_uid`: title, description, tags, bookmark, or `trash` to move it to the trash.
update_agreement_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Update an attachment.
update_agreement_lifecycleVisible to othersSet an agreement's lifecycle dates by `agreement_uid`: signature date, effective date, end date, and termination or renewal settings.
update_agreement_ruleChanges dataUpdate an existing rule identified by rule id. Only the fields you pass are changed. API summary: Send an action to a rule for the agreement.
update_agreement_signaturesVisible to othersUpdate an existing signature identified by agreement uid. Only the fields you pass are changed. Has effects visible outside this system. API summary: Modify agreement signature metadata.
update_clauseChanges dataUpdate an existing clause identified by clause id. Only the fields you pass are changed. API summary: Update clause.
update_company_agreementChanges dataUpdate an existing agreement identified by agreement uid. Only the fields you pass are changed. API summary: Patch agreement.
update_company_approvalChanges dataUpdate an existing approval identified by approval id. API summary: Update a Company Approval.
update_company_autoChanges dataUpdate an existing auto identified by agreement uid. API summary: Use an Automated Template.
update_company_clauseChanges dataUpdate an existing clause identified by clause id. API summary: Update clause.
update_company_folderChanges dataUpdate an existing folder identified by folder id.
update_company_reportChanges dataUpdate an existing report identified by report id. API summary: Create a new Report from a sample.
update_company_usersVisible to othersUpdate an existing user identified by organization id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Bulk update user groups.
update_delayed_invitation_permissionsMoves moneyUpdate an existing permission identified by delayed invitation id. Financial or irreversible action; may require approval. API summary: Edits the delayed invitation's permission in a Negotiation.
update_fieldChanges dataUpdate an existing field identified by field id. Only the fields you pass are changed.
update_fieldsVisible to othersUpdate an existing field identified by agreement uid. Only the fields you pass are changed. Has effects visible outside this system. API summary: Fill.
update_invitation_permissionsMoves moneyUpdate an existing permission identified by invitation id. Financial or irreversible action; may require approval. API summary: Edits the invited user's permission in a Negotiation.
update_lastsVisible to othersUpdate an existing last identified by agreement uid. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update summary last end clause.
update_logosVisible to othersUpdate an existing logo identified by organization id. Has effects visible outside this system. API summary: Use a logo.
update_pdffieldsVisible to othersUpdate an existing pdffield identified by agreement uid. Only the fields you pass are changed. Has effects visible outside this system. API summary: Fill PDF Fields.
update_signedwithlabelsVisible to othersUpdate an existing signedwithlabel identified by agreement uid. Has effects visible outside this system. API summary: Update Signed With.
update_slotsVisible to othersUpdate an existing slot identified by agreement uid. Has effects visible outside this system. API summary: Replace signature slots configuration.
update_user_permissionsMoves moneyUpdate an existing permission identified by user id. Financial or irreversible action; may require approval. API summary: Edits the active user's permission in a Negotiation.
upload_versionChanges dataUpload a version (agreement uid). API summary: Create a new Version from PDF / WORD.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Concord CLM from the app list.
2
Paste your key
Enter a Concord API key and your Concord organization ID. In Concord click the lightning bolt icon (Automations), select Integrations and open the Concord API section. Click Generate a new API Key and copy it from the pop-up. It is shown only once.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Concord CLM?

The AI can search and read agreements, their summaries, fields, versions, attachments, comments, members, activity, approvals and signature status, and download them as PDF. It can also read folders, tags, members, events and your own user. It can create agreements and folders, update agreements, move them between folders and set lifecycle dates.

Does the AI see my Concord API key?

No. Your Concord API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Updating an agreement, which can also move it to the trash, moving it to another folder and changing lifecycle dates can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Concord account.

Can the AI sign contracts or send them for signature?

No. The tools let the AI read signature status and see who has signed and who is pending, but not sign or send an agreement for signature. It can create drafts and update agreements, and you handle signing in Concord.