Integration · Documents

Connect Claude & ChatGPT to Ironclad

Ask your AI where a contract is in Ironclad, who still has to sign, or which obligations are coming up. It can search workflows, launch a new one from a template, update attributes and follow approvals, signatures, comments and documents. It can also search, create and update contract records, counterparty entities and obligations.

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Try asking

“Where is the Acme NDA, and who still needs to approve it?”
The AI finds the workflow, shows its current step and lists the approver roles with their status.
“Launch an NDA for Nordic Foods ApS.”
It checks the NDA template's launch form and starts a workflow with the counterparty name and the template's fields.
“Who has not signed the Acme MSA yet? Send them a reminder.”
It reads the signature status and emails a reminder to the signer who is still pending.

What your AI can do

Workflows

Search and read workflows, launch new ones from templates, update attributes, and read or add comments and documents.

Approvals and signatures

See approver roles and their status, approve, check who has signed, send for signature and remind signers.

Records, entities and obligations

Search, create and update contract records, counterparty entities and obligations, and read record and obligation types.

“Which obligations are due this quarter?”
It searches obligations with a filter and lists due dates, status and assignees.
“Find all contract records with Acme as counterparty.”
It searches records and returns them with their properties and attachments.
“Download the latest document on the Acme MSA workflow.”
It lists the workflow's documents and downloads the one you want.

79 tools for Ironclad

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

add_workflow_commentChanges dataPost a `comment` on a workflow by `workflow_id`. Participants can see it and may be notified.
approve_workflowDeletesApprove a workflow approval role (or set it back to pending) by `workflow_id` and `role_id`, with `status` approved or pending and the approving `user`.
cancel_documentDeletesCancel a document (workflow id). Destructive action; may require approval. API summary: Cancel a Workflow.
cancel_sign_status_signature_requestDeletesCancel a sign status (workflow id). Destructive action; may require approval. API summary: Cancel Signature Request.
create_asyncChanges dataCreate a new async. Required: template or attributes. API summary: Create a Workflow Asynchronously.
create_attribute_source_launchChanges dataCreate a new launch for a attribute source. API summary: Launch a Workflow from an Attribute Source.
create_document_pauseChanges dataCreate a new pause for a document. Required: comment. API summary: Pause a Workflow.
create_document_resumeChanges dataCreate a new resume for a document. Required: comment. API summary: Resume a Workflow.
create_embeddedChanges dataCreate a new embedded. Required: type, role name or frame ancestor. API summary: Create an Embeddable Recipient URL for a Signer.
create_entityChanges dataCreate a counterparty entity with `name`, plus optional status, properties and parent.
create_obligationChanges dataCreate an obligation on a record with `name`, `parent_id` (the record) and `obligation_type_key`, plus optional due date, assignee and description.
create_recipient_urlChanges dataCreate a new recipient url. API summary: Create a Recipient URL for a Signer.
create_recordChanges dataCreate a contract record with `name`, `type` and `properties` (e.g. counterpartyName, agreementDate, contractValue). Check record types first.
create_record_actionChanges dataCreate a new action for a record. API summary: Run an Action on a Record.
create_scheduled_sendVisible to othersCreate a new scheduled send. Required: notify at. Has effects visible outside this system. API summary: Schedule Send Signature Request.
create_webhookDeletesCreate a new webhook. Required: events or target url. Destructive action; may require approval. API summary: Create a Webhook.
delete_entityDeletesPermanently delete a entity by entity id. Destructive action; may require approval. API summary: Delete an Entity.
delete_obligationDeletesPermanently delete a obligation by obligation id. Destructive action; may require approval. API summary: Delete an Obligation.
delete_recordDeletesPermanently delete a record by record id. Destructive action; may require approval.
delete_record_documentDeletesPermanently delete a document by document key. Destructive action; may require approval. API summary: Delete an Attachment on a Record.
delete_scheduled_sendsMoves moneyPermanently delete a scheduled send by workflow id. Financial or irreversible action; may require approval. API summary: Delete Scheduled Signature Request.
delete_signerDeletesPermanently delete a signer by signer role name. Destructive action; may require approval. API summary: Delete Signer.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval.
download_exportDownload the document for a export. API summary: Download Data Export File.
download_workflow_documentDownload one document from a workflow by `workflow_id` and `document_key`.
export_exportsChanges dataExport exports. API summary: Submit a request to generate a new data export.
export_exports_export_jobExport exports. API summary: Check Data Export Job Status.
export_recordsExport records. API summary: Retrieve XLSX Export File of Records.
get_asyncGet one async by async job id. API summary: Retrieve the Status of an Async Workflow Create Job.
get_document_messageGet one message for a document by message id. API summary: List a Comment from a Specified Workflow.
get_email_documentGet one document for a email by document id. API summary: Retrieve an Attachment from an Email Thread.
get_entityGet one entity by `entity_id`, with its properties and relationships.
get_obligationGet one obligation by `obligation_id`, with due date, status and assignee.
get_recordGet one contract record by `record_id`, with its properties, links and attachments.
get_record_documentGet one document for a record by document key. API summary: Retrieve an Attachment on a Record.
get_record_typesGet the contract record types and properties defined in your Ironclad account. Use this before creating or filtering records.
get_signature_statusGet the signature status of a workflow by `workflow_id`: who has signed and who is still pending.
get_webhookGet one webhook by webhook id. API summary: Retrieve a Webhook.
get_workflowGet one contract workflow by `document_id`, with its step, attributes, roles and documents.
get_workflow_schemaGet one workflow schema by workflow schema id. API summary: Retrieve a Workflow Schema.
launch_workflowChanges dataLaunch a new contract workflow from a `template` ID with `attributes` (counterpartyName is required, plus the template's own fields). Check the template first.
list_all_entity_idsSearch ids by filter, search, sort field or sort direction. Use this to find existing ids before creating a new id. Results are paginated. API summary: List All Entity IDs.
list_all_record_idsSearch ids by types, last updated, filter, search, sort field or sort direction. Use this to find existing ids before creating a new id. Results are paginated. API summary: List All Record IDs.
list_document_approval_requestsList approval requests for a document. Optional filters: actor details or request type. Results are paginated. API summary: Retrieve the Approval Requests on a Workflow.
list_document_signaturesList signatures for a document. API summary: List All Workflow Signers.
list_document_turn_historiesList turn histories for a document. Results are paginated. API summary: Retrieve the Turn History on a Workflow.
list_obligation_typesList the obligation types you can use when creating obligations.
list_relationship_typesList relationship types. API summary: Get All Entity Relationship Types.
list_role_eligible_assigneesList eligible assignees for a role. Results are paginated. API summary: List Eligible Assignees for a Workflow Role.
list_smart_importsList smart imports. Optional filters: record id or import id. API summary: Retrieve Predictions.
list_verification_keysList verification keys. API summary: Retrieve Webhook Verification Key.
list_webhooksList webhooks. Results are paginated. API summary: List All Webhooks.
list_workflow_approvalsList the approver roles on a workflow by `workflow_id` and their approval status.
list_workflow_commentsList the comments on a workflow by `workflow_id`.
list_workflow_documentsList the documents attached to a workflow by `workflow_id`, with their document keys.
list_workflow_participantsList the participants on a workflow by `workflow_id`, optionally filtered by `email`.
list_workflow_templatesList the workflow templates you can launch, with the attribute fields each launch form needs. Pass `form` as launch.
remind_signerDeletesEmail a reminder to one signer who has not signed yet, by `workflow_id` and `signer_role_name`.
retrieve_an_email_thread_from_a_specified_workflowGet one message for a document by message thread id. API summary: Retrieve an Email Thread from a Specified Workflow.
retrieve_email_threads_from_a_workflowList messages for a document. Results are paginated. API summary: Retrieve Email Threads from A Workflow.
search_entitiesSearch counterparty entities (companies) by text `search` or `filter`, with sorting and paging.
search_idsSearch ids by status, template, sort direction, last updated, filter or search. Use this to find existing ids before creating a new id. Results are paginated. API summary: List All Workflow IDs.
search_obligationsSearch contract obligations (deadlines, deliverables) by text `search` or `filter`, with sorting and paging.
search_recordsSearch contract records by text `search`, record `types`, a `filter` formula or `last_updated`, with sorting and paging.
search_workflowsSearch contract workflows by text `search`, `status` (active, paused, completed, cancelled), `template`, `last_updated` or a `filter` formula. Returns workflow IDs, titles and steps.
send_for_signatureVisible to othersSend a workflow's signature request to its signers by `workflow_id`. This emails the signers.
submit_attribute_sourceVisible to othersRefresh a attribute source (source id). Has effects visible outside this system. API summary: Refresh a Workflow from an Attribute Source.
update_document_revert_to_reviewsVisible to othersUpdate an existing revert to review identified by workflow id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Revert a Workflow to the Review Step.
update_document_roleDeletesUpdate an existing role identified by role name. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update Workflow Role Assignment.
update_document_signature_packetsVisible to othersUpdate an existing signature packet identified by workflow id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Signature Packet on a Workflow.
update_entityChanges dataUpdate an entity by `entity_id`: name, status, parent or properties.
update_obligationChanges dataUpdate an obligation by `obligation_id`, e.g. status, due date, assignee or description.
update_recordChanges dataUpdate a contract record by `record_id`: change name or type, add or remove properties, links, parent or children.
update_record_documentChanges dataUpdate an existing document identified by document key. API summary: Create an Attachment on a Record.
update_scheduled_sendsDeletesUpdate an existing scheduled send identified by workflow id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update Scheduled Signature Request.
update_signature_requestChanges dataUpdate an existing signature request identified by signature request id. Only the fields you pass are changed. API summary: Update Custom Signature Request Status (BYOSP).
update_signerDeletesUpdate an existing signer identified by signer role name. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update Signer.
update_webhookDeletesUpdate an existing webhook identified by webhook id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update a Webhook.
update_workflow_attributesVisible to othersUpdate attribute values on a workflow by `workflow_id` with a list of `updates` (action set or remove, attribute `path`, `value`), optionally with a `comment`.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Ironclad from the app list.
2
Paste your key
Enter your Ironclad Client ID and Client secret, plus the email of the Ironclad user whose permissions the AI should use. In Ironclad, open your profile menu > Company Settings > API (this needs the API add-on), click Create new app and save the client secret, which is shown once. Under Grant Types enable Client Credentials, add the workflow, record, entity and obligation scopes under Requested Resource Scopes and click Save Changes. HeyMyApps uses these to get access tokens, so there is no separate sign-in.
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 Ironclad?

It can search and read workflows, workflow templates, approvals, signature status, comments, documents and participants, plus contract records, record types, entities, obligations and obligation types. It can launch workflows, update workflow attributes, approve, send for signature, remind signers and add comments. It can also create and update records, entities and obligations.

Does the AI see my Ironclad credentials?

No. Your Ironclad credentials are encrypted at rest and never shown to the AI. After you save them, they are 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 with lookups only. Sending for signature and reminding a signer email people, approving moves a contract forward, and comments can notify participants, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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?

Ironclad connects with OAuth, and OAuth connections need the HeyMyApps Pro plan or above. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Ironclad account.

Whose permissions does the AI use in Ironclad?

The AI acts as the Ironclad user whose email you enter during setup. HeyMyApps sends that email with each request, so Ironclad applies that user's access. Pick a user whose permissions fit what you want the AI to do.