MCP Tools Reference

This page documents every tool available through Pactly’s MCP server. All tools are read-only and scoped to your company’s data.

Contract Tools

find_contracts

Search for contracts using a combination of filters. Returns a summary list with contract names, statuses, dates, and linked party names.

Parameters

Parameter	Type	Required	Description
`status`	number	No	Filter by a single status code
`statuses`	number[]	No	Filter by multiple status codes
`keyword`	string	No	Full-text search across contract content
`counterparty`	string	No	Search by counterparty name, abbreviation, or email
`category`	string	No	Filter by category label (partial match)
`owner`	string	No	Filter by contract owner name or email
`createdAfter`	string	No	ISO date, e.g. `2025-01-01`
`createdBefore`	string	No	ISO date, e.g. `2025-12-31`
`limit`	number	No	Max results to return (default: 10, max: 50)

Status codes

Code	Status
1	Draft
2	In Negotiation
3	Pending Approval
4	Pending Signature
5	Executed
6	Terminated

Example prompts

“Find all executed NDAs” (uses status: 5, category: "NDA")
“Show me contracts with Acme Corp created after January 2025” (uses counterparty, createdAfter)
“What contracts does Jane own that are in negotiation?” (uses owner, status: 2)

Response fields: Contract ID, name, reference, status, created/updated dates, linked party names.

get_contract_details

Get structured metadata for a specific contract, including parties, category, owner, properties, and key dates. Does not return the full contract text.

Parameters

Parameter	Type	Required	Description
`contractId`	string	Yes	The contract ID

Response fields: Name, reference, type (Template/Playbook/External), status, category, owner (name and email), created/updated/start/end/signed dates, parties with roles, and custom properties.

Example prompts

“Get the details for contract 507f1f77bcf86cd799439011”
“Who are the parties on contract [ID]?“

get_contract_text

Get the full text content of a contract. Useful for summarization, clause analysis, or comparison.

Parameters

Parameter	Type	Required	Description
`contractId`	string	Yes	The contract ID

Response fields: Contract name, reference, status, created date, and full text content.

Example prompts

“Get the text of contract [ID] and summarize it”
“Compare the indemnity clauses in contracts [ID1] and [ID2]“

Party Tools

find_parties

Discover parties (counterparties, entities, individuals) in your system. Useful for exploring who you work with before searching contracts.

Parameters

Parameter	Type	Required	Description
`keyword`	string	No	Search by name, abbreviation, or email
`isEntity`	boolean	No	`true` for companies/entities, `false` for individuals
`limit`	number	No	Max results (default: 20, max: 100)

Response fields: Party ID, name, type (Entity/Individual), email, designation, number of linked contracts.

Example prompts

“What counterparties do we work with?” (no params, lists all)
“Find all entities matching ‘NParks’” (uses keyword, isEntity: true)
“Show me all individual contacts” (uses isEntity: false)

Knowledge Tools

list_playbooks

List playbooks available to your company. Returns lightweight info without position details.

Parameters

Parameter	Type	Required	Description
`status`	string	No	Filter by `production`, `draft`, or `archived`

Response fields: Playbook ID, name, version, status, description, whether it’s a default playbook.

Example prompts

“List all production playbooks”
“Show me draft playbooks”

get_playbook

Get full playbook details including all positions with their keywords, deviation settings, fallback clauses, and notes.

Parameters

Parameter	Type	Required	Description
`playbookId`	string	Yes	The playbook ID

Response fields: Playbook name, version, status, description, and for each position: name, description, keywords (with types), deviation settings, fallback clauses (with title and text), and notes.

Example prompts

“Show me the full details of playbook [ID]”
“What positions does our NDA playbook cover?“

list_clauses

Search the clause library by title or tag. Returns clause info with truncated text previews.

Parameters

Parameter	Type	Required	Description
`keyword`	string	No	Search by clause title
`tag`	string	No	Filter by tag ID
`limit`	number	No	Max results (default: 20, max: 100)

Response fields: Clause ID, title, text (truncated to 200 characters), tags, default comment.

Example prompts

“Find clauses about indemnity”
“List all clauses in the library”

Account Tools

get_profile

Returns the authenticated user’s profile and company information. No parameters needed.

Response fields: User name, email, role, company name, country, company ID.

Example prompts

“Show my Pactly profile”
“What company am I connected to?”

Rate Limits

MCP requests are subject to the same rate limits as the Pactly API. If you encounter rate limit errors, wait a few seconds before retrying.

Tips for effective prompts

Start broad, then narrow down. Use find_contracts with fewer filters first, then add constraints.
Discover before searching. Use find_parties to find the exact counterparty name, then use it in find_contracts.
Use date ranges for reporting. Combine createdAfter and createdBefore for time-bounded queries like “contracts created in Q4 2025”.
Combine tools in sequence. Search with find_contracts, then drill into specific results with get_contract_details or get_contract_text.