Integration · Legal
AI agents for Ironclad
List and read contract workflows and their launch forms, launch new contract workflows, see approvals and signers, approve, comment, and search the contract repository's records in Ironclad CLM, as a named Ironclad user.
- Actions
- 10
- Read
- 7
- Write
- 3
Actions
What your agents can do in Ironclad
10 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 7
Look things up. Nothing changes.
List contract workflows
Lists contract workflows: active ones by default, or paused, completed or cancelled, optionally of one template, changed since a time, matching free text, or matching a filter formula.
Get a contract workflow
Reads one workflow by its ID or Ironclad ID: title, template, step, status, every launch-form attribute value.
List workflow templates
Lists the workflow templates the user may launch, each with id, name and schema: its launch-form fields, their types and whether they are required.
List a workflow's approvals
Reads who must approve a workflow and where it stands.
List a workflow's signers
Reads the signers of a workflow in its Sign step: signers, each with name, email, roleName and signatureStatus (whether and when they signed).
Search contract records
Searches the contract repository: records matching free text, of some record types.
Get a contract record
Reads one repository record by its ID or Ironclad ID.
Write 3
Create, change or send.
Launch a contract workflow
Starts a new contract workflow from a template with its launch-form attribute values (attribute ID to value, like counterpartyName, agreementDate or paperSource), as the connected user.
Approve a workflow (or reset to pending)
Sets an approver role's status on a workflow in its Review step to approved (or back to pending), as the connected user or as another assignee of that role by email.
Comment on a workflow
Posts a comment to a workflow's activity feed as the connected user, optionally as a reply to an earlier message.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste the client ID and secret of an app your organization registered with Ironclad. The platform fetches its tokens itself (OAuth client credentials).
Settings
- Environment
- Act as user (email)
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Ironclad data
Ask a question in plain words. The agent can list contract workflows, get a contract workflow or list workflow templates in Ironclad, then answers with what it found.
- 02
Let an agent update Ironclad
Have the agent approve a workflow (or reset to pending) or comment on a workflow in Ironclad as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Ironclad and Slack: it can list contract workflows in Ironclad and post a summary to a Slack channel in the same run.
Works well with
More Legal tools
- Clio21 actionsFind and open matters, add contacts, tasks, notes, time entries, calendar entries and communications, and read bills, documents and the firm's people in Clio Manage, in the region where the firm's account lives.
- MyCase16 actionsFind and open cases, add people, tasks, events, notes and time entries, and read invoices, case documents and the firm's staff in MyCase (API access comes with MyCase Advanced).
- PracticePanther16 actionsFind and open matters, look up and add client accounts, add tasks, events, notes and time entries, and read invoices and the firm's users in PracticePanther.
- Actionstep16 actionsFind and open matters, look up and add contacts, add tasks, appointments, file notes and time entries, and read bills and matter documents in Actionstep, in whichever region the firm's Actionstep lives.
- Filevine16 actionsFind and open projects (cases), look up and add contacts, add tasks, notes and time entries, and read appointments, billing items, invoices, documents and users in Filevine, in the US, Canada or the government cloud.
- BoldSign8 actionsSend documents for e-signature with BoldSign, from a template or from PDF links, list and read documents and their signers' status, list templates, remind signers and revoke documents.
FAQ
Ironclad and MyDeepAgents
Can MyDeepAgents connect to Ironclad?
Yes. The Ironclad connector has 10 actions: 7 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Ironclad?
Paste the client ID and secret of an app your organization registered with Ironclad. The platform fetches its tokens itself (OAuth client credentials). The connection also asks for: Environment and Act as user (email). Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Ironclad without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs.
Can I use Ironclad in workflows as well as agents?
Yes. Every Ironclad action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Ironclad to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.