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chad-hohn-radai

spotdraft-mcp

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
SPOTDRAFT_MODEYesSelects which tool set this server instance registers: 'read' or 'write'.
SPOTDRAFT_REGIONNoSelects the regional API host: 'us', 'eu', 'in', or 'me'.us
SPOTDRAFT_BASE_URLNoEscape hatch to override the computed base URL entirely.
SPOTDRAFT_CLIENT_IDYesSpotDraft API client-id.
SPOTDRAFT_USER_EMAILNoOptional user-email header for per-user attribution.
SPOTDRAFT_CLIENT_SECRETYesSpotDraft API client-secret.

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
search_actionsA

Searches the full SpotDraft API catalog (114 in-scope operations across v2.1 + v1-orphan endpoints) by keyword or tag. Returns matching operations with operationId, method, path, access level ('read' or 'write'), summary, and parameter shape (path/query/body). Use this to find the right operationId before calling execute_read_request or execute_write_request. This tool does NOT call the SpotDraft API itself -- it only searches the local catalog.

list_contractsA

Lists contracts in the SpotDraft workspace, paginated. Supports free-text search and a small set of common filters. Returns each contract's id, name, display status, contract type, and key dates. For filters not exposed here (there are dozens of filter__[$op] variants in the full API), use search_actions to find v2.1_public_contracts_retrieve and call it via execute_read_request.

get_contract_statusA

Returns the display status and contract name for one contract, looked up by composite ID. This is the same lookup the Rad AI HubSpot integration uses. Does NOT return full contract details -- use get_contract_content or list_contracts for that.

get_contract_contentA

Retrieves the text content of a contract in the requested format ('text' for a single string, 'segments' for a structured breakdown, or 'html'). Use this to read what a contract actually says. Does NOT return a downloadable file -- use get_contract_download_link for that.

get_contract_download_linkA

Generates a temporary, signed download URL for a contract's file (PDF or DOCX). Returns the link -- does NOT stream the file's bytes into the conversation. This is a POST endpoint with no persisted side effect (it only mints a short-lived URL), so it is classified as a read operation.

list_contract_notesA

Lists the comments/notes left on a contract's activity log, in SpotDraft's UI these appear as 'notes'. Pairs with create_contract_note (write) for adding a new one.

get_contract_obligationsA

Lists the obligations (e.g. renewal, payment, deliverable reminders) tracked against a contract.

get_contract_key_pointersA

Lists the key pointers (extracted/structured metadata fields, e.g. effective date, term length, renewal terms) recorded against a contract. Pairs with set_contract_key_pointers (write).

list_templatesA

Lists contract templates available in the workspace, with optional filters by counterparty type and tags. Use get_template_metadata for a specific template's field definitions.

get_template_metadataA

Returns the field definitions (contract_data keys, types, and options) for a specific contract template. Use this before calling create_contract to know which contract_data keys the template expects.

list_contract_typesA

Lists all contract types configured in the workspace (e.g. NDA, MSA, SOW), with their numeric IDs. Use the returned ids with list_contracts' contract_type_id filter or upload_contract_for_signing's contract_type_id field.

list_counterpartiesA

Lists counterparty organizations/individuals in the workspace, paginated, with optional email and status filters.

get_counterpartyA

Returns full details for a single counterparty by ID, including addresses and contacts summary.

list_usersA

Lists users in the SpotDraft workspace, with optional filters by email or name prefix. This is also the recommended connectivity self-test for this server -- if it returns a roster, credentials and region are configured correctly.

get_analytics_catalogA

Returns the catalog of tables/views/columns available to query via run_analytics_query. Call this first if you don't already know the schema.

run_analytics_queryA

Runs a single read-only GoogleSQL SELECT query (optionally with WITH/UNION) against SpotDraft's analytics tables, returning result rows. Max query length 10,000 characters. This is a POST endpoint with no side effects (a query, not a mutation), so it is classified as a read operation. Use get_analytics_catalog first to see available tables/columns.

get_contract_external_metadataA

Reads the external-system link recorded on a contract -- for Rad AI this is the linked HubSpot deal (id, integration_name, record_type). Returns an empty/null shape if the contract isn't linked. Pairs with set_contract_external_metadata (write) and find_contracts_by_external_metadata (reverse lookup).

find_contracts_by_external_metadataA

Reverse lookup: given an external record ID (for Rad AI, a HubSpot deal ID), returns the SpotDraft contracts linked to it (up to 50). Use to answer 'which SpotDraft contracts are linked to deal X'. Pairs with get_contract_external_metadata (forward lookup by contract).

execute_read_requestA

Calls any SpotDraft catalog operation classified as 'read' (GET endpoints, plus the handful of side-effect-free POST endpoints like analytics query, contract preview, and download-link generation) by operationId. Look up the operationId and its parameter shape with search_actions first. Refuses to run any operation whose catalog access is 'write' -- use execute_write_request (on the spotdraft-write server) for those instead.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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