Legal Contract Lifecycle Management
94 entities and 502 agent-callable operations in legal. Each operation is addressed as {mega_tool}/legal/{entity}/{operation} and carries the same permission check over MCP and REST.
502 of 502 shown
access_event
| Operation | Mega-tool | What it does |
|---|---|---|
list | entity_crud | List access_events with filtering and pagination |
read | entity_crud | Get detailed access event information |
search | entity_crud | Search access_events with fuzzy matching |
analysis
| Operation | Mega-tool | What it does |
|---|---|---|
approval_queue | smart_action | Approval queue summary |
audit_trail | smart_action | Export audit trail |
clause_lookup | smart_action | Look up clauses in library |
compliance_calendar | smart_action | Entity compliance calendar |
contract_comparison | smart_action | Compare two contracts |
contract_expiry | smart_action | Check contract expiry dates |
contract_search | smart_action | Search contracts |
counterparty_portfolio | smart_action | Counterparty contract portfolio |
key_terms_extract | smart_action | Extract key terms from contract |
obligation_deadlines | smart_action | Track obligation deadlines |
overdue_obligations | smart_action | Overdue obligation report |
policy_review_queue | smart_action | Policy review queue |
regulatory_deadlines | smart_action | Regulatory deadline tracker |
signature_status | smart_action | Signature status tracker |
approval
| Operation | Mega-tool | What it does |
|---|---|---|
preview_approvers | report_query | Preview the approvers the organization's approval rules would request for a contract (no writes). |
audit_trail
| Operation | Mega-tool | What it does |
|---|---|---|
search | report_query | Unified audit timeline across contract activity and counsel-portal access events |
billing_schedule
| Operation | Mega-tool | What it does |
|---|---|---|
approve | smart_action | Approve a PROPOSED billing schedule (accountant approval). |
export | smart_action | Export an APPROVED billing schedule as CSV (returned as text with its filename; the first export marks the schedule exported and stores the file, a repeat… |
propose | smart_action | Propose a billing schedule and performance obligations for a customer contract from its verified billing_terms_v1 cells (fees by frequency, milestones, usage… |
reject | smart_action | Reject a PROPOSED billing schedule. |
billing_schedule_proposal
| Operation | Mega-tool | What it does |
|---|---|---|
get | entity_crud | Get one billing schedule proposal with its lines, performance obligations and source cells. |
list | entity_crud | List billing schedule proposals (summary rows); filter by contract_id and status. |
clause
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new clause |
delete | entity_crud | Delete a clause |
library_health | report_query | Clause library statistics: orphans, top-used, high-variation clauses |
list | entity_crud | List clauses with filtering and pagination |
read | entity_crud | Get detailed clause information |
search | entity_crud | Search clauses with fuzzy matching |
update | entity_crud | Update an existing clause |
clause_library
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new clause library |
delete | entity_crud | Delete a clause library |
list | entity_crud | List clause_libraries with filtering and pagination |
read | entity_crud | Get detailed clause library information |
search | entity_crud | Search clause_libraries with fuzzy matching |
update | entity_crud | Update an existing clause library |
clause_recommendation
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new clause recommendation |
delete | entity_crud | Delete a clause recommendation |
list | entity_crud | List clause_recommendations with filtering and pagination |
read | entity_crud | Get detailed clause recommendation information |
search | entity_crud | Search clause_recommendations with fuzzy matching |
update | entity_crud | Update an existing clause recommendation |
clause_usage_log
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new clause usage log |
delete | entity_crud | Delete a clause usage log |
list | entity_crud | List clause_usage_logs with filtering and pagination |
read | entity_crud | Get detailed clause usage log information |
search | entity_crud | Search clause_usage_logs with fuzzy matching |
update | entity_crud | Update an existing clause usage log |
clause_variation
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new clause variation |
delete | entity_crud | Delete a clause variation |
list | entity_crud | List clause_variations with filtering and pagination |
read | entity_crud | Get detailed clause variation information |
search | entity_crud | Search clause_variations with fuzzy matching |
update | entity_crud | Update an existing clause variation |
clm_insights
| Operation | Mega-tool | What it does |
|---|---|---|
approver_latency | report_query | Approval decision latency in hours per approver and per approval rule (p50/p90), with the rejection rate. |
cycle_time | report_query | Cycle time in days (created to executed): overall, by contract type, by month; p50 and p90 with drill-down contract_ids. |
stage_durations | report_query | Days spent in each contract status (closed intervals from lifecycle activity rows), p50/p90, overall and by contract type. |
stuck | report_query | Contracts in draft, pending_approval or approved for longer than stuck_threshold_days (or, when not given, the contract type p90 for that status with at least… |
summary | report_query | Contract lifecycle analytics for the contracts you can see: cycle time (created to executed, p50/p90 by type and month), time in each status, approver latency… |
throughput | report_query | Contracts created and executed per ISO week for the last weeks (default 26). |
contract
| Operation | Mega-tool | What it does |
|---|---|---|
activate | workflow_action | Activate an executed contract (make it active) |
amendment_chain | report_query | Original contract + ordered chain of its amendments with running value |
breakdown | report_query | Get contract breakdown by dimension |
clause_drift_detector | report_query | Contracts with pending or severe playbook deviations |
clause_risk_heatmap | report_query | Distribution of contracts and risk items by clause category/risk type |
create | entity_crud | Create a new contract |
delete | entity_crud | Soft delete a contract |
execute | workflow_action | Mark a contract as executed (signed by all parties) |
import_rows | smart_action | Import contracts from rows (record_id, title, contract_type, counterparty_name, our_entity, status draft|executed|active|expired|terminated, effective_date… |
list | entity_crud | List contracts with filtering and pagination |
policy_breach_alerter | report_query | Executed contracts with risk level >= threshold and unresolved risk items |
read | entity_crud | Get detailed contract information |
recall | workflow_action | Recall a contract from approval workflow |
renew | workflow_action | Renew an expiring or expired contract |
renewal_pipeline_forecast | report_query | Forecast contract renewals expiring within N days, grouped and value-banded |
search | entity_crud | Search for contracts with fuzzy matching |
spend | report_query | Spend and revenue linked to a contract or to every contract of a counterparty: confirmed links only, invoice transaction amounts in their own currency plus… |
submit_for_approval | workflow_action | Submit a draft contract for approval. |
summarize_activity | smart_action | Summarise a contract's activity in at most 150 words with [A1]-style links to the events cited. |
summary | report_query | Contract portfolio analytics by status, type and risk level |
terminate | workflow_action | Terminate an active contract |
transition | workflow_action | Move a contract to another status through the lifecycle service (the only status writer). |
trend | report_query | Get contract trend over time |
update | entity_crud | Update an existing contract |
value_at_risk_rollup | report_query | Aggregate contract value exposure by risk level, counterparty, jurisdiction, or type |
contract_ai_analysis
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new contract ai analysis |
delete | entity_crud | Delete a contract ai analysis |
list | entity_crud | List contract_ai_analysises with filtering and pagination |
read | entity_crud | Get detailed contract ai analysis information |
review_quality_report | report_query | Compare AI risk flagging to human review outcomes |
search | entity_crud | Search contract_ai_analysises with fuzzy matching |
update | entity_crud | Update an existing contract ai analysis |
contract_amendment
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new contract amendment |
list | entity_crud | List contract_amendments with filtering and pagination |
read | entity_crud | Get detailed contract amendment information |
update | entity_crud | Update an existing contract amendment |
contract_approval
| Operation | Mega-tool | What it does |
|---|---|---|
approve | workflow_action | Approve a contract approval request |
create | entity_crud | Create a new contract approval |
decide | workflow_action | Approve or reject a contract approval as its approver (the single decision entry shared with REST, workflows and chat cards). |
delete | entity_crud | Delete a contract approval |
list | entity_crud | List contract_approvals with filtering and pagination |
read | entity_crud | Get detailed contract approval information |
reassign | workflow_action | Reassign a pending approval to a different approver |
reject | workflow_action | Reject a contract approval request |
search | entity_crud | Search contract_approvals with fuzzy matching |
send_reminder | workflow_action | Send a reminder for a pending approval |
update | entity_crud | Update an existing contract approval |
contract_approval_rule
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a contract approval rule. |
delete | entity_crud | Soft-delete a contract approval rule (existing approvals keep their rule id) |
list | entity_crud | List the organization's contract approval rules in evaluation order (priority ascending) |
read | entity_crud | Read one contract approval rule |
update | entity_crud | Update a contract approval rule |
contract_change_record
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Record one drafting fix between two document versions. |
list | entity_crud | List drafting change records for a review. |
read | entity_crud | Get one drafting change record |
update | entity_crud | Set the verifier's verdict on a change record, or leave working notes. |
contract_clause
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new contract clause |
delete | entity_crud | Delete a contract clause |
list | entity_crud | List contract_clauses with filtering and pagination |
read | entity_crud | Get detailed contract clause information |
search | entity_crud | Search contract_clauses with fuzzy matching |
update | entity_crud | Update an existing contract clause |
contract_clause_anchor
| Operation | Mega-tool | What it does |
|---|---|---|
list | entity_crud | List clause anchors for a document version (or lineage), text truncated to 2k chars |
locate | entity_crud | Locate a clause anchor's quoted text in its source PDF: page + highlight quads (0..1 of the displayed page) — the same resolver the workbench's… |
read | entity_crud | Get one clause anchor with its full text |
search | entity_crud | Search clause anchors by heading, section number or text (fuzzy) |
contract_comparison
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new contract comparison |
delete | entity_crud | Delete a contract comparison |
list | entity_crud | List contract_comparisons with filtering and pagination |
read | entity_crud | Get detailed contract comparison information |
search | entity_crud | Search contract_comparisons with fuzzy matching |
update | entity_crud | Update an existing contract comparison |
contract_document
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new contract document |
delete | entity_crud | Delete a contract document |
list | entity_crud | List contract_documents with filtering and pagination |
read | entity_crud | Get detailed contract document information |
search | entity_crud | Search contract_documents with fuzzy matching |
update | entity_crud | Update an existing contract document |
contract_external_link
| Operation | Mega-tool | What it does |
|---|---|---|
get | entity_crud | Get one contract external link. |
list | entity_crud | List contract external links (purchase orders, invoices, opportunities, external records). |
contract_family
| Operation | Mega-tool | What it does |
|---|---|---|
accept | smart_action | Accept a proposed relationship. |
effective_terms | smart_action | Effective terms of a contract after its amendments (expiration_date, renewal_notice_days, auto_renewal_notice_period_days, value, liability_cap… |
get | smart_action | Get contract family. |
install_columns | smart_action | Install columns contract family. |
propose | smart_action | Propose parent relationships for a contract from deterministic reference patterns in its primary document ("Amendment No. |
reject | smart_action | Reject a proposed or accepted relationship with a reason. |
contract_import_address
| Operation | Mega-tool | What it does |
|---|---|---|
get | entity_crud | Get the organization email-import state: is_active (the switch), address (shown only while the switch and the assistant email address are both on)… |
update | entity_crud | Enable or disable email import. |
contract_link
| Operation | Mega-tool | What it does |
|---|---|---|
decide | smart_action | Confirm or reject a proposed contract external link. |
link | smart_action | Link a contract to a finance purchase order / vendor invoice / customer invoice or CRM opportunity (target_object_id), or to an external record… |
unlink | smart_action | Reject (unlink) a contract external link; it stops counting toward spend. |
contract_obligation
| Operation | Mega-tool | What it does |
|---|---|---|
breakdown | report_query | Get contract obligation breakdown by dimension |
create | entity_crud | Create a new contract obligation |
delete | entity_crud | Delete a contract obligation |
list | entity_crud | List contract_obligations with filtering and pagination |
read | entity_crud | Get detailed contract obligation information |
search | entity_crud | Search contract_obligations with fuzzy matching |
summary | report_query | Contract obligation tracking and due-date analytics |
trend | report_query | Get contract obligation trend over time |
update | entity_crud | Update an existing contract obligation |
contract_redline
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new contract redline |
delete | entity_crud | Delete a contract redline |
list | entity_crud | List contract_redlines with filtering and pagination |
read | entity_crud | Get detailed contract redline information |
search | entity_crud | Search contract_redlines with fuzzy matching |
update | entity_crud | Update an existing contract redline |
contract_relationship
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Add an accepted relationship parent -> child (both in your organization). |
delete | entity_crud | Remove (soft-delete) a relationship. |
get | entity_crud | Get one contract relationship with its evidence. |
list | entity_crud | List contract relationships (filter by contract at either end, status, kind). |
contract_renewal
| Operation | Mega-tool | What it does |
|---|---|---|
start | smart_action | Start a renewal contract for an executed, active or expired contract: a draft pre-filled from the source (type, parties, counterparty, value, owner, matter… |
contract_request
| Operation | Mega-tool | What it does |
|---|---|---|
cancel | smart_action | Cancel an open contract request (the requester, or a holder of legal.manage_intake_forms). |
get | entity_crud | Get one contract request: status, answers, generated contract, first-pass result, assignee. |
list | entity_crud | List contract requests in your org (filters: status, form_id, channel, mine). |
route | smart_action | Re-route an open contract request: to='legal_review' (Legal queue), 'approval' (start the approval rules for its generated contract) or 'rejected'. |
submit | smart_action | Submit a contract request through an intake form (internal channel, as you). |
contract_requirements
| Operation | Mega-tool | What it does |
|---|---|---|
bind_facts | smart_action | Bind accepted legal_public norm assertions into a registered pack's law basis (bindings: [{rule_key, cite, norm_assertion_id}]); each is verified (accepted… |
coverage | report_query | Rows -> accepted norms: per law entry, whether it is bound to an accepted legal_public norm whose fragment contains as_printed (accepted / unbound / gap /… |
describe | report_query | One pack: elements, dimensions, rows with their basis, and -- when registered -- each rule's current RuleRevision number and scoring state |
enable_scoring | smart_action | Turn a registered pack's rules on for scoring. |
list | report_query | List the contract-requirements packs (one per contract type) with row counts by severity and, for this organization, whether each is registered and how many… |
register | smart_action | Project a contract-requirements pack into a permissibility RuleSet (origin CONTRACT_REQUIREMENTS): one parameter per element, one rule per row; an edited row… |
suspend | smart_action | Stop scoring a registered pack (rules stay, shown but not evaluated). |
validate | smart_action | Validate a contract-requirements pack at level 1 (shape), 2 (references resolve: term paths, documents, fragments, as_printed text) or 3 (hard law rows bound… |
contract_review_session
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new contract review session |
delete | entity_crud | Delete a contract review session |
list | entity_crud | List contract_review_sessions with filtering and pagination |
read | entity_crud | Get detailed contract review session information |
search | entity_crud | Search contract_review_sessions with fuzzy matching |
update | entity_crud | Update an existing contract review session |
contract_risk_item
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new contract risk item |
delete | entity_crud | Delete a contract risk item |
list | entity_crud | List contract_risk_items (provenance findings) with filtering and pagination. |
read | entity_crud | Get detailed contract risk item information |
search | entity_crud | Search contract_risk_items with fuzzy matching |
update | entity_crud | Update an existing contract risk item. |
contract_suggestion
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new contract suggestion |
delete | entity_crud | Delete a PENDING contract suggestion (a decided one refuses SUGGESTION_NOT_PENDING) |
list | entity_crud | List contract_suggestions with filtering and pagination |
read | entity_crud | Get detailed contract suggestion information |
search | entity_crud | Search contract_suggestions with fuzzy matching |
update | entity_crud | Update an existing contract suggestion |
contract_template
| Operation | Mega-tool | What it does |
|---|---|---|
activate | smart_action | Activate a DRAFT template version: strict scan (only {{ declared_variable }} tokens), clause-block parse and a test render with defaults (PDF too when… |
assemble | smart_action | Assemble a contract from an ACTIVE template version. |
create | entity_crud | Create a new contract template |
delete | entity_crud | Delete a contract template |
generate_contract | smart_action | Create a DRAFT contract from a template in one transaction: the Contract (owner = you unless contract_fields.owner), the counterparty link, the committed… |
ingest | smart_action | Read an uploaded Word (.docx) file as a new version of a legal contract template. |
list | entity_crud | List contract_templates with filtering and pagination |
populate_from_documents | smart_action | Extract a template version's variables from source documents (term sheet, prior agreement) through a review table: one typed column per variable, one row per… |
read | entity_crud | Get detailed contract template information |
search | entity_crud | Search contract_templates with fuzzy matching |
set_variables | smart_action | Declare the variable schema of a DRAFT template version and optionally tokenise detected blanks. |
update | entity_crud | Update an existing contract template |
variables | report_query | The variables of a contract template: pass template_id (its ACTIVE version) or template_version_id. |
contract_template_version
| Operation | Mega-tool | What it does |
|---|---|---|
get | entity_crud | Get one contract template version with its variable schema, clause-block index and test render. |
list | entity_crud | List contract template versions (draft/active/retired) in your org, newest first per template. |
contract_type_workflow
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Bind a contract type to a contract_lifecycle workflow (one active binding per type; CONFLICT otherwise) |
delete | entity_crud | Remove a contract-type workflow binding (soft delete; deactivates it) |
list | entity_crud | List contract-type lifecycle workflow bindings |
read | entity_crud | Read one contract-type workflow binding |
update | entity_crud | Update a contract-type workflow binding |
counsel_recipient
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new counsel recipient |
delete | entity_crud | Delete a counsel recipient |
list | entity_crud | List counsel_recipients with filtering and pagination |
read | entity_crud | Get detailed counsel recipient information |
search | entity_crud | Search counsel_recipients with fuzzy matching |
update | entity_crud | Update an existing counsel recipient |
counterparty
| Operation | Mega-tool | What it does |
|---|---|---|
attach_contract | smart_action | Set a contract's counterparty master record (writes a counterparty_linked activity row). |
backfill | smart_action | Create and link counterparty masters from free-text contract counterparty names. |
create | entity_crud | Create a counterparty master record. |
get | entity_crud | Get one counterparty master record (KYC read through its linked legal entity when set). |
link_external | smart_action | Link a counterparty to a CRM account, VRM vendor, finance vendor/customer (target_object_id) or an external system record (external_system + external_id). |
list | entity_crud | List counterparty master records (search by name or alias; merged records hidden by default). |
merge | smart_action | Merge source_id into target_id: contracts, aliases, links, matter parties and screening hits move to the target; the source name stays as an alias; the source… |
profile | report_query | The counterparty profile: contracts (as counterparty and, for one of our entities, as our entity), open obligations, renewals in the next 180 days, spend per… |
resolve | smart_action | Resolve a party name (+ optional country, registration number, tax id, external system id) to the counterparty master. |
unlink_external | smart_action | Reject (unlink) a counterparty link. |
update | entity_crud | Update a counterparty master record. |
counterparty_link
| Operation | Mega-tool | What it does |
|---|---|---|
get | entity_crud | Get one counterparty link. |
list | entity_crud | List counterparty links (CRM account, VRM vendor, finance vendor/customer, external system). |
data_processing_agreement
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new data processing agreement |
inventory | report_query | Inventory of DPAs with active/expired counts and sub-processor coverage |
list | entity_crud | List data_processing_agreements with filtering and pagination |
read | entity_crud | Get detailed data processing agreement information |
update | entity_crud | Update an existing data processing agreement |
deviation_alert
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new deviation alert |
delete | entity_crud | Delete a deviation alert |
list | entity_crud | List deviation_alerts with filtering and pagination |
read | entity_crud | Get detailed deviation alert information |
search | entity_crud | Search deviation_alerts with fuzzy matching |
update | entity_crud | Update an existing deviation alert |
document_revisions
| Operation | Mega-tool | What it does |
|---|---|---|
apply_plan | smart_action | Apply an a4.edit_plan.v1 to a ContractDocument as native tracked changes and comments; returns a4.edit_result.v1 and the new ContractDocument version id (plus… |
compare | smart_action | Tracked-change comparison of two versions of a contract: version a carrying the changes that turn it into b. |
external_copy | smart_action | Short-lived download URL of the sanitized counterparty copy of a ContractRedline (internal comments, A4 custom XML and personal metadata removed). |
plan | smart_action | Build the a4.edit_plan.v1 Edit Plan for the given ContractSuggestion ids without applying it (the Word add-in applies it live; apply_plan applies it on the… |
read | smart_action | Read the tracked changes, comments (with reply threads) and change hunks of a ContractDocument, or of a documents.Document (document_id) visible to the caller. |
resolve | smart_action | Accept or reject tracked changes (by w:id, by author, or all) into a new ContractDocument version. |
draft_check
| Operation | Mega-tool | What it does |
|---|---|---|
declare_alignments | smart_action | Import the drafter's reqmap.json (ltc_reqmap@v1) as alignment proposals: each claim names the clause and the exact quote that satisfies a requirement row; the… |
gates | report_query | The eight counsel-ready gates Q1-Q8 for one draft, each pass / fail / blocked / not_assessed with evidence ids and open items, plus a summary (q1_q5_clear… |
get | report_query | Full draft-check report for one draft: the eight gates Q1-Q8 with evidence ids, the per-row requirement results (complies / violates / silent / unverified /… |
launch_undeclared | smart_action | Send requirement rows nobody declared to the headless permissibility-terms-alignment pipeline, whose job is to prove silence. |
run | smart_action | Run the draft check for one draft against its contract-requirements pack and the term sheet: structure QA, set consistency, requirement scoring from accepted… |
verify_alignment | smart_action | Accept or reject one declared alignment as an independent lane. |
draft_provenance
| Operation | Mega-tool | What it does |
|---|---|---|
coverage | smart_action | Q9 sentence coverage and the provenance KPI (DUAL_REVIEW 6.5), READ ONLY. |
declare_sentences | smart_action | Declare the sentence layer of the ltc_draft graph: PROPOSE ltc_draft:sentence_of for every unit, sentence_basis for router classes M1-M3 only (an M0 sentence… |
rebind_sentences | smart_action | Rebind sentences draft provenance. |
record_draft | smart_action | Record LTC drafts as ledger sources: one Document + one SourceVersion per draft and one EvidenceFragment per sentence unit (line '[anchor#ordinal] template… |
resolve_requests | smart_action | DRY planner: given pins_minted.csv (precedent unit fragment id -> clause assertion id) and law_facts_resolved.csv (fact request id or cite -> assertion id)… |
drafting
| Operation | Mega-tool | What it does |
|---|---|---|
promote | smart_action | Promote a draft version: target=contract_document (new version of the draft's or the given contract), clause_library (unapproved ai_generated Clause rows… |
revise | smart_action | Revise an existing DraftVersion or ContractDocument: the agent proposes an a4.edit_plan.v1 and the engine writes a new version whose differences are native… |
sources | smart_action | Preview what a drafting run with these inputs would use: template clauses, approved library clauses, playbook positions, precedents (and whether the precedent… |
start | smart_action | Start the drafting agent. |
status | smart_action | Status of one of your drafting runs: stage, outline, result (alternatives, constraint report, skipped edits), draft id, token usage and any error code. |
drafting_spec
| Operation | Mega-tool | What it does |
|---|---|---|
resolve | report_query | Resolve a contract-requirements pack against a term sheet into the drafting spec: applicable requirements per element with exact law text, norm, deal values… |
entity_filing
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new entity filing |
delete | entity_crud | Delete a entity filing |
get_transitions | workflow_action | Get available transitions for a entity filing |
list | entity_crud | List entity_filings with filtering and pagination |
read | entity_crud | Get detailed entity filing information |
regulatory_horizon_scan | report_query | Upcoming entity filings by jurisdiction and filing type within a horizon window |
search | entity_crud | Search entity_filings with fuzzy matching |
transition | workflow_action | Transition entity filing to a new status |
update | entity_crud | Update an existing entity filing |
esign
| Operation | Mega-tool | What it does |
|---|---|---|
providers | report_query | E-sign providers available to this organization: native (always) plus one row per active DocuSign / Adobe Acrobat Sign / Dropbox Sign connector (connector_id… |
finding_authority_link
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create an authority ledger row. |
list | entity_crud | List authority ledger links. |
read | entity_crud | Get one authority ledger link |
search | entity_crud | Search authority ledger links by citation or proposition |
update | entity_crud | Update an authority ledger link; EM soft-reference ids are write-once. |
intake_form
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create an intake form. |
delete | entity_crud | Delete (soft) an intake form; its public link stops working at once. |
get | entity_crud | Get one intake form with its field schema. |
list | entity_crud | List intake forms in your org (filters: is_active, contract_type). |
update | entity_crud | Update an intake form (partial). |
law_graph
| Operation | Mega-tool | What it does |
|---|---|---|
readiness | report_query | Legal-graph readiness (design 4.5): gates G1-G8 each with status pass/fail/not_measured/manual, the measured value and the threshold, plus the epistemic… |
law_norm
| Operation | Mega-tool | What it does |
|---|---|---|
apply_wave | smart_action | Tier B: validate the results of a Codex wave and propose the clean facts. |
carry_forward | smart_action | Carry-forward (Tier A, mechanical): for every legal_public fact whose fragment has left the current generation, find the counterpart with byte-identical text… |
closure | report_query | The requirement closure: CRP pack -> cited provisions (+ subtree, definitions, depth-1 cross-references, section notes) -> legal_public norms with acceptance… |
get | report_query | One legal_public fact with its payload, qualifiers, state and the exact fragment text it cites. |
list | report_query | legal_public facts (norm / threshold / effective_rule / holding) by canonical cite, kind, state (proposed / accepted / qualified / rejected / ...) and tier (A… |
propose_tier_a | smart_action | Tier A: deterministic legal_public proposals over the requirement closure -- thresholds, deadline-only norms, explicit default-rule phrases, effective-date… |
stage_wave | smart_action | Tier B: STAGE a Codex batch for a requirement-closure wave (wave 1 = every fragment a hard CRP row depends on; wave 2 = the rest). |
law_norm_review
| Operation | Mega-tool | What it does |
|---|---|---|
adjudicate | smart_action | Dual review step 3 (disagreements only). |
disagreements | report_query | Held items (reviewers disagree or one found the packet insufficient) with both sides, the disputed fields and time held. |
item | report_query | One assertion's dual review: route and reasons, packet sha and depth, BOTH reviewers' verdicts field by field with model / effort / session, the adjudication… |
policy_decide | smart_action | Dual review step 4 -- THE ONLY DOOR THAT DECIDES. |
record | smart_action | Dual review step 2: ingest ONE shard's two reviewer results (A = Claude Opus 5.5 high, B = Codex gpt-6-astra medium). |
stage | smart_action | Dual review step 1: STAGE a cohort of PROPOSED legal_public facts for two blind reviewers. |
status | report_query | Dual-review cohort progress over one or more panel runs (or every ltc_dual_review run of the org when none given): counts by routing class, outcome and… |
law_provision
| Operation | Mega-tool | What it does |
|---|---|---|
bring_down | smart_action | Bring-down check (T10): compare a re-fetched unit to its recorded SourceVersion. |
context | report_query | A provision with the defined terms it uses (and where they are defined) and its cross-references with their resolution (exact / external / dangling ...), read… |
coverage | report_query | Per-unit coverage receipts for the org: every unit with a statute build, its publisher, provision and section counts, node and edge counts, cross-reference… |
diff | report_query | Provision-level diff of two recorded versions of a unit, matched on path + exact text sha (never fragment hash): carried_forward / moved / changed / relocated… |
get | report_query | The exact text of a provision by pinpoint cite (e.g. |
rebuild_structure | smart_action | (Re)build the statute structure ledger of an already-recorded law SourceVersion. |
record_unit | smart_action | Record a loaded law Document (statute, regulation, guidance or opinion unit) as a provision-level ledger: Source + SourceVersion (text = the Document text… |
search | report_query | Full-text search over operative provision text. |
legal_alert_config
| Operation | Mega-tool | What it does |
|---|---|---|
get | entity_crud | The organization's obligation-alert settings (defaults when never set). |
update | entity_crud | Update the obligation-alert settings: default_lead_days (list of days before due, e.g. |
legal_entity
| Operation | Mega-tool | What it does |
|---|---|---|
beneficial_owner_inventory | report_query | Beneficial owner disclosure inventory across legal entities |
create | entity_crud | Create a new legal entity |
delete | entity_crud | Soft delete a legal entity |
list | entity_crud | List legal entities with filtering and pagination |
read | entity_crud | Get detailed legal entity information |
update | entity_crud | Update an existing legal entity |
matter_room
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new matter room |
delete | entity_crud | Delete a matter room |
get_transitions | workflow_action | Get available transitions for a matter room |
list | entity_crud | List matter_rooms with filtering and pagination |
read | entity_crud | Get detailed matter room information |
search | entity_crud | Search matter_rooms with fuzzy matching |
transition | workflow_action | Transition matter room to a new status |
update | entity_crud | Update an existing matter room |
matter_room_document
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Share a document into a counsel room. |
delete | entity_crud | Remove a document from a counsel room |
list | entity_crud | List matter_room_documents with filtering and pagination |
read | entity_crud | Get detailed matter room document information |
search | entity_crud | Search matter_room_documents with fuzzy matching |
update | entity_crud | Update how a shared document is presented (name, section, order, privilege, redaction, restriction) |
obligation_proposal
| Operation | Mega-tool | What it does |
|---|---|---|
accept | smart_action | Accept extraction-proposed obligations into tracked contract obligations (source=extraction). |
get | entity_crud | Get one obligation proposal. |
list | entity_crud | List obligation proposals (default status proposed; status=all for every status). |
reject | smart_action | Reject an extraction-proposed obligation. |
playbook
| Operation | Mega-tool | What it does |
|---|---|---|
check | smart_action | Check a contract document against a playbook. |
compliance_audit | report_query | Per-playbook contract alignment and deviation breakdown |
create | entity_crud | Create a new playbook |
delete | entity_crud | Delete a playbook |
list | entity_crud | List playbooks with filtering and pagination |
read | entity_crud | Get detailed playbook information |
search | entity_crud | Search playbooks with fuzzy matching |
update | entity_crud | Update an existing playbook |
playbook_rule
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new playbook rule |
delete | entity_crud | Delete a playbook rule |
list | entity_crud | List playbook_rules with filtering and pagination |
read | entity_crud | Get detailed playbook rule information |
search | entity_crud | Search playbook_rules with fuzzy matching |
update | entity_crud | Update an existing playbook rule |
precedent
| Operation | Mega-tool | What it does |
|---|---|---|
get | report_query | One recorded precedent unit by fragment_id: its exact text, section label, heading, the Document's profile (family, form_status) and any held clause fact with… |
list | report_query | The org's precedent Documents with family, form_status, source class and the state of their profile fact (none | proposed | accepted | ...). |
pin | smart_action | Pin precedent units as clause facts (ltc_draft:precedent_clause_text, state proposed): the verbatim text, label, heading and bracket flag at their offsets of… |
propose_bindings | smart_action | Propose ltc_draft:follows_precedent facts (sentence -> precedent clause, qualifiers role and a closed-enum adaptation) from v2 draft provmaps. |
propose_documents | smart_action | Propose one ltc_draft:precedent_document_profile per recorded precedent Document that has none (family, form_status, source class, licence basis from the… |
search | smart_action | Find recorded precedent clause units (units of the org's precedent Documents) for a drafting need. |
supersede_profiles | smart_action | Propose successor precedent_document_profile facts after a corrected ledger and manifest (D-LTC-86): a document whose corrected profile differs from its… |
provenance_lane_run
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Start a lane run; pass_kind is resolved to the review's own pass row |
list | entity_crud | List lane runs (agent/human activity) for a review |
read | entity_crud | Get one lane run |
update | entity_crud | Update a lane run's status/summary/counts/completed_at. |
provenance_observation
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Record ONE observation: a considered item NOT filed as a finding, with the reason. |
list | entity_crud | List observations (considered-but-not-filed items) for a review. |
promote | smart_action | Promote an observation to a finding: the verifier's ruling that it is a grounded defect. |
read | entity_crud | Get one observation |
reconcile | smart_action | DRY preview of gate G2.6 (walk reconciliation) for a review: per clause_review lane run, checks (a) walk.jsonl rows == anchor_count, (b) every code resolves… |
record_bulk | smart_action | Record a lane's observations (considered items NOT filed as findings) from rows or from an observations.jsonl path. |
record_verifier_reading | smart_action | Record a verifier lane's reading on one observation whose reason_not_filed is resolved_by_clause, WITHOUT ruling on it: the observation stays noticed (not… |
update | entity_crud | Rule on an observation: verifier fields only. |
provenance_open_item
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a counsel question, open business decision, or adopted model default. |
list | entity_crud | List counsel questions / business decisions / model defaults. |
read | entity_crud | Get one open item |
update | entity_crud | Update an open item (item_kind and review are immutable). |
provenance_review
| Operation | Mega-tool | What it does |
|---|---|---|
attach_authority | smart_action | Record a retrieved authority in the EM evidence ledger, propose the clause<->authority assertion, and write the legal FindingAuthorityLink row, all in one… |
authority_ledger | report_query | Authority ledger links with their live EM assertion state joined in |
close_pass | smart_action | Close a pass as passed/passed_with_override (METHODOLOGY.md section 4) |
complete_review | smart_action | Close a provenance review out: refuse unless every pass is passed or passed_with_override, stamp the close-out (who, when, the per-pass gate outcome), close… |
create | entity_crud | Create provenance review. |
create_with_documents | smart_action | Create a provenance review, its four methodology passes and EM scaffolding (EnterpriseResearchTarget/ResearchRun/ExtractionRun), and register the reviewed… |
ensure_passes | smart_action | Ensure passes provenance review. |
evaluate_gate | smart_action | Evaluate a pass's gate criteria (machine + supplied manual results), METHODOLOGY.md section 4 |
export_workbook | smart_action | Build the review workbook and store it as a documents.Document (ARCHITECTURE.md section 4.4). |
freeze_gate_criteria | smart_action | Freeze the gate criteria of all four passes (METHODOLOGY.md principle 6) |
import_pass | smart_action | Close this review's authority_set pass as closed_imported by reference to a COMPLETE earlier review that examined the same instruments, instead of redoing the… |
list | entity_crud | List provenance reviews with filtering and pagination |
matrix | report_query | The workbench read: anchors x findings x links x suggestions for one document version |
mint_anchors | smart_action | Mint stable clause anchors for one document version (ARCHITECTURE.md section 4.1) |
open_pass | smart_action | Open one of the four methodology passes, in order (METHODOLOGY.md section 3) |
read | entity_crud | Get a provenance review with its passes, documents and counts |
rebase_finding_quotes | smart_action | Backfill filed_on_version and clause_text_current on every finding of a review (gap def9b54e). |
record_dismissal | smart_action | Store located dismissal evidence on one finding of a provenance review: the verbatim quote, the anchor holding it, the mechanism and the lane that dismissed it. |
record_ra_verdict | smart_action | Store a re-read (RA) verdict, uphold or restore, on a finding that carries dismissal evidence. |
register_companion_instrument | smart_action | Register an already-promoted documents.Document as a NEW instrument of a provenance review -- e.g. |
register_version | smart_action | Register the next version of one instrument of a provenance review: promote the file into documents.Document, create the ContractDocument with source_document… |
remap_anchors | smart_action | Carry anchor lineage from one document version to the next (ARCHITECTURE.md section 4.1). |
search | entity_crud | Search provenance reviews by matter code or name |
summary | report_query | Counts per severity x disposition x pass, blockers, open items, and gate states |
sync_link_states | smart_action | Mirror every link's EM assertion state onto verification_status (ARCHITECTURE.md section 4.3) |
update | entity_crud | Update a provenance review (matter_code is immutable once created) |
validation | report_query | Invariant checks over the review (reviewer's Tracker_Validation shape, computed live) |
provenance_review_pass
| Operation | Mega-tool | What it does |
|---|---|---|
list | entity_crud | List the passes of one provenance review |
read | entity_crud | Get one provenance review pass |
update | entity_crud | Update provenance review pass. |
reconciliation
| Operation | Mega-tool | What it does |
|---|---|---|
run | smart_action | Reconcile a contract against its linked spend: compares confirmed vendor-invoice and purchase-order lines with verified pricing terms and records findings… |
reconciliation_finding
| Operation | Mega-tool | What it does |
|---|---|---|
decide | smart_action | Accept (the discrepancy is real, pursue it) or dismiss an OPEN reconciliation finding. |
get | entity_crud | Get one reconciliation finding with its invoice line reference and contract citation. |
list | entity_crud | List reconciliation findings (newest first); filter by contract_id, status, kind or run_id. |
redline
| Operation | Mega-tool | What it does |
|---|---|---|
generate | smart_action | Generate a redline document for a review session from its accepted suggestions (default) or an explicit suggestion_ids list (a subset of the accepted ones… |
renewal
| Operation | Mega-tool | What it does |
|---|---|---|
upcoming | report_query | Upcoming renewals: executed/active contracts you can see whose notice deadline (expiration minus the notice period) falls within horizon_days, ranked by 0.5… |
renewal_brief
| Operation | Mega-tool | What it does |
|---|---|---|
generate | smart_action | Generate the renewal brief for a live (executed or active) contract with a notice deadline. |
get | entity_crud | Get one renewal brief (a pure read; generate again to settle a queued brief). |
list | entity_crud | List renewal briefs (newest notice deadline first); filter by contract_id and status. |
review
| Operation | Mega-tool | What it does |
|---|---|---|
cancel | smart_action | Cancel a running AI contract review. |
list | smart_action | List the AI contract review sessions the caller can see, newest first. |
open_row | smart_action | Open one row of a bulk review as a review session (creates the session the first time, returns the same one after; the only way a bulk row gets a session). |
rerun | smart_action | Re-run a whole table review: every rule of the session's row is recomputed (force=True), even where nothing changed. |
rerun_rule | smart_action | Recompute ONE rule of a table review (cell_id from review/status rules[].cell_id), regardless of whether its inputs changed. |
start | smart_action | Start an AI contract review of a contract version (contract_id + document_id) OR of a library document (source_document_id), against a playbook (playbook_id)… |
status | smart_action | Read an AI contract review session (read-only, never writes): status (pending/in_progress/completed/failed/cancelled), engine, overall risk score and level… |
risk
| Operation | Mega-tool | What it does |
|---|---|---|
resolve | smart_action | Resolve an AI contract-review risk item: resolution_action is one of accepted, modified, waived, mitigated, rejected; notes optional. |
room_access
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Grant a counsel recipient access to a room and email them the portal invitation (asynchronous). |
delete | entity_crud | Revoke a room access (the row is kept for the audit trail) |
list | entity_crud | List room_accesses (guest grants) with filtering and pagination |
read | entity_crud | Get detailed room access information |
search | entity_crud | Search room_accesses by recipient email or name |
update | entity_crud | Update a room access (download/print switches, expiry, message; is_revoked=true revokes) |
sanctions
| Operation | Mega-tool | What it does |
|---|---|---|
decide_hit | smart_action | Decide an open sanctions hit: cleared (a false positive, reason required) or confirmed. |
screen_counterparty | smart_action | Screen one counterparty master (and its linked legal entity); open hits alert in-app. |
screen_name | smart_action | Screen a name against the loaded sanctions lists (OFAC SDN/consolidated, EU FSF, UK). |
sweep | smart_action | Screen every counterparty, legal entity and contract party name of the org. |
sanctions_hit
| Operation | Mega-tool | What it does |
|---|---|---|
get | entity_crud | Get one sanctions screening hit with its matched list entry snapshot. |
list | entity_crud | List sanctions screening hits (default: open). |
saved_signature
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new saved signature |
delete | entity_crud | Delete a saved signature |
list | entity_crud | List saved_signatures with filtering and pagination |
read | entity_crud | Get detailed saved signature information |
search | entity_crud | Search saved_signatures with fuzzy matching |
update | entity_crud | Update an existing saved signature |
screening_run
| Operation | Mega-tool | What it does |
|---|---|---|
get | entity_crud | Get one sanctions screening run. |
list | entity_crud | List sanctions screening runs. |
signature_event
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new signature event |
delete | entity_crud | Delete a signature event |
list | entity_crud | List signature_events with filtering and pagination |
read | entity_crud | Get detailed signature event information |
search | entity_crud | Search signature_events with fuzzy matching |
update | entity_crud | Update an existing signature event |
signature_field
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new signature field |
delete | entity_crud | Delete a signature field |
list | entity_crud | List signature_fields with filtering and pagination |
read | entity_crud | Get detailed signature field information |
search | entity_crud | Search signature_fields with fuzzy matching |
update | entity_crud | Update an existing signature field |
signature_request
| Operation | Mega-tool | What it does |
|---|---|---|
breakdown | report_query | Get signature request breakdown by dimension |
cancel_schedule | smart_action | Cancel a scheduled send: the request returns to draft. |
create | entity_crud | Create a new signature request |
delete | entity_crud | Delete a signature request |
get_transitions | workflow_action | Get available transitions for a signature request |
list | entity_crud | List signature_requests with filtering and pagination |
read | entity_crud | Get detailed signature request information |
refresh_provider_status | smart_action | Re-read a provider-routed signature request from its provider now and apply it (signer and request status; on completion the signed PDF is retrieved and… |
schedule | smart_action | Schedule a DRAFT signature request to send at send_at (ISO 8601 with a timezone, within 365 days), natively or through connector_id (a DocuSign / Adobe… |
search | entity_crud | Search signature_requests with fuzzy matching |
send_via_provider | smart_action | Send a DRAFT signature request through an external e-sign provider (connector_id: a DocuSign, Adobe Acrobat Sign or Dropbox Sign connector of this… |
stall_detector | report_query | Signature requests stuck past the pending threshold |
summary | report_query | E-signature request funnel analytics |
transition | workflow_action | Transition signature request to a new status |
trend | report_query | Get signature request trend over time |
update | entity_crud | Update an existing signature request |
signer
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a new signer |
delete | entity_crud | Delete a signer |
list | entity_crud | List signers with filtering and pagination |
read | entity_crud | Get detailed signer information |
search | entity_crud | Search signers with fuzzy matching |
update | entity_crud | Update an existing signer |
suggestion
| Operation | Mega-tool | What it does |
|---|---|---|
accept | smart_action | Accept a pending AI contract-review suggestion (it will be applied by legal/redline/generate: its edited_text when set, else suggested_text). |
edit | smart_action | Edit the replacement text of a PENDING AI contract-review suggestion (sets edited_text; the redline applies edited_text instead of the model's text when it is… |
reject | smart_action | Reject a pending AI contract-review suggestion, with an optional reason. |
term_sheet
| Operation | Mega-tool | What it does |
|---|---|---|
get | report_query | Read a term sheet by Document id: the sha256, and optionally the facts at a term_path (a.b, a[0].b, a[*].b) or all open decisions / model defaults |
validate | report_query | Validate a seed_round_terms@v1 term-sheet Document: typed fact objects, statuses, owners, sources, the information wall, sequence order. |
terms_gate_acceptance
| Operation | Mega-tool | What it does |
|---|---|---|
list | report_query | In-app Terms Gate acceptances, newest first: who (email, tenant, organization), versions and sha256, server receive time, IP, authority answer, chain position… |
read | report_query | One in-app Terms Gate acceptance by acceptance_id (the AcceptanceEvent id), with its summary. |
terms_gate_certificate
| Operation | Mega-tool | What it does |
|---|---|---|
export | report_query | Certificate of Acceptance for one in-app acceptance (acceptance_id): terms and sha256, who, what they saw and did, when and where, the acceptance record… |
terms_gate_chain
| Operation | Mega-tool | What it does |
|---|---|---|
verify | report_query | Recompute the in-app Terms Gate evidence hash chain of the calling (offeror) organization: every event hash, every link and every acceptance digest. |
terms_gate_legal_hold
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create terms gate legal hold. |
list | entity_crud | List litigation holds over in-app Terms Gate records of your (offeror) org. |
terms_gate_re_present
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Show the in-app Terms Gate to one user again (append-only marker; earlier acceptances stay on record but stop clearing the gate). |
list | entity_crud | List re-present markers (show-the-terms-again requests) of your (offeror) org, newest first. |
terms_gate_rollout
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create (or update, if one exists for the same target) an in-app Terms Gate rollout rule. |
delete | entity_crud | Retire a rollout rule by id (turns it off; soft delete). |
list | entity_crud | List in-app Terms Gate rollout rules of your (offeror) org, with the targeted and enforced user counts. |
update | entity_crud | Update a rollout rule by id: is_enabled, enforce_api, include_descendants, note, acceptor_capacity. |
terms_gate_status
| Operation | Mega-tool | What it does |
|---|---|---|
read | report_query | In-app Terms Gate status. |
Parameter schemas and permissions
Parameter schemas and permission codenames are in the full reference — sign in — or call prism_introspect(dimension="capability_search", query="…") with your key.
In the full reference this application appears under entity_crud, report_query, smart_action, workflow_action.