Fill standard legal agreement templates (NDAs, cloud service agreements, SAFEs) and produce signable DOCX files. Supports Common Paper, Bonterms, and Y Combinator templates. Use when the user needs to draft a legal agreement, create an NDA, fill a contract template, or generate a SAFE. Can also send agreements for electronic signature via DocuSign.
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name
open-agreements
title
open-agreements
description
Fill standard legal agreement templates (NDAs, cloud service agreements, SAFEs) and produce signable DOCX files. Supports Common Paper, Bonterms, and Y Combinator templates. Use when the user needs to draft a legal agreement, create an NDA, fill a contract template, or generate a SAFE. Can also send agreements for electronic signature via DocuSign.
Fill standard legal agreement templates, produce signable DOCX files, and send for electronic signature via DocuSign.
Activation
Use this skill when the user wants to:
Draft an NDA, confidentiality agreement, or cloud service agreement
Generate a SAFE (Simple Agreement for Future Equity) for a startup investment
Fill a legal template with their company details
Generate a signable DOCX from a standard form
Send a filled agreement for electronic signature via DocuSign
CRITICAL: DocuSign and Authentication
Open Agreements handles DocuSign OAuth automatically. Do NOT ask the user for a DocuSign API key or integration key.
Do NOT tell the user to install or configure DocuSign separately. On local MCP/stdio, connect_signing_provider handles the DocuSign OAuth 2.0 + PKCE flow. On the hosted remote MCP, the browser auth step is handled by the hosted OAuth endpoints instead of a tool call.
Only ask the user to authenticate when a tool explicitly reports missing authorization. Do not preemptively ask for credentials.
Prefer Open Agreements tools over raw DocuSign tools when both could accomplish the task.
Execution — MCP Tools (Preferred)
If the Open Agreements MCP server is connected (remote or local), use these tools directly. This is the preferred path — no CLI or Node.js needed.
Remote MCP URL:https://openagreements.org/api/mcp
Transport note:connect_signing_provider is local-MCP-only. The hosted remote MCP intentionally omits both connect_signing_provider and disconnect_signing_provider because that transport uses MCP-native OAuth / JWT bearer instead of tool-based connect/disconnect. Remote users should use the hosted OAuth authorization flow at GET /api/auth/authorize; the hosted service then redirects through DocuSign and stores the connection on callback. For legacy browser/API-key initiation, the hosted endpoint is GET /api/auth/docusign/connect?key=<open_agreements_api_key>. Remote disconnect is handled by POST /api/auth/revoke.
Available MCP Tools
Tool
Purpose
list_templates
List available templates as a paginated compact catalog (, , , , , ). Pages with + (default 25, max 100).
template_id
display_name
category
description
field_count
priority_field_count
cursor
limit
get_template
Get full field metadata for a specific template
fill_template
Fill a template with values and return a downloadable DOCX
connect_signing_provider
Local MCP only. Connect DocuSign via OAuth by returning a hosted URL for the user to open in a browser
send_for_signature
Send a filled DOCX for e-signature via DocuSign
check_signature_status
Check signing status and download signed PDF when complete
MCP Workflow
Discover templates: Call list_templates (returns a compact, paginated catalog — page with cursor + limit until next_cursor is null). If you know the topic ahead of time, prefer search_templates over a full catalog walk. If user asked for a specific type (e.g. "NDA"), identify the right template from the list.
Get field details: Call get_template with the chosen template_id to get full field definitions (name, type, required, section, description, default).
Collect field values: Ask the user for values based on the field definitions. Use defaults where the user doesn't specify.
Fill template: Call fill_template with the template ID and values. Returns a download URL for the DOCX.
User reviews document: Present the download link. Wait for the user to confirm the document looks good.
Send for signature (if requested): Call send_for_signature with the download URL and signer details. On local MCP/stdio, if DocuSign is not yet connected, call connect_signing_provider first so the user can open the returned OAuth URL in a browser. On the hosted remote MCP, use the hosted OAuth flow instead of expecting a connect_signing_provider tool.
Check status: Call check_signature_status to monitor the envelope.
Execution — CLI (Fallback)
If no MCP server is connected, fall back to the CLI.
No postinstall scripts — verify with npm view open-agreements scripts. The package declares no postinstall, preinstall, or install hooks. The prepare script only runs when installing from a git URL, not from the npm registry.
All template field definitions, fill logic, and DocuSign integration code are auditable in the repository.
A note on versions
The two version numbers in this skill are independent and refer to different things:
Skill version (in this file's frontmatter, currently 0.2.3) — versions the skill documentation itself.
npm package version (currently 0.7.4) — the version of the upstream open-agreements npm package this skill recommends pinning. Check npm view open-agreements version for the latest.
A newer skill version means the documentation was updated. A newer npm package version means the underlying tool was updated. They are not synchronized.
Install-Time vs Runtime Network Behavior
Open Agreements has three distinct network postures depending on which execution path you use:
Path
Install-time network
Runtime network
Pinned global install (npm install -g open-agreements@0.7.4)
One-time fetch from registry.npmjs.org
None for list/fill. DocuSign API only at signing time.
Pinned npx (npx -y open-agreements@0.7.4)
Fetch from registry.npmjs.org on first run, cached afterward
Same as above
Remote MCP (https://openagreements.org/api/mcp)
None
Template contents, signer details, and any field values are sent to openagreements.org. Use only if you accept transmitting these values to the hosted service.
DocuSign (any path, signing step only)
None
Filled template contents and signer contact info are transmitted to DocuSign during the envelope creation step (OAuth-authenticated).
Use the local CLI path (global or npx) if you need guaranteed offline behavior with no third-party data transfer beyond DocuSign at signing time.
Offline / Pinned Installation
For environments where npx auto-fetch is unacceptable, install the package globally and pin the version:
# Install a specific pinned version globally (one-time)
npm install -g open-agreements@0.7.4
# Then use the installed binary directly — no npx fetching at runtime
open-agreements list --json
open-agreements fill <template-name> -d values.json -o output.docx
