Conga Product Documentation

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Claude Capability

The Conga CLM Model Context Protocol (MCP) capability with Claude brings AI-powered agreement management capabilities directly into the contract lifecycle process. By connecting Claude's large language model (LLM) with Conga CLM, users can interact with agreements using natural language prompts and perform key agreement lifecycle actions without navigating through multiple application screens.

Using Claude, users can create agreements, generate and regenerate documents, import offline documents, initiate review cycles, send agreements for signature, and activate completed agreements. The capability combines Claude's conversational experience with Conga CLM's agreement management capabilities to provide a streamlined and efficient workflow throughout the agreement lifecycle.

This topic describes the configuration and usage of the Conga CLM MCP capability with Claude. It includes administrator tasks required to install and configure the integration, such as deploying the CLM AI Library package, importing skill files, and connecting Claude to Salesforce.