Verifying the CLM MCP Server in Claude
- Open Claude.
- Provide the prompt in the claude chat window as below.Example of CLM MCP Server flow:
- If users want an agreement form to enter agreement details, they can use prompts such as Create Agreement or Create Contract.
- If users already have agreement details such as Record Type, Account Name, and Paper Type, they can use a prompt in the following format: Create <Record Type Name> for <Account Name> with <Paper Type>. For example: Create MSA for Conga with Own Paper.
- Own Paper means that users want to generate the document from the CLM Salesforce org, or that the required template is already available in the CLM Salesforce org.
- Third Party Paper means that users do not want to generate the document from the CLM Salesforce org and instead want to upload an external document.
- After the agreement is created, if users selected Own Paper, the AI agent asks whether they want to generate the document.
- Users can respond with Yes or Generate the document.
- If users selected Third Party Paper, the AI agent provides an Import Offline Document button, allowing them to upload the document.
- After document generation is complete, the AI agent asks whether the user wants to send the agreement for review or signature.
- If the users requests review, the AI agent provides available Send for Review options based on the review settings.
- If the users requests signature, the AI agent provides available Send for Signature options based on the signature settings.
- If the users prompts Activate the agreement or Activate, the AI agent activates the executed document.
Example Prompts:- Create agreement
- Create contract
- Create NDA for Conga with Own Paper
- Generate the document
- Generate document for this agreement
- Generate document for current agreement
- Import offline document
- Import the document
- Send for review
- Send document for review
- Send my agreement for review
- Send for signature
- Send document for signature
- Send my agreement for signature
- Activate my agreement
- Activate current agreement
Activate