What Can It Do?
- Search and monitor workflows with filters and pagination
- Manage approvals and signatures to keep deals moving
- Read and update records with properties and relationships
- Post comments and track collaboration
Where to Use It
In Agents (Recommended)
Add Ironclad as a tool to any agent. The agent can then manage your contracts conversationally, choosing the right actions based on context. To add an MCP tool to your agent:- Open your agent’s configuration
- Click Add tools → Connect an app with MCP
- Search for the integration and select it
- Authenticate with your account
In Workflows (Via Agent Node)
For automated pipelines, use an Agent Node with Ironclad tools. This gives you the flexibility of an agent within a deterministic workflow.As a Custom MCP Node
You can also create a standalone MCP node for a specific action. This generates a reusable node that performs one task, useful when you need the same operation repeatedly in workflows.- Go to your node library and search for the integration
- Click Create a node with AI
- Describe the specific action you want (e.g., “List workflows pending approval”)
- Test the node and save it for reuse
Custom MCP nodes are single-purpose by design. For tasks that require multiple steps or dynamic decision-making, use an agent instead.
Available Tools
| Tool | Description |
|---|---|
| Get Me | Get current authenticated user info |
| List Workflows | List workflows with filtering |
| Get Workflow | View a specific workflow |
| List Workflow Approval Requests | List approval requests |
| Update Workflow Approval | Update approval status |
| Get Workflow Sign Status | Get signature status |
| Manage Workflow Signature | Send requests or create recipient URLs |
| List Workflow Comments | List comments on a workflow |
| Create Workflow Comment | Post a new comment |
| Update Workflow Metadata | Update workflow fields |
| List Records | List records with filtering |
| Get Record | View a specific record |
| Update Record Metadata | Update record properties |
| Get Workflow Schema | Get workflow design schema |
| Get Records Schema | Get record type schemas |
Example Prompts
Use these with your agent or in the Agent Node: Find workflows:Troubleshooting
| Issue | Solution |
|---|---|
| Agent not finding the right data | Use specific workflow names or record titles |
| Action not completing | Check that you’ve authenticated with Ironclad |
| Unexpected results | The agent may chain multiple tools (e.g., finding a workflow first, then updating). Review the agent’s reasoning to understand its approach. |
| Tool not available | Verify the tool is enabled in your agent’s MCP configuration |
Need Help?
- Agents documentation for setup and best practices
- Agent Node guide for workflow integration
- Gumloop Community for questions and examples
- Contact [email protected] for assistance
Use this integration directly in Claude or Cursor. Connect remotely via the Ironclad MCP server using your Gumloop credentials.