Content & Documents · Integration

Contracts CLM

Add Contracts CLM to your product for your customers, and give your AI agents governed access to it.

Embed a Contracts CLM integration so your customers can work their own contracts, templates, versions, and approval steps from inside your product, with governed agent access to the same records. Access runs through each customer's own grant, so their existing document permissions apply and your product cannot read an agreement the connected account could not read itself. fastn handles per-customer authorisation and API upkeep, so contract workflows are configuration rather than a per-customer build.

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In your product

Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.

Let customers see their own contracts and current status from inside your product instead of a separate contract tab.

Create a contract from a customer's own template when a deal or request is approved in your product.

Read contract metadata such as counterparty, dates, and renewal terms so your product can act on what is in the agreement.

Trigger your product when a contract is sent for approval, signed, or nears a renewal date.

For your AI agents

Governed, audited access for the agents you build, through the MCP server.

An agent finds the current version of an agreement and summarises its key dates before a renewal conversation.

An agent starts a contract from a template within governed permissions, with the action logged.

An agent reacts to a signature event and runs the next onboarding step.

Example prompt

List contracts renewing in the next 60 days and flag any without an owner assigned.

Set up Contracts CLM in 4 steps

  1. 01Open the Contracts CLM connector from your fastn dashboard.
  2. 02Have each customer authenticate their own Contracts CLM account.
  3. 03Map the contract types, templates, and fields your product uses, then enable actions and triggers.
  4. 04Call them from your product, or expose them to an agent through the MCP server.

Why teams use the Contracts CLM integration

What you get by embedding it with fastn instead of building it yourself.

  • Ship a Contracts CLM integration without building it. Your customers connect their own Contracts CLM account inside your product and work their files, documents and versions there, with no per-customer code on your side.
  • Handle the part that actually costs time: permissions and versioning are easy to get subtly wrong, and mistakes expose content. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Contracts CLM update is not your on-call problem.
  • One integration serves your product and your agents. The same governed Contracts CLM connection powers in-product features and gives AI agents scoped, audited access, so you let your product work with your customers' documents in place without wiring it twice.

Used by these teams

MarketingHR & People OpsOperations

Compare with

Conga ContractsAgiloftAdobe Acrobat Sign

Often used alongside

Tools the same teams tend to run next to Contracts CLM, across other categories.

ShopifyStripeJiraAsana

Contracts CLM integration FAQ

How do I add a Contracts CLM integration to my product?

Enable the Contracts CLM connector in your fastn dashboard, then let each customer authenticate their own Contracts CLM account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Contracts CLM client code in your app and no per-customer branch in your codebase. Setup is 4 steps.

Do my customers each connect their own Contracts CLM account?

Yes. Every connection is scoped to the individual customer, so each authorises their own Contracts CLM account and only ever sees their own files, documents and versions. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.

Can AI agents use this Contracts CLM integration?

Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent finds the current version of an agreement and summarises its key dates before a renewal conversation.

Who maintains the Contracts CLM integration?

fastn does. When Contracts CLM changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.

Whose permissions does the Contracts CLM integration run under?

Each customer's own Contracts CLM grant. Where Contracts CLM holds a library, their existing folder and item permissions apply and your product cannot reach content the connected account could not reach itself. Where it processes content you supply rather than storing it, the call runs under that customer's own credentials and is logged per tenant.

Can my product create or update content in Contracts CLM automatically?

Where Contracts CLM supports writes, documents, entries and assets can be created, updated and filed from your product or by an agent within scoped permissions, with each action logged. Where it is a read surface, the same connection serves reads only.

What can I build with the Contracts CLM integration?

A common starting point: see their own contracts and current status from inside your product instead of a separate contract tab. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.

How much does the Contracts CLM integration cost?

It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Contracts CLM does not change your per-connector cost. You can start free with 3 connected accounts.

Add Contracts CLM to your product

Start free with 3 connected accounts. No sales call required, and no per-customer integration code.

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