Ironclad Extension

Connect your own Ironclad CLM company using an OAuth Client (Client ID/Secret) registered in Ironclad's Company Settings > API, after checking it actually works.

Disconnect one Ironclad company. Nothing in Ironclad itself is changed; only the saved OAuth Client credentials here are deleted.

List the connected Ironclad companies.

List active/in-progress Ironclad workflows (contracts currently moving through approval, not yet completed records). Paginated.

Read one Ironclad workflow in full: current step, attribute values, participants, and approval state.

Launch a new Ironclad workflow (contract request) synchronously from a template. Blocks until created -- use launch_workflow_async if attaching large files.

Launch a new Ironclad workflow asynchronously (non-blocking) -- recommended when the launch also includes file attachments. Returns immediately with a launch acknowledgement; poll get_workflow with the returned id to see it settle.

Launch several workflows from the same template in one call, e.g. one NDA per new counterparty. Pass launches_json as a JSON array of {name, attributes} objects.

Cancel an active Ironclad workflow before it completes.

Send an active workflow back to its Review step -- e.g. after a signer rejects, or new redlines require another look.

List all workflow designs (templates) configured in this Ironclad company -- their template ids, needed to launch a workflow.

Read one workflow design (template) in full -- its launch-form attribute ids and types, needed before calling launch_workflow.

Update one or more attribute values on an active workflow, e.g. correcting a counterparty name mid-review.

Read one file attachment's metadata/download info on an active workflow.

Attach a file (fetched from a publicly reachable URL) to an active workflow.

Add a comment to an active workflow, visible to its participants inside Ironclad.

Trigger Ironclad's e-signature flow for a workflow currently ready for signature, naming who should sign.

Read the current e-signature status of a workflow -- who has signed, who is pending.

Approve or reject a pending approval step on a workflow, acting as the connection's configured user.

List records (completed/signed agreements) in the connected Ironclad company, with optional filtering by type, last-updated timestamp, and one property value.

Read one record (completed/signed agreement) in full, including its properties and attachment list.

Read the Records schema: every record type and its configured properties/attributes, needed before create_record or update_record.

Create a new record directly (e.g. migrating a legacy signed agreement into Ironclad without running it through a workflow first).

Update selected property values on an existing record. Only the properties you pass change.

Permanently delete a record. Cannot be undone through the API -- use with care.

Read one record attachment's metadata and download link.

Attach a file to an existing record by giving Ironclad a publicly reachable URL to fetch it from.

Permanently remove an attachment from a record. Cannot be undone.

Apply a post-signature contract action to a record -- e.g. renew, terminate, or amend -- using the action types configured for that record's type.

Create a record from an already-signed document by URL, using Ironclad's own AI to extract its metadata automatically -- ideal for bulk-migrating a legacy contract archive.

List counterparty/contact entities (companies and individuals) registered in the connected Ironclad company.

Read one counterparty/contact entity in full.

Create a new counterparty/contact entity (a company or individual your organization contracts with).

Update selected property values of an existing entity. Only the given properties change.

Permanently delete a counterparty/contact entity. Cannot be undone -- records/workflows referencing it will lose that link.

List the relationship types available for linking entities to each other (e.g. 'Parent Company', 'Subsidiary').

List post-signature obligations (renewal reminders, SLA deliverables, compliance deadlines), optionally filtered to one record.

Read one obligation in full.

Create a new obligation linked to an existing record -- a deadline or deliverable that outlives the signature process.

Update selected property values of an existing obligation. Only the given properties change.

Permanently delete an obligation. Cannot be undone.

List webhook subscriptions configured on the connected Ironclad company.

Subscribe to Ironclad workflow/record/obligation lifecycle events -- Ironclad will POST event payloads to your target URL as they happen.

Update an existing webhook's target URL and/or subscribed events. Only the given fields change.

Permanently remove a webhook subscription. Cannot be undone.

Start a data export (report) of records or workflows for offline analysis. Requires the Reports/Exports feature to be enabled on your Ironclad plan -- a permission error here likely means it isn't.

Check the status of a data export and get its download URL once ready.

Build one aggregated health report across the connected Ironclad company: active vs stalled workflows, recently completed workflows, and obligations due in the next 30 days -- one call instead of manually cross-referencing several reads.

Value-add report: scan records and flag every one whose agreement/expiration date falls within a given window from now -- absorbs the client-side date-window math Ironclad's own list_records filter doesn't do.

Apply the same property values to several existing records in one call -- e.g. tagging every contract from an acquired subsidiary with a new business-unit code. Ironclad's own API has no native bulk-update endpoint for records, so this loops update_record and reports how many succeeded.